Quality in high yield has always delivered

28/05/2025

Robeco Asset Management Podcast

0:00

25:48

The high-yield bond market has rebounded from April’s tariff-driven sell-off, with US spreads having tightened and European yields holding steady. But investors are being kept on their toes: US policy risks continue to fuel volatility, while divergent dynamics are at play across regions-as-well-as-sectors. Sander Bus and Christiaan Lever discuss the present market environment and the key question: will their quality bias pay off?

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Quality in high yield has always delivered
28/05/2025
25:48
The high-yield bond market has rebounded from April’s tariff-driven sell-off, with US spreads having tightened and European yields holding steady. But investors are being kept on their toes: US policy risks continue to fuel volatility, while divergent dynamics are at play across regions-as-well-as-sectors. Sander Bus and Christiaan Lever discuss the present market environment and the key question: will their quality bias pay off?
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Quality in high yield has always delivered

Robeco Asset Management Podcast

D'autres épisodes de "Robeco Asset Management Podcast"

How resilient are long-term investment themes in turbulent times?

A random talk down Quant Street, Episode 10/11 – What kind of performance can investors expect?

A random talk down Quant Street, Ep. 9/11 – Does risk appetite drive quant choices?

Quality in high yield has always delivered

A random talk down Quant Street, Ep. 8/11 – What is quant alpha?

A random talk down Quant Street, Ep. 7/11 – How active is Active Quant?

A random talk down Quant Street, Ep. 6/11 – What are next-gen signals?

Trump 2.0 is all about ‘shock and awe’

Market Flash: The bond market can intimidate everyone

A random talk down Quant Street, Ep. 5/11 – What does AI mean for quant investing?