Insight

Unraveling 9 key questions about credit – The 2025 edition

Gain expert insights into the most pressing questions in credit investing. This guide helps investors position for income, diversification, and long-term value in 2025.


Authors

    Client Portfolio Manager
    Head of Credit team

Summary

  1. A shifting rate cycle, market uncertainty, and multi-year high yields make 2025 a critical year for credit
  2. We identify where credit offers the most compelling risk-adjusted returns
  3. Active selection uncovers mispriced opportunities to enhance credit returns

Following the most aggressive central bank hiking cycle in 40 years and with rate cuts now underway, 2025 promises to be unpredictable and volatile. In such times, investment grade credit remains a reliable income source, offering diversification benefits and the chance to lock in attractive returns.

This updated booklet leverages Robeco’s expertise to address client concerns about credit investing. Our goal is to provide accessible, insightful guidance on identifying value, managing risk, and unlocking opportunities. We hope these insights equip you with the knowledge and inspiration to capitalize on today’s credit environment.


Global Credits DH EUR

performance ytd (31-10)
4.50%
Performance 3y (31-10)
5.24%
morningstar (31-10)
2 / 5
23
SFDR (31-10)
Article 8
Dividend Paying (31-10)
No
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

Credit Income DH EUR

performance ytd (31-10)
6.51%
Performance 3y (31-10)
7.07%
morningstar (31-10)
3 / 5
234
SFDR (31-10)
Article 8
Dividend Paying (31-10)
No
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

Euro Credit Bonds D EUR

performance ytd (31-10)
2.96%
Performance 3y (31-10)
5.56%
morningstar (31-10)
3 / 5
234
SFDR (31-10)
Article 8
Dividend Paying (31-10)
No
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

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