We call for a seismic change in the way the investment management industry operates: from one that has for too long focused on short-term returns, at the expense of sustainable wealth creation. In our view, successful stewardship needs to be at the heart of business purpose and inextricably linked to investment decision-making. In order for this to happen, we need a “new normal” in the relationship between asset manager and the companies in which they invest.
Fraser Lundie, CFA, Head of Fixed Income – Public Markets, Orla Garvey, Senior Fixed Income Portfolio Manager and Anna Chong, Deputy Head of Corporate Credit Research provide an update on the current opportunity set and why current market conditions bode well for credit investors in 2023.
Join the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
Join Kunjal Gala and the rest of the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
In this Credit Pulse, we use analysis from our February Credit Strategy Meeting (CSM) and discuss the challenges we see arising in the markets and how the expectations formed a few months ago are challenged in the present environment.