INSIGHTS

ESG Materiality Q2 2022 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. 17/05/2022 - Olivia Lankester

‘People can focus so much on risk they can overlook opportunities’ 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. 03/05/2022 - Sandy Pei

Impact Quarterly Report, Q1 2022 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 - Ingrid Kukuljan

Sustainable Global Equity Report, Q1 2022 In this latest update on the Sustainable Global Equity strategy, fund manager Martin Todd asks: Is ESG inflationary? 22/04/2022 - Martin Todd

ESG Materiality Newsletter, Q1 2022 In this latest edition of our ESG Materiality newsletter, Olivia Lankester, Director of Responsible Investing & Sustainability, Global Emerging Markets, considers the latest EM response to the net zero imperative. 07/04/2022

SDG Engagement Equity: 2021 Annual Report The philosophy of the SDG Equity Engagement Fund is that we can all do well by doing good. Progress towards, and the attainment of, the UN SDGs is not a zero-sum game; rather, it represents an opportunity to create shareholder value. 05/04/2022 - Will Pomroy

Federated Hermes Sustainable European Equities In our first Sustainability Report we outline how a combination of bottom-up stock picking and thematic research helps us identify companies built on strong foundations: purposeful, resilient, and innovative, and aligned to at least one of the UN Sustainable Development Goals. 01/04/2022 - James Rutherford

Global Equity ESG Fund: Annual Report, 2021 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. 31/03/2022 - Louise Dudley

The Meeting Room Webcast: Global Emerging Markets, March 2022 Join Kunjal Gala and the rest of the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund. 18/03/2022 - Kunjal Gala

ESG and inflation: An inconvenient truth? When it comes to ESG investing, we need to talk about the inflationary elephant in the room. 09/03/2022 - Martin Todd

Spectrum Q1 2022: The Great Rotation 2.0 Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks. But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades. 03/03/2022 - Geir Lode

The Meeting Room Webcast: Asia ex-Japan, February 2022 Join Jonathan Pines and Sandy Pei for the Federated Hermes Meeting Room: Virtual Portfolio Briefing on Asia ex-Japan. 25/02/2022 - Jonathan Pines

Global Emerging Markets: Outlook 2022 Fund manager Kunjal Gala takes a view on the coming opportunities and challenges for investors in emerging markets. 31/01/2022 - Kunjal Gala

Equitorial, H1 2022: Investing in a net zero future It’s vital we, the Global Equities team, analyse and measure both how climate change risk can negatively affect investments and how the shift to a low carbon economy creates valuable investment opportunities. 28/01/2022 - Louise Dudley

Impact Quarterly Report, Q4 2021 In the latest Impact Quarterly Report, we delve into the Circular Economy. 28/01/2022 - Ingrid Kukuljan

SDG Engagement Equity commentary: Eagle Materials Eagle Materials, as the largest domestic-only producer of cement, aggregates, and wallboard in North America, could support more sustainable cement manufacturing. 17/01/2022 - Will Pomroy

SDG Engagement Equity commentary: National Instruments National Instruments, a technology company supporting evolving test and measurement needs, is well placed to bolster gender parity in Science, Technology, Engineering and Mathematics (STEM) industries. 17/01/2022 - Will Pomroy

Inflation: what if they are wrong? As our portfolio managers share their views on inflation, we ask if it's time for investors to think the unthinkable 20/12/2021 - Fraser Lundie

Sustainable Global Equity Report, Q4 2021 It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world's poor. Almost a third of adults globally (about 1.7 billion people) remain unbanked. 02/12/2021 - Martin Todd

The Meeting Room Webcast: Global Emerging Markets SMID, November 2021 As we navigate the ever-changing landscape of the coronavirus, the Global Emerging Markets team reflect on recent performance, and discuss the outlook for Global Emerging Markets from both a market and portfolio positioning perspective. 01/12/2021 - Kunjal Gala

EV lover, she’ll take your heart because it’s greener: A lifecycle comparison between electric and combustion-engine cars Road transport is one of the largest contributors to global warming. Its decarbonisation will therefore have a significant impact in the fight against climate change. 29/11/2021 - Chi Chan

Impact Quarterly Report, Q3 2021 In the latest Impact Quarterly Report, we delve into the theme of Financial Inclusion, as a theme linked to 13 of the 17 UN Sustainable Development Goals (SDGs). 25/11/2021 - Ingrid Kukuljan

Beyond Headline Multiples: US Equities webcast, November 2021 Join Mark Sherlock, Henry Biddle and Steve Chiavarone for the latest webcast on Federated Hermes US SMID. 05/11/2021 - Mark Sherlock

Japanese employment: engaging for greater equality – an update A year has passed since we published a note exploring the long-standing issues around the under-representation of women within the Japanese labour force. 20/10/2021 - Will Pomroy