Podcasts about federated hermes

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Best podcasts about federated hermes

Latest podcast episodes about federated hermes

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang
US Markets Wrap: Fed keeps rates steady with eye on tariffs, Israel-Iran conflict

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Play Episode Listen Later Jun 19, 2025 9:53


Deborah Cunningham, Chief Investment Officer, Global Liquidity Markets, Federated Hermes discusses the takeaways from the Fed’s decision to keep rates on hold as officials watch Trump’s tariffs and Israel-Iran conflict.Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Damian McIntyre, Head of Multi-Asset Solutions, Federated Hermes discusses how markets are responding over fears that Iran could use its military to shut down the Strait of Hormuz, which sees nearly 25% of all global oil production flow through it daily. He also looks at why while Tariffs and Trump's Tax bill can cause short-term volatility in July, they also have the potential to be upside catalysts for the second half. Produced/Presented: Ryan Huang Image by Pexels from PixabaySee omnystudio.com/listener for privacy information.

FICC Focus
Sue Hill on T-Bill Scarcity and Central Clearing: Macro Matters

FICC Focus

Play Episode Listen Later Jun 5, 2025 25:58


“I'm just waiting for the T-bill tsunami to come, and it can't come soon enough,” says Sue Hill, senior portfolio manager and head of the Government Liquidity Group at Federated Hermes. Hill joins Macro Matters hosts Ira Jersey, Bloomberg Intelligence chief US rates strategist, and Will Hoffman, BI's senior associate US-Canada rates strategist, to discuss the state of the money-market complex amid debt-ceiling-induced supply scarcity. The trio examine the limits and nuances of alternative liquidity-management wrappers, where individual needs and mandates dominate asset compositions. They discuss the debt ceiling, and how her team manages allocation decisions around low but non-zero default risks, as well as unattractive yields relative to alternatives. Also addressed was how the Federal Reserve's RRP facility may have a permanent home as part of the money fund ecosystem, and the industry's slow but steady push toward central clearing as the mid-2027 deadline inches closer.

UBS On-Air: Conversations
Sustainable Investing Perspectives with Will Pomroy (Federated Hermes) & Amantia Muhedini (UBS CIO)

UBS On-Air: Conversations

Play Episode Listen Later Mar 18, 2025 16:25


In the wake of International Women's Day on Mar 8, Amantia Muhedini from the UBS Chief Investment Office was joined by Will Pomroy of Federated Hermes for a discussion around US companies pulling back workforce diversity and inclusion policies, along with how investors are separating noise from actual change at the company level. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Will Pomroy, Head of Impact Engagement - Equities and Lead Engager Small & Mid Cap Equities, Federated Hermes. Host: Daniel Cassidy

Why Invest?
An Interview with Saker Nusseibeh: CEO of Federated Hermes

Why Invest?

Play Episode Listen Later Mar 5, 2025 47:28


The latest episode of Why Invest? host Luke Hyde-Smith is joined by Jennifer Fisher, Head of Equities and Saker Nusseibeh, CEO of Federated Hermes Limited. The discussion explores the evolution of responsible investing, sustainable finance, and the industry's approach to ESG. They touch on the rise of passive investing, the role of governance in long-term investment strategies, and the misconceptions that have fuelled a backlash against ESG. They examine the geopolitical landscape, including the implications of U.S. policy shifts and the future of global markets and Saker shares insights on leadership, the importance of diverse perspectives in business, and the trends shaping investment strategies for the next decade.For more information about the topics covered in this episode, please visit www.hermes-investment.com or www.waverton.co.uk.This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton's advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.

Business Pants
The joke of meritocracy, unhalted engagements at Blackrock, and Coca-Cola's DEI double down

