How might investors withstand ‘AI FOMO’?
Video transcript The story of the equity market over the last 18 to 24 months has been the dramatic outperformance of the Magnificent Seven stocks, largely because of this AI FOMO trend that’s been going on, artificial intelligence, fear of missing out. So those seven stocks over the last 18 months are probably up 120% […]
The ‘great rotation’?
market snapshot
What’s up with the yellow metal?
Gold is currently trading around $2,375 per ounce, just below its recent all-time high of $2,450 per ounce. Gold prices historically rise when inflation is increasing, when investors are looking for a safe investment in anticipation of a recession or because they fear the dollar is weakening. Yet none of these conditions seems to hold. […]
The case for bonds (as rates inch towards normalisation)
Chartology
Une impasse:
market snapshot
Trade finance made simple
What is trade finance? Trade finance can best be viewed of as a sub-set of the loan market. It is relatively short-term loans used to finance the physical flow of goods, using those goods as the primary source of collateral within the loan. How is our approach to trade finance different? The Federated Hermes approach […]
10 questions for 10 years: The Global Equity ESG Fund
Fast reading The Global Equity ESG Fund offers a hybrid quantitative and fundamental investment approach which has been successful not only in identifying global outperformers across sectors, but has grown to become one of the largest ESG funds available in the market. The quant model identifies the best companies to evaluate in greater detail. Our […]
And markets shrugged…
market snapshot
Fund Selector Masterclass – Global Equities
Learning outcomes: Mega cap tech stocks: threat or opportunity for global investors Identifying and pricing innovation and sustainable companies The role of human capital in generating high returns to investors Fund Selector: Richard Rainback, EFG Speakers: Fred Mahon, Fund Manager, Human Capital Fund, Church House Mikhail Zverev, Fund Manager, Amati Global Innovation Fund, Amati Global […]
Much to celebrate, much to discuss
If cash is king – and we certainly think so – it held court last month in Pittsburgh. The annual Crane Data Money Fund Symposium took place in the conference centre attached to our global headquarters, and what a court it was. More than 600 portfolio managers, salespeople and clients came to celebrate the industry’s […]
