The carbon credit conundrum: A new approach
Fast reading: The current voluntary carbon market (‘VCM’) is littered with examples of projects that are not up to scratch – with a broad disparity between stated aims and actual outcomes. Buyers of carbon credits need to have full transparency around what they are buying and what the long-term impacts are likely to be. For […]
India: an ESG landscape in transformation
India’s rapid economic growth over the last two decades has lifted millions out of poverty and contributed phenomenally to global human development. It is now the fifth largest economy in the world and will likely be the third largest in the next seven years, with its GDP more than doubling from the current US$3.3tn. According […]
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
Fearful markets brace for further hikes
Fast reading: Turbulence in commercial real estate (CRE) has increased this year amid concerns about the impact of soaring interest rates on the sector. As real estate market ‘corrections’ are a regular feature of the property market, institutional investors may try to seek out cycle-agnostic investment strategies. Equites headed downward this week as investors braced […]
Navigating rising distress levels in leveraged loans
Chartology
360°, Q2 2023
Divergence, duration, dislocation
ESG Materiality, H1 2023
Spotlight on India
Overlooked and underappreciated: The case for Korea
At the end of May 2023, the Federated Hermes Asia ex-Japan Strategy’s key country active overweight remains Korea, at +13.96% relative to benchmark, whereas the strategy’s main underweight is India, sitting at 16.83% below the benchmark, as shown by Figure 1 below.1 We prefer Korean stocks because they currently present very cheap valuations amid improving […]
A forced hand
market snapshot
