Client Portfolio Manager
• 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
Head of Credit team
Top keywords
Summary
- A shifting rate cycle, market uncertainty, and multi-year high yields make 2025 a critical year for credit
- We identify where credit offers the most compelling risk-adjusted returns
- 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.
Targeting alpha in credit before others see it
Guided by a contrarian approach and backed by 50 years of expertise, we target undervalued opportunities others overlook, aiming to generate strong risk-adjusted returns through market cycles.
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