Inflation: A stubborn beast to slay
As the conflict in Ukraine weighs on various industries, the price of commodities, metals and energy looks set to rise Doubts about the US Federal Reserve’s ability to engineer a soft landing are growing amid global recession fears and stagflation risks As the war in Ukraine adds to pressure on prices, investors could be facing […]
Strategies to navigate soaring inflation and rising rates
The value segment in European equites has fallen behind growth in the recent weeks because of rising inflation and demand destruction Idiosyncratic fixed income opportunities are developing amid the market volatility The US Federal Reserve and the Bank of England (BoE) both raised rates this week in a bid to tame inflation despite the uncertainty […]
Signal changes
Why finance is warming to AI
A measured approach to volatile markets
Soaring energy, commodity and food prices look set to squeeze household incomes around the world as the risk of a protracted war between Russia and Ukraine heightens fears about the possibility of a global recession. Crude and natural gas prices endured another turbulent week amid tensions within OPEC over increasing oil supplies and a US […]
In support of Ukraine
All of us at Federated Hermes have been disturbed by the unprovoked invasion of Ukraine by Russia. As shocking images of bombs demolishing buildings in Ukraine’s major cities and harrowing tales of refugees – including orphans – seeking safety beyond the borders of their homeland flood our televisions and social media feeds, we stand with […]
ESG and inflation
An inconvenient truth?
Spectrum, Q1 2022
The Great Rotation 2.0
UK supermarkets
A sector in the eye of the storm
Volatility, value and variants
360°, Q1 2022
Why banks get butterflies when fintechs have wings
The financial ecosystem is in a flap. Inspired by technology, egged on by regulators and energised by youth, new-breed financial barbarians now gather in force at the gates of tradition, threatening chaotic rebellion in a world built on the promise of predictable stability. If the 20th century financial system prided itself on boring conservatism – epitomised […]
