Skip To Main Content
Nachhaltigkeit. Wir meinen es ernst.
More investment solutions for US investors
Suche
Commentary

Spectrum, Q1 2022

The Great Rotation 2.0

Filippo Alloatti
Head of Financials
Geir Lode
Head of Global Equities
Martin Todd, CFA
Senior Portfolio Manager
Jonathan Pines, CFA
Head of Asia, ex Japan
Kunjal Gala
Head of Global Emerging Markets
Insight
3 March 2022 |
Active ESG, Impact, Sustainable
Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks.
Download
But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades.

Spectrum: The Great Rotation 2.0

Download
Download PDF

Related insights

Can Argentina reboot its crisis-ridden economy?
EMD report Q2 2025
Stocks soar on US-China tariffs pause
market snapshot
Global High Yield Credit Engagement* Annual Report, 2024
Turning engagement into meaningful change
Lightbulb icon

Get the latest insights straight to your inbox

Subscribe

Related Insights

Buenos Aries harbour and skyline
Report
19 May 2025
| Active ESG
Can Argentina reboot its crisis-ridden economy? 
EMD report Q2 2025
Jason DeVito, CFA
Mohammed Elmi, CFA
President Milei has implemented a severe austerity package.
Read More
Watch now
Listen now
Image of US and Chinese flags fluttering in the breeze
Article
14 May 2025
| Active ESG
Stocks soar on US-China tariffs pause 
market snapshot
James Cook
Phil Orlando
Leading indices have wiped out losses sustained this year.
Read More
Watch now
Listen now
A landscape view of mountains topped with trees, shrouded in mist
Report
6 May 2025
| Active ESG
Global High Yield Credit Engagement* Annual Report, 2024 
Turning engagement into meaningful change
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Jake Goodman, CFA
Bertie Nicholson
Read More
Watch now
Listen now
a series of military bunkers
Article
25 April 2025
| Active ESG
A bunker for the trade war 
Gregory Sterzel
Shelter amid volatility.
Read More
Watch now
Listen now
red and orange flowers in a meadow, with snow capped mountains in the background against a bright blue sky
Report
9 April 2025
| Active ESG
Global Equity ESG, Annual Report 2024 
Louise Dudley, CFA
Lewis Grant
Geir Lode
Nature in focus: How we’re investing in biodiversity
Read More
Watch now
Listen now
rolling fields and hills at sunset
Article
7 April 2025
| Active ESG
Die Konturen einer neuen Handelswelt 
Martin Schulz
Die Ungewissheit ist nicht verschwunden, aber sie nimmt ab.
Read More
Watch now
Listen now

Der Wert von Anlagen und deren Erträge können sowohl steigen als auch fallen und Anleger erhalten das von ihnen investierte Kapital möglicherweise nicht zurück.

Alle aktuellen Updates direkt in Ihrem Posteingang:
ABONNIEREN

Sustainability.
We mean it.

Ihre Präferenzen

VERBINDEN

Federated Hermes Limited: Registered in England & Wales No 01661776. Registered office – Sixth Floor, 150 Cheapside, London EC2V 6ET.
Federated Hermes Limited is owned by Federated Hermes, Inc © Copyright Federated Hermes Limited 2025 | ISO 14001 Accredited
2025