360°, Q4 2023:
Debt, deficit, dispelling doubts
Doing good and doing well: Our approach to sustainable fixed income
How do you differentiate sustainable investing from ESG integration? In talking about the differences between ESG integration and sustainable investing, there’s clearly an overlap when we talk about environmental and social factors. But with ESG integration, what we look at is how these non-fundamental factors affect a company’s cash flows for enterprise value and credit […]
The Responsibility Office: Supporting sustainable wealth creation
At Federated Hermes Limited, we believe the purpose of investment is to create wealth sustainably for investors over the long term. Sustainable wealth creation should provide investors with income to spend as they get older, an ability to buy goods and services, and help to build a world in which investors are happy to live. […]
Sustainable Global Equity, Annual Report 2022-23
Highlights include: Thematic focus #1: How can AI help address the UN SDGs? Thematic focus #2: Circular economy and waste management Market and performance review: One of the defining characteristics of the first half of 2023 was ‘narrowness’ of returns, with the majority of performance being driven by a small number of tech-focused mega cap […]
A sea change for global shipping
Infrastructure case study
The COP conundrum
We need only take a cursory check of global weather in recent months to remind ourselves of the consequences of climate change. Over the summer, record temperatures in parts of the US, in southern Europe and in China affected the lives of an estimated 110 million people who regularly experienced temperatures above 40°C. In May and […]
Risks rise but markets hold steady
market snapshot
A bond market bruising
market snapshot
SDG Engagement Equity Q3 2023 case study
LKQ
SDG Engagement High Yield Credit, H1 2023 Report
In their latest report, our award-winning SDG Engagement High Yield Credit team explain what true engagement looks like. They provide an overview of recent performance and portfolio changes – along with a comprehensive breakdown of the shape of engagement in the first six months of the year. Fast reading: 101 of 121 companies engaged in […]
