The case for bonds (as rates inch towards normalisation)
Chartology
Trade finance made simple
What is trade finance? Trade finance can best be viewed of as a sub-set of the loan market. It is relatively short-term loans used to finance the physical flow of goods, using those goods as the primary source of collateral within the loan. How is our approach to trade finance different? The Federated Hermes approach […]
10 questions for 10 years: The Global Equity ESG Fund
Fast reading The Global Equity ESG Fund offers a hybrid quantitative and fundamental investment approach which has been successful not only in identifying global outperformers across sectors, but has grown to become one of the largest ESG funds available in the market. The quant model identifies the best companies to evaluate in greater detail. Our […]
Fund Selector Masterclass – Global Equities
Learning outcomes: Mega cap tech stocks: threat or opportunity for global investors Identifying and pricing innovation and sustainable companies The role of human capital in generating high returns to investors Fund Selector: Richard Rainback, EFG Speakers: Fred Mahon, Fund Manager, Human Capital Fund, Church House Mikhail Zverev, Fund Manager, Amati Global Innovation Fund, Amati Global […]
Much to celebrate, much to discuss
If cash is king – and we certainly think so – it held court last month in Pittsburgh. The annual Crane Data Money Fund Symposium took place in the conference centre attached to our global headquarters, and what a court it was. More than 600 portfolio managers, salespeople and clients came to celebrate the industry’s […]
Lula’s spending plans unnerve Brazilian investors
market snapshot
The curious case of Korea’s preference stock discount
Fast reading The small price differentials at which stock classes with differing voting rights trade at on US stock markets shows that investors don’t place a high value on greater voting power even in a market where greater voting power might result in better treatment in the event of a takeover. Korean preference shares are […]
SDG Engagement Equity Q2 2024 case study
Eagle Materials
KI und Investieren: die Kernrolle von Daten
Kurz gefasst ChatGPT und das dadurch ausgelöste Interesse sind der jüngste Schritt auf dem weiten Feld der künstlichen Intelligenz, das eine lange und wechselvolle Geschichte hinter sich hat. Generative KI ist sehr vielversprechend, aber die derzeitige Generation von Modellen birgt erhebliche Herausforderungen für den Einsatz bei Investitionen. Während sich dieser Bereich weiterentwickelt, arbeiten wir bei […]
Your Questions Answered: Asia ex-Japan
China stocks are ‘cheap’ and are your biggest overweight, yet many investors are shunning the region. What will lead to a sustained rally in Chinese equities? If you’re looking for a sustained rally, a lot of people are waiting for two things to happen. One is signs of the bottoming out of the property market, […]
