Content (851)
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Video
Has China’s luck changed?
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.
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White papers
Financing Europe’s push for energy security
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.
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White papers
Stewardship case study: AstraZeneca
EOS identified robust succession planning for both the CEO and the chair as integral to the achievement of a long-term strategy.
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White papers
Can Beijing do enough to maintain the rally?
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.
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White papers
Impact Opportunities Equity, Annual Report 2023
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.
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Video
Investors vote with their feet
Prepare for volatility leading up to the election before a year-end rally.
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White papers
Rates never sleep
A strong quarter for bonds as a patient, diversified approach is rewarded.
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White papers
Five areas of uncertainty we are monitoring
Remaining cautiously bullish as market grinds into fourth quarter.
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Video
Global equities: How sustainability gives the edge
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.
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White papers
Positioning EMD ahead of the US election
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.
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White papers
SDG Engagement Equity Q3 2024 case study: Varun Beverages
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.
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White papers
The three things every engager should know
What three lessons have the SDG Engagement High Yield Credit team learned in the half decade since inception?