Although fundamentals are positive with a global economy firing on all cylinders, risky assets are expensive. Our positioning is cautious but active.
Markets in different regions move in different ways, a global approach offers investors a range of diversification benefits.
Sustainability is increasingly important in credits. At Robeco, we use six approaches to implement it in our portfolios.
The outlook for credits in 2018 is uncertain, says Robeco’s Sander Bus, so manage your risk carefully.