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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.

More Insights

Outlooks for the rest of 2022
Members of our investment team predict what lies ahead for ESG, inflation and global markets.
Public declaration of voting recommendations 2022
We record the public declarations that have been made so far in 2022. We plan to update this as and when we make further public declarations.
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.
Market snapshot: Slowdown fears send equities spinning
Stagflation concerns continue to mount, with investors piling into cash positions as the global growth outlook plunges.
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...
EOS Stewardship Report 2021
As EOS publishes its second UK Stewardship Report as a service provider we highlight some of the key takeaways and enhancements.