Sustainable Global Equity, 2023

Fast reading: Investment review, 2023 Engagement overview: 59 engagement objectives with 42 companies engaged Thematic focus: How life sciences are enabling today’s healthcare treatment – and tomorrow’s healthcare innovation Engagement case study: Lonza Group Engagement case study: Thermo Fisher Sustainable Global Equity, 2023 Download Archive: Please view previous reports below: Sustainable Global Equity, June 2022-23 […]

Meet the Manager: Henry Biddle

What’s your role at Federated Hermes? I’m a portfolio manager on the US Equity Strategy and on the Sustainable Global Equity Strategy. How did you get started in your career? I started off straight out of university, training as an accountant with Deloitte. I did that for four years, as I wanted a broad base […]

SDG Engagement High Yield Credit: 2023 Annual Report

Four full years of engaging

Climate Change High Yield Credit, Annual Report 2023

River bank and smoke in the background

Fast reading Thematic focus: How our Climate Change Impact (CCI) score has evolved over the years and how it seeks to track present and future progress by portfolio companies in reducing emissions. Performance and investment review: In a year where energy stocks were top dog how did portfolio returns hold up? The power of engagement: […]

Sustainable investing: More than meets the eye?

What does sustainable investing mean to you and how does it manifest itself in this strategy? In simple terms, sustainable investing is the consideration of social and environmental factors alongside financial return, such that the companies we invest in are in some small way contributing to a better future – from the products they produce, […]

A just transition

Buds in a pot

2024 Outlook

Natural capital: the call of the wild

Close-up of the veins in the leaf

2024 Outlook

Renewables: winds of change

2024 Outlook

Doing good and doing well: Our approach to sustainable fixed income

How do you differentiate sustainable investing from ESG integration? In talking about the differences between ESG integration and sustainable investing, there’s clearly an overlap when we talk about environmental and social factors. But with ESG integration, what we look at is how these non-fundamental factors affect a company’s cash flows for enterprise value and credit […]

Sustainable Global Equity, Annual Report 2022-23

Rough waves

Highlights include: Thematic focus #1: How can AI help address the UN SDGs? Thematic focus #2: Circular economy and waste management Market and performance review: One of the defining characteristics of the first half of 2023 was ‘narrowness’ of returns, with the majority of performance being driven by a small number of tech-focused mega cap […]