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Central bank watcher: Taper management
Central bank watcher: Taper management
As economies reopen and supply-demand mismatches surface, central banks are facing the conundrum of when to taper their asset purchases.
07-06-2021 | インサイト
クレジット・アウトルック:過熱気味の経済運営
クレジット・アウトルック:過熱気味の経済運営
クレジット市場が堅調さを維持する可能性もありますが、失敗の余地は極めて限定的です。
06-04-2021 | 四半期アウトルック
債券アウトルック:米国で実現するもの
債券アウトルック:米国で実現するもの
いくつかのイベントが米国で実現されつつあります。
02-04-2021 | インサイト
Podcast: No need to fear an inflationary accident – just yet
Podcast: No need to fear an inflationary accident – just yet
It’s inevitable that the forceful fiscal stimulus and exceptionally loose monetary policy currently in place will result in higher inflation.
30-03-2021 | ポッドキャスト
Bonds: Shaken, not stirred
Bonds: Shaken, not stirred
A rise in bond yields has left central banks shaken but not stirred as the world comes out of lockdown, says Robeco’s multi-asset team.
08-03-2021 | 月次アウトルック
Podcast: Challenge the consensus
Podcast: Challenge the consensus
Keep questioning the consensus in 2021, do your research and stay contrarian, says Victor Verberk, Robeco’s CIO Fixed Income in our latest podcast episode.
14-01-2021 | ポッドキャスト
Letter from the CIO: Stay contrarian
Letter from the CIO: Stay contrarian
Keep questioning the consensus in 2021, says Victor Verberk, Robeco’s CIO Fixed Income and Sustainability.
07-01-2021 | インサイト
Interest rates – don’t be so negative
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | 5ヵ年アウトルック
Podcast: Will we avert a grim mix of higher inflation and negative rates?
Podcast: Will we avert a grim mix of higher inflation and negative rates?
Central banks are navigating through unchartered territory.
15-10-2020 | ポッドキャスト
クレジット・アウトルック:市場はすでにワクチンを保有
クレジット・アウトルック:市場はすでにワクチンを保有
世界はわれわれが通常の生活に戻ることができるようなワクチンを待っています。
09-10-2020 | 四半期アウトルック
The threat of inflation and its implication for rates
The threat of inflation and its implication for rates
To mitigate the economic effects of the Covid-19 pandemic, unprecedented policy support has been implemented by governments and central banks.
09-10-2020 | Digital event
Money for nothing, inflation not guaranteed
Money for nothing, inflation not guaranteed
The massive stimulus to restart economies following the Covid-19 crisis isn’t likely to trigger inflation, say Bob Stoutjesdijk, Rikkert Scholten and Martin van Vliet of Robeco’s Global Macro team.
05-10-2020 | 5ヵ年アウトルック
Fixed income outlook: Upside bounce, downside risks
Fixed income outlook: Upside bounce, downside risks
Fixed income returns have been excellent in 2019.
06-01-2020 | 四半期アウトルック
A Knock at the Door: The return of inflation
A Knock at the Door: The return of inflation
Since the global financial crisis, one economic variable has stayed on our mind: inflation.
05-12-2019 | 年次アウトルック
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
23-01-2018 | ビデオ
Secular stagnation is a stagnating theory
Secular stagnation is a stagnating theory
Is secular stagnation for real?
22-09-2017 | 5ヵ年アウトルック