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Authors

Martin Todd

Martin Todd, CFA

Portfolio Manager, Sustainable Global Equity, Impact Opportunities, Federated Hermes Limited

Martin joined as a senior analyst on the European Equities team in March 2013 and is now lead portfolio manager of the Sustainable Global Equity strategy, and co-portfolio manager of the Impact Opportunities strategy. Prior to joining, he was an investment director at Scottish Widows Investment Partnership. Martin joined SWIP as a graduate and spent eight years there, with spells investing in UK, US and Japanese equities. Martin graduated from the University of St Andrews with an MA in Economics & Modern History and is a CFA charterholder. In 2015, Martin featured in Financial News’s ‘40 Under 40 Rising Stars of Asset Management’, an editorial selection of the brightest up-and-coming people in the industry.

Report
11 January 2023
| Macro
Our investment teams on the key themes for 2023
Silvia Dall’Angelo
Fraser Lundie, CFA
Kunjal Gala
Martin Todd, CFA
Jonathan Pines, CFA
In our 2023 Outlook paper, we look back on last year and outline the key themes that could shape markets in the year ahead.
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Report
12 December 2022
| Macro
Spectrum, Q4 2022

Inflation, one year on
Silvia Dall’Angelo
Martin Todd, CFA
Steve McGoohan
Orla Garvey
Jonathan Pines, CFA
A year has passed since our Q4 2021 edition of Spectrum, in which we invited investors to consider the consequences of ‘sticky’ inflation. Suffice to say, a lot has happened since then, and the question of higher-for-longer inflation has been answered in no uncertain terms.
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Report
22 November 2022
| Active ESG
Sustainable Global Equity Report, Q4 2022

The inflation game-changer
Martin Todd, CFA
With structural pressures driving a higher base level of inflation over the medium term, the need to focus on high-quality, sustainable businesses is stronger than ever.
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Commentary
4 November 2022
Taking the temperature ahead of COP27
Mitch Reznick, CFA
Martin Todd, CFA
Climate talks will shortly resume in earnest at COP27, with the focus anticipated to be on adaptation, loss and damage, and, once again, finance.
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Report
13 October 2022
| Sustainable
Sustainable Global Equity, 2022 Q3 report

Are global supply chains on the mend?
Martin Todd, CFA
The latest quarterly report from the Sustainable Global Equity team considers the health of the world’s supply chains
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Report
20 July 2022
| Sustainable
Sustainable Global Equity, Q2 2022

Quarterly report
Martin Todd, CFA
In our latest quarterly update we consider the built environment and ask: Is it the best-kept secret in the fight against climate change?
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