Your Questions Answered: Global Emerging Markets
What does ‘quality’ mean in your approach to EM equities? I think it’s important, because ‘quality’ is a word that gets bandied around a lot, to define the terms that we use when we talk about quality companies. Quality for us means a number of things in the context of investing. Does the company have […]
Korea discount: a dream deferred?
Fast reading In our opinion, the ‘Korea discount’ has deprived investors of returns, in many cases leaving them impoverished relative to the growing value of the very companies into which they have invested. We believe it has also raised the cost of capital for South Korean enterprise, reduced risk-taking and economic activity, while undermining innovation. […]
US Small- und Mid-Cap-Strategie: Eine Retrospektive
Wann sind Sie zu Federated Hermes gekommen und was haben Sie vorher gemacht? Ursprünglich war ich als Buchhalter bei PwC tätig. 2005 kam ich dann zu Hermes (vom Altersvorsorgesystem bei Rio Tinto), wo ich mich auf kleine und mittelgroße europäische Unternehmen konzentrierte. 2009 wechselte ich in das US-Team für kleine und mittlere Unternehmen und übernahm […]
SDG Engagement Equity Q1 2024 case study
Wintrust Financial
US and Europe on divergent rate cut paths
market snapshot
China: The unloved trade
market snapshot
SDG Engagement Equity: 2023 Annual Report
A focus on decent work
Markets soar on summer rate cut hopes
market snapshot
Politics and the investor
Whichever way you cut it, 2024 will be a testing year for some of the world’s biggest democracies. Seven of the world’s ten most populous nations will go to the polls, accounting for a third of global GDP and a quarter of its population (see charts and table below). In May, India’s billion-strong electorate will […]
Your Questions Answered: Unconstrained Credit
What is the argument for using a flexible credit solution at a time when government bonds and higher credits are attractive? There’s a couple of ways to answer that. The first is that I believe it’s just a better reflection of the marketplace that you’re investing in. If you think about it from the point […]
