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Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website.

The information contained in the Website is NOT FOR RETAIL CLIENTS – The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorised to receive such information under any other applicable laws. The value of the investments may fluctuate. Past performance is no guarantee of future results. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency.

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Decline

Opportunity: Credit investing

Seizing the opportunity in the credit market

We expect global growth to slow but not tip into a recession, with inflation easing and central banks becoming less restrictive. This creates a favorable environment for high-quality credit. Today’s yields remain attractive, giving credit investors access to strong income potential, higher returns, and better portfolio diversification.


Why credit?

Credit offers a wide range of opportunities with compelling risk-return potential. 

History suggests that over the long term, corporate bonds have not only provided diversification but also helped to reduce portfolio volatility.

Beyond that, income return has been a key driver of long-term bond performance. With yields still high and rates easing, now is a prime moment to pivot to credit. 

Joop Kohler - Head of Credit team

Joop Kohler
Head of Credit team

“

The best credit opportunities come from uncovering value in overlooked areas, using a contrarian approach backed by rigorous research

Why now?

With inflation cooling and rates easing, the environment looks favorable for high-quality fixed income, particularly investment grade credit. Yields remain attractive while tightening spreads add to the opportunity. Investment grade companies are in good shape, having managed debt levels proactively in recent years.

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.


Credit strategies

Why Robeco?

With decades of experience in corporate bonds, Robeco was among the first European investors to launch a global high yield strategy. Our success is built on rigorous research and global sector expertise, enabling us to uncover high-quality opportunities with strong risk-adjusted returns. Our international team of analysts helps investors manage changing markets and capture alpha1. 

Contrarian approach

We take a contrarian approach to investing, meaning we target mispriced opportunities before they’re widely recognized. This allows us to uncover credit investments that offer a balance of resilience, income, and alpha potential.  

Sustainability included

As a leader in sustainable investing, we integrate ESG, SDGs, and climate-focused strategies into our credit portfolios. This approach leads to better informed investment decisions.

1Alpha refers to the excess return of an investment relative to a benchmark index and is a measure of performance.

Our solutions

We focus on bonds from corporations, banks, and insurers with strong credit ratings (typically AAA to BBB), offering a balance of attractive yields and lower risk. These high-quality bonds seek to provide resilience, income and stability, particularly in volatile markets offering an appealing yield pickup while remaining well-positioned in case of volatility.

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Euro Credit Bonds

Euro Credit Bonds

By targeting opportunities across corporate and financial bonds, this strategy invests in European investment grade corporate bonds and financials and can invest outside of the standard index.

Global Credits

Global Credits

A global strategy that seeks opportunities in high-quality corporate and financial bonds. By leveraging regional and economic differences, it can invest outside of the standard index. With flexibility to include high yield and emerging markets, it balances stability and potential growth.

Credit Income

Credit Income

This strategy is designed to deliver an attractive yield and income by investing in developed and EM market credit. It can quickly adapt to changing market conditions, finding the most attractive income opportunities in each phase of the credit cycle. The strategy avoids investing in companies making a negative impact on the UN Sustainable Development Goals (SDGs).

Related products

Our global, emerging, and financial credit strategies stand out by delivering steady alpha across diverse market conditions.

Global Credits IH GBP

performance ytd (31/03)
2.13%
Performance 3y (31/03)
0.94%
since inception (31/03)
2.09%
total size of fund (31/03)
2482mln
morningstar (31/03)
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.

If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Performance since inception is as of the first full month. Periods shorter than one year are not annualized. Returns net of fees, based on gross asset value.

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Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information This disclaimer applies to any documents and the verbal or written comments of any person in presentations or webinars on this website and taken together is referred to herein as the “Information”. The services to which the Information relate are NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws and must not be relied or acted upon by any other persons. This Information does not constitute an offer to sell, or a solicitation of an offer to buy, any financial product, and may not be relied upon in connection with the purchase or sale of any financial product. You are cautioned against using this Information as the basis for making a decision to purchase any financial product. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. The Information does not purport to be complete on any topic addressed. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided.
In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management UK Limited (“RIAM UK”) is authorised and regulated by the Financial Conduct Authority. RIAM UK, 30 Fenchurch Street, Part Level 8, London EC3M 3BD (FCA Reference No:1007814). The company is registered in England and Wales under Ref No. 15362605.

In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.