Insights

Shaping the conversation on sustainability and investment through portfolio perspectives and research.

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Circular

The Circular

Keeping you in the sustainability loop

From thought leadership to press features, we capture our recent sustainability-related insights in our quarterly newsletter The Circular.

Thought leadership

Impact Opportunities Q4 2020 report
Public Engagement Report: Q3 2020
Solving the plastic pollution problem
Gemologist: can we adapt to the new normal
Balancing the carbon equation: how we are investing for a better climate
ESG investing: how Covid-19 accelerated the social awakening
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Shaping the conversation on sustainability and investment

Our podcast channel, Amplified, brings you conversations about the key issues, challenges and trends shaping the investment landscape.

The coronavirus and its impact on SDG 8

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

Notes on a crisis: from the rear-view mirror to the road ahead (part I)

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

Notes on a crisis: from the rear-view mirror to the road ahead (part II)

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

Impact investing in the coronavirus era

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

Real Estate: flexibility and adaptability in challenging times

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

Fighting the climate crisis: mitigation and adaptation

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

Plastics and the circular economy

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

Fast fashion during the pandemic

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

Giving credit to decarbonisation: part I

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

Giving credit to decarbonisation: part II

7 July 2020

What actions are commercial real-estate owners, and their lenders, taking to reduce carbon emissions – and how can this impact the performance of their assets?

Host:

  • Andrew Jackson, Head of Fixed Income

Guests:

  • Sharon Brown, Head of Risk and Responsible Property Management Implementation
  • Vincent Nobel, Head of Asset Based Lending

Catalysing impact: how investors can fight climate change

29 June 2020

Amid the dislocation of the coronavirus, it is easy to forget that just a few short months ago the debate about the climate crisis – and our collective response – was gaining momentum. In the first of two special climate-focused episodes of Fundamentals, we ask: is climate action taking a back seat to Covid-19? And what role can impact strategies play in tackling the most defining challenge of our time?

Host:

  • Aoifinn Devitt, Head of Investment – Ireland

Guests:

  • Ingrid Kukuljan, Head of Impact Investing
  • Will Pomroy, Lead Engager, SDG Engagement and Small & Mid Cap Equities

Beyond the box-ticking: what really makes a board function well?

12 June 2020

At the end of April, EOS at Federated Hermes published a white paper 'Guiding Principles for an Effective Board – Insights from Engagement'. These five principles focus on the human, relational and behavioural aspects of boards, rather than the usual standardised data sets, which don’t tell the full story.

Host:

  • Jaime Gornsztejn, Engager, EOS at Federated Hermes
  • Sonya Likhtman, Engager, EOS at Federated Hermes

Guests:

  • Matthew Lester, an independent non-executive director on the board of Capita, and chair of the Kier Group

A decade of change in global high yield

20 May 2020

Globalisation and the rise of new instruments, credit quality and sustainability made the last decade one of significant evolution for the high-yield market – and for our team investing in this asset class.

Host:

  • Andrew Jackson, Head of Fixed Income

Guests:

  • Fraser Lundie, CFA, Head of Credit

The coronavirus crisis: hitting the reset button

5 May 2020

When we emerge from the coronavirus pandemic, investors are likely to find a fundamentally altered political and economic landscape. It is therefore time to push the pause button and reset our expectations for the remainder of the year.

Host:

  • Aoifinn Devitt, Head of Investment – Ireland

Guests:

  • Andrew Jackson, Head of Fixed Income
  • Will Pomroy, Lead Engager, SDG Engagement and Small & Mid Cap Equities
  • Bruce Duguid, Director, Head of Stewardship, EOS

Life beyond lockdown: how the coronavirus will accelerate existing global trends

17 April 2020

As we navigate the ever-changing landscape of the coronavirus, the world is changing. Will the shifts in our way of life being introduced as part of the fight against the virus accelerate industry trends that were already underway?

Host:

  • Aoifinn Devitt, Head of Investment – Ireland

Guests:

  • Kunjal Gala, Lead Portfolio Manager, Emerging Markets
  • Steven Chiavarone Vice President, Portfolio Manager, Equity Strategist at Federated Hermes

Amplified: the future of finance is female

28 January 2020

Millennials are changing the investment market.

Host:

  • Aoifinn Devitt, Head of Investment – Ireland

Guests:

  • Louise Dudley, CFA, Portfolio Manager, Global Equities
  • Steven Chiavarone, Vice President, Portfolio Manager, Equity Strategist at Federated Hermes

Delta: the rationale and rigour of ESG analysis and engagement (part I)

4 December 2019

Why should fixed-income investors factor sustainability into their investment decisions, and what are the approaches available to them? What drives an impactful engagement with a credit issuer?

Host:

  • Andrew Jackson, Head of Fixed Income

Guests:

  • Mitch Reznick, CFA, Head of Research and Sustainable Fixed Income
  • Aaron Hay, Lead Engager – Fixed Income

Delta: the rationale and rigour of ESG analysis and engagement (part II)

4 December 2019

What drives successful analysis of sustainability risks in fixed-income markets? From bonds to asset-backed securities, we discuss the acumen and processes required.

Host:

  • Andrew Jackson, Head of Fixed Income

Guests:

  • Audra Delport, CFA, Deputy Head of Credit Research
  • Andrew Lennox, ABS Portfolio Manager

Delta: positive returns from returners

25 June 2019

What advice would you give to somebody returning to work after parental leave, or seeking a better work-life balance as a financial professional? How has caring for your children positively impacted your family and the company you work for?

Host:

  • Andrew Jackson, Head of Fixed Income

Guests:

  • Nachu Chockalingam, Senior Emerging Markets Debt Portfolio Manager
  • Angela Sheahan, Analyst, Asset Based Lending team
  • Maria van der Veer, Director, Private Debt and CLO team

Going mainstream: how ESG investing has evolved in the past six years

21 May 2019

As our Global Equity ESG capability marks its six-year anniversary, we examine how ESG investing has powered into the mainstream during that period.

Guests:

  • Lewis Grant, Senior Portfolio Manager
  • Louise Dudley, CFA, Portfolio Manager

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