Robeco Asset Management Podcast
Business:Investing
Markets are still nervously eyeing the risk of a recession. Turmoil in the banking sector has added to the jitters. What will central banks do, and how should credit investors be positioned? In their latest Credit Quarterly Outlook, Robeco’s Credit team says they’re ready to buy on the dips, but with some very specific preferences. Erik Keller, Client Portfolio Manager for Credit at Robeco, outlines the team’s views.
Why contributing to the SDGs is a do or die
Is it too late to jump on the China bandwagon?
Making the portfolio more concentrated hasn’t made it more risky
With tech companies we need to be very vigilant
Combining quant and SI yields cost-effective solutions
Asset management is all about intellectual property
Only in hindsight you will see the benefits of low vol-investing
Investing in emerging markets takes nerves of steel
Factor investing is by no means a black box
We are approaching Peak Environment right now
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