PODCASTS

Plastics and the circular economy In April, EOS at Federated Hermes published a white paper – Investor Expectations for Global Plastic Challenges. This set out the scale and complexity of the problem and offered investors ways to engage with companies in three key sectors – chemicals, consumer goods and retail. 29/07/2020 - Amy Wilson

Giving credit to decarbonisation (part 2) What actions are commercial real-estate owners, and their lenders, taking to reduce carbon emissions from their assets? 07/07/2020 - Andrew Jackson

Giving credit to decarbonisation (part 1) What are the hallmarks of best-practice carbon disclosures among corporate-bond issuers? 07/07/2020 - Andrew Jackson

Fighting the climate crisis: mitigation and adaptation Can investors adapt to a new climate normal? 30/06/2020 - Aoifinn Devitt

Catalysing impact: how investors can fight climate change In the first of two special climate-focused episodes of Fundamentals, we ask: is climate action taking a back seat to Covid-19? And what role can impact strategies play in tackling the most defining challenge of our time? 29/06/2020 - Aoifinn Devitt

Beyond the box-ticking: what really makes a board function well? At the end of April, EOS at Federated Hermes published a white paper Guiding Principles for an Effective Board – Insights from Engagement. 12/06/2020 - Jaime Gornsztejn

Corporate purpose: how can companies create social value? How can we make purpose more meaningful and embed it into the operations of companies? 05/06/2020 - Dr. Hans-Christoph Hirt

Why a systematic fundamental analysis is key for Global Equities We explore our Global Equities team’s unique investment style and whether their philosophy has changed during the coronavirus pandemic. 27/05/2020 - Aoifinn Devitt

A decade of change in global high yield Globalisation and the rise of new instruments, credit quality and sustainability made the last decade one of significant evolution for the high-yield market. 20/05/2020 - Andrew Jackson

Roads to recovery from the coronavirus crisis Will the coronavirus recovery chart a V, U, W or swoosh shape – or take a completely different course? 28/04/2020 - Andrew Jackson

Life beyond lockdown: how the coronavirus will accelerate existing global trends Will the shifts in our way of life accelerate industry trends that were already underway? 17/04/2020 - Aoifinn Devitt

Coronavirus: a pragmatic response to market panic How can fixed-income investors respond pragmatically to the coronavirus pandemic? 20/03/2020 - Andrew Jackson

Fundamentals: making sense of current market conditions in Asia ex Japan How does a portfolio manager deal with something as impactful but as uncertain as the coronavirus? 17/03/2020 - Aoifinn Devitt

Fixed-income investing in unprecedented times How should fixed-income investors approach today's unparalleled market conditions? 21/02/2020 - Andrew Jackson

Amplified: Fixed income markets in the new decade What will the new decade bring us? 18/02/2020 - Eoin Murray

Amplified: the future of finance is female Millennials are changing the investment market. 28/01/2020 - Aoifinn Devitt

Delta: our 2020 credit-sector outlook Hermes' credit analysts provide their 2020 outlooks for industry sectors. 21/01/2020 - Andrew Jackson

Eliminating gender bias: how to improve corporate diversity How does gender bias manifest itself in the business environment? 16/01/2020 - Dr Christine Chow

Sustainable agriculture: the economics of healthy soil Where is modern industrial agriculture taking us? 06/01/2020 - Eoin Murray

Amplified: three themes to watch in 2020 What is on the horizon for financial markets as we enter a new decade? 13/12/2019 - Aoifinn Devitt

Amplified: Investing in Europe - diamonds in the rough In this episode of Amplified, Aoifinn Devitt, Head of Investment of Hermes Fund Managers Ireland Limited, and Martin Todd, European Equities Portfolio Manager, discuss the case for investing in Europe today, some of the challenges and opportunities that the region presents, and question some of the prevailing narrative to uncover some hidden opportunities. 09/12/2019 - Aoifinn Devitt

Delta: the rationale and rigour of ESG analysis and engagement (part II) Step into our world of ESG analysis and engagement integration in investment decision-making in fixed income. 04/12/2019 - Andrew Jackson

Delta: the rationale and rigour of ESG analysis and engagement (part 1) Step into our world of ESG analysis and engagement integration in investment decision-making in fixed income. 04/12/2019 - Andrew Jackson

An appetite for change: building a sustainable food future Is the world ready for a meatless future? 05/11/2019