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Equities

  • 23/06/2022
    Outlooks for the rest of 2022
    Eoin Murray
    Members of our investment team predict what lies ahead for ESG, inflation and global markets.
  • 17/05/2022
    ESG Materiality Q2 2022
    Olivia Lankester
    The invasion has accelerated the sustainable energy transition, pushing up demand for ‘green’ metals and components required to facilitate electrification, says Olivia Lankester, director of responsible investing & sustainability, global emerging markets, in the latest ESG Materiality newsletter.
  • 03/05/2022
    ‘People can focus so much on risk they can overlook opportunities’
    Sandy Pei
    Federated Hermes Asia and Emerging Markets Investing Forum in London on 28 April took the pulse of the sector in the face of slowing growth and volatility.
  • 22/04/2022
    Impact Quarterly Report, Q1 2022
    Ingrid Kukuljan
    While we believe recent price inflation is likely to be transitory, the current state of affairs has nevertheless unnerved investors, prompting fears of a further rise in interest rates.
  • 22/04/2022
    Sustainable Global Equity Report, Q1 2022
    Martin Todd
    In this latest update on the Sustainable Global Equity strategy, fund manager Martin Todd asks: Is ESG inflationary?
  • 07/04/2022
    High Copper Prices to Drive Peru’s Economy
    Kunjal Gala
    Our GEMs team share findings from a recent trip to Peru