Positioning EMD ahead of the US election
EMD report Q3 2024
SDG Engagement Equity Q3 2024 case study
Varun Beverages
The three things every engager should know
Fast reading Lifetime engagement stats 1,872 engagement actions 180 companies engaged A team of seven working on the Strategy 98 completed objectives “Now is the time for fixed income markets to take heed” – Saker Nusseibeh, Hermes CEO, on the launch of our original sustainability strategy, SDG1 Engagement High Yield in 2019. Born out of […]
Has the inflationary dragon really been slain?
market snapshot
Your Questions Answered: managing cash and liquidity
Why do people choose Federated Hermes to manage their cash? Video transcript Investors choose Federated Hermes to manage their cash for many different reasons, one of which is we’ve been a leader in the industry since it began. Money markets began in product form, from a money market fund standpoint, back in the mid 1970s […]
The hidden environmental cost of our digital lives
Data is essential to modern life. Any time you use a maps app to navigate, do a Teams meeting at work or watch a doctor call up your health records, data is being consumed. Global data usage is set to grow as the use of digital services continues to expand. Since 2010 the number of […]
SDG Engagement High Yield Credit: 2024 H1 Report
Fast reading In this latest update from the investment and engagement team, we provide a full overview of how our engagements with portfolio companies in the SDG Engagement High Yield Credit portfolio have resulted in change. We include the year in numbers, an investment commentary, and a broad overview of how H1’s engagements link through […]
Private Equity insight: The art of the exit
Fast reading The dormancy of the exit market is leaving investors without cash to commit to new opportunities, stagnating private equity allocations within investor portfolios. Against this challenging backdrop, we believe managers that prepare for exits and are able to offer creative liquidity solutions will be among the most successful. A core tenet of our […]
Sky high
The Chicken Little1 predictions that the US Federal Reserve easing cycle would lead to an exodus of assets from liquidity products have been proven wrong. Money market funds across the industry alone have experienced inflows of around US$150bn since the Fed cut rates by 50bps in mid-September to a range of 4.75-5%. It’s another case […]
Do elections move markets?
US election years, such as 2024, tend to be good periods for small and mid-cap (SMID) investors as the higher relative domestic exposure of these companies (c.70-80% versus c.50% for the broader S&P) typically benefits performance. Presidential candidates across the political spectrum recognise that a strong economy wins votes and domestic smaller companies – the […]
