Credit Quarterly Talks Q2 2023: Buy the dip

Robeco Asset Management Podcast
30/03/2023 8 min
Credit Quarterly Talks Q2 2023: Buy the dip

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Episode Synopsis

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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