European Equities Sustainability Report

Fast reading: The electric vehicle (EV) market has the potential to deliver strong growth and long-term outperformance both in terms of financial returns and driving sustainable change. Companies that provide key components to the auto industry and boast significant market share can provide a compelling way to gain indirect exposure to the market. We prefer […]

Meet the Manager: Chi Chan

What’s your role at Federated Hermes? I’ve been with Federated Hermes since 2010 and I’m a portfolio manager in the European Equities team. How did you get started in your career? I didn’t know what I wanted to do after university, but my housemate was certain he wanted to be an accountant, which I thought […]

It’s time to take a chance on Europe

Nobody loves us, everybody hates us Financial Publisher Citywire recently published the results of a survey of 400 fund selectors1, asking them where they expected to allocate in 2023. As European portfolio managers, it was ungratifying to read that almost nobody expected to allocate to European Equities. To understand why it is so unfavoured, we […]

Federated Hermes launches ‘Article 9’ Sustainable Global IG Credit Fund

Federated Hermes Limited has launched the Federated Hermes Sustainable Global Investment Grade Credit Fund with cornerstone investor CCLA, a sustainable investment pioneer. The Fund will be co-managed by senior portfolio managers Nachu Chockalingam and Orla Garvey. The Fund seeks to deliver a total return with a reduced environmental footprint compared to the benchmark, which is […]

Lifting the lid on packaging and food waste

Plastic packaging has a key role to play in the global food system, protecting perishable items and extending the shelf life of fresh produce. However, this is exacerbating the problem of plastic pollution, with progress to reduce plastic waste driven mainly by recycling, rather than the elimination of single-use plastic. Estimates published by climate action […]

Biodiversity Equity Report, Q4 2022

Grow more; grow smarter

Protect, sustain, restore: Why the Amazon matters

Acknowledgements: We would like to thank Dr Adriana De Palma, Dr Gareth E Thomas, Sara Contu, and Prof. Andy Purvis from the Natural History Museum for providing the data and analysis contained within this report. The Amazon rainforest, home to some 10% of known species on earth, is a lynchpin for global biodiversity. Here, the […]

Why cheap palm oil is a price the planet can’t pay

Palm oil is used in 70% of cosmetic and personal hygiene products, including soap bars, toothpaste and face creams. It is also a key ingredient in staple foods such as bread and margarine, as well as treats such as chocolate, ice cream and biscuits. Its natural preservative qualities help to extend the shelf life of […]

Sustainable Global Equity, 2022 Q3 report

Are global supply chains on the mend?

360°, Q3 2022

Rates, recovery, recession