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Vooroplopen in oplossingen voor klimaatbeleggen
Vooroplopen in oplossingen voor klimaatbeleggen
Alles wat u moet weten over klimaatuitdagingen en oplossingen voor klimaatbeleggen.
01-10-2021 | Visie
Fixed income outlook: Tunnel vision
Fixed income outlook: Tunnel vision
There is plenty of evidence of herding and groupthink.
14-09-2021 | Visie
Central bank watcher: Changing climate
Central bank watcher: Changing climate
As the delta variant continues to spread around the globe, we see notable differences in monetary policy response.
31-08-2021 | Visie
Hoe overleven autofabrikanten de verschuiving naar elektrisch rijden?
Hoe overleven autofabrikanten de verschuiving naar elektrisch rijden?
Regelgeving, veranderende voorkeuren van consumenten en nieuwkomers voeren de druk op.
09-07-2021 | Visie
Fixed income outlook: Inflation hyperventilation
Fixed income outlook: Inflation hyperventilation
Heading into H2, we still find plenty to disagree with in the prevailing market consensus.
15-06-2021 | Visie
Finding the downside risks in credit with ESG
Finding the downside risks in credit with ESG
Using financially material ESG information leads to better-informed investment decisions and benefits society.
09-06-2021 | Visie
Fixed income outlook: Coming to America
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Visie
Europese nutsbedrijven aan vooravond van decennialange beleggingskans
Europese nutsbedrijven aan vooravond van decennialange beleggingskans
Deze bedrijven hebben de unieke kans om de klimaatverandering te bestrijden en voorop te blijven lopen in de wereldwijde energietransitie.
03-02-2021 | Visie
Brief van de CIO: blijf contrair denken
Brief van de CIO: blijf contrair denken
Ook in 2021 moeten we kritisch blijven kijken naar de consensus, zegt Victor Verberk, CIO Fixed Income and Sustainability bij Robeco.
07-01-2021 | Visie
Fixed income outlook: Just another range trade
Fixed income outlook: Just another range trade
Markets participants, often overly focused on cyclical and economic factors, may need to take a broader perspective.
08-12-2020 | Visie
Fixed income outlook: The autumn cluster
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | Visie
Robeco Global Total Return Bonds: flexible access to a broad opportunity set
Robeco Global Total Return Bonds: flexible access to a broad opportunity set
2020 has offered unusually large opportunities for allocating between fixed income sectors as global financial markets have transitioned from safe-haven flows in government bonds to value opportunities in credit.
09-09-2020 | Product video
Fixed income outlook: Rising waves
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to take profit and adopt a patient stance.
08-07-2020 | Visie
Fixed income outlook: The Covid shock and the Baa recovery
Fixed income outlook: The Covid shock and the Baa recovery
Fixed income opportunities are shifting swiftly away from safe-haven government bonds towards credit.
01-04-2020 | Quarterly outlook
Fixed income outlook: Upside bounce, downside risks
Fixed income outlook: Upside bounce, downside risks
Fixed income returns have been excellent in 2019.
06-01-2020 | Quarterly outlook
European banks: Go for debt
European banks: Go for debt
Despite earnings compression, the creditworthiness of European banks appears intact.
07-08-2019 | Visie
Negative yields are becoming the new normal
Negative yields are becoming the new normal
The ECB has adopted a long-term negative interest rate policy.
06-08-2019 | Visie
Steering change: sustainable automotive credit
Steering change: sustainable automotive credit
The automotive industry still relies heavily on old-school business models and dirty technology.
18-07-2019 | Visie
Credit outlook: risico managen!
Credit outlook: risico managen!
We zijn voorzichtig over credits in 2018.
23-01-2018 | Video
Robeco Global Total Return Bond Funds leading approach to ESG integration
Robeco Global Total Return Bond Funds leading approach to ESG integration
The Global Total Return Bond Fund aims to capture opportunities in fixed income classes around the globe.
24-07-2017 | Research
Hogere benchmarkduration bedreiging voor indexgerichte obligatiebeleggers
Hogere benchmarkduration bedreiging voor indexgerichte obligatiebeleggers
De duration van vastrentende indices schiet omhoog.
28-09-2016 | Visie
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