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Credit Quarterly Talks Q2 2023: Buy the dip

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Manage episode 359461760 series 2511131
Content provided by Robeco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robeco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

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71 episodes

Artwork
iconShare
 
Manage episode 359461760 series 2511131
Content provided by Robeco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robeco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

71 episodes

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