Business Pants

Play Episode Listen Later Feb 21, 2025 47:39


IntroductionLIVE from your ESG and DEI Teeth Bleaching Kit, it's a Business Pants Friday Show here at February 21st Studios, featuring AnalystHole Matt Moscardi. On today's weekly wrap up: Canada still cares, Rupert Murdoch knows how to text, the illusion of meritocracy, and an important new announcement from YouTubeOur show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Story of the Week (DR):ESG Week MMBlackRock and Vanguard halt meetings with companies after SEC cracks down on ESGBlackRock resumes stewardship talks after reviewing new ESG guidanceProxy vote support for ESG drops to record low in 2024Clarification: ShareAction analyzed how 70 of the world's largest asset managers voted on 279 ESG shareholder resolutions during the 2024 proxy voting season:In 2024, only four (1.4%) out of the 279 resolutions we assessed received majority support, less than half of the percentage that gained a majority vote in 2023 (3%), and far lower than the 21% which passed in 2021.This is reflected in an ongoing downward trend in the average percentage support that these resolutions received, which was 20.6% in 2024 compared to 40% in 2021.Vanguard, the world's second largest asset manager, performed the worst of all the managers we assessed, voting in favour of 0% of shareholder proposals.Top 26 all in Europe1 GenAM (Italy) 982 BNP Paribas Asset Management (France) 973 PGGM Investments (Netherlands) 9728 Federated Hermes (top in US) 80BlackRock at #67 with a score of 5; Vanguard to out of 70 with a 0.Tesla Targeted With Worldwide Protests, Vandalism Tesla showrooms are being hit by a wave of anti-DOGE protestsSheryl Crow says goodbye to her Tesla and donates to NPR: 'You have to decide who you are willing to align with'Sign That Says “We Hate Him Too” Appears in Window of Tesla DealershipEconomist Warns That Elon Musk Is About to Cause a "Deep, Deep Recession"Jesse Rothstein, DOL's chief economist at the start of the Obama administration: "This is going to be very, very bad."James Murdoch lays bare his relationship with ‘misogynist' father amid succession fight in rare interviewThe interview, published in the Atlantic, reveals James Murdoch, now 52, regarded his father, now 93, as a “misogynist” and described Fox News as a “menace” to US democracy.A series of “withering questions” put to James by Rupert's lawyer in a nearly five-hour session at a Manhattan law office. According to the Atlantic, the questions included:“Have you ever done anything successful on your own?”“Why were you too busy to say ‘Happy birthday' to your father when he turned 90?”“Does it strike you that, in your account, everything that goes wrong is always somebody else's fault?”The lawyer also referred to James and his sisters as “white, privileged, multibillionaire trust-fund babies”.James realised Rupert, who was seated silently, was texting the questions to the lawyer. “How fucking twisted is that?” he asks Coppins.UnitedHealth's rough stretch continues, with buyouts, a reported DOJ probe and a 23% drop in three monthsUnitedHealthcare is in hot water again as the insurance giant grapples with a reported government investigation of its Medicare billing practices, pursues employee buyouts and potential layoffs and faces sharp criticism from billionaire Bill Ackman.It extends a tumultuous period for its parent company, UnitedHealth Group, marked by the killing of a top executive, a costly cyberattack against its subsidiary and high medical costs.The Department of Justice has launched a civil fraud investigation in recent months into UnitedHealth's billing practices for its Medicare Advantage plansThe probe specifically examines whether diagnoses were routinely made to trigger extra payments in those plans, including at physician groups the insurer ownsGoodliest of the Week (MM/DR):DR: Canadian banks must reveal diversity of board, top managers under new rulesCanadian banks and other national institutions have to disclose information about the diversity of their boards of directors and top management under new rules published on Saturday, in sharp contrast with the U.S. Trump administration which is ending such practices.Federally regulated financial institutions must also disclose policies to increase diversity while sending out notices of annual meetings to shareholders."Investors lack transparent and standardized information on the representation of women, Indigenous peoples, persons with disabilities and members of visible minorities in senior leadership positions … Diversity is fundamental to creating a thriving and successful financial sector that reflects Canadian values."DR: DEI is good for our business, Coca-Cola saysIn an annual filing, the company said its business could be adversely affected if it was "unable to attract or retain specialized talent or top talent with diverse perspectives, experiences and backgrounds."DR: REVERSAL: Trump rescinds DOT approval for NYC congestion toll, condemns city to pollutionDR: REVERSAL: Amazon workers reject union in vote at North Carolina warehouseOf the 3,276 ballots cast, there were 2,447 votes opposing the union and 829 in favor, according to the National Labor Relations Board.CAUSE was founded in 2022 by RDU1 employees Mary Hill and Rev. Ryan Brown to voice concerns about the company's response to the Covid pandemic, which they viewed as inadequate. The group sought to organize RDU1 to boost wages and secure longer breaks.Starting pay at RDU1 is $18.50 an hour. CAUSE has pushed to negotiate for wages of $30 an hour.Unions have enjoyed increasing support across the country, with 67% of Americans saying they approve of labor unions, according to Gallup.North Carolina had the lowest union membership rate in the country last year, with only 2.4% of workers in the state represented, according to the BLS.MM: NASA Has Some Good News About The Asteroid That Could Hit EarthMM: Finally, a future lawsuit against return to office mandates is here: Afternoon Naps Boost Your Problem-Solving, Study Finds110 minute nap!!MM: What's in that drink? Starbucks becomes less Instagrammable. MM DRAssholiest of the Week (MM):Meritocracy, the new buzzword DRExxon Swaps 'Diversity' for 'Meritocracy' in Report to InvestorsAccording to our data, ONE of Exxon's TWELVE directors meets relatively unimpeachable “merit” measures: advanced knowledge of the industry, network power, economic interest in the company, performance (earnings and TSR) at any company board they sit on, and CEO or leadership positions in the past.The ONE member that hits three of the five is Kaisa Hietala, who was a dissent director put there by Engine No 1 in an activist voteHere's why merit's missing: 7 of 12 directors are white menThere are no people of color anywhere except the two twofers - the woman born in Egypt who lived in Texas her whole life and was part of Trump 1.0, and the black guy on three other boards?Our data shows on average black women have more merit on paper than any other cohortNew plan: companies need to announce “increased meritocracy targets” - increasing the number of employees, executives, and directors meet meritocracy requirements by 2050The result will be: 100% of every company is black womenYou're welcomeIt's your job, assholeBoeing CEO praises Elon Musk for helping with the delayed Air Force One delivery: 'He's a brilliant guy'Your literal job is to build that thing for a client - imagine if we developed sucky director data, then said we hired ISS to build it because, “they're better at it!”Investors - you elected this board, this fool, and it's your money - is your job as owner the company to keep on a board and management team that needs help to do its basic job?Just a reminder: Ohio AG sued Boeing's board for safety failures - they can't keep their planes safe, they can't build new planes, they can't figure out how to deal with their employees… and the lowest vote against wasn't for prior CEO Dave Calhoun, it was for the guy who chaired the safety committee… for one year!Ohio voted FOR THEM ALLWhat it was always aboutThe worst version of fuck, marry, kill… fuck anyone with a vagina since you're a middle school boy, marry money, and kill… peopleAn Influencer Says She Had Elon Musk's Baby and the Drama Is Pretty Spectacular, Even by His StandardsElon Musk has a problem with X's Community Notes when he disapproves of the resultsElon Musk Is Flagrantly Gutting an Agency in Charge of Regulating TeslaTesla recalls more than 375,000 vehicles due to power steering issueHeadliniest of the WeekDR: Zuckerberg's New Metaverse Ad Is So Bad That the People Who Created It Must Be Secretly Trying to Embarrass HimMM: YouTube picked a new shade of red for its logo because the old red was too red - because the old color, hex code #FF1B1B was super loud and diverse, they made it a less diverse woke red, hex code #EB2F3BWho Won the Week?DR: NYC pollutionMM: Investor Relations Teams: BlackRock and Vanguard halt meetings with companies after SEC cracks down on ESG. BlackRock resumes stewardship talks after reviewing new ESG guidance. Not said but implied: “don't worry, we totally can't actually do stuff now, we're just talking here”PredictionsDR: Robbie Starbuck sues Coca-Cola because color of Coke is “too DEI”MM: Apple, prior to their upcoming meeting, sues Inspire Investing and Wayne Franzten, who copy pasted a shareholder proposal submitted by Bowyer Research, the company propped up by ISS, to Deere for a meeting in the same week. The lawsuit is on the grounds that Wayne Franzten doesn't exist (the only search result for his name is the Apple proposal, not even in voter records or political donation or real estate records can I find him - and this is his ONLY shareholder proposal in our database EVER), and on the grounds that a religious investor cannot sue on the grounds of financial materiality since Jesus said, “Children, how hard it is to enter the kingdom of God! It is easier for a camel to go through the eye of a needle than for someone who is rich to enter the kingdom of God.” | Mark 10:24b-25 and “Watch out! Be on your guard against all kinds of greed; life does not consist in an abundance of possessions.” | Luke 12:13-15, which means churches are anti-shareholder value.

Big Picture In Practice
Money Market Funds, Explained

Big Picture In Practice

Play Episode Listen Later Jan 23, 2025 39:38


Deborah is the chief investment officer of global liquidity markets at Federated Hermes. She joined the Big Picture in Practice hosts to discuss this humble, yet sizable corner of the asset management industry.  Listen now for:  A one-minute history of money market funds.The role of money market funds in cash management and capital preservation.Emerging innovations in money market funds.Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/big-picture-in-practice/money-market-funds-cashCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

The Treasury Update Podcast
Short-Term Investing Series by Federated Hermes - Part 4: Election and Fed Actions: The Interaction of Fiscal and Monetary Policy

The Treasury Update Podcast

Play Episode Listen Later Oct 28, 2024 33:32


In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes, Sue Hill, John Mosko and Steve Chiavarone, join Craig Jeffery to discuss the intersection of fiscal and monetary policy amid recent Fed rate cuts and the impending elections. They explore how the Fed's adjustments to interest rates and possible election outcomes could shape market expectations, inflation, and policy changes. Speakers:  Craig Jeffery, Managing Partner at Strategic Treasurer  Susan Hill, CFA - Head of Government Liquidity Group, Senior Portfolio Manager, Senior Vice President, Federated Investment Management Company  John Mosko - Senior Vice President, Liquidity Management Division, Federated Securities Corp.  Steve Chiavarone - Head of Multi Asset Group, Senior Vice President, Senior Portfolio Manager, & Equity Strategist Visit federatedhermes.com for more information.    Views are those of Federated Investment Management Company as of 10/28/24 and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from that reflected or contemplated in any forward-looking statements. Nothing contained herein may be relied upon as a guarantee, or a representation of the future. Duration is a measure of a security's price sensitivity to changes in interest rates. Securities with longer durations are more sensitive to changes in interest rates than securities of shorter durations. Bond prices are sensitive to changes in interest rates and a rise in interest rates can cause a decline in their prices.  Federated Hermes is not affiliated with Strategic Treasurer. Although the information provided in this presentation has been obtained from sources which Federated Hermes believes to be reliable, it does not guarantee accuracy of such information, and such information may be incomplete or condensed.  

