Search this website. You can use fund codes to locate specific funds

Beyond Headline Multiples: US Equities webcast, November 2021

Join Mark Sherlock, Henry Biddle and Steve Chiavarone for the latest webcast on Federated Hermes US SMID.

Based in Federated Hermes’ New York office, Steve is responsible for portfolio management and research within the global asset allocation team. In this webcast Steve gives his thoughts on the US economy and the valuation of US markets, something we believe to be misunderstood versus other geographies when adjusted for sector composition and the outlier performance of mega cap tech names. Mark and Henry then talk about the opportunity for ‘quality’, a segment within small and mid-caps that didn’t receive an uplift from Fed intervention post the crisis in 2020 and one which we believe to be cheap both in relative and absolute terms when compared to its ‘high growth’ and ‘deep value’ counterparts.

Related Insights

Climate Change High Yield Credit strategy, interim report 2022
In this inaugural report, we delve into what makes the Federated Hermes Climate Change High Yield Credit strategy unique. As well as introducing our process and team, the report provides an overview of our proprietary Climate Change Impact (CCI) score, complete with portfolio examples to illustrate the scoring system in practice.
Public declaration of voting recommendations 2022
We record the public declarations that have been made so far in 2022. We plan to update this as and when we make further public declarations.
Federated Hermes Stewardship Report 2021
At Federated Hermes we believe the investment industry can be a powerful force for good, building a fairer, more equitable world for all – and that active ownership and engagement is the best way to achieve this. In this, our second annual Stewardship Report, we provide an update on our efforts towards effective and outcomes-driven stewardship.
The chimps are coming
The public art exhibition Chimps are Family, unveiling on Endangered Species Day (Friday the 20th of May) at Tower Bridge, sets to create awareness around the plight of the endangered apes.
Market snapshot: Slowdown fears send equities spinning
Stagflation concerns continue to mount, with investors piling into cash positions as the global growth outlook plunges.
Plus and minus: can QT annihilate QE (and other anti-inflation questions for financial markets)
Fiorino queries whether investors should expect an equal-and-opposite reaction as central banks release the anti-QE solution into the real world...