Content (808)
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VideoFund Selector Masterclass - Global Equities
In this Fund Selector Masterclass, expert panellists, including Martin Todd, Portfolio Manager of Sustainable Global Equity at Federated Hermes, is joined by a top fund selector to discuss global equities, where they see opportunities and what’s ahead for H2 2024 and beyond.
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White papersThe curious case of Korea’s preference stock discount
A unique feature of the Korean stock market is the pervasive use of non-voting stocks, termed ‘preference shares’. They can trade at discounts to common stock of as much as 50%, or more. Jonathan Pines considers the causes of the phenomenon, what, in his opinion, the ‘right’ level of discount should be, and under what circumstances the team finds these instruments most attractive.
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White papersSDG Engagement Equity Q2 2024 case study: Eagle Materials
Our Q2 case study looks at leading US cement manufacturer Eagle Materials. At the present time, the manufacture of cement accounts for 1.25% of CO2 emissions in the US. But as we outline, Eagle is well positioned to drive change and is implementing measures that should support decarbonisation in the industry.
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White papersImpact Opportunities Equity Report Q2 2024
Introduced during the Industrial Revolution, the presiding ‘linear’ model of production and consumption has, without question, had a detrimental effect on the health of our planet. In our latest impact report, the team explain why a transition to a circular system is vital if we are to protect the natural capital upon which our economy relies.
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VideoEOS 20th anniversary: stewardship reflections
In celebration of EOS’ 20th anniversary, Leon Kamhi reflects on the changes he has seen in stewardship over the years and his vision for the future.
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White papersArtificial intelligence and investing: it’s all about the data
Teaching machines how to ‘think’ has been a tantalizing goal since the early days of computing, and recent advances in generative AI have brought us closer to achieving it. However, whether AI-generated ‘buy/sell/hold’ signals can be used for investing is partly a question of whether the value outweighs the risk.
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VideoYour Questions Answered: Asia ex-Japan
In this video, Jonathan Pines, Head of Asia ex-Japan, lifts the lid on where he views opportunity in Asia, what it would take to reduce the strategy’s underweight to India, and how corporate governance reforms in Korea may impact investments.
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White papersWorld Oceans Day: It’s time to take action
Protecting and conserving the marine environment is essential for human life and the economy as the oceans play a central role in regulating our climate.
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White papersToday’s healthcare treatment, tomorrow’s healthcare innovation
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. We see the life sciences industry as well positioned to benefit from structural trends.
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VideoOur outlook for India: The view from the GEMs desk
In this video, James Cook, Investment Director, Emerging Markets, sits down with Vivek Bhutoria, Co-Portfolio Manager, Global Emerging Markets Equity, to discuss valuations in India and the prospects for the country’s economy in the long term.
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White papersLocal banks lead on physical climate risk
The increased frequency of wildfires and flash flooding is already hitting insurance companies. But what about the climate exposures faced by banks in their mortgage and commercial loan books? Will Farrell investigates.
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White papersAdapting to a shifting liquidity backdrop
Many UK money market funds have been extending weighted average maturities as the BoE considers rate cuts.
