With inflation concerns switching to growth concerns, fixed income investors could stand to make generous inflows. Fraser Lundie, Head of Fixed Income – Public Markets at Federated Hermes Limited, explains why.
“The value proposition from global credit is comparatively interesting in the sense that we are coming off the back of a pretty unprecedented size and speed of the re-hiking cycle, which leaves us at a point where yields and fundamentals are interesting – albeit the latter declining – so there will be an element of stock-picking to be done.”
To find out more about the Unconstrained Credit strategy, please visit our capability page.
Ans, for further insights on fixed income, please read the latest 360° report from the credit team.
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