Sustainable Global Equity, 2023
Fast reading: Investment review, 2023 Engagement overview: 59 engagement objectives with 42 companies engaged Thematic focus: How life sciences are enabling today’s healthcare treatment – and tomorrow’s healthcare innovation Engagement case study: Lonza Group Engagement case study: Thermo Fisher Sustainable Global Equity, 2023 Download Archive: Please view previous reports below: Sustainable Global Equity, June 2022-23 […]
China: The unloved trade
market snapshot
Investing in the now
It is hard to live in the present in general, but that is particularly true in business and finance as so much is predicated on what comes next. Whether it is the big ‘E’ in the equation for determining future value or the lower-case ‘e’ of the word itself, expectations rule. But in the case […]
Meet the Manager: Henry Biddle
What’s your role at Federated Hermes? I’m a portfolio manager on the US Equity Strategy and on the Sustainable Global Equity Strategy. How did you get started in your career? I started off straight out of university, training as an accountant with Deloitte. I did that for four years, as I wanted a broad base […]
SDG Engagement High Yield Credit: 2023 Annual Report
Four full years of engaging
Servicing debt from the top of the cash waterfall
Trade finance case study
Direct lending: the power of strategic alliances
Fast reading Our origination approach is built around a series of bank partnerships that afford us access to some of the most attractive deals in our preferred segment. These co-lending agreements sustain a robust pipeline of high-quality loans, which allows us to take a highly selective approach to the borrowers we choose to lend to, […]
SDG Engagement Equity: 2023 Annual Report
A focus on decent work
Markets soar on summer rate cut hopes
market snapshot
Politics and the investor
Whichever way you cut it, 2024 will be a testing year for some of the world’s biggest democracies. Seven of the world’s ten most populous nations will go to the polls, accounting for a third of global GDP and a quarter of its population (see charts and table below). In May, India’s billion-strong electorate will […]
