Search this website. You can use fund codes to locate specific funds

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. 

More Insights

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.
360°: credit investing in the coronavirus era
What is our current view of fixed-income markets? And where do we see the best relative value?
Giving credit to decarbonisation (part 2)
What actions are commercial real-estate owners, and their lenders, taking to reduce carbon emissions from their assets?
Giving credit to decarbonisation (part 1)
What are the hallmarks of best-practice carbon disclosures among corporate-bond issuers?
Why sustainability is here to stay
In his latest report, 'The sustainability of sustainability: green finance during the pandemic’, Mitch Reznick, Head of Research and Sustainable Fixed Income, International at Federated Hermes, explains why sustainability is far more than a passing trend.