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

  • Quarterly outlook

    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.

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  • 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.

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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
Smart credits investors use the power of three

Smart credits investors use the power of three

Download the Guide to Credits
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
Credit markets are addicted to short-term performance
Credit markets are addicted to short-term performance
Robeco’s Credit team is growing increasingly uncomfortable.
06-10-2017 | Outlook
Bonds are from Venus, equities are also from Venus
Bonds are from Venus, equities are also from Venus
Where do returns come from?
25-09-2017 | 5-Year outlook