Insight

Targeting alpha with high-quality credit

Our global, research-driven credit strategies seek to combine income potential with resilience and diversification.


Authors

    Client Portfolio Manager

Summary

  1. Elevated yields provide opportunities for income generation in today’s market
  2. High-quality credit offers diversification as inflation stabilizes
  3. Easing rates and resilient corporate fundamentals support credit markets

Amid market volatility, high-quality credit can play a valuable role in diversified portfolios. Elevated yields offer income potential, while strong fundamentals and a broad opportunity set support diversification. Robeco’s global, research-driven approach seeks to identify overlooked opportunities and manage risk actively, aiming to enhance portfolio resilience through the cycle.


Targeting alpha in credit income before others see it