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Insights

Central bank watcher: Reflation trend is their friend
Central bank watcher: Reflation trend is their friend
It seems premature to conclude the uptrend in bond yields is over, certainly if breakeven inflation rates rise further.
01-03-2021 | Insight
European utilities on the cusp of a decade-long investment opportunity
European utilities on the cusp of a decade-long investment opportunity
These companies have the unique prospect of tackling climate change and continuing to lead the global energy transition.
03-02-2021 | Insight
Letter from the CIO: Stay contrarian
Letter from the CIO: Stay contrarian
Keep questioning the consensus in 2021, says Victor Verberk, Robeco’s CIO Fixed Income and Sustainability.
07-01-2021 | Insight
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 | Insight
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 | Insight
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 | Insight
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
Scenario analysis confirms need for defensive credit market positioning
Scenario analysis confirms need for defensive credit market positioning
Our analysis of spread markets suggests the most likely scenario in coming months is that of low growth and low inflation.
03-12-2019 | Insight
Fixed income outlook: Rising recession risk; unchanged strategy
Fixed income outlook: Rising recession risk; unchanged strategy
It seems a lot has changed in one quarter.
03-10-2019 | 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 | Insight
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 | Insight
Sometimes data revisions matter
Sometimes data revisions matter
Sometimes data revisions really matter – this is one of those times.
05-08-2019 | Insight
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 | Insight
Fixed income outlook: More repression to avoid recession
Fixed income outlook: More repression to avoid recession
Fighting the Fed or ECB has been a losing game over the past decade.
10-07-2019 | Quarterly outlook
China and the Fed are partners for now
China and the Fed are partners for now
The data will remain bumpy and markets vulnerable.
30-04-2019 | Insight
It’s late cycle but not end cycle
It’s late cycle but not end cycle
Markets continue to be weak and volatile, while growth expectations are depressed globally.
10-01-2019 | Quarterly outlook
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
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
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