Robeco’s fixed income team examines how higher yields, heavy issuance and resilient growth are reshaping opportunities across rates, credit and emerging-market debt.
- High starting yields improve return potential, but persistent inflation and hawkish central banks limit conviction on broad duration.
- Rising sovereign, utility and AI-related corporate issuance is weakening technical support for credit and increasing the importance of quality and shorter spread duration.
- Emerging-market debt still offers attractive carry, but higher energy prices, a firm dollar and tighter global conditions favour selective positioning.
Explore the full report for Robeco’s preferred fixed-income positioning across markets.
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