In our #outlooks for the remainder of 2022, members of our #investment team have outlined what they believe lies ahead for #ESG, #inflation and global #markets
https://t.co/KG8e4VhBAS
In our SDG Engagement High Yield #Credit 2021 Report we outline how the strategy delivered on its colinear objective and the pivotal role the telecommunications industry plays in helping the world to achieve those #SDGs that are focused on broadening access to telecoms.
We are pleased to welcome Christoph Lausecker to our Direct Lending team. Christoph will work across our Private Debt platform, with a focus on the German-speaking market.
https://t.co/UF1uy4tjwh
The problem child of the equity market – European telecoms - has seen a sudden spate of buyouts. Joe Howes, Credit Analyst, lifts the veil on what’s driving interest in this unloved sector and what it mean for investors https://t.co/Qjut23j4wI
Our view remains that structured #credit benefits from its rather unloved status, that much of the antipathy towards it is unwarranted and that allocating capital to it rewards hard work and rigorous analysis. Find out more in our latest issue of 360°.
https://t.co/WRQ4kwYItW
2021 was defined by volatility, driven by price inflation, expectations for #interestrates, commodities shortages and covid-19. Attention has been on the #ClimateCrisis and the transition to #NetZero. Will these trends persist into next year?
https://t.co/KuqARcqNuo
Congratulations to @FedHermesIntl for winning Best Fund Provider - ESG/Sustainable Bond at Asian Private Banker's 9th Asset Management Awards for Excellence 2022. #APBAMA2022 https://t.co/6iQcCNBbUT
What is our current view of fixed income markets? In our latest edition of 360°, Head of Fixed Income, Andrew Jackson and his team of specialist investors consider the areas that have the potential to deliver superior risk-adjusted returns
https://t.co/WRQ4kwYItW
Today we have added to our suite of credit products – seeded by Swedish Pension Fund AP1, we have launched a new Fund with the aim of delivering a positive impact that supports a low-carbon future.
Capital at risk.
https://t.co/mHHkc7yBwi
“We’ve seen some deals where the step-up is just for the last couple of coupons before maturity, and that’s quite far out, so it’s not really a material cost for the company,” Mitch Reznick w/ @PaulJDavies at @WSJ on the #Sustainability linked bond market
https://t.co/IrM9TijBjT
Producing steel is a #carbon intensive activity which is responsible for around 7% of energy sector CO2 emissions. Reaching #NetZero carbon dioxide emissions from steel is possible however, and our engagement and investment teams look at the routes to #decarbonisation
Andrew Jackson, Head of Fixed Income, joined colleagues from the investment floor this morning to share outlooks for the rest of 2021 with media across UK, Europe and APAC. Thanks to everyone who joined!
Thank you to everyone who joined our media roundtable this morning where our speakers presented their forecasts for the rest of the year looking at #inflation#climatechange#cash vs CDS #ValueInvesting
If you want to hear more, contact [email protected]
Wonderful to see our employees nominated for this year's Investment Week Women in Investment Awards. Good luck to Amy D'Eugenio, Audra Delport, Hannah Shoesmith, Ingrid Kukuljan, Katie Frame, Laura Vaughan, Lisa Lange, Mitch Reznick & Sonya Likhtman!
https://t.co/Py2CAzE5HY
In @EJInsightHK Andrew Jackson & Mitch Reznick look back at how sustainable finance shifted from a niche corner of the market to a position of prominence and permanence. Looking ahead, they show that "there is no going back on the green transition."
https://t.co/BEQxbU1GBy
In the latest episode of Delta, guests join our Head of Fixed Income, Andrew Jackson, to discuss financial bubbles. If we are currently in a bubble, then is it guaranteed to burst? What does history suggest might happen next? Tune in to find out more: https://t.co/y81Zz4bhds
In this week's #ChartoftheWeek Andrey Kuznetsov, Senior Credit Portfolio Manager, looks at the dispersion in year-to-date returns across various parts of the global credit universe.
https://t.co/1lK3lDCEev
How can we tackle #climate goals in the fixed income space? Mark Bruen, CFA, Head of Fixed Income Solutions, presents his views: https://t.co/EDgA1rhcTx
What can debt investors expect from changes made to CLO documentation? Our Structured Credit team examine the evolution of distress language here: https://t.co/cvTkSj3sMv
What is our current view of #fixedincome markets? And how do we define #sustainable investing in the fixed-income space? Catch up on the latest insights direct from our Fixed Income team in our 360 newsletter: https://t.co/iAeMJwfNyw