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Spectrum, Q1 2022: The Great Rotation 2.0

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.

More Insights

Outlooks for the rest of 2022
Members of our investment team predict what lies ahead for ESG, inflation and global markets.
Five Federated Hermes funds awarded Austrian EcoLabel
Five of the firm's funds have been awarded the Austrian Ecolabel
Spectrum Q2 2022: Investing into the aluminium paradox
In this latest edition of our quarterly Spectrum report, experts from Federated Hermes consider the question of aluminium. The lightweight metal will play a crucial role in the energy transition but will need to address its own carbon footprint first.
Federated Hermes appoints Orla Garvey as Senior PM in Global Fixed Income team
Orla Garvey joins our Fixed Income as a Senior PM
Climate Change High Yield Credit strategy, interim report 2022
In this inaugural report, we delve into what makes the Federated Hermes Climate Change High Yield Credit strategy unique. As well as introducing our process and team, the report provides an overview of our proprietary Climate Change Impact (CCI) score, complete with portfolio examples to illustrate the scoring system in practice.
Public declaration of voting recommendations 2022
We record the public declarations that have been made so far in 2022. We plan to update this as and when we make further public declarations.