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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
Bond. Corporate Bond
Bond. Corporate Bond
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
Troubled times for Turkey
Troubled times for Turkey
The Turkish lira fell to a new record low late last week.
13-08-2018 | Emerging markets alert
Guide to emerging markets
Guide to emerging markets
When you decide to invest in emerging markets, there is a range of approaches to choose from.
09-04-2018 | 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
Making better credit risk assessments
Making better credit risk assessments
Ground-breaking research by Robeco that changed the way the riskiness of corporate bonds can be evaluated has celebrated its 10th anniversary.
06-01-2014 | インタビュー