Where are the best opportunities at the short end of the curve?

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Short Term Investments Committee

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Ausblick 2024

The overlooked appeal of short-dated euro corporate debt

Euro

A comparison between short-dated and longer-dated investment grade euro-denominated corporate debt suggests front-end investors receive a similar yield and spread, without any deterioration in the credit fundamentals, according to our analysis. While it remains imperative to always approach each issuer on a standalone basis, we believe, the short-dated euro corporate universe provides a particularly compelling […]

Insight across the fixed income spectrum

The significant repricing of EMD risk last year provides a pronounced opportunity for attractive forward-looking total returns. Even in an environment where interest rates plateau and dip over the next year, money market funds will continue to offer attractive yields compared to recent history. Federated Hermes real estate debt strategy seeks to deliver a return […]

Not your average credit cycle

Three things we learned: Issuers are preparing for a new normal. Nothing’s written in stone but higher for longer has already profoundly affected credit market fundamentals. Dispersion could be a central theme of 2024. Short-term money markets have not witnessed significant outflows… yet. Expectations are for asset growth to continue into 2024 but will be driven by institutional […]

Up then (marginally) down again

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Expert insights on the short end of the curve

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Short Term Investments Committee

High-wire act: Is it possible to quell inflation and to avoid a recession?

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Tech stocks take a tumble

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Euro-denominated short duration – only upside from here?

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