Fund Shack
How Federated Hermes Drives Value in Private Markets with Karen Sands, COO

Fund Shack

Play Episode Listen Later Oct 22, 2024 34:40


In this episode, Ross Butler talks to Karen Sands, COO of Federated Hermes' private equity division, where she oversees $20 billion in private market assets as part of a larger $770 billion AUM. Karen provides insight into Federated Hermes' shift into private markets, their strategic focus on ESG, and her role in managing operations. They explore the importance of scalable infrastructure, the evolving investor landscape, and the operational challenges faced by private equity firms today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Step into the Pivot
Scott Kelley: Navigating Grief and Professional Life

Step into the Pivot

Play Episode Listen Later Sep 20, 2024 23:49 Transcription Available


This episode covers sensitive topics. Listener discretion is advised. Please prioritize your well-being while listening.What happens when personal tragedy collides with professional life? Join us as we sit down with Scott Kelley, a leading figure in the retirement plan industry, who opens up about the heart-wrenching moment he learned of his brother's suicide during an intense work schedule. Scott's story is a powerful exploration of how unexpected loss can deeply impact both personal and professional spheres. He shares not only his immediate reaction and the crucial role his wife played in those first harrowing moments but also the enduring effects of this tragedy on his day-to-day life.In part two, Scott takes us through the emotional labyrinth of suppressing grief while striving to maintain a strong facade at work. The combination of job loss and the isolation of the COVID-19 pandemic forced him to confront long-ignored emotions. He offers a candid look at his journey through therapy, emphasizing its pivotal role in his ongoing healing process. By sharing his metaphorical unpacking of emotions likened to boxes in his office, Scott provides an honest and relatable reflection on the challenges of personal growth. This episode is a profound reminder of the necessity of empathy and support in the workplace, making it essential listening for anyone dealing with similar struggles.Guest Bio:Scott joined Federated Hermes in 2022 as a Vice President/Senior RetirementConsultant with 20 years experience working in the financial industry. Prior to hiscurrent role with Federated, he was at Bank of America Merrill Lynch as a VicePresident, Employee Benefits Specialist. He helped advisors in his assignedterritory drive retirement plan business and worked closely with their bankingpartners to integrate retirement plans into the business model. Prior to that hewas Vice President, Senior Retirement Consultant at OppenheimerFunds, Inc.where he managed the DCIO territory on the West Coast.Scott attended Oregon State University and has a Bachelor of Science in BusinessAdministration.Scott dedicates his time and energy to provide retirement plan advisors withstrategies that will help them save time, and grow their practice.Connect with Scott:https://www.linkedin.com/in/srkelley/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/

ESG Currents
Kukuljan on the Orange-Crop Shock and Nature-Positive Investing

ESG Currents

Play Episode Listen Later Sep 18, 2024 36:32 Transcription Available


There's a $10-trillion opportunity in nature-positive investing, says Ingrid Kukuljan, head of impact and sustainable investing at Federated Hermes. About half of global GDP is moderately or highly dependent on nature, yet relentless exploitation has led to risks ranging from labor productivity to the global supply of oranges. In this episode of Bloomberg Intelligence's ESG Currents podcast, BI analyst Grace Osborne talks to Kukuljan about the risks of biodiversity loss, corporate champions of a regenerative economy and her hopes for COP16 next month.See omnystudio.com/listener for privacy information.

The Asia Climate Finance Podcast
Ep50 Analysis of Asia national and corporate transition trends, ft Dr Sayuri Shirai, Asian Development Bank Institute Advisor of Sustainable Policies

The Asia Climate Finance Podcast

Play Episode Listen Later Aug 14, 2024 40:49


Please text on topics, guest ideas, comments. Please include your email if you want a reply.In this episode we analyse national and corporate transition trends in Asia. We have invited a distinguished guest to discuss this topic: Prof. Dr. Sayuri Shirai. Dr. Shirai is an Advisor for Sustainable Policies at the Asian Development Bank Institute. She is also a professor of economics at Keio University. We discuss areas such as adaptation and mitigation in Asia. We also cover the phase-down or phase-out of coal-fired power plants. Additionally, we explore corporate climate disclosure and transition planning.ABOUT DR SAYURI SHIRAI. Sayuri Shirai has been the Asian Development Bank Institute's Advisor for Sustainable Policies since 2022. She is also currently a professor of economics under Keio University's faculty of policy management since 2016. From 2020-2021, she was a senior advisor to London-based EOS at Federated Hermes, which provides environmental, social, and governance (ESG)-related stewardship services on firms and public policy. She was a full-time member of the Policy Board of the Bank of Japan from 2011-2016, participating in making decisions on monetary policy and other central banking matters. She also taught at Sciences Po in Paris from 2007–2008 and served previously as an economist at the International Monetary Fund. She has published extensively on topics such as central bank digital currency, monetary policy, global finance, and ESG investment. She is also a contributing writer to the Japan Times and a frequent Japanese and international media commentator on Japan's economy and global monetary policies. She holds a PhD in economics from Columbia University. FEEDBACK: Email Host | HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30- Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. |

The Long View
Daniel Peris: The Case for Dividend Investing

The Long View

Play Episode Listen Later Aug 13, 2024 49:40


On today's podcast, we'll chat with Daniel Peris about his new book, The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market. Daniel oversees dividend-focused portfolios for Federated Hermes and has written several other books about investing, as well as a study of the former Soviet Union. Daniel began his investment career in the late '90s as a stock analyst at Argus Research.BackgroundBioThe Ownership Dividend: The Coming Paradigm Shift in the US Stock MarketGetting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your PortfolioStorming the Heavens: The Soviet League of the Militant GodlessThe Strategic Dividend InvestorDividend Investing“Will Dividend Investing Reign Again?” by Daniel Peris, federatedhermes.com, April 25, 2024.“There Is Nothing Special About Dividends,” by Larry Swedroe, Morningstar.com, April 10, 2024.“The Retreat of Dividends and the Changing Nature of the Stock Market,” by Daniel Peris, americanaffairsjournal.org, Fall 2022.OtherWilliam Goetzmann“What Is the Modigliani-Miller Theorem?” by James Chen, Investopedia.com, Aug. 1, 2024.“Markowitz Efficient Set: Meaning, Implementation, Diversification,” by Will Kenton, Ivestopedia.com, Nov. 21, 2023.“Fama and French Three Factor Model Definition: Formula and Interpretation,” by Adam Hayes, Investopedia.com, Jan. 29, 2024.“Tax Differential View of Dividend Policy: Meaning, How It Works,” by Julia Kagan, Investopedia.com, June 14, 2022.

