Hermes Investment Management

2019 Top 400 ranking: 240https://www.hermes-investment.com

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Back to basics: a contrarian look at cyclicals in credit markets

The US bull run is the country’s longest on record. But we are in the latter stage of the global macroeconomic cycle and warning lights are flashing. We remain focused on corporate fundamentals, asking which high-quality cyclicals could successfully weather a slowdown.

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