Robeco Asset Management Podcast
Business:Investing
2022 has been a year of records for bond investors. In the first six months, the fixed income asset class clocked its worst performance since 1788. And, unusually, bonds have weakened at the same time that equity markets got hammered. In this episode we take a look at a segment of the fixed income market: high yield corporate bonds. Here too, new records have been set.Never before have there been two consecutive years of negative total returns in high yield. Investors are now wrestling with the question of whether this is the low point for high yield. Our guests are two veterans in the field, portfolio managers Sander Bus and Roeland Moraal.
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Market update 9 March: Corona, oil price war and falling markets
Gilbert Van Hassel: It’s time asset managers make money talk
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
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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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