Smart credits investors use the power of three
Credit investing

Smart credits investors use the power of three

Looking for a winning formula for credits? The answer is a contrarian approach, integrating three types of research. As pioneers in fundamental, quant and sustainability analysis, we combine all three to reduce risk and create proven and effective client solutions. It’s why we’ve been leaders in the field of credits investing for nearly two decades.

Download the Guide to Credits

Why credits investing?

At Robeco we have a long history in credit, having been investing in corporate bonds since the 1970s. Today, we run an extensive range of fundamentally managed credit portfolios that are all based on in-depth research and a contrarian outlook. We also offer our clients a number of quantitative credit strategies.

Perplexing complacency in credit markets

Perplexing complacency in credit markets

Robeco's Credit team sees a world full of imbalances that can last for years or correct at any time. The team remains worried about complacency and expensive markets, but acknowledges that markets can remain complacent and expensive for a long time. There is still a lot of liquidity searching for return.

Find out more
In a perfect world, all bonds with the same rating and maturity would trade at an identical spread. But the world isn’t perfect
Victor Verberk, Deputy Head of Investments
In a perfect world, all bonds with the same rating and maturity would trade at an identical spread. But the world isn’t perfect
Guide to Credits

  • Quarterly Outlook

    Financial sector back in vogue with bond investors

    Guess who's back, banks are back. Financial institutions’ bonds are outperforming non-financial credits and investors are taking notice. "We expect this outperformance to continue as the outlook for financial bonds is attractive."

    Find out more
  • Philosophy

    Six ways to improve the sustainability of credit portfolios

    It is our conviction that analysing sustainability information leads to better informed investment decisions. Whereas sustainability integration has been applied to equity investments for years, in fixed income it has only recently gained broader interest. At Robeco, we have six ways in which we can improve the sustainability of credit portfolios.

    Find out more
Smart credits investors use the power of three

Smart credits investors use the power of three

Download the Guide to Credits
Financial bonds: it's all about yield and credit quality
Financial bonds: it's all about yield and credit quality
Subordinated financials have outperformed non-financial credits and investors are starting to take notice.
24-11-2017 | Insight
How will carmakers deal with the end of diesel?
How will carmakers deal with the end of diesel?
High NOx emissions and diesel gates are precipitating the end of the diesel era.
16-11-2017 | Insight
Full 2018 Outlook 'Playing in Extra Time'
Full 2018 Outlook 'Playing in Extra Time'
After eight positive years, investors have to pose the question: how long will the party last?
09-11-2017 | Yearly outlook
Share this page