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Our guide to investing in SDG credits
Our guide to investing in SDG credits
The UN’s Sustainable Development Goals (SDGs) have captured the imagination as a great way of impact investing.
29-04-2019 | インサイト
Credit outlook: Dead cat bounce
Credit outlook: Dead cat bounce
04-04-2019 | 四半期アウトルック
Investing in the SDGs to tackle snake bites
Investing in the SDGs to tackle snake bites
How many people do you think die from snake bites?
11-03-2019 | Stunning statistics
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
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 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
Five reasons to take a global approach to Credits
Five reasons to take a global approach to Credits
Many credit investors only invest in their home currency.
28-12-2017 | インサイト
How will carmakers deal with the end of diesel?
How will carmakers deal with the end of diesel?
High NOx emissions and diesel gates are precipitating the end of the diesel era.
16-11-2017 | インサイト
成熟期に入ったクレジット市場のファクター投資
成熟期に入ったクレジット市場のファクター投資
クレジット市場のファクター投資戦略が、投資家や研究者の大きな関心を集めています。
25-10-2017 | インサイト
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
Guide to credits
Guide to credits
Credit investors increasingly want to know how they can make superior returns while managing risk in one of the world’s most vibrant markets.
15-05-2017 | 冊子
低リスク債券のクオリティ
低リスク債券のクオリティ
最近、学術の世界で新たに認知されるようになってきたファクター、それがクオリティです。
22-12-2016 | リサーチ
The quarterly outlook for credits: we are on borrowed time
The quarterly outlook for credits: we are on borrowed time
How much further can the US business cycle be extended?
04-04-2016 | 四半期アウトルック
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 analysis: an example from the banking sector
The impact of ESG on credit analysis: an example from the banking sector
In our previous edition we explained the integration of Environmental, Social and Governance (ESG) factors in the analysis of stocks.
05-07-2013 | リサーチ