All Credit articles
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White papers2Q 2026 Fixed income perspectives
Themes, outlook, and investment implications across global fixed income markets.
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White papersEuro fixed income: A broad spectrum of opportunities
Despite the Iran conflict, we continue to see potential opportunities for ETF investors in European fixed income. Solid corporate fundamentals are supporting the credit sector, and we believe inflation-linked and short-duration bonds could perform well. The current backdrop of heightened geopolitical tensions underscores the need for an active and flexible investment approach.
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White papersTrump the “paper tiger”. The move from Iran’s implicit leverage to explicit control in the Strait of Hormuz
Markets may be calmer following the ceasefire, but has the underlying risk really gone away?
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White papersFixed Income: A 360° View
Key insights and portfolio implications to stay ahead of the curve
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White papersSDG Engagement High Yield Credit annual report, 2025
This year’s SDG Engagement High Yield Credit annual report offers a deep dive into the engagement undertaken throughout the course of the year, as well as providing crucial performance insights.
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White papersFour scenarios for the future of AI
Artificial intelligence continues to evolve at a rapid pace. Models are improving, computing costs are easing and companies are beginning to report tangible efficiency gains.
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White papersPrivate credit under pressure, but opportunities still exist
The private credit industry, now totaling $2.2 trillion in assets and growing, is coming under increasing pressure as the conditions that supported its rapid growth have fundamentally changed. Driven by strong investor demand for yield and the pullback of traditional bank lending following post-GFC regulatory reforms, private credit funds stepped in to fill the gap, benefiting from greater underwriting flexibility and a willingness to finance borrowers that traditional lenders were less inclined to support.
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White papersCapital Solutions, Explained
Capital solutions has evolved far beyond its origins in distressed debt. Today, it functions as a form of “direct lending plus”—pairing tailored outcomes for borrowers with the potential for strong, cash-yielding returns for investors.
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PodcastGlobal Direct Lending: Navigating Volatility, Seizing Opportunity
Bryan High joins the Streaming Income podcast to help put recent private credit headlines and market volatility into perspective
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White papers360°, H1 2026: Is this what it sounds like when doves cry?
Read our latest 360° fixed income report to learn more about our credit team’s outlook for macro, fundamental and technical forces.
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VideoContingent capital; a strong case in today’s fixed income market
In this edition of Talking Markets Lloyd Harris, Head of Fixed Income at Premier Miton, discusses how stronger bank capital positions and post‑crisis regulation continue to reshape the contingent capital landscape. He shares why CoCos are increasingly compelling for income‑focused investors, offering a robustness that has held up well through recent market stresses.
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White papersUnpicking the US securitised credit universe – asset types and characteristics
We began our mini-series of short articles about securitised credit with an overview piece on what asset-backed securities are and how the mechanism broadly works. In this second piece we will drill down into the different types of securities and their individual characteristics.
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White papersFive questions: Sustainable Global Investment Grade Credit
How a high-conviction process and active engagement seek to uncover attractive, sustainable opportunities in investment grade credit.
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White papersDiversification Without Complication: The Case for Global Bonds in 2026
After an extended period of declining yields and credit spreads, we believe the fixed income environment is becoming increasingly nuanced. Near-neutral rates, tight spreads and elevated macro and political risks require investors to tread carefully in setting exposures while taking a broader approach to maximizing the opportunities that will present themselves.
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White papersFixed Income: Why This Is Not 2022
The echoes of 2022 are loud but misleading. The macro still points to easing, not hikes, while the credit cycle begins to turn.
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White papersPrivate credit and real asset debt: resilience through rate normalisation
Private credit, commercial real estate (CRE), infrastructure debt, and middle market direct lending have proved resilient across most rate regimes because performance is anchored in structure, cashflow durability, and disciplined underwriting - not in the direction of policy rates.
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White papersBeyond U.S. exceptionalism
Concerns are growing over economic activity, political tension and policy uncertainty in the U.S., creating a challenging investment environment. Headlines throughout 2025 and so far in 2026 underlined this uneasiness; foreign investors were reportedly leaving U.S. markets in droves amid currency volatility and tariff-driven fears, possibly spelling the end of U.S. exceptionalism as we know it. Adding to these doubts is the spectre of an increasingly deglobalized world.
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White papersThe supply chain shock no one is talking about
A disruption far bigger than the oil price is unfolding and it’s happening through the world’s most important industrial corridor.
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White papersGermany’s Mittelstand at a turning point: the pivotal role of private debt
Germany’s mid-market is in transition, and private debt is playing a pivotal role. Digitalisation, energy, sovereignty and succession: these shifts are reshaping priorities and creating new financing needs.
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White papersTrade Finance case study: Ensuring food security in Egypt
Federated Hermes participated in a US$1.3bn syndicated trade finance facility to support wheat purchases for the Egyptian government – an essential transaction that underpins social stability.