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Federated Hermes' Blueprint for Biodiversity Investing and Quantifying Positive Impact Outcomes | Ingrid Kukuljan, Head of Impact & Sustainable Investing

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Jul 9, 2024 68:45


Biodiversity is essential for the survival of humankind, yet we threaten it every day as a society. But what's most concerning is how it's vastly overlooked by companies in the investment space, not realizing how their future returns depend on having healthy ecosystems. To help shift this narrative is my guest Ingrid Kukuljan, Head of Impact and Sustainable Investing at Federated Hermes. Ingrid's journey begins in Croatia, where her childhood experiences with nature laid the foundation for her future career. She started as an equity research analyst at Lazard, where she quickly made her mark and earned a spot in Citywire's first-ever global compilation of the 1,000 top fund managers in the world.With a career trajectory that spans several significant roles, she's now at Federated Hermes, a multi-strategy US/UK-based asset manager with $770 billion in AUM and $1.8 trillion under stewardship advisory.There, Ingrid is responsible for developing and leading their impact and sustainable investing franchise, overseeing products, strategies, and thought leadership primarily within the public markets.She explains how Federated Hermes integrates impact across all investment portfolios using proprietary data tools, ensuring sustainability is embedded in every aspect of their operations across multiple asset classes. We also talk about their biodiversity champions, transition investments, their proprietary data tools, stewardship and engagement work, and their Biodiversity Equity Fund.Join this conversation to learn about how Federated Hermes is leading the charge in biodiversity investing and beyond. —Show notes.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor and cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.—Connect with SRI360°: Sign up for the free weekly email update.Visit the SRI360° PODCAST.Visit the SRI360° WEBSITE.Follow SRI360° on X.Follow SRI360° on FACEBOOK.—Key TakeawaysIntroducing Ingrid Kukuljan and her early connection to nature (00:00)Ingrid's start at Lazard & other career moves (11:28)Ingrid delivers an overview on Federated Hermes (17:36)The theory of change at Federated Hermes & investing on the secondary market (26:33)Ingrid's take on integrating sustainability and impact in investment analysis (30:04)Investment process, KPIs, and generating impact across various asset classes (36:23)A peek into Federated Hermes' proprietary data tools (47:12)The role of stewardship for achieved targeted outcomes & divestment  (52:40)The Biodiversity Equity Fund at Federated Hermes & biodiversity credits (58:00)Rapid fire questions (01:03:59)—Additional ResourcesLearn more about Federated Hermes.Connect on LinkedIn or X. Connect with Ingrid on LinkedIn.

The Dividend Mailbox
The Future of Dividends with Daniel Peris

The Dividend Mailbox

Play Episode Listen Later Jun 14, 2024 57:12


More on dividend growth investing  -> Join our market newsletter! To start our fourth year of The Dividend Mailbox, Greg is joined by Daniel Peris, author of The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market and Head of the Income and Value Group at Federated Hermes. Daniel's deep historical perspective and expertise offer valuable insights into the future of dividend growth strategies and the importance of sustainable dividend investing.Their conversation covers a range of topics including:Historical context and the evolving dynamics of dividend growth investing.Challenges and opportunities in the dividend space, including the impact of interest rates and market cycles.The role of stock buybacks and their effectiveness in shareholder returns.Strategies for managing dividend cuts and maintaining a high and rising income stream.The foundational importance of cash flow for all investors.Follow Daniel on X/Twitter @HistoryInvestorSend us a Text Message.Notes & Resources:DCM Investment Reports & ModelsIf you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.Visit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

P&L With Paul Sweeney and Lisa Abramowicz
Elon Musk Visits China, Apple iPad Hit by EU Rules

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 29, 2024 42:35 Transcription Available


Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk's quick visit to China paying immediate dividends. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's iPad being hit by strict EU rules. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Pol Lezcano, BloombergBNEF Senior Associate, talks about the latest on new US tariffs on solar imports.  Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

UBS On-Air: Conversations
World Autism Awareness Month: Financial Planning considerations

UBS On-Air: Conversations

Play Episode Listen Later Apr 24, 2024 22:23


Our conversation focuses on World Autism Awareness Month, an internationally recognized month to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman

The Treasury Update Podcast
Short-Term Investing Series by Federated Hermes - Part 3: Bank Deposits versus Money Market Funds

The Treasury Update Podcast

Play Episode Listen Later Apr 22, 2024 27:53


In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes delve into cash investing options, discussing bank deposits and money market funds. Explore the latest on safety, liquidity, and yield, plus the impact of recent bank failures and FDIC actions. Understand the pros and cons of each investment strategy in today's ever-changing market.  Speakers:  Craig Jeffery, Managing Partner at Strategic Treasurer  Susan Hill, CFA - Head of Government Liquidity Group, Senior Portfolio Manager, Senior Vice President, Federated Investment Management Company  John Mosko - Senior Vice President, Liquidity Management Division, Federated Securities Corp.    Visit federatedhermes.com for more information.    Views are those of Federated Investment Management Company as of 4/22/24, and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. You could lose money by investing in a money market fund.  Although some money market funds seek to preserve the value of your investment at $1.00 per share, they cannot guarantee they will do so.  An investment in money market funds is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Money market fund sponsors are not required to reimburse the funds for losses, and you should not expect that the sponsors will provide financial support to the funds at any time, including during periods of market stress. Yields quoted are those observed generally in the market at the time of this podcast recording, are not representative of any specific money market fund, and are not a guarantee of future results. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from that reflected or contemplated in any forward-looking statements. Nothing contained herein may be relied upon as a guarantee, or a representation of the future. Although the information provided in this podcast has been obtained from sources which Federated Hermes believes to be reliable, it does not guarantee accuracy of such information and such information may be incomplete or condensed. Federated Hermes is not affiliated with Strategic Treasurer.   

Bloomberg Surveillance
Bloomberg Surveillance TV: April 2, 2024

Bloomberg Surveillance

Play Episode Listen Later Apr 2, 2024 22:43 Transcription Available


-Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management, Federated Hermes-Steven Cook, Middle Eastern Senior Fellow, Council on Foreign Relations-Troy Gayeski, Chief Market Strategist, FS InvestmentsPhil Orlando of Federated Hermes says the equity rally will broaden out and expects oil prices to climb higher through the year amid geopolitical uncertainty. Steven Cook, Middle Eastern Senior Fellow at the Council on Foreign Relations, says Iran will likely pressure the US to bring Israel to heel or raise a 'storm of violence in the region'. Troy Gayeski of FS Investments says the back-end of the yield curve could return to 5% levels if the Fed doesn't cut rates.See omnystudio.com/listener for privacy information.

Grant’s Current Yield Podcast
THE BUSINESS OF INCOME

Grant’s Current Yield Podcast

Play Episode Listen Later Mar 20, 2024 29:47


With special guest Daniel Peris of Federated Hermes. 

