PM calls snap UK election:

market snapshot

Biodiversity Equity, Interim Report, 2023-4

Fast reading Philosophy and impact overview: Our portfolio is aligned with six major biodiversity themes and 11 of the United Nations’ Sustainable Development Goals. Special feature: Our biodiversity champions (and why they might not be the companies you expect). Case studies: We drill down into the team’s engagement with two key holdings: a data provider […]

Fund Selector Masterclass – US Equities

Speakers: Fund Selector: Paul O’Neill, Chief Investment Officer, Bentley Reid Mark Sherlock, Head of US Equities, Lead Portfolio Manager, Federated Hermes Francis Radano, Senior Investment Manager, abrdn Learning outcomes: How a rate regime change is putting valuations in keener focus. Where the growth opportunities in the US are. Given the potential downside risks, is caution […]

(More) Questions Answered: Global Emerging Markets

What interesting investment themes are there for investors in EM outside Asia? I think the advantage of a global emerging market mandate is that it allows you a more diversified set of opportunities, a more diversified set of drivers for your portfolio. I think one of the things that we’ve been thinking a great deal […]

360°, Q2 2024:

Can strong technicals lead to stronger fundamentals?

A new hope

market snapshot

FHL Stewardship Report 2023

Fast reading Monitoring engagement outcomes is crucial in ensuring our approach is effective and achieves the desired results. As such, this report contains new and updated examples, case studies and metrics throughout to demonstrate how our approach works in practice. This year’s report features information on our first deforestation risk assessment and mitigation activities across […]

UK outlook brightens as rate cuts loom

market snapshot

Extra innings

Hang Seng soars as China sentiment shifts

market snapshot