UKRAINE INVASION: MARKET REACTION

Federated Hermes Stewardship Report 2021 At Federated Hermes we believe the investment industry can be a powerful force for good, building a fairer, more equitable world for all – and that active ownership and engagement is the best way to achieve this. In this, our second annual Stewardship Report, we provide an update on our efforts towards effective and outcomes-driven stewardship. 23/05/2022 - Saker Nusseibeh, CBE

Market snapshot: Slowdown fears send equities spinning Stagflation concerns continue to mount, with investors piling into cash positions as the global growth outlook plunges. 20/05/2022 - James Rutherford

Plus and minus: can QT annihilate QE (and other anti-inflation questions for financial markets) Fiorino queries whether investors should expect an equal-and-opposite reaction as central banks release the anti-QE solution into the real world... 20/05/2022 - Filippo Alloatti

The soil carbon sponge: A sequestration trump card In a briefing to investors, Walter Jehne, co-founder of NGO Regenerate Earth, argued that a focus on cutting emissions misses the point when it comes to understanding what a healthy biosphere could do to sequester carbon. 17/05/2022

Market snapshot: Equities tumble as inflation reality bites Full impact from the rise in commodity prices due to the conflict in Ukraine has yet to be felt in consumer prices 13/05/2022 - Silvia Dall’Angelo

Market snapshot: Recession fears grow as central banks step up inflation fight As the Federal Reserve and the Bank of England raise rates back to back, the risks of a global slowdown are increasing. 06/05/2022 - Silvia Dall’Angelo

Take note: Finding opportunity in mispriced corporate hybrids In our latest white paper, Robin Usson, senior credit analyst, asks: Is there scope to extract structural alpha from misunderstood extension risk? 06/05/2022 - Robin Usson

Chemical sector under scrutiny in EOS’s Q1 Public Engagement Report The Q1 Public Engagement Report from EOS at Federated Hermes takes an in-depth look at the decarbonisation challenges faced by the chemical industry. Plus, protecting digital rights and addressing social injustice. 04/05/2022 - Nick Pelosi

‘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