A better way
to invest in credit

Credit spreads are currently low measured against government bonds. However, this does not necessarily mean that corporate bonds are unattractive: the risk differential between corporate and government bonds has narrowed due to the increasing challenges faced by the public sector, which justifies lower spreads. A comparison with the swap curve supports this interpretation.

Meta and Alphabet/Google recently entered the corporate bond market with two jumbo issuances. Will the projected AI capex of the large US tech companies make them index heavyweights in corporate bond benchmarks? Will the increase in debt be accompanied by rising company spreads? Do investors need to adjust their benchmark choice or investment universe?

Geopolitical tensions, fiscal risks and diverging interest rate policies were shaping the bond market in the third quarter of 2025. While the US Federal Reserve is starting a cycle of interest rate cuts, European countries are coming under increasing pressure. Corporate bonds are proving to be an anchor of stability in a complex market environment, as Dr Harald Henke explains.

Enhanced strategies provide investors with an efficient way to target outperformance without deviating significantly from benchmark risk. Quoniam offers an ideal combination of science-based models, powerful technical infrastructure and capital market expertise. This enables investors to invest close to the benchmark while aiming for controlled outperformance.

Fixed income factor investing is on the rise, yet many bond investors still haven’t explored it like equity investors have. Our new white paper peels back the layers of factor-based corporate bond strategies to show you where untapped sources of return may lie.

The US’s once ambitious plans to reduce deficits, strengthen the economy and defuse conflicts have turned into trade wars, mounting new debt and fresh conflicts. In his market commentary, Dr Harald Henke, Head of Fixed Income, explains the impact on bond markets.

Quoniam Funds Selection SICAV European Equities EUR A Dis and Quoniam Fund Selection SICAV – Euro Credit EUR A dis have been announced as winners at the LSEG Lipper Fund Awards 2025.

Investors in near-passive credit products have more options than pure index replication. Enhanced is a strategy that goes beyond traditional passive approaches and aims to achieve a higher return than the benchmark with comparable risk. Dr Harald Henke, Head of Fixed Income, explains what sets enhanced strategies apart – and why it is a smart alternative for investors who want to optimise their portfolio.

The global political and economic landscape is on the verge of a profound change, having a significant impact on both, the US and Europe. In his market commentary, Dr Harald Henke, Head of Fixed Income, discusses the influence of rising interest rates, inflation and geopolitical tensions on your portfolio.

How does a credit model work in the current environment characterised by structural breaks? Using two examples, Dr Harald Henke, Head of Fixed Income, explains how systematic credit factors can quickly adapt to a changing macroeconomic environment and initiate a rebalancing of a credit portfolio.