Debt and Credit Outlook

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Outlook 2018: Playing in extra time (Robeco, Nov 2017)

In their 2018 market outlook, Robeco likens the current macro-economic backdrop to 'playing in extra time' - a period where the best part of the game is over, but the outcome is still undecided. This late-stage cycle is evidenced by declining credit quality and concerns over levels of debt issuance, increasingly tight labor markets despite low ...

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