Content (770)

  • Impact Opportunities Equity, Q1 2024

    White papers

    Impact Opportunities Equity, Q1 2024

    2024-04-12T11:29:00Z

    Financial inclusion is an essential part of ‘building back better’; not just as a moral imperative but as a significant economic opportunity which offers real benefits for society as a whole. In our latest quarterly report, the team highlight several companies breaking down the barriers to accessible and affordable finance.

  • Sustainable Global Equity Report, 2023

    White papers

    Sustainable Global Equity Report, 2023

    2024-04-12T11:26:00Z

    While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. In this report, the Sustainable Global Equity team explain why the life sciences industry is well positioned to benefit from structural trends.

  • China- The unloved trade

    White papers

    China: The unloved trade

    2024-04-12T11:23:00Z

    Whisper it quietly but, despite a sea of negative sentiment, equities in the world’s second largest economy have held their ground in recent months. Could the contrarians be onto something?

  • Investing in the now

    White papers

    Investing in the now

    2024-04-12T11:06:00Z

    The Fed is not feeling pressure to cut rates.

  • Meet the Manager- Henry Biddle

    Video

    Meet the Manager: Henry Biddle

    2024-04-12T10:49:00Z

    In our latest instalment of ‘Meet the Manager’, Henry Biddle, Portfolio Manager on the Sustainable Global Equity and US SMID Equity strategies, explains what he loves about his job, why he considers himself a quality investor, and the one thing that would make him check his inbox on holiday.

  • SDG Engagement High Yield Credit- 2023 Annual Report

    White papers

    SDG Engagement High Yield Credit: 2023 Annual Report

    2024-04-12T10:33:00Z

    In the four years since the launch of the SDG Engagement High Yield Credit strategy, the investment and engagement team has built strong relationships with companies all around the world, in sectors that are key to achieving the SDGs.

  • Servicing debt from the top of the cash waterfall

    White papers

    Servicing debt from the top of the cash waterfall

    2024-04-12T10:29:00Z

    The structure of the US$275m senior-secured term loan is illustrative of how the Federated Hermes Trade Finance Strategy can generate competitive yield, while at the same time mitigating risks, and using top-line cash revenue to repay investors.

  • Engagement case study- Prudential

    White papers

    Engagement case study: Prudential

    2024-03-28T11:19:00Z

    We have been engaging with Prudential since 2010 on a range of issues including board effectiveness, culture, risk management, sustainability strategy, and remuneration.

  • Direct lending- the power of strategic alliances

    White papers

    Direct lending: the power of strategic alliances

    2024-03-28T11:15:00Z

    In an increasingly competitive direct lending landscape, deal origination is critical to achieving consistent returns across the asset class.

  • SDG Engagement Equity- 2023 Annual Report

    White papers

    SDG Engagement Equity: 2023 Annual Report

    2024-03-28T11:11:00Z

    In 2023, the SDG Engagement Equity Strategy had its second-best year in terms of overall return and its best year of relative performance.

  • Engagement Plan 2024-2026- engagement priorities

    White papers

    Engagement Plan 2024-2026: engagement priorities

    2024-03-28T11:07:00Z

    With the release of the EOS Engagement Plan 2024-2026, in this video we explore four of our priority engagement themes.

  • Politics and the investor

    White papers

    Politics and the investor

    2024-03-28T10:16:00Z

    With more than a quarter of the world’s population going to the polls this year, we consider the investment implications of elections in India, Mexico, South Africa, the UK and the US.