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ROBECO - Fri, 10/07/2022 - 14:41

Keep a close eye on chips and ships

Investors looking for companies that can survive a recession should consider the ‘chips and ships’ scenario for navigating choppy waters.

Speed read

  • Semiconductors and shipping industries as cyclical case study
  • Rates are falling for both but profit margins remain high
  • Equities underpinned by strong earnings look better than bonds


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ROBECO

Robeco is a pure-play international asset manager founded in 1929 with headquarters in Rotterdam, the Netherlands, and 16 offices worldwide. A global leader in sustainable investing since 1995, its unique integration of sustainable as well as fundamental and quantitative research enables the company to offer institutional and private investors an extensive selection of active investment strategies, for a broad range of asset classes. 

As of September 2023, Robeco had USD 186 billion in assets under management, of which USD 183 billion is committed to ESG integration.

www.robeco.com
John l. Pinto Executive Director, RIAM US J.Pinto@robeco.com +1 646 690 9385 230 Park Avenue, Ste 3330 New York, NY 10169 USA View the contributor page

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