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 – […]

Investors prep for June rate cuts

market snapshot

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

A sculpture depicting an ancient animal

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 […]

Commodities of the future: the metals vital to energy transition

This is sponsored content from Citywire in association with Federated Hermes Limited. When investors consider metals exposure in their portfolios, they might once have focused on gold, silver and platinum. Today, more common metals are becoming increasingly important because they will play a vital role in the energy transition. Demand for copper, for example, is […]

Unlocking the potential of sustainable credit

There’s no doubt that more sustainable corporate practices make sense. However, understanding how to incorporate these models into credit analysis takes deep expertise and ongoing engagement. Fortunately, we have both. Watch our video below to learn more.  To find out more about our sustainable credit offering, please explore our website.  Share:

The unpersuadables?

Led by its impressive President, Hiromi Yamaji, the Tokyo Stock Exchange’s strategy for increasing shareholder returns has been to convince companies to do the right thing. This has been achieved by encouraging enhanced stockholder engagement and reporting, supporting a culture shift, while  naming co-operative companies, thereby shaming delinquents. This approach is proving effective, with many […]

ESG in China: A hidden opportunity

Fast reading ESG ratings consistently show Chinese companies lagging their EM peers on ESG, prompting questions about whether China is investable from an ESG perspective. While the ratings do not capture the full picture, there is no doubt that China is challenging for the ESG investor – despite various positive regulatory drivers for ESG in […]

Meet the Manager: Mitch Reznick

What’s your role at Federated Hermes? My role at Federated Hermes is Head of Sustainable Fixed Income and a portfolio manager on some of our sustainability-themed funds. Our team convert the principles of sustainability into investment solutions that make sense for our clients, of course, but also seek to deliver real world, positive outcomes. How […]

What’s going on with IG corporate bonds?

Digital pixels

January just witnessed a record amount of new investment grade (IG) corporate bond issuance. The US$194bn was nearly 50% higher than the monthly average over the last four years. This comes on the heels of US$1.2tn in each of the last two years and against the backdrop of the US$7.7tn market value of the Bloomberg […]