Spectrum Q1 2022: The Great Rotation 2.0 | Federated Hermes Limited

Durable. Notre engagement.

Filippo Alloatti

Head of Financials (Credit), Federated Hermes Limited

Head of Global Equities, Federated Hermes Limited

Martin Todd, CFA

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

Jonathan Pines, CFA

Lead Portfolio Manager, Asia ex-Japan, Federated Hermes Limited

Silvia Dall’Angelo

Senior Economist, Federated Hermes Limited

Head of Global Emerging Markets, Lead Portfolio Manager, Federated Hermes Limited

Insight

3 March 2022 |

Active ESG, Impact, Sustainable

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.

Spectrum: The Great Rotation 2.0

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