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.
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.