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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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Green bonds alone won’t get us to Paris: we need firm-level action
While green-bond-financed projects are necessary in solving the climate crisis, they are not sufficient.
Green bond-financed projects are necessary but not sufficient
In its September Quarterly Review, the Bank of International Settlements (BIS) published a much-needed article that analysed the impact of fighting the climate crisis at the firm-level from corporate projects funded by green bonds
Notes on a crisis: from the rear-view mirror to the road ahead (part II)
How can fixed-income investors navigate a world of higher volatility?
Notes on a crisis: from the rear-view mirror to the road ahead (part I)
As we emerge from a tumultuous six months, we consider what has changed in markets.
Sustainability-linked bonds get the green light
The European Central Bank announced its support for sustainability-linked bonds this week.
Credit Investors not valuing their privacy
Evidence shows that bonds issued by private companies offer no premium versus those with public equity market capitalization. Historic data coupled with elevated risks highlight why Fraser Lundie, Head of Credit at the international business of Federated Hermes, views this as a mispricing.