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ROBECO - Mon, 06/26/2023 - 15:28

Podcast: Credit Outlook: Stuck between a rock and a hard place

Markets have been talking about the upcoming US recession for more than a year. As of yet, a recession has not arrived. But with an outlook of either higher rates or a recession, and valuations in no-man’s land, markets are between a rock and a hard place.

  • Markets are stuck between a stubborn inflation environment and a recession
  • Central banks may have to force a slowdown in order to combat inflation
  • Buy-on-dips (and sell the rally) strategy remains our preferred approach

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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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