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Economic Outlook: Japanification

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Weekly Credit Insight
Credit quality within the global high-yield market is currently much higher than during previous drawdowns.
Sharpe Thinking
The past week has seen sporadic bursts of positive market sentiment, amid a constant volley of new data.
Fixed income: a focus on fundamentals favours the brave
Are there opportunities for investors to find securities that have become dislocated from their intrinsic value?
Global Emerging Markets update: March 2020
In this webinar, Kunjal Gala, Co-Portfolio Manager, on the Hermes Global Emerging Markets Strategy provides an update on the strategy’s position, and assesses the disruptions the Covid-19 health-crisis has had on emerging markets (EMs), especially in China and India.
How can companies mitigate the worst impacts of the coronavirus?
Board members should take a proactive role in crisis management.
Global Equities: a disciplined approach to market uncertainty
Our Global Equities team explain the benefit of being a global investor in turbulent times.