Quality in high yield has always delivered

2025-05-28

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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A random talk down Quant Street, Episode 10/11 – What kind of performance can investors expect?
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A random talk down Quant Street, Ep. 9/11 – Does risk appetite drive quant choices?
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How much risk are you comfortable with – and how should that affect your investment choices? In the ninth episode of this new series on quant investing, Jeroen Hagens unpacks how different levels of risk appetite influence the use of active quant strategies.
Quality in high yield has always delivered
2025-05-28
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?
A random talk down Quant Street, Ep. 8/11 – What is quant alpha?
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A random talk down Quant Street, Ep. 7/11 – How active is Active Quant?
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8:09
In this new episode portfolio manager Vania Sulman explains how the tracking error of an Active Quant approach is managed over the long term, and explains the process of overweights and underweights versus the benchmark. She also talks about how Active Quant differs from an enhanced-indexing approach.
A random talk down Quant Street, Ep. 6/11 – What are next-gen signals?
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Investing is evolving fast, and next-gen signals are at the forefront of that evolution. But what arethey? In the sixth episode of this new series on quant investing, Iman Honarvar Gheysary returns to unpack these developments for us.
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The first 100 days of Donald Trump’s return to the White House have been marked by sweeping change: executive actions, heightened trade tensions, and growing uncertainty seem to be the new normal. In this episode, we evaluate how these early policy moves by the new US administration are reshaping the global economic landscape, and what it all means for investors.
Market Flash: The bond market can intimidate everyone
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12:33
‘In times of turmoil you see where the crowded trades are’, says strategist Martin van Vliet. He explains what happened on the bond market that made Trump blink, and discusses where safe havens can be found when US Treasuries crumble.
A random talk down Quant Street, Ep. 5/11 – What does AI mean for quant investing?
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Quality in high yield has always delivered

Robeco Asset Management Podcast

Fler avsnitt från "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?