Skip To Main Content
Nachhaltigkeit. Wir meinen es ernst.
More investment solutions for US investors
Suche
Report

360°, H2 2025:

How not to be a deer caught in the 'headlines'

Mark Dove, CFA
Portfolio Manager
Filippo Alloatti
Head of Financials
Nachu Chockalingam, CFA
Head of London Credit
Vincent Benguigui
Senior Portfolio Manager
Andrew Lennox
Senior Portfolio Manager
Mitch Reznick, CFA
Group Head of Fixed Income - London
Insight
21 August 2025 |
Active ESG
Read our latest 360° fixed income report to learn more about our credit team’s outlook for macro, fundamental and technical forces.
FHL 360 H2 2025 report
Download

Fast reading

  • Commentary: How not to be a deer caught in the ‘headlines’
  • Spotlight: Is global high yield a short duration market now?
  • Positive catalysts: How European capital markets stand to benefit if US market volatility persists.

360°, H1 2025:
Read More
Watch now
Listen now

360°, Q2 2024:
Read More
Watch now
Listen now

360°, Q1 2024:
Read More
Watch now
Listen now

FHL 360 H2 2025 report

Download

Share:

BD016371

FHL 360 H2 2025 report
Download PDF

Related insights

The AI toolbox
When risk is underpriced, quality is all the more valuable
New name, same philosophy
(Re)introducing: Global SMID Equity Engagement*
Lightbulb icon

Get the latest insights straight to your inbox

Subscribe

Related Insights

Video
21 August 2025
| Active ESG
The AI toolbox 
Damien Zhang, CFA
How does MDT view AI?
Read More
Watch now
Listen now
a woman is rock climbing. She is suspended by a rope from a cliff face
Article
13 August 2025
| Active ESG
When risk is underpriced, quality is all the more valuable 
Kathryn P. Glass, CFA
Continued tight yield spreads are challenging high-yield investors.
Read More
Watch now
Listen now
Colourful boats on calm water
Video
12 August 2025
| Active ESG
New name, same philosophy 
(Re)introducing: Global SMID Equity Engagement*
Will Pomroy
Charlotte Daughtrey
The Fund may have changed its name – but nothing fundamental has changed.
Read More
Watch now
Listen now
image of crossroads in Seoul at night
Newsletter
8 August 2025
| Active ESG
GEMs Equity, Outlook H2 2025 
Targeting tomorrow’s winners
Kunjal Gala
Vivek Bhutoria, CFA
Christopher Clube
Despite various headwinds, we see compelling opportunities in EM
Read More
Watch now
Listen now
a person is balancing on a wire that leads to a rocky outcrop
Article
31 July 2025
| Active ESG
The balancing act continues 
RJ Gallo, CFA
The Fed’s inflation concerns still outweigh indications of softening growth.
Read More
Watch now
Listen now
Solitary pagoda on top of mound in lush green field
Video
30 July 2025
| Active ESG
What’s next for Asia ex-Japan? 
Jonathan Pines, CFA
The key factors shaping our view.
Read More
Watch now
Listen now

Der Wert von Anlagen und deren Erträge können sowohl steigen als auch fallen und Anleger erhalten das von ihnen investierte Kapital möglicherweise nicht zurück.

Alle aktuellen Updates direkt in Ihrem Posteingang:
ABONNIEREN

Sustainability.
We mean it.

Ihre Präferenzen

VERBINDEN

Federated Hermes Limited: Registered in England & Wales No 01661776. Registered office – Sixth Floor, 150 Cheapside, London EC2V 6ET.
Federated Hermes Limited is owned by Federated Hermes, Inc © Copyright Federated Hermes Limited 2025 | ISO 14001 Accredited
2025