The Sustainable Development Goals (SDGs) can be used to assess whether companies are fit to serve society, says analyst Michael van der Meer.
The outlook for credits: Dead cat bounce
Investing in the SDGs to tackle snake bites
How many people do you think die from snake bites?
The outlook for credits: The emperor is naked
Despite our repeated concerns about high corporate leverage and too much risk appetite, it is only now that credit markets are beginning to react to the global economic slowdown, and the next recession is being openly discussed.
It’s not all black and white when it comes to SDGs
Measuring a company’s contribution to the UN SDGs is not that straightforward.
Data sets – factor investing in corporate bonds
A research-driven approach is at the core of everything we do.
Credit investors increasingly want to know how they can make superior returns while managing risk in one of the world’s most vibrant markets.
Practical implementation of credit factor strategies
Well-established factors, such as Low Risk, Value, Momentum and Size, generate economically meaningful and statistically significant premiums in credit markets.
The quarterly outlook for credits: we are on borrowed time
How much further can the US business cycle be extended?
Car engine innovation is key to CO2 reduction
Although there are still some climate sceptics, most scientists share the view that man-made CO2 emission leads to global warming and climate change.
Credit analysis and ESG: a perfect fit
One of the cornerstones of the investment philosophy of Robeco’s Credit team is that avoiding losers is more important than picking every winner.
ESG integration, in particular for corporate bonds
Institutional investors are becoming increasingly aware of the fact that trends such as population growth, the scarcity of raw materials and globalization have an impact on a company's risks and opportunities.