Search this website. You can use fund codes to locate specific funds

Credit Pulse: market update – 16 October 2020

Listen to the latest Credit Pulse

In this instalment of Credit Pulse we focus on the high-yield credit environment and how we integrate ESG throughout this asset class. Specifically, we discuss:

  • How markets are under-pricing private company credit risk
  • The record lows in recovery values of defaults seen in this cycle
  • Recent ESG trends, specifically looking at Brazilian paper company Suzano’s long 10-year sustainability-linked bond
  • The collaboration with our in-house stewardship services, EOS, and how we have driven change while engaging with companies such as Petrobras, Cemex, Banorte and BHP

Related Insights

Stewardship in a pandemic
The Meeting Room Webcast: Global Emerging Markets, May 2021
As we navigate the ever-changing landscape of the coronavirus, the Global Emerging Markets team reflect on recent performance, and discuss the outlook for Global Emerging Markets from both a market and portfolio positioning perspective.
The mindful investor
Can investment professionals benefit from approaching their working day more mindfully?
Global Emerging Markets positive impact case study: Richter Gedeon Nyrt
Richter's contribution to Target 3.8 of the UN SDGs is particularly meaningful.
Federated Hermes adds sales expert Mike Daly to UK Wholesale team
The international business of Federated Hermes has announced the hire of Mike Daly as Sales Director
Access all areas
If virtual shareholder meetings are conducted well, they can support investor stewardship, rather than eroding shareholder rights.