Skip To Main Content
Sustainability. We mean it.
Search
Report

360°, H2 2025:

How not to be a deer caught in the 'headlines'

Mark Dove, CFA
Portfolio Manager
Filippo Alloatti
Head of Financials
Nachu Chockalingam, CFA
Head of London Credit
Vincent Benguigui
Senior Portfolio Manager
Andrew Lennox
Senior Portfolio Manager
Mitch Reznick, CFA
Group Head of Fixed Income - London
Insight
21 August 2025 |
Active ESG
Read our latest 360° fixed income report to learn more about our credit team’s outlook for macro, fundamental and technical forces.
FHL 360 H2 2025 report
Download

Fast reading

  • Commentary: How not to be a deer caught in the ‘headlines’
  • Spotlight: Is global high yield a short duration market now?
  • Positive catalysts: How European capital markets stand to benefit if US market volatility persists.
No data was found

FHL 360 H2 2025 report

Download

Share:

BD016371

FHL 360 H2 2025 report
Download PDF

Related insights

The AI toolbox
When risk is underpriced, quality is all the more valuable
New name, same philosophy
(Re)introducing: Global SMID Equity Engagement*
Lightbulb icon

Get the latest insights straight to your inbox

Subscribe

Related Insights

21 August 2025
| Active ESG
The AI toolbox
How does MDT view AI?
Read more
a woman is rock climbing. She is suspended by a rope from a cliff face
13 August 2025
| Active ESG
When risk is underpriced, quality is all the more valuable
Kathryn P. Glass, CFA
Continued tight yield spreads are challenging high-yield investors.
Read more
Colourful boats on calm water
12 August 2025
| Active ESG
New name, same philosophy
: (Re)introducing: Global SMID Equity Engagement*
Will Pomroy
Charlotte Daughtrey
The Fund may have changed its name – but nothing fundamental has changed.
Read more
a person is balancing on a wire that leads to a rocky outcrop
31 July 2025
| Active ESG
The balancing act continues
RJ Gallo, CFA
The Fed’s inflation concerns still outweigh indications of softening growth.
Read more
Solitary pagoda on top of mound in lush green field
30 July 2025
| Active ESG
What’s next for Asia ex-Japan?
Jonathan Pines, CFA
The key factors shaping our view.
Read more
a setting sun in a central position against a red sky with a wooden deck in view at the base.
16 July 2025
| Active ESG
Summertime…but will the Fed be easing?
With noise levels still high, certainty on policy remains elusive.
Read more

The value of investments, and income from them, may go down as well as up, and you may not get back the original amount invested. This website does not constitute a solicitation or offer to any person to buy or sell any related securities, financial instruments or products; nor does it constitute an offer to purchase securities to any person in the United States or to any US Person as such term is defined under the US Securities Exchange Act of 1933. The funds are not available to US Persons. Not FDIC insured. No bank guarantee. May lose value. Strictly not for distribution or dissemination to US investors.

Your preferences

CONNECT

Federated Hermes Limited: Registered in England & Wales No 01661776. Registered office – Sixth Floor, 150 Cheapside, London EC2V 6ET.
Federated Hermes Limited is owned by Federated Hermes, Inc © Copyright Federated Hermes Limited 2025 | ISO 14001 Accredited
2025