P&L With Paul Sweeney and Lisa Abramowicz
Apple, Google AI Talks, TikTok Bill Latest, Market Outlook

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 18, 2024 41:24 Transcription Available


Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week's podcast, Tom Giles, Bloomberg News Senior Executive Editor for Global Technology, discusses the latest with the potential Apple-Google gen-AI pact. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks the latest on the bond market. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, explains the latest with TikTok and the potential for a ban in the US. Michael Cuggino, President and Portfolio Manager at the Permanent Portfolio Family of Funds, discusses the latest on the markets. And we get the latest on regional banks with Bloomberg Intelligence Senior Analyst for US Regional Banks, Herman Chan.  Hosts: Paul Sweeney and John Tucker The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple's iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg's flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

CFA Institute Take 15 Podcast Series
Daniel Peris, CFA: The Ownership Dividend

CFA Institute Take 15 Podcast Series

Play Episode Listen Later Feb 21, 2024 32:30


In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a senior portfolio manager with Federated Hermes. Dr. Peris discusses his new book, "The Ownership Dividend," and the paradigm shift he sees in how U.S. investors think about dividend stocks. He explains that for generations, investors have considered it normal to focus on capital gains and overlook the importance of dividends. Drawing on his background as a historian, Dr. Peris provides a unique perspective on the significance of dividends in investment strategies.

P&L With Paul Sweeney and Lisa Abramowicz
Bloomberg Intelligence: Capital One, Discover Deal

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 20, 2024 38:36 Transcription Available


Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Capital One agreeing to buy Discover Financial. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to discuss Home Depot earnings. Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest Conference Board U.S Leading Economic Index data. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, joins to discuss the latest on the markets. Terri Spath, Founder and CIO of Zuma Wealth, discusses her outlook for the markets.Hosts: Paul Sweeney & Bailey Lipschultz See omnystudio.com/listener for privacy information.

Investors Chronicle
‘Dividends are a good way to check if CEOs are too optimistic': Fund manager Daniel Peris of Federated Hermes

Investors Chronicle

Play Episode Listen Later Feb 20, 2024 48:08


In the latest episode of the IC Interviews podcast, Daniel Peris, a senior portfolio manager at Federated Hermes, discusses his new book, The Ownership Dividend, with IC associate editor Alex Newman.The two discuss:The backstory of The Ownership Dividend (what happens when interest rates go down for 40 years and what happens to investors when that stops?)The fleeting/ephemeral nature of corporate dividends Dividends in the USMetaShell Hosted on Acast. See acast.com/privacy for more information.

Kick the Dogma
The Ownership Dividend…

Kick the Dogma

Play Episode Listen Later Feb 1, 2024


Today we talk to historian, fund manager, and author Daniel Peris. In his fourth book, The Ownership Dividend, Daniel makes the persuasive case that we are on the verge of a major paradigm shift for investors in the U.S. stock market. Dividend-focused stock investing, he explains, has been receding in popularity for more than three decades in the U.S.; once the dominant investment style, it is now a boutique approach. That, argues Peris, is about to change.Daniel Peris is a fund manager at Federated Hermes, but leans heavily on his academic and professional past as a historian to allocate capital. You can follow Daniel here on LinkedIn, and here on X. Buy The Ownership Dividend wherever books are sold, including here.(New intro music by Gregor Quendel sourced at Pixabay)

New Books Network
Daniel Peris, "The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market" (Routledge, 2024)

New Books Network

Play Episode Listen Later Jan 23, 2024 52:29


We are on the verge of a major paradigm shift for investors in the U.S. stock market. Dividend-focused stock investing has been receding in popularity for more than three decades in the U.S.; once the dominant investment style, it is now a boutique approach. That is about to change. Daniel Peris' book The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market (Routledge, 2024) explains how and why the stock market drifted away from a mostly cash-based returns system to one almost completely driven by near-term share price movements. It details why the exceptional forces behind that shift―notably the 40-year drop in interest rates and the rise of buybacks―are now substantially exhausted. As a result, the U.S. market is poised for a return to the more typical business-like relationships observed in the private sector and in other mature markets around the world. While many market participants have profited from and become used to the way things have been in recent decades, savvy individual investors, financial advisors, and even institutional portfolio managers will want to position themselves to benefit from the reversion to cash-based investment relationships in the years ahead. This is a must-read book for financial advisors, institutional consultants, as well as engaged individual investors. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His "History and Investing" blog and "Keep Calm & Carry On Investing" podcast are here. John Emrich has worked for decades in corporate finance, investment management, and corporate strategy. He is an independent director on 9 mutual fund boards. Mr. Emrich has a podcast about the investment advisory industry called Kick the Dogma. Email: john@ktdpod.com. LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

New Books in Economics
Daniel Peris, "The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market" (Routledge, 2024)

New Books in Economics

Play Episode Listen Later Jan 23, 2024 52:29


We are on the verge of a major paradigm shift for investors in the U.S. stock market. Dividend-focused stock investing has been receding in popularity for more than three decades in the U.S.; once the dominant investment style, it is now a boutique approach. That is about to change. Daniel Peris' book The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market (Routledge, 2024) explains how and why the stock market drifted away from a mostly cash-based returns system to one almost completely driven by near-term share price movements. It details why the exceptional forces behind that shift―notably the 40-year drop in interest rates and the rise of buybacks―are now substantially exhausted. As a result, the U.S. market is poised for a return to the more typical business-like relationships observed in the private sector and in other mature markets around the world. While many market participants have profited from and become used to the way things have been in recent decades, savvy individual investors, financial advisors, and even institutional portfolio managers will want to position themselves to benefit from the reversion to cash-based investment relationships in the years ahead. This is a must-read book for financial advisors, institutional consultants, as well as engaged individual investors. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His "History and Investing" blog and "Keep Calm & Carry On Investing" podcast are here. John Emrich has worked for decades in corporate finance, investment management, and corporate strategy. He is an independent director on 9 mutual fund boards. Mr. Emrich has a podcast about the investment advisory industry called Kick the Dogma. Email: john@ktdpod.com. LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

New Books in Economic and Business History
Daniel Peris, "The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market" (Routledge, 2024)

New Books in Economic and Business History

Play Episode Listen Later Jan 23, 2024 52:29


We are on the verge of a major paradigm shift for investors in the U.S. stock market. Dividend-focused stock investing has been receding in popularity for more than three decades in the U.S.; once the dominant investment style, it is now a boutique approach. That is about to change. Daniel Peris' book The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market (Routledge, 2024) explains how and why the stock market drifted away from a mostly cash-based returns system to one almost completely driven by near-term share price movements. It details why the exceptional forces behind that shift―notably the 40-year drop in interest rates and the rise of buybacks―are now substantially exhausted. As a result, the U.S. market is poised for a return to the more typical business-like relationships observed in the private sector and in other mature markets around the world. While many market participants have profited from and become used to the way things have been in recent decades, savvy individual investors, financial advisors, and even institutional portfolio managers will want to position themselves to benefit from the reversion to cash-based investment relationships in the years ahead. This is a must-read book for financial advisors, institutional consultants, as well as engaged individual investors. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His "History and Investing" blog and "Keep Calm & Carry On Investing" podcast are here. John Emrich has worked for decades in corporate finance, investment management, and corporate strategy. He is an independent director on 9 mutual fund boards. Mr. Emrich has a podcast about the investment advisory industry called Kick the Dogma. Email: john@ktdpod.com. LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

New Books in Finance
Daniel Peris, "The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market" (Routledge, 2024)

