Seeds of change: Engaging on deforestation
This fact is increasingly calling investors to action, as well as: Regulatory developments: Regulators are strengthening their demands for traceability, and companies run the risk of fines and reputational damage if they do not comply. Changing consumer preferences: Conscious consumption is on the rise, with consumers increasingly factoring sustainability into their purchasing decisions.1 Heightened visibility: […]
Volatility persists amid global uncertainties
market snapshot
Short duration credit: ride the wave
Fast reading Bond yields have risen to such a level that the carry an investor receives in short duration debt should provide more than adequate compensation for any changes in bond prices. A global approach, trading in multiple currencies, can allow an element of arbitrage to capitalise on opportunities that may arise – between one […]
Sustainable Global Equity, 2023
Fast reading: Investment review, 2023 Engagement overview: 59 engagement objectives with 42 companies engaged Thematic focus: How life sciences are enabling today’s healthcare treatment – and tomorrow’s healthcare innovation Engagement case study: Lonza Group Engagement case study: Thermo Fisher Sustainable Global Equity, 2023 Download Archive: Please view previous reports below: Sustainable Global Equity, June 2022-23 […]
Investing in the now
It is hard to live in the present in general, but that is particularly true in business and finance as so much is predicated on what comes next. Whether it is the big ‘E’ in the equation for determining future value or the lower-case ‘e’ of the word itself, expectations rule. But in the case […]
Meet the Manager: Henry Biddle
What’s your role at Federated Hermes? I’m a portfolio manager on the US Equity Strategy and on the Sustainable Global Equity Strategy. How did you get started in your career? I started off straight out of university, training as an accountant with Deloitte. I did that for four years, as I wanted a broad base […]
SDG Engagement High Yield Credit: 2023 Annual Report
Four full years of engaging
Politics and the investor
Whichever way you cut it, 2024 will be a testing year for some of the world’s biggest democracies. Seven of the world’s ten most populous nations will go to the polls, accounting for a third of global GDP and a quarter of its population (see charts and table below). In May, India’s billion-strong electorate will […]
Your Questions Answered: Unconstrained Credit
What is the argument for using a flexible credit solution at a time when government bonds and higher credits are attractive? There’s a couple of ways to answer that. The first is that I believe it’s just a better reflection of the marketplace that you’re investing in. If you think about it from the point […]
Six reasons to consider an unconstrained approach to credit
Reason 1: Investors with the ability to manage duration can accommodate even a higher-for-longer scenario Consensus expectations see developed market CPIs coming close to target in 2024 as tight monetary policy constrains activity, unemployment slowly picks up and labour market pressures cool. Developed-market central banks have indicated they see themselves at the peak of the […]
