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360° – Fixed Income report, Q2 2019

A reveille has been sounded in markets that are now experiencing feverish activity as half a decade of torpor gives way to volatility. Glib explanations for the panicked stampede of the recent sell-off – and subsequent rebound – mask the importance of properly calibrated defensive and flexible portfolio strategies.

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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