Spectrum Q1 2022: The Great Rotation 2.0 | Federated Hermes Limited

Durable. Notre engagement.

Filippo Alloatti

Head of Financials

Head of Global Equities

Martin Todd, CFA

Senior Portfolio Manager

Jonathan Pines, CFA

Head of Asia, ex Japan

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.

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

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