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Equities

  • 14/01/2021
    Global Emerging Markets: country allocation review 2021
    Kunjal Gala
    We consider our 2021 country allocations for global emerging markets.
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  • 13/01/2021
    Global Equities case study: Vonovia
    Louise Dudley
    We examine the favourable ESG attributes of current holding Vonovia
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  • 12/01/2021
    New research shows Covid has accelerated the social awakening
    Lewis Grant
    New research from the Global Equities team at the international business of Federated Hermes shows that companies with good or improving social practices can potentially add up to 17bps each month to returns.
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  • 11/01/2021
    Hidden factors: exploring equity market behaviour in 2020
    Lewis Grant
    Looking at the extreme market events of the past 12 months can provide some valuable insights for investors.
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  • 05/01/2021
    Global Emerging Markets: ESG Materiality, Q4 2020
    Elena Tedesco
    ESG implications for emerging markets and our portfolio in a post-Trump world
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  • 31/12/2020
    Global Equities case study: Kurita Water
    Louise Dudley
    Kurita Water is a manufacturer of water treatment equipment and systems
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