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“We wanted to create an alternative to the existing active and passive ESG solutions.” Portfolio manager Machiel Zwanenburg manages RobecoSAM Quant Sustainable Global Equities (QSGE) together with Peter Ferket.
In our latest Credit Quarterly Outlook, we note two changes that are taking place in the credit markets. First, the US credit cycle is becoming unfriendly. Corporate releveraging is accelerating and margins have peaked.