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360° – Fixed Income Report, Q1 2019

Turbulence, disruption and uncertainty have always provided opportunities for the savvy fixed-income investor. Paradoxically, the main sources of uncertainty – Brexit, protectionism, political upheaval and end-of-cycle angst – have become almost constants in the investment universe, calling for a more forensic and nuanced approach.

In the latest issue of 360°, Andrew Jackson, Head of Fixed Income at Hermes, and his team of specialist investors provide a quarterly outlook of risks and opportunities across the credit spectrum – from public to private debt, leveraged loans, structured securities and asset-based lending. 

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A decade of change in global high yield
Globalisation and the rise of new instruments, credit quality and sustainability made the last decade one of significant evolution for the high-yield market.
High Yield can be the White Knight of the Income Crisis
Marking the 10-year anniversary of our Global High Yield capabilities, Fraser Lundie, CFA, Head of Credit, explains why investors on the hunt for income amid the dividend drought should turn to high yield as a long-term, sustainable alternative.
The coronavirus crisis: hitting the reset button
It is time to push the pause button and reset our expectations for the remainder of the year.
Recalibrating the rulebook: 360°, Q2 2020
Even in the eye of the storm, we remain optimistic about the opportunity to seek out idiosyncratic stories in credit markets
Roads to recovery from the coronavirus crisis
Will the coronavirus recovery chart a V, U, W or swoosh shape – or take a completely different course?
Discerning dislocations in credit markets
Markets have been roiled by extreme volatility through the course of March, driving major dislocation between recent price action and intrinsic value. Andrew Jackson, Head of Fixed Income at the International Business of Federated Hermes, assesses four sectors where pricing and value seem particularly distorted.