All eyes on earnings
market snapshot
Five areas of uncertainty we are monitoring
Broadly, the market has made limited progress since our decision in early July to cut back equity exposures to a more “cautiously bullish” position from the “aggressively bullish” stance we held in the first half. Indeed, since that move on July 8, the S&P 500 is up just barely 3%, following its double-digit run higher in the […]
Global equities: How sustainability gives the edge
Despite a challenging period for many ESG investors, the fund has performed well over the past three years, reflecting a disciplined stock selection process. Investments fall into three categories: Impact, Leaders, and Improvers, encompassing companies from high-growth solutions providers to sustainable market leaders and future innovators. The fund’s geographical and sector diversification has proven effective […]
Positioning EMD ahead of the US election
EMD report Q3 2024
SDG Engagement Equity Q3 2024 case study
Varun Beverages
The three things every engager should know
Fast reading Lifetime engagement stats 1,872 engagement actions 180 companies engaged A team of seven working on the Strategy 98 completed objectives “Now is the time for fixed income markets to take heed” – Saker Nusseibeh, Hermes CEO, on the launch of our original sustainability strategy, SDG1 Engagement High Yield in 2019. Born out of […]
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 […]
