Skip To Main Content
Durable. Notre engagement.
More investment solutions for US investors
Rechercher
Commentary

Spectrum, Q1 2022

The Great Rotation 2.0

Filippo Alloatti
Head of Financials
Geir Lode
Head of Global Equities
Martin Todd, CFA
Senior Portfolio Manager
Jonathan Pines, CFA
Head of Asia, ex Japan
Kunjal Gala
Head of Global Emerging Markets
Insight
3 March 2022 |
Active ESG, Impact, Sustainable
Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks.
Download
But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades.

Spectrum: The Great Rotation 2.0

Download
Download PDF

Related insights

A bunker for the trade war
Global Equity ESG, Annual Report 2024
The contours of a new trade landscape
Lightbulb icon

Get the latest insights straight to your inbox

Subscribe

Related Insights

a series of military bunkers
Article
25 April 2025
| Active ESG
A bunker for the trade war
Gregory Sterzel
Shelter amid volatility.
Read More
Watch now
Listen now
red and orange flowers in a meadow, with snow capped mountains in the background against a bright blue sky
Report
9 April 2025
| Active ESG
Global Equity ESG, Annual Report 2024
Louise Dudley, CFA
Lewis Grant
Geir Lode
Nature in focus: How we’re investing in biodiversity
Read More
Watch now
Listen now
Article
7 April 2025
| Active ESG
The contours of a new trade landscape
Martin Schulz
Uncertainty is not gone, but it is receding.
Read More
Watch now
Listen now
Silhouetted against the morning light, lone tree situated just off of the lake shore.
Report
27 March 2025
| Active ESG
Sustainable Global Equity Annual Report, 2024
Martin Todd, CFA
Financial inclusion represents a potentially major growth opportunity for companies.
Read More
Watch now
Listen now
Article
21 March 2025
| Active ESG
German spending bill bolsters Europe rebound
: market snapshot
Orla Garvey
James Cook
Peter Smith
German MPs approved €500bn spending package this week.
Read More
Watch now
Listen now
Article
19 March 2025
| Active ESG
GenAI heralds potential revolution in productivity
Kunjal Gala
Productivity growth is in decline. But Generative AI could reverse this trend.
Read More
Watch now
Listen now

La valeur des placements et du revenu qu’ils génèrent est susceptible de diminuer ou d’augmenter. Il est possible que vous ne récupériez pas le montant initialement investi.

Pour recevoir toutes les actualités directement dans votre boîte mail:
S’ABONNER

Sustainability.
We mean it.

Vos préférences

NOUS SUIVRE

Federated Hermes Limited: Registered in England & Wales No 01661776. Registered office – Sixth Floor, 150 Cheapside, London EC2V 6ET.
Federated Hermes Limited is owned by Federated Hermes, Inc © Copyright Federated Hermes Limited 2025 | ISO 14001 Accredited
2025