School’s in session
With colleges and schools resuming, September always feels like a fresh start. The markets are studying economic data and Federal Reserve communication anew to determine when it will finally ease. In Jackson Hole, Federal Reserve Chair Jerome Powell all but promised he would announce the first cut at the upcoming policy-setting meeting on 18 September. […]
Sustainable Global Equity, Annual Report, 2023-24
Fast reading Investment review, June-to-June Engagement overview Anniversary Q&A: Celebrating three years of the Sustainable Global Equity Strategy ‘Leader’ case study: Nvidia ‘Improver’ case study: LKQ ‘Impact’ case study: Novo Nordisk A high conviction, fundamental strategy targeting sustainable companies: profitable businesses whose products, operations and activities help create a more sustainable future. Sustainable Global Equity, […]
Life Sciences: Four reasons why this out-of-favour sector deserves your attention
Edit with Elementor Loading ife Sciences: Four reasons why this out-of-favour sector deserves your attention Life Sciences encompass all the scientific disciplines that study living organisms, including biology, biochemistry, genetics, and microbiology. It can often be conflated with Biotechnology or Biotech which has a reputation in the investment world for being volatile. At Federated Hermes […]
Here we go again
It should be no surprise when the financial markets get ahead of themselves. And we don’t need to be an expert at behavioural economics to know rational investors don’t exist. But that doesn’t make it any less frustrating when traders get over their skis, adding volatility and detracting from liquidity in the market. Just as […]
The Power of Diversification
Portfolio composition in Real Estate and Private Debt
Celebrating three years of the Sustainable Global Equity Strategy
Fast reading Launched three years ago, our Sustainable Global Equity Strategy was designed as a core allocation that employ a sustainability lens to improve long-term financial returns. The portfolio comprises a wide range of company types from growth to quality and value, from small/mid-cap through to mega-cap, and across both developed and emerging markets. Our […]
Why so glum?
Despite some recent volatility, markets are starting to look optimistically at the potential for a soft landing in the US – inflation is falling towards a normalized level, unemployment is up, but still at historically low levels, and the Federal Reserve looks set to embark on a rate-cut cycle. Yet with all this positive data, […]
The road ahead for US equities
How might the US election impact small- and mid-cap companies? Video transcript 2024 has again shown us that anything can happen. In July alone, we experienced the world’s largest computer meltdown, an assassination attempt on Donald Trump and a change of the Democratic Party’s presidential nominee. The historic decision by President Joe Biden to withdraw […]
Equitorial: A practical pathway to net zero
Fast reading There is no silver bullet for investing in the climate transition, however, common to all approaches is the need to understand the challenges and address a range of obstacles. We believe the best solution combines strong historical data with forward-looking tools including scenario analysis, sector decarbonisation pathways, technology curves and projected emissions. Qualitative […]
Frontier markets: Tapping into untapped potential
What defines a ‘frontier’ country and why do you think investors could benefit by overweighting EM frontier credits? The emerging market (EM) world has evolved from being a large homogenous asset class into a much more complex one where we need new definitions to describe and define market segments. Core EM is often thought of […]
