インサイト - Insight Overview

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

What should and should not be included in strategic asset allocation is a hotly debated topic.

05-11-2018 | 5ヵ年アウトルック

The US economy is still firing on all cylinders.

05-10-2018 | 四半期アウトルック

The Turkish lira fell to a new record low late last week.

13-08-2018 | Emerging markets alert

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 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

さらに読む

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

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

Policy makers around the world are issuing regulations to reduce air pollution and climate change.

09-05-2014 | リサーチ