Members of our investment team predict what lies ahead for ESG, inflation and global markets.

The invasion has accelerated the sustainable energy transition, pushing up demand for ‘green’ metals and components required to facilitate electrification, says Olivia Lankester, director of responsible investing & sustainability, global emerging markets, in the latest ESG Materiality newsletter.

Federated Hermes Asia and Emerging Markets Investing Forum in London on 28 April took the pulse of the sector in the face of slowing growth and volatility.

While we believe recent price inflation is likely to be transitory, the current state of affairs has nevertheless unnerved investors, prompting fears of a further rise in interest rates.

In this latest update on the Sustainable Global Equity strategy, fund manager Martin Todd asks: Is ESG inflationary?

Our GEMs team share findings from a recent trip to Peru