PODCASTS

H2 2021 investment outlook: recovery, risk and the ‘sustainable revolution’ A number of themes have captured the attention of our investment floor, and our managers have been considering how these are likely to evolve going forward. 19/07/2021 - Eoin Murray

The mindful investor Can investment professionals benefit from approaching their working day more mindfully? 13/05/2021

A credit investor's guide to the energy transition What qualities do we seek in the credit profiles of energy companies and how do we engage them to drive change? 21/12/2020 - Andrew Jackson

The coronavirus and its impact on SDG 8 How can the actions of companies affect SDG 8? Has the coronavirus interrupted progress towards this goal? 12/11/2020

Notes on a crisis: from the rear-view mirror to the road ahead (part II) How can fixed-income investors navigate a world of higher volatility? 02/10/2020 - Andrew Jackson

Notes on a crisis: from the rear-view mirror to the road ahead (part I) As we emerge from a tumultuous six months, we consider what has changed in markets. 02/10/2020 - Andrew Jackson

Impact investing in the coronavirus era Has the coronavirus pandemic resulted in a paradigm shift for responsible investment strategies? 18/09/2020

A voting season like no other With many companies opting for virtual shareholder meetings, how did investors ensure their concerns about climate change, diversity and human rights risks were addressed? 09/09/2020 - Amy Wilson

Fundamentals: the case for US SMID Is the SMID asset class underappreciated by industry analysts? 27/08/2020

Real Estate: flexibility and adaptability in challenging times What does Covid-19 mean for the future of real estate? And will it thrust challenges already facing the industry into the spotlight? 27/08/2020 - Kirsty Wilman

Plastics and the circular economy In April, EOS at Federated Hermes published a white paper – Investor Expectations for Global Plastic Challenges. This set out the scale and complexity of the problem and offered investors ways to engage with companies in three key sectors – chemicals, consumer goods and retail. 29/07/2020 - Amy Wilson

Fast fashion during the pandemic The pandemic has brought issues of sustainability within the fashion industry into sharp focus 15/07/2020 - Eoin Murray

Giving credit to decarbonisation (part 2) What actions are commercial real-estate owners, and their lenders, taking to reduce carbon emissions from their assets? 07/07/2020 - Andrew Jackson

Giving credit to decarbonisation (part 1) What are the hallmarks of best-practice carbon disclosures among corporate-bond issuers? 07/07/2020 - Andrew Jackson

Fighting the climate crisis: mitigation and adaptation Can investors adapt to a new climate normal? 30/06/2020

Catalysing impact: how investors can fight climate change In the first of two special climate-focused episodes of Fundamentals, we ask: is climate action taking a back seat to Covid-19? And what role can impact strategies play in tackling the most defining challenge of our time? 29/06/2020

Beyond the box-ticking: what really makes a board function well? At the end of April, EOS at Federated Hermes published a white paper Guiding Principles for an Effective Board – Insights from Engagement. 12/06/2020 - Jaime Gornsztejn

Corporate purpose: how can companies create social value? How can we make purpose more meaningful and embed it into the operations of companies? 05/06/2020 - Dr. Hans-Christoph Hirt

Why a systematic fundamental analysis is key for Global Equities We explore our Global Equities team’s unique investment style and whether their philosophy has changed during the coronavirus pandemic. 27/05/2020

A decade of change in global high yield Globalisation and the rise of new instruments, credit quality and sustainability made the last decade one of significant evolution for the high-yield market. 20/05/2020 - Andrew Jackson

The coronavirus crisis: hitting the reset button It is time to push the pause button and reset our expectations for the remainder of the year. 05/05/2020

Roads to recovery from the coronavirus crisis Will the coronavirus recovery chart a V, U, W or swoosh shape – or take a completely different course? 28/04/2020 - Andrew Jackson

Life beyond lockdown: how the coronavirus will accelerate existing global trends Will the shifts in our way of life accelerate industry trends that were already underway? 17/04/2020

Coronavirus: a pragmatic response to market panic How can fixed-income investors respond pragmatically to the coronavirus pandemic? 20/03/2020 - Andrew Jackson