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Global Credit Outlook & Integration of ESG into Credit Portfolios
Senior investment staff from our New York and London offices share their latest thinking for broad credit markets in 2021, covering outlook, risks, developed markets through emerging markets, and from investment grade through to high yield. In addition, we look at developments and best practice in ESG analysis in credit investing.
EMD Market Outlook Virtual Presentation
Hosted By Jim Craige CFA Co-CIO, Head of Emerging Markets
Senior Investment Staff from Stone Harbor's London and New York Offices share their latest thinking for emerging markets debt in 2021.
ESG and Investing in Emerging Markets Debt [MORE]
Throughout our history we have striven to be at the forefront of ESG risk assessment. We regard ESG analysis and engagement with issuers as integral components of thorough credit analysis. For investors seeking a more proactive Emerging Market ESG investment strategy we propose an Enhanced ESG strategy for both EM sovereign and corporate investments.
Investment Policy Statement: Inflation Outlook: Reading through Noise for the Signal [PDF]
Despite having been well behaved for the last three decades, the combination of easy central bank monetary policy and the likely injection of a substantial further fiscal stimulus by the new US administration have raised concerns among some market participants about the return of inflation. From our vantage point, we remain quite sanguine on the prospects of sustained inflation as we think there remains substantial excess capacity, especially in the labor market.