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Credit outlook: Be smart, quick and lucky
Credit outlook: Be smart, quick and lucky
We are skeptical of the idea that central banks are infallible.
27-06-2019 | 四半期アウトルック
Credit outlook: Dead cat bounce
Credit outlook: Dead cat bounce
04-04-2019 | 四半期アウトルック
Credit outlook: The emperor is naked
Credit outlook: 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.
20-12-2018 | 四半期アウトルック
It’s not all black and white when it comes to SDGs
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.
12-12-2018 | インサイト
Factor investing in corporate bond markets - Client Case Studies
Factor investing in corporate bond markets - Client Case Studies
Does factor investing work for credits?
13-11-2018 | インサイト
Beware the monetary tide is turning
Beware the monetary tide is turning
Tighter dollar liquidity and a trade war that is fast becoming a deeper economic struggle will continue to affect markets.
24-10-2018 | 四半期アウトルック
Credit outlook: crowding out credit
Credit outlook: crowding out credit
The US economy is still firing on all cylinders.
05-10-2018 | 四半期アウトルック
Credit outlook: a slow bleed?
Credit outlook: a slow bleed?
We are past the peak of the credit cycle and uncertainty lies ahead.
06-07-2018 | 四半期アウトルック
The doomsday myth of 3% bond yields
The doomsday myth of 3% bond yields
Investors are focusing on the wrong 3% figure if they think the US bond yield is a cue for stocks to fall, says Lukas Daalder.
08-05-2018 | 月次アウトルック
The outlook for credits: active managers are coming to life
The outlook for credits: active managers are coming to life
Although fundamentals are positive with a global economy firing on all cylinders, risky assets are expensive.
10-04-2018 | 四半期アウトルック
Stop whining about the US yield curve
Stop whining about the US yield curve
Talk of an inverted US yield curve flagging a recession is completely misplaced, says Robeco investor Lukas Daalder.
09-01-2018 | 月次アウトルック
クレジット・ポートフォリオのサステナビリティを向上させる6つの手法
クレジット・ポートフォリオのサステナビリティを向上させる6つの手法
ロベコでは、サステナビリティ情報を分析することは、より豊富な情報を適切に反映した投資判断につながると確信しています。
25-07-2017 | インサイト
エネルギー・セクターにおける6つの重要なESG課題
エネルギー・セクターにおける6つの重要なESG課題
エネルギー・セクターは重大な環境・社会・ガバナンス(ESG)の課題に直面しています。
29-05-2017 | インサイト
Robeco retains PRI’s highest A+ grade
Robeco retains PRI’s highest A+ grade
Robeco has retained the highest possible A+ score for sustainable investing by the United Nations Principles for Responsible Investment (UNPRI).
08-08-2016 | インサイト
Credit analysis and ESG: a perfect fit
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.
17-09-2014 | リサーチ
ESG integration, in particular for corporate bonds
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.
08-09-2014 | インサイト
The impact of ESG on credit portfolios: the energy sector
The impact of ESG on credit portfolios: the energy sector
Policy makers around the world are issuing regulations to reduce air pollution and climate change.
09-05-2014 | リサーチ