Insights

12 November 2020

How can the actions of companies affect Sustainable Development Goal (SDG) 8: economic growth and decent work for all? Has the coronavirus interrupted progress towards this goal? To find out, tune in to Fundamentals

Host:

• Aoifinn Devitt, Head of Investment – Ireland

Guests:

• Will Pomroy, Lead Engager, SDG Engagement and Small & Mid Cap Equities
• Diana Glassman, Director – Engagement, EOS at Federated Hermes
• Nicole Trimble, Managing Director,  FSG

2 October 2020

Rallying credit markets at the turn of the year were followed by the swift, pandemic-induced drawdown in March, ushering in a period of heightened volatility and some of the worst liquidity conditions since the financial crisis. As we emerge from a tumultuous six months, we consider what has changed in markets and what might lie ahead for fixed-income investors.

Host:

• Andrew Jackson, Head of Fixed Income

Guests:

• Andrey Kuznetsov, CFA, Senior Portfolio Manager

2 October 2020

Rallying credit markets at the turn of the year were followed by the swift, pandemic-induced drawdown in March, ushering in a period of heightened volatility and some of the worst liquidity conditions since the financial crisis. As we emerge from a tumultuous six months, we consider what has changed in markets and what might lie ahead for fixed-income investors.

Host:

• Andrew Jackson, Head of Fixed Income

Guests:

• Andrey Kuznetsov, CFA, Senior Portfolio

18 September 2020

What does it mean to invest with impact? And has the coronavirus pandemic resulted in a paradigm shift for responsible investment strategies? In the latest episode of Fundamentals, we explore the world of impact investing.

Host:

• Aoifinn Devitt, Head of Investment – Ireland

Guests:

• Ingrid Kukuljan, Head of Impact Investing
• Martin Todd CFA, Lead Portfolio Manager, Sustainable Europe & Co-Portfolio Manager, Impact Opportunities

27 August 2020

The impact of the coronavirus pandemic is being felt across global real estate markets: it has changed the way people live and work. But what does it mean for the future of real estate? And will it thrust challenges already facing the industry into the spotlight?

Host:

• Kirsty Wilman, Strategic Projects Director, Private Markets
• Ben Sanderson, Executive Director – Fund Manager

Guests:

• Ed Sellick, Director of Asset Management
• Will Gibby, Global Residential Fund Manager
• Emily Bird, Fund Manager
• David Dix, Principal and Portfolio Manager, the Townsend Group
• Richard Stonehouse, Principal and Head of Residential Investment, Avison Young

30 July 2020

Global warming is a universal issue whose enormity seems to increase every year as new records for temperature, storm severity and species extinction are set, before being broken again. In the second episode of a two-part climate-focused special of Fundamentals, we ask: how should investors think about the climate within a portfolio context? And can investors adapt to a new climate normal?

Host:

• Aoifinn Devitt, Head of Investment – Ireland

Guests:

• Gary Greenberg, CFA, Head of Global Emerging Markets
• Kunjal Gala, Lead Portfolio Manager, Emerging Markets
• Louise Dudley, CFA, Portfolio Manager

29 July 2020

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.

Host:

• Amy Wilson, Engager, EOS at Federated Hermes

Guests:

• Aaron Hay, Lead Engager, Fixed Income
• Lisa Lange, Engager, EOS at Federated Hermes

15 July 2020

As global lockdowns forced high-street clothing shops to shut earlier this year, fast fashion has been under severe pressure. The coronavirus crisis has resulted in a slump in demand for new clothes, which has had a ripple effect across the industry’s international supply chains.

Host:

• Eoin Murray, Head of Investment

Guests:

• Martin Todd CFA, Lead Portfolio Manager, Sustainable Europe & Co-Portfolio Manager, Impact Opportunities
• Lisa Lange, Engager, EOS at Federated Hermes
• Mike Barry, board member of A Blueprint for Better Business
• Kate Larsen, director at SupplyESChange

7 July 2020

What are the hallmarks of best-practice carbon disclosures among corporate-bond issuers, and how can climate action positively impact the performance of companies?

Host:

• Andrew Jackson, Head of Fixed Income

Guests:

• Nachu Chockalingam, CFA, Senior Credit Portfolio Manager
• Aaron Hay, Lead Engager – Fixed Income