The advantages and challenges of ESG in fixed income
Click “Full video” below to watch the whole video. Full videoShort videos Unlike equity – where investors have access to one security – credit investors have the ability to align their perception of risk about a particular company with an exact volatility contribution that they want because credit allows for a variety of ways to […]
Making the case for structured credit
Chartology
Wait and see (redux)
market snapshot
ESG Materiality, H1 2023
Spotlight on India
Beyond re-opening: the long-term trends to watch in China
Optimism that China’s scrapping of its strict zero-Covid controls would boost the global economy has been tempered by weaker-than-expected data in May on retail sales, industrial output, and investments. But this short-term blip needs to be viewed in the context of the vast technological and demographic shifts underway in the world’s second largest economy that […]
Crouching tiger: the contrarian case for China
Following the end of zero-Covid, China is in the midst of a U-shaped rather than V-shaped recovery, which has been quite uneven across various sectors. Electric vehicle (EV) sales as percentage of new auto sales in China increased to 35% in 2022 and China is now a net exporter of cars. The Chinese EV sector […]
Meet the Manager: Nachu Chockalingam
What’s your role at Federated Hermes? I work as a portfolio manager in our Credit team, with a particular focus on our sustainability-themed strategies. How did you get started in your career? Somewhat oddly, I think I knew I wanted to work in finance from a pretty young age but didn’t really know what area […]
Investors size up far-reaching implications of AI boom
market snapshot
What gives, corporate hybrids?
Chartology
Meet the Manager: Sandy Pei
What’s your role at Federated Hermes? I’m deputy portfolio manager of the Federated Hermes Asia ex-Japan Equity Strategy and co-portfolio manager of the Federated Hermes China Equity Strategy. What did you want to be when you were younger, and how did you get started in your career? When I was a little girl, I wanted […]
