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Full impact from the rise in commodity prices due to the conflict in Ukraine has yet to be felt in consumer prices

The US treasury yield curve inverted for the first time in almost three years, a traditional harbinger of a recession.

Combining attractive fundamentals and good or improving environmental, social and governance (ESG) characteristics, the Federated Hermes Global Equity ESG Fund targets innovative companies that anticipate tomorrow’s challenges today.

As central banks try to tame inflation without triggering a global recession, pockets of opportunity can still be found

Combining attractive fundamentals and good or improving ESG characteristics

Looking at the extreme market events of the past 12 months can provide some valuable insights for investors.

We examine how ESG factors have behaved during the ongoing coronavirus pandemic.

Combining attractive fundamentals and good or improving ESG characteristics

We explore our Global Equities team’s unique investment style and whether their philosophy has changed during the coronavirus pandemic.

Our Global Equities team explain the benefit of being a global investor in turbulent times.

We explain why we adopt an integrated investment approach and how it shapes our research agenda.

Inflows into ethical funds topped £164m in July, up from £101m the previous month, according to the Investment Association Monthly Statistics for July 2018 from The Investment Association. Lewis Grant, Global Equities Senior Portfolio Manager at Hermes Investment Management, questions what ‘ethical investing’ really means, its implications and dispels investors’ common misconceptions. Let’s start at the very beginning When deciding whether to shift to an ethical investment portfolio, investors first need to go back to basics and set a clear definition of what they constitute as ‘ethical’. Since there is no universal definition, it can be surprising how much variation there is between investors. Exclusion or ‘negative screening’ perhaps offers investors the most direct approach to aligning their money with their morals. It is the oldest ethical investment method, and it’s easy to see why. Carving out entire sectors, companies or countries from a portfolio offers a relatively simple and transparent way for investors to express their particular ethical views and removes subjectivity.