UK outlook brightens as rate cuts loom
market snapshot
Extra innings
Hang Seng soars as China sentiment shifts
market snapshot
Tipping point: UK Nature Strategy
UK companies and consumers have reached a tipping point when it comes to understanding the need to protect and enhance nature. The UK Nature team’s strategy provides exposure to projects and businesses that support natural capital and biodiversity in the UK. In doing so, the strategy aims to deliver high-integrity nature, climate and social impacts […]
Emerging market debt: the strong recovery continues
EMD report Q1 2024
Your Questions Answered: Global Emerging Markets
What does ‘quality’ mean in your approach to EM equities? I think it’s important, because ‘quality’ is a word that gets bandied around a lot, to define the terms that we use when we talk about quality companies. Quality for us means a number of things in the context of investing. Does the company have […]
Paradigm shift
market snapshot
Korea discount: a dream deferred?
Fast reading In our opinion, the ‘Korea discount’ has deprived investors of returns, in many cases leaving them impoverished relative to the growing value of the very companies into which they have invested. We believe it has also raised the cost of capital for South Korean enterprise, reduced risk-taking and economic activity, while undermining innovation. […]
15 for 15: A US SMID retrospective
When did you join Federated Hermes and what were you doing before? Initially qualifying as an accountant with PwC, I joined Hermes (from the Rio Tinto pension scheme) to focus on European small- and mid-cap companies in 2005. I transitioned to the US small- and mid-cap team in 2009, taking over as Lead Manager in […]
Opportunities at the longer end of the commercial paper curve?
Short Term Investments Committee
