Content (851)

  • Has China’s luck changed?

    Video

    Has China’s luck changed?

    2024-10-25T18:26:00Z

    Chinese stocks have rallied in recent weeks off the back of fresh stimulus measures announced by the Beijing government. Will the rally sustain? And how is the China Equity Strategy positioned to benefit? Sandy Pei, Senior Portfolio Manager, provides her view.

  • Case study Financing Europe’s push for energy security

    White papers

    Financing Europe’s push for energy security

    2024-10-25T18:22:00Z

    Federated Hermes was part of a lending consortium involved in a more than US$1bn loan facility signed with a European oil and gas group to finance drilling in Danish waters.

  • Stewardship case study- AstraZeneca

    White papers

    Stewardship case study: AstraZeneca

    2024-10-25T18:12:00Z

    EOS identified robust succession planning for both the CEO and the chair as integral to the achievement of a long-term strategy.

  • china-flag-with-cracks-banner-image

    White papers

    Can Beijing do enough to maintain the rally?

    2024-10-25T15:11:00Z

    The Chinese government has prioritised rebooting the country’s flagging economy and unveiled a dramatic stimulus package last month. But initial investor enthusiasm may be tapering off amid follow-up announcements that have been short on specifics.

  • Impact Opportunities Equity, Annual Report 2023

    White papers

    Impact Opportunities Equity, Annual Report 2023

    2024-10-25T15:03:00Z

    As the debate over animal testing intensifies, the Impact Opportunities Equity team explain why companies must establish robust governance and risk management frameworks to ensure ethical practices in ongoing testing. In this report, we explore why embracing the transition to alternatives not only addresses ethical concerns but also presents unique opportunities for innovation.

  • Investors vote with their feet

    Video

    Investors vote with their feet

    2024-10-25T15:00:00Z

    Prepare for volatility leading up to the election before a year-end rally.

  • Rates never sleep

    White papers

    Rates never sleep

    2024-10-25T14:57:00Z

    A strong quarter for bonds as a patient, diversified approach is rewarded.

  • Five areas of uncertainty we are monitoring

    White papers

    Five areas of uncertainty we are monitoring

    2024-10-14T11:17:00Z

    Remaining cautiously bullish as market grinds into fourth quarter.

  • Global equities- How sustainability gives the edge

    Video

    Global equities: How sustainability gives the edge

    2024-10-14T11:11:00Z

    In 2021, we launched our Sustainable Global Equity Fund, leveraging decades of experience in ESG investing. This fund integrates proprietary ESG analysis, impact investing, and active engagement to aim for medium-term returns while reducing its environmental footprint compared to benchmarks.

  • Positioning EMD ahead of the US election

    White papers

    Positioning EMD ahead of the US election

    2024-10-14T11:01:00Z

    If Kamala Harris wins November’s vote, the status quo is unlikely to change significantly, but should Donald Trump triumph the implications for foreign policy are likely to be far-reaching.

  • SDG Engagement Equity Q3 2024 case study- Varun Beverages

    White papers

    SDG Engagement Equity Q3 2024 case study: Varun Beverages

    2024-10-14T10:58:00Z

    Indian multinational Varun Beverages is one of the largest bottlers of PepsiCo’s drinks in the world. It has posted revenue growth of more than 20% per annum over the past decade and its solid track record supports expectations of further success.

  • The three things every engager should know

    White papers

    The three things every engager should know

    2024-10-14T10:53:00Z

    What three lessons have the SDG Engagement High Yield Credit team learned in the half decade since inception?