Six reasons to consider an unconstrained approach to credit
Reason 1: Investors with the ability to manage duration can accommodate even a higher-for-longer scenario Consensus expectations see developed market CPIs coming close to target in 2024 as tight monetary policy constrains activity, unemployment slowly picks up and labour market pressures cool. Developed-market central banks have indicated they see themselves at the peak of the […]
A sort-of Super Tuesday
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What defines a Biodiversity Champion?
Which topics within Biodiversity do you prioritise? In short, all of them! There are five major drivers of biodiversity loss; change in land and sea use, direct exploitation of organisms, invasive alien species, climate change and pollution. We have translated these into our six investment themes which contain numerous industry sub verticals from which we […]
The stars (and stripes) align: The overlooked appeal of US SMID
Fast reading While about one third of the S&P 500 is accounted for by the ‘Magnificent Seven’, the Federated Hermes US SMID Equity team have 2500 stocks to choose from (from the Russell 2500 Index) and no single group that dominates. US SMID companies – with a market capitalisation of between US$1bn to US$15bn – […]
Private equity perspectives: Less capital, more opportunity
Fast reading Macro realities are catching up with markets Receding liquidity brings levered corporates to a crossroads Bifurcated fundraising creates opportunities at the lower end of the market Active portfolio management in a challenging exit environment Download For further information on Federated Hermes’ Private Equity capabilities, please click here. Share:
Where next for the rally?
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Investors prep for June rate cuts
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Global Equity ESG, Annual Report 2023
Fast reading Annual review 2023: How the strategy fared over a turbulent year. Engagement overview: 109 engagement objectives with 78 companies engaged. Plus, an update on our progress in 2023. Introducing the new QESG 3.0: The next generation. The team’s assessment of ESG – the QESG Score – is embedded directly within our stock selection […]
Fiorino: Where physics meets finance
Basel lies 251km due northeast by road from Geneva, putting a precise Swiss measure on the distance between big finance and big science. Headquartered in the Geneva suburb of Meryin, CERN1 has served as the global mecca of particle physics research since it switched on the Large Hadron Collider (LHC) in 2008. Via the LHC […]
The bulls are in control
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