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  • November 12, 2020
    Fixed Income
    Audra Delport
    In the run-up to the US election, many investors had positioned themselves for a ‘Blue Wave’. Yet, as it became clear that Biden’s Presidency would not be accompanied by a majority Democratic senate, oil and gas stocks rallied and renewable energy producer stocks fell. The absence of a senate majority has cast doubt on the now President-Elect’s ability to push through a climate-focused plan that would see an overhaul of federal energy policy and pledge to rejoin the Paris accord.
  • April 29, 2019
    Fixed Income
    Audra Delport
    Audra Stundziaite, Deputy Head of Credit Research, explores the theme of consolidation in the energy sector.
  • April 24, 2018
    Fixed Income
    Andrey Kuznetsov
    Almost two years ago, Andrey Kuznetsov, Credit Portfolio Manager and Audra Stundziaite, Senior Credit Analyst, at Hermes Investment Management, argued that the market for European hybrids was attractive for both issuers and investors. Today, they revisit the case for hybrids and ask: in the growing global hybrid market, where is the relative value? In 2016, we argued in favour of an increased allocation to the European hybrid market in an issue of our quarterly commentary Spectrum, “Putting two and two together: how hybrids can add up for investors.” The central premise was that hybrids were attractive for investors due to the inherent investment benefits they offer and a supportive economic backdrop
  • February 7, 2018
    Fixed Income
    Audra Delport
    Engagement should be an integral part of any investment approach. By engaging with issuers, investors can encourage them to adopt better environmental, social and governance (ESG) practices, and thereby, deliver a better financial return and a public good. In a new case study, Audra Stundziaite, Senior Credit Analyst and Jaime Gornsztejn, Director in Hermes EOS, the stewardship and engagement team at Hermes Investment Management explain how they addressed ESG concerns by engaging with oil producer Pemex.