PODCASTS

H2 2021 investment outlook: recovery, risk and the ‘sustainable revolution’ A number of themes have captured the attention of our investment floor, and our managers have been considering how these are likely to evolve going forward. 19/07/2021 - Eoin Murray

The mindful investor Can investment professionals benefit from approaching their working day more mindfully? 13/05/2021

Delta: Is this a bubble or not? The financial press has been awash with news of bubbles recently. And while governments have pledged to keep interest rates low until a recovery from the coronavirus pandemic is underway, concerns about the inflated price of everything from equities to Bitcoin are beginning to weigh on investor confidence. In the latest episode of Delta, we ask: is all this talk of bubbles nothing but hot air? Are we in a bubble and, if so, is it sure to pop? 19/03/2021 - Andrew Jackson

A credit investor's guide to the energy transition What qualities do we seek in the credit profiles of energy companies and how do we engage them to drive change? 21/12/2020 - Andrew Jackson

The coronavirus and its impact on SDG 8 How can the actions of companies affect SDG 8? Has the coronavirus interrupted progress towards this goal? 12/11/2020

Impact investing in the coronavirus era Has the coronavirus pandemic resulted in a paradigm shift for responsible investment strategies? 18/09/2020

A voting season like no other With many companies opting for virtual shareholder meetings, how did investors ensure their concerns about climate change, diversity and human rights risks were addressed? 09/09/2020 - Amy Wilson

Fundamentals: the case for US SMID Is the SMID asset class underappreciated by industry analysts? 27/08/2020

Real Estate: flexibility and adaptability in challenging times What does Covid-19 mean for the future of real estate? And will it thrust challenges already facing the industry into the spotlight? 27/08/2020 - Kirsty Wilman

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

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

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

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

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

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