SDG Engagement Equity commentary
Alliant
Zen and the art of investment management
Alone in a car with my Zen teacher several years ago, I asked him if there might be a way to be a mindful investor. He said nothing at first, and then said nothing for a painfully long time. Finally he said, “Invest in the Dharma. It will give you the best return.” As a […]
Fiorino
Bond themes and late-cycle mood music as rates go up-tempo, markets rotate
Stewardship during a crisis
Lessons from the pandemic
Federated Hermes Asia ex Japan
Letter to investors, March 2021
Pricing ESG risk in credit markets
Through volatility, our conviction affirmed
ESG Materiality, Q1 2021
In the Q1 2021 newsletter, we explore: How we are engaging with Baozun Inc, a leading Chinese provider of ecommerce technology and solutions; How our portfolio holding Tech Mahindra Ltd is generating a positive impact aligned to several of the United Nations Sustainable Development Goals (SDGs); Whether palm oil can ever be considered sustainable, and […]
The end of LIBOR
Implications for investors
Tackling decarbonisation in credit portfolios
At the international business of Federated Hermes, we have always been at the vanguard of integrating sustainability into investment strategies: we embed ESG analysis and stewardship into our investment decisions. Within that, climate change forms a core part of the investment process. Climate change goals represent a significant portion of the engagement agenda managed by […]
A new shape for restructuring in the EU?
Rules to create a more harmonised EU-wide approach to restructuring and insolvency were first mooted in the aftermath of the financial crisis of 2008-9. However, it took until June 2019 for the EU Commission to approve the Directive, which finally comes into force this summer. The key aim of the directive is to introduce more […]
