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
Wait and see (redux)
market snapshot
ESG Materiality, H1 2023
Spotlight on India
Beyond re-opening: the long-term trends to watch in China
Optimism that China’s scrapping of its strict zero-Covid controls would boost the global economy has been tempered by weaker-than-expected data in May on retail sales, industrial output, and investments. But this short-term blip needs to be viewed in the context of the vast technological and demographic shifts underway in the world’s second largest economy that […]
Crouching tiger: the contrarian case for China
Following the end of zero-Covid, China is in the midst of a U-shaped rather than V-shaped recovery, which has been quite uneven across various sectors. Electric vehicle (EV) sales as percentage of new auto sales in China increased to 35% in 2022 and China is now a net exporter of cars. The Chinese EV sector […]
Meet the Manager: Nachu Chockalingam
What’s your role at Federated Hermes? I work as a portfolio manager in our Credit team, with a particular focus on our sustainability-themed strategies. How did you get started in your career? Somewhat oddly, I think I knew I wanted to work in finance from a pretty young age but didn’t really know what area […]
Investors size up far-reaching implications of AI boom
market snapshot
