Fixed Income: Credit Quarterly Outlook

July 2025 - By Victor Verberk, CEO/CIO, and Bob Stoutjesdijk, Strategist

This post is issued by Osmosis (Holdings) Limited, a London based investment management group. For more information, please contact Lisa Harrison on 07716 912832 or [email protected]

By Victor Verberk, CEO/CIO and Bob Stoutjesdijk, Strategist


Since the early 2000s, the team has worked together using a consistent investment process that has been — and will remain — with a thorough review of the credit market cycle, a discipline the team will carry forward at Osmosis NL. Each Credit Quarterly Outlook may not read as the next chapter in a continuous narrative — fundamentals, valuations, and technical forces in international capital markets are powerful and can change quickly.

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Important Information

Global Investors (ex US). This report is issued in the UK by Osmosis Investment Management UK Limited (“Osmosis”). Osmosis is authorised and regulated by the Financial Conduct Authority “FCA” with FRN 765056. This document is a “financial promotion” within the scope of the rules of the FCA. In the United Kingdom, the issue or distribution of this document is being made only to and directed only at professional clients (as defined in the rules of the FCA) (“Professional Clients”). This document must not be acted or relied upon by persons who are not Professional Clients. Any investment or investment activity to which this document relates is available only to Professional Clients and will be engaged in only with Professional Clients.


This document is issued by Osmosis Investment Management US LLC (“Osmosis”). Osmosis Investment Management UK Limited (“Osmosis UK”) is an affiliate of Osmosis and has been operating the Osmosis Model of Resource Efficiency. Osmosis UK is regulated by the FCA. Osmosis and Osmosis UK are both wholly owned by Osmosis (Holdings) Limited (“OHL”).

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