Has the inflationary dragon really been slain?
market snapshot
Your Questions Answered: managing cash and liquidity
Why do investors choose Federated Hermes to manage their cash? Video transcript Investors choose Federated Hermes to manage their cash for many different reasons, one of which is we’ve been a leader in the industry since it began. Money markets began in product form, from a money market fund standpoint, back in the mid 1970s […]
Die verborgenen Umweltkosten unseres digitalen Lebens
Daten sind aus dem modernen Leben nicht mehr wegzudenken. Jedes Mal, wenn Sie eine Karten-App zum Navigieren verwenden, ein Teams-Meeting am Arbeitsplatz abhalten oder einen Arzt Ihre Gesundheitsinformationen abfragen lassen, werden Daten verbraucht. Mit der zunehmenden Nutzung digitaler Dienste wird die weltweite Datennutzung weiter steigen. Seit 2010 hat sich die Zahl der Internetnutzer weltweit mehr als […]
SDG Engagement High Yield Credit: 2024 H1 Report
Fast reading In this latest update from the investment and engagement team, we provide a full overview of how our engagements with portfolio companies in the SDG Engagement High Yield Credit portfolio have resulted in change. We include the year in numbers, an investment commentary, and a broad overview of how H1’s engagements link through […]
Private Equity insight: The art of the exit
Fast reading The dormancy of the exit market is leaving investors without cash to commit to new opportunities, stagnating private equity allocations within investor portfolios. Against this challenging backdrop, we believe managers that prepare for exits and are able to offer creative liquidity solutions will be among the most successful. A core tenet of our […]
Sky high
The Chicken Little1 predictions that the US Federal Reserve easing cycle would lead to an exodus of assets from liquidity products have been proven wrong. Money market funds across the industry alone have experienced inflows of around US$150bn since the Fed cut rates by 50bps in mid-September to a range of 4.75-5%. It’s another case […]
Do elections move markets?
US election years, such as 2024, tend to be good periods for small and mid-cap (SMID) investors as the higher relative domestic exposure of these companies (c.70-80% versus c.50% for the broader S&P) typically benefits performance. Presidential candidates across the political spectrum recognise that a strong economy wins votes and domestic smaller companies – the […]
Gefährliche Chemikalien und ihre Auswirkungen auf die Ozeane
Chemische Verschmutzung umfasst die Verschmutzung durch Agrarchemikalien, Erdöl, Arzneimittel, Schwermetalle und Industrieemissionen. Gefährliche Chemikalien sind Stoffe, die schädliche Auswirkungen sowohl auf die menschliche Gesundheit als auch auf die Umwelt haben können.1 Per- und Polyfluoralkylsubstanzen (PFAS) sind eine Gruppe synthetischer persistenter Chemikalien, die häufig für Imprägnier- und Antihaftprodukte verwendet werden und deren Moleküle aus einer Kette von miteinander […]
Forests under fire: A call to action to end deforestation
Fast reading Over the past decade, various pledges and funding commitments have recognised the vital roles of forests and the devastating consequences of deforestation. Governments have pledged to restore forests, halt deforestation and channel global forest financing numerous times. Actual progress, however, has been limited. The key to success will be moving beyond pledges to […]
Obesity drugs: a lifeline for global healthcare systems
Scroll to interact with the digital experience. Not all themes are worth following… Life sciences is one of Sustainable Global Equity’s key investment themes. Read about our other investment themes and how our investment process is designed to capture the best opportunities across global equity markets. Read more Share: 1 https://www.hermes-investment.com/uploads/2024/04/9d035d814164c6c6874974b1eb1a758a/fhl-sustainable-global-equities-2023-march-2024.pdf 2 https://www.hermes-investment.com/uploads/2024/04/9d035d814164c6c6874974b1eb1a758a/fhl-sustainable-global-equities-2023-march-2024.pdf 3 https://www.oecd-ilibrary.org/sites/6cc2aacc-en/index.html?itemId=/content/component/6cc2aacc-en 4 https://www.nature.com/articles/ijo2012114 5 https://www.oecd-ilibrary.org/sites/6cc2aacc-en/index.html?itemId=/content/component/6cc2aacc-en […]
