Search this website. You can use fund codes to locate specific funds

Amplified: Investing in Europe - diamonds in the rough

The case for investing in Europe today.

In this episode of Amplified, Aoifinn Devitt, Head of Investment of Hermes Fund Managers Ireland Limited, and Martin Todd, European Equities Portfolio Manager, discuss the case for investing in Europe today, some of the challenges and opportunities that the region presents, and question some of the prevailing narrative to uncover some hidden opportunities.

Martin says: “we are seeing a lot of innovation across sectors, from industrials to health care and to financials, just not necessarily all in public markets yet.”

Discussing the topic of climate change in Europe, Martin says: “European companies recognise that the world is going to look very different in 5 or 10 years from now and if they don’t start trying to make changes to innovate and adapt their businesses now, then they could be left behind. This is where European companies are very well positioned for what is going to be a rapidly changing global economy.”

To find out more, tune in to Amplified.

See our podcast guide on how to download our podcasts on your phone.

Featured Insights

Can palm oil ever be considered sustainable?
With monocropping one of the main causes of deforestation, palm oil production needs to change. Rather than staging a boycott, responsible investors should engage with companies across the supply chain to encourage the adoption of globally recognised certification standards
The Meeting Room Webcast: Asia ex-Japan, February 2021
Join Jonathan Pines and Sandy Pei for the Federated Hermes Meeting Room: Virtual Portfolio Briefing on Asia ex-Japan
Global Emerging Markets engagement case study: Baozun
We demonstrate how we are engaging with portfolio holding Baozun.