Märkte und Analysen

Sector opportunities in euro credit

October 14, 2025

Lesezeit: 3:59 mins

In this video, Insight Investment portfolio manager Fabien Collado outlines four sectors in the European credit market where he sees attractive value opportunities.

Key points:

The Responsible Horizons Euro Corporate Bond portfolio is overweight banks due to strong fundamentals and expected normalisation of spreads, offering attractive value versus corporates and non-financials.
The utilities sector benefits from Europe's energy transition, requiring significant debt issuance with attractive premiums, while being defensive and less cyclical amid geopolitical tensions.
The property and automotive sectors present selective opportunities, with property normalising post-inflation and automotive impacted by trade tensions but offering spread pickup.

2693060 Exp: 31 Dezember 2025

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