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.

22/04/2022
Equities

Sustainable Global Equity Report, Q1 2022

Martin Todd

In this latest update on the Sustainable Global Equity strategy, fund manager Martin Todd asks: Is ESG inflationary?

Read more
09/03/2022
Equities

ESG and inflation: An inconvenient truth?

Martin Todd

When it comes to ESG investing, we need to talk about the inflationary elephant in the room.

Read more
03/03/2022
Equities Fixed Income Macroeconomics and Risk

Spectrum Q1 2022: The Great Rotation 2.0

Geir Lode

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. But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades.

Read more
20/12/2021
Equities Fixed Income Macroeconomics and Risk

Inflation: what if they are wrong?

Fraser Lundie

As our portfolio managers share their views on inflation, we ask if it's time for investors to think the unthinkable

Read more
02/12/2021
Equities

Sustainable Global Equity Report, Q4 2021

Martin Todd

It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world's poor. Almost a third of adults globally (about 1.7 billion people) remain unbanked.

Read more
19/04/2021
Equities

Meeting Room Webcast: Sustainable Global Equity

Martin Todd

Announcing the upcoming launch of our Sustainable Global Equity Strategy.

Read more
18/09/2020
Coronavirus Equities

Impact investing in the coronavirus era

Ingrid Kukuljan

Has the coronavirus pandemic resulted in a paradigm shift for responsible investment strategies?

Listen now
19/08/2020
Equities

European equities: accelerating the digital revolution

Martin Todd

The pandemic has emphasised the need for companies to put digital transformation at the heart of their strategies.

Read more
09/12/2019
Equities

Amplified: Investing in Europe - diamonds in the rough

In this episode of Amplified, Aoifinn Devitt, Head of Investment of Hermes Fund Managers Ireland Limited, and Martin Todd, European Equities Portfolio Manager, discuss the case for investing in Europe today, some of the challenges and opportunities that the region presents, and question some of the prevailing narrative to uncover some hidden opportunities.

Listen now
22/02/2018
Equities

Keeping The Faith: Four Turnaround Stocks In Europe

James Rutherford

Four holdings in the European Alpha Fund missed out on a share of the spoils in 2017 – a vintage year for European equities – as they were pummelled by temporary pressures.

Read more
17/01/2018
Equities

European equities revisited: The outlook remains bright

Martin Todd

A year ago, amid widespread scepticism, we argued for a renaissance in Europe. In 2017, the eurozone recorded its fastest rate of economic growth in a decade, confidence soared and stocks rallied. Today, we revisit the case for European equities and ask: is the future still bright for the region?

Read more
02/02/2017
Equities

Why European equities?

Martin Todd

Investors have retreated from European stocks throughout 2016, with market sentiment close to its lowest level since the 2011-2012 sovereign debt crisis. Then, as now, political and macroeconomic uncertainty was the source of their anxiety. Amid continued economic torpor, a range of political pressures – including Brexit, the rise of anti-establishment movements that threaten the European construct, and social tensions caused by the migrant crisis – have spurred investors to pull up to €100bn from active European equity funds this year.

Read more

Aktien

Unternehmensanleihen

Private Markets

Aktiver Unternehmensdialog

Aktien

Unternehmensanleihen

Private Markets

Aktiver Unternehmensdialog

Authors