New Books in Finance

Play Episode Listen Later Jan 23, 2024 52:29


We are on the verge of a major paradigm shift for investors in the U.S. stock market. Dividend-focused stock investing has been receding in popularity for more than three decades in the U.S.; once the dominant investment style, it is now a boutique approach. That is about to change. Daniel Peris' book The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market (Routledge, 2024) explains how and why the stock market drifted away from a mostly cash-based returns system to one almost completely driven by near-term share price movements. It details why the exceptional forces behind that shift―notably the 40-year drop in interest rates and the rise of buybacks―are now substantially exhausted. As a result, the U.S. market is poised for a return to the more typical business-like relationships observed in the private sector and in other mature markets around the world. While many market participants have profited from and become used to the way things have been in recent decades, savvy individual investors, financial advisors, and even institutional portfolio managers will want to position themselves to benefit from the reversion to cash-based investment relationships in the years ahead. This is a must-read book for financial advisors, institutional consultants, as well as engaged individual investors. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His "History and Investing" blog and "Keep Calm & Carry On Investing" podcast are here. John Emrich has worked for decades in corporate finance, investment management, and corporate strategy. He is an independent director on 9 mutual fund boards. Mr. Emrich has a podcast about the investment advisory industry called Kick the Dogma. Email: john@ktdpod.com. LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

The Treasury Update Podcast
Short-Term Investing Series by Federated Hermes - Part 2: Cash and Credit Considerations

The Treasury Update Podcast

Play Episode Listen Later Jan 22, 2024 32:58


Join us for another installment of the Short-Term Investing Series by Federated Hermes on the Treasury Update Podcast. In this episode, experts from Federated Hermes discuss the nuances of short-term investments, focusing specifically on cash and credit considerations. The conversation touches on credit quality, duration, economic outlook, yield curve, money market funds, managing asset-backed securities, and more. Speakers: Craig Jeffery, Managing Partner at Strategic Treasurer Mark Weiss, CFA, Vice President, Senior Portfolio Manager, Federated Investment Management Company Nicholas Tripodes, CFA, Senior Vice President, Senior Portfolio Manager, Head of Low Duration/Structured Products Group, Federated Investment Management Company John Mosko, Senior Vice President, Liquidity Management Division, Federated Securities Corp. Visit federatedhermes.com for more information. Show notes: To learn more about the topics discussed, please refer to the following links: Money market funds 101. The difference between investing and depositing your cash. Views are as of December 13, 2023, and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. You could lose value by investing in a money market fund. Although some money market funds seek to preserve the value of your investment, at $1.00 per share, they cannot guarantee they will do so. An investment in money market funds is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Past performance is no guarantee of future results. Federated Securities Corp is a distributor of the Federated Hermes Funds and is not affiliated with Strategic Treasurer. Bond prices are sensitive to changes in interest rates and a rise in interest rates can cause a decline in their prices. Short duration bond funds are not “money market” mutual funds. Some money market mutual funds attempt to maintain a stable net asset value through compliance with relevant Securities and Exchange Commission (SEC) rules. Short duration funds are not governed by those rules, and their shares will fluctuate in value. The value of some asset-backed securities may be particularly sensitive to changes in prevailing interest rates, and although certain securities may be supported by some form of government or private guarantee and/or insurance, there is no assurance that private guarantors or insurers will meet their obligations. Credit ratings do not protect against market risk.

P&L With Paul Sweeney and Lisa Abramowicz
Bank Earnings, Energy Uncertainty, Market Concerns

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 12, 2024 34:28 Transcription Available


Jeffrey Kleintop, Chief Global Strategist at Charles Schwab, joins to discuss his global outlook for a recession as well as his outlook for the US economy amid geopolitical uncertainty.  Dana Peterson, Chief Economist at The Conference Board, discusses the firm's recent survey that found some of the biggest worries and concerns for global CEOs.  Wendy Schiller, Professor at Brown University, joins to discuss the economic and geopolitical fallout of US and allied airstrikes on Houthi rebels in Yemen.  Phil Orlando, Chief Equity Strategist with Federated Hermes, joins to talk about market reaction to geopolitical uncertainty, outlook for energy and oil, and his recent note on the labor market. Hosted by John Tucker and Lisa MateoSee omnystudio.com/listener for privacy information.

UBS On-Air
Talking Markets: Year-Ahead edition with Steve Chiavarone of Federated Hermes

UBS On-Air

Play Episode Listen Later Dec 13, 2023 15:56


Steve Chiavarone stops by the 1285 podcast studio to outline his macro and market expectations for 2024. We also spend time discussing the risks and headwinds facing markets in the new year and where to locate opportunity across multiple asset classes. Steve Chiavarone is the Head of Multi-Asset Solutions, an Equity Strategist, and a Senior Portfolio Manager with Federated Hermes. Host: Daniel Cassidy

The Credit Edge by Bloomberg Intelligence
Federated Sees Private Debt Red Flags; AT1 Boom

The Credit Edge by Bloomberg Intelligence

Play Episode Listen Later Nov 16, 2023 40:20 Transcription Available


Private credit's rapid growth and lack of transparency are concerns to be monitored as funding costs jump, says Fraser Lundie, head of fixed income at Federated Hermes in London. Steep rises in interest payments for lower-rated companies are “not going to be absorbed cleanly and easily,” he tells Bloomberg News senior reporter Lisa Lee and senior editor James Crombie. “The lack of look through is something that I find it quite difficult to have conviction on,” adds Lundie, referring to private debt. Federated Hermes manages about $715 billion in assets. Also in this episode of Credit Edge, Bloomberg Intelligence analyst Pri de Silva analyzes the additional tier 1 bond market, which is staging a comeback and offering double-digit returns. More issuance from Japanese banks provides opportunities for diversification, he adds. See omnystudio.com/listener for privacy information.

The Treasury Update Podcast
Short-Term Investing Series by Federated Hermes - Part 1: Money Market Reforms

The Treasury Update Podcast

Play Episode Listen Later Nov 13, 2023 37:44


In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes discuss the 2023 money market reforms. They explain the key changes in liquidity requirements and how they impact government and prime money market funds. The conversation also touches on the evolving interest rate environment. If you're in the finance industry, this podcast episode provides insights to help you navigate these reforms with confidence. Speakers: Craig Jeffery, Managing Partner at Strategic Treasurer Deborah Cunningham, CFA - Chief Investment Officer, Global Liquidity Markets, Senior Portfolio Manager, Executive Vice President, Federated Investment Management Company Susan Hill, CFA - Head of Government Liquidity Group, Senior Portfolio Manager, Senior Vice President, Federated Investment Management Company John Mosko - Senior Vice President, Liquidity Management Division, Federated Securities Corp. Visit federatedhermes.com for more information.

Bloomberg Daybreak: US Edition
Talks Intensify to Release Hostages in Gaza; U.S. Shutdown Deadline

Bloomberg Daybreak: US Edition

Play Episode Listen Later Nov 13, 2023 17:28 Transcription Available


On today's podcast: 1) The Israeli army conducted raids in northern Gaza on the outskirts of the Shati refugee camp, while a UN agency said that a naval strike had seriously damaged one of its guesthouses. 2) The US still faces a risk of a government shutdown at the end of this week despite a new compromise plan by Speaker Mike Johnson that leaves out hardline conservative priorities like cutting spending and curtailing migration. 3) The White House cited a resumption of US-China military communications as a priority ahead of this week's meeting between Presidents Joe Biden and Xi Jinping.   Full transcript:  Good morning, I'm Nathan Hager and I'm Karen Moscow. Here are the stories we're following today. Let's get the latest developments on the war in the Middle East. The US has conducted airstrikes in eastern Syria on targets link to Iran. Those strikes come as talks intensified to secure the release of hostages in the Gaza strip As Bloomberg News Managing editor Sylvia Westall reports, President Biden discussed that issue with the leader of Katar last night. Kata's quite question important role in this. It's already helped mediate between Israel, Hamas and foreign governments to release a small number of people and the estimates for around about two hundred hostages still trapped there, and are those talks ongoing. There's been discussions between Biden and the ruler of Katar and all these countries involved, and Israel said it won't even contemplate a cease far until those hostages are released. Bloomberg Sylvia west All reports President Biden also talked about increasing the flow of humanitarian assistance into Gaza with Cautter's premiere. Well, it's really Prime Minister Benjamin Etna who was asked about whether there could be a deal to exchange captives with Hamas. There could be, but I think the less I said about it, the more I'll increase the chancels that it materializes. And it's a result of pressure, military pressure, of the extraordinary work that the idea of was doing. And Prime Minister Nanya, who was on NBC's Meet the Press, but as really President Isaac Herzog is expressing caution, there are talks of behind the scenes. I cannot confirm any details. What I can say is that there's nothing substantial right now on the table. The United States is also heavily involved in this, so there's nothing tangible that I can report. Israeli President Isaac Herzog was a guest on CBS's Face the Nation, and you can hear Face the Nation and Meet the Press every Sunday on Bloomberg Radio. Turning to politics back here at Home, Karen, there is now one less Republican candidate for president. South Carolina Senator Tim Scott has ended his campaign. Scott says he will not immediately make an endorsement in the race, and he's not looking to join a Republican ticket as a vice presidential candidate Well Nathan. The US faces a risk of a government shutdown at the end of this week. Meanwhile, House Speaker Mike Johnson is trying a new approach to funding the government. By Bloomberg's At Baxter reports, the shutdown risks still Inger. The Johnson plan would extend some government funding until January nineteenth and others until February second. It also declined to do the immedia thirty percent spending cuts demanded by the right wing of his party, so that means fewer Republican votes and reliance on Democrats to cross lines and vote for it. He says, spending addiction cannot be broken overnight. Democrats so far have been moot. Whitehouse, though has already said it would only lead to future shutdowns. Johnson says he's scheduling a vote for tomorrow at Baxter Bloomberg Radio. All right, thank you well. Former New York Fed President Bill Dudley's warning the US fiscal position is on a quote unsustainable trajectory. Dudley is also a columnist form Bloomberg Opinion. He told the conference in Sydney there's a lack of political will to resolve the crisis at a time when debt costs are soaring, Nathan. The warning from Dudley comes just two days after the US was threatened with the loss of its last top credit rating. Moody's Investors' Service signaled it was inclined to downgrade the nation because of a wider budget deficits and political polarization. Deborah Cunningham is Global Liquidity Market's Chief investment officer at Federated Hermes. The concerns being bore what's happening from a congressional perspective, and the dysfunctionality from a lawmaking standpoint is the concern rather than the actual quantitative financials. So I think from an impact as much on the economy from an impact on where rates are at this point, I think that's behind US and debort Cunningham had federated Herme, says Moody's is the only one of the three main credit companies with a top rating on the US Karen, We're watching for major geopolitical news this week. President Joe Biden and Chinese leader Shei Jinping are scheduled to meet face to face on Wednesday, as the United States hosts the annual Asia Pacific Economic Cooperation Conference for the first time since twenty eleven. White House National Security Advisor Jake Sullivan says resuming military communications is crucial when it comes to managing the relationship. Ties and communications between our two militaries are critical. The Chinese have basically severed those communication links. President Biden would like to re establish them, and he will look to this summit as an opportunity to try to advance the ball on that. National Security Advisor Jake Sullivan tel CNN. The Biden she meetings also expected to cover the Israel Hamas War, Russia's invasion of Ukraine, human rights, and artificial intelligence well NY then ahead of the Biden She meeting. We are seeing signs of improving US China relations. Sources a Beijing is weighing ending a freeze on Boeing seven thirty seven Max aircraft in China. Boeing has not made any significant sales of its best selling narrow body jets in China since at least twenty eighteen. In another development, earlier this morning, the Emirates announced it was buying Boeing aircraft valued at fifty two billion dollars. So the broader market Karen investors have another major event to look forward to tomorrow when we get the latest reading on inflation with the Consumer Price Index for October. Anda Wong is chief US economist with Bloomberg Economics. We are expecting the headline CPI to be very soft because seasonally adjusted gasoline prices actually came down over five percent in October, so a month the increase of zero point one percent on the headline CPI. Bloomberg Chief US Economist Stana Wong says, over all consumer price data are expected to show inflation easing to a year on year rate of three point three percent in October. Time. Now for look at some of the other stories making news around the world. For that. We're joined by Bloomberg Scott Carr, Scott, Good morning, Good morning, Karen. Donald Trump Junior will be back on the stands today in New York as the first defense witness in the Trump organization civil fraud trial. The Trump family organizations being accused of fraudulently inflating their wealth on paper to obtain better loans. The New York Attorney General's Office ended its arguments last Wednesday and was denied a motion to limit certain expert witnesses from testifying for the defense. One person is dead four others injured after a shooting at a flea market in Texas. Police in Perlin, Texas, say three adults and two children were shot at the popular street market yesterday afternoon. Officer Chad Rodgers says the incident started as an argument between two people, though it's unclear if they both had guns. Three adult victims and two children, so a lot of people that are very very upset, and this does not appear to be a targeted attack on the flea market. That this was a disturbance between two individuals that resulted in people being shot. So far, no arrest have been made. All five victims were taken to local hospitals. A state of emergencies been declared in Los Angeles by California Governor Gavin Newsom after fire broke out underneath a storage yard early Saturday morning, igniting highly flammable wooden palettes. Trailers and cars then jump to another storage yard, growing in size to eight acres at one point, causing the closure of LA's Highway ten in both directions. The freeway remains closed, and officials say they'll be lucky if they can get one lane open today. The traffic is going to be horrendous. It's going to really impact Los Angeles. The blaze burned through the equivalent of six football fields. The governor says the state is mobilizing resources to complete repairs and minimize the impact for travel in and around the city. Iceland is evacuating a resort town south of the capital of Reykovic how to fear the town of Grindevic may be destroyed by a volcanic eruption. The town is near an active volcanic system and was evacuated over the weekend after magma shifting beneath the ground triggered hundreds of earthquakes. Local officials say that magma was at a very shallow depth, so they were expecting an eruption at any time. Global news twenty four hours a day and whenever you want it with Bloomberg News Now. I'm Scott Carran. This is Bloomberg all right, Scott, thank you, while we're bringing news throughout the day right here on Bloomberg Radio. But now, as Scott said, you can get the latest news on demand whenever you want it. Subscribe to Bloomberg News Now to get the latest headlines at the click of a button. Get informed on your schedule. You can listen and subscribe to Bloomberg News Now on the Bloomberg Business app, Bloomberg dot com, plus Apple, Spotify, and anywhere else you get your podcast. Time Now for the Bloomberg Sports Update, here's John stash Hour John Karen Sunday, number ten in the NFL began for the second week in a row in Frankfurt, Germany. The Colts beat the Patriots ten to six. That drops New England to two to eight, their second three game winning streaking the season. They have the worst record in the AFC. Only Carolina has the worst record in the NFL. The Patriots have scored over seventeen points only twice in ten games. Another win for red hot Houston Texans. It was thirty to twenty seven at Cincinnati. Texans won and on a field goal on the final play. They've gone five games, which is more than they had won in any of the last three seasons. Bengals four game wins streak comes to an end. They fall the last place in the AFC North, where Cleveland won at Baltimore thirty three to thirty one. The Browns were down by fourteen with nine minutes left, scored two touchdowns in the forty three seconds span, then they won on a game winning field goal. That ends the Ravens four game winning streaking. The brown they're only a half game behind. The forty nine Ers, ended their three game losing streak. They won big at Jacksonville thirty four to three and rock Pirty through three touchdown passes. The Commanders lost in Seattle twenty nine to twenty six the Seahawks one on a field goal final play. Last night, the Raiders beat the Jets sixteen to twelve. Third s three loss for the Warriors, beaten home by Minnesota won sixteen to won ten. Philadelphia won it over Indiana's Tyrese Maxi scored fifty points. Dedicated the win to Kelly Oubre of the Sixers, who's going to be out significant time after injury suffered in a car accident Saturday night. Texas A and M and a surprise fired football coach jimbo Fisher. They'll owe him seventy five million in a buyout. John Stashewer Bloomberg Sports from coast to coast, from New York to San Francisco, Boston to Washington, d C. Nationwide on SYRIASXAM, the Bloomberg Business app in Bloomberg dot Com. This is Bloomberg day Break. Good morning. I'm Nathan Hager. Now to the latest from the Middle East. The US continues to strike targets in eastern Syria that are linked to Iran, as Israel intensifies its ground campaign against Hamas in northern Gaza. All this as talks continue on the international level to try to release Hamas hostages from more. We're joined by Bloomberg Israel Economy and Government reporter Galite Alstein in Tel Aviv. Ghalite, Good morning. What's the latest we can say now about the ground assault? Of course, there's been a lot of focus in recent days on the Alshifa hospital that Israel says is hiding a main military headquarters for Hamas. Right, So good morning, Nathan. So, as you mentioned, we're seeing the Israeli army pushing forward on the ground operation in Gaza. In northern Gaza, the Israeli troops have been conducting rays over the past hours at the outskirts of the Alshati that's a camp in northern Gaza. They've been targeting what they say is tourist infrastructure that they say is located in central governmental institutions in the heart of civilian population, and that involves our schools, universities, mosques and residences. At the same time, you mentioned Alshika Hospital, so we've been hearing that the last generator that Al Shifa ran out of fuel two days ago November eleventh, and yesterday Israel said that it allowed delivery of fuel three hundred liters of fuel for the first time to this hospital, and then Israel exclaimed that Hamas has prevented the hospital from collecting this fuel. So we have to wait and see on what happens with that. The hospital director has said to media that this quantity, even if it had been collected is far enough from being enough. He said, it could only be sufficient for as little as thirty minutes of operations in the hospital. So we're still waiting to see what happens on that, and also in the evacuate of babies from this hospital, which the idea I found promise to facilitate has not yet happened according to Israel, because Hamas has also been preventing that. As the ground defensive goes on, Galad, of course, we're hearing more talk about trying to secure the release of hostages in the Gaza strip. President Biden held talks last night with Katar's emir about that what role could Qatar play in this situation? Right, so, Kata is considered to be a very important player, perhaps the most significant town of player in these negos negotiations on the release of hostages. There are two hundred and thirty nine hostages that are still being held in Gaza. So, as you mentioned, President Tom Joe Biden this speak with the Katari Emir and he said that the urgent, ongoing efforts to secure additional releases are going on. What we're hearing from Israel media at the same time is a lot of caution on these talks. We've heard them. Israeli President tom Isa Kertzev express question about a possible release of hostages helped by Hamasi said last night that there is nothing substantial right now on the table, although we are using all tools possible quote unquote, that's what he said, and Israeli media have been reporting that talks are on the release of around eighty hostages, probably women, children and earlerly will be prioritized if this release does take place, with Hamas demanding a ceasefire of roughly three to five days in return for these releases, and a similar number of Palestinian prisoners to be released as well. As I said, everyone is discussing this with a lot of caution, and it's not clear whether these talks will show any results anytime soon. In the meantime, Israel is also continuing to face fire from Hesbola in the north, going from or coming from Lebanon. Is the Israeli military in our last minute here Galite at risk of getting under further strain, potentially getting stretched. Right So so this is a very important point. Yesterday there was a very clear sense of escalation on Israel's border, with Lebanon. It was the most intense day of fighting since October seventh, a lot of back and forth fire, some civilians and civilians were injured. Israeli civilians were injured in these fire exchange exchanges. So Israel has been retaliating, you know, all the time to these attacks. There's also been some attacks this morning, although at a slightly lower scale with no one with no one injured. The Tel Aviv stock exchange is down for a second straight day following these events. So this is being closely watched on all fronts. And you know, I will mention finally that Israeli Defense minister, you have Glanc's ass at a press conference on Saturday night, what would be Israel's redline on this border? And he answered the reporter who asked this, when we strike in remoot, you'll know that this red line had been crossed. This is Bloomberg Daybreak Today, your morning brief on the stories making news from Wall Street to Washington and beyond. Look for us on your podcast feed at six am Eastern each morning on Apple, Spotify, and anywhere else you get your podcasts. You can also listen live each morning starting at five am Wall Street time, on Bloomberg eleven three to zero in New York, Bloomberg ninety nine one in Washington, Bloomberg one oh six' one in Boston, and Bloomberg ninety sixty in San Francisco. Our flagship New York station is also available on your Amazon Alexa devices. Just say Alexa play Bloomberg eleven thirty plus. Listen coast to coast on the Bloomberg Business app, Serious XM, the iHeartRadio app, and on Blue dot Com. I'm Nathan Hager and I'm Karen Moscow. Join us again tomorrow morning for all the news you need to start your day right here on Bloomberg DaybreakSee omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Israel, Oil Merger, Airlines, and Drug Development

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Oct 23, 2023 54:54 Transcription Available


Ambassador Alon Pinkas, former Israel General Consel in New York, former Chief of Staff to two foreign minister, and former advisor on US affairs to former Israeli Prime Minister Ehud Barak, joins to discuss the latest on the Israel-Hamas war. Bloomberg's Alix Steel and Guy Johnson interview Chevron CEO Mike Wirth and Hess CEO John Hess on their merger. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, joins to discuss the bond rout and outlook for the bond market. Elizabeth Hurd, Chair of Religious Studies and Professor of Political Science at Northwestern, joins to contextualize the history and geopolitics of the Israel-Hamas war. Fraser Atkinson, CEO of Greenpower Motor Company (NASDAQ: GP), joins to discuss his company's aim to make battery-electric buses and trucks affordable and other green power initiatives. Joel Lewis, CEO at Galectin Therapeutics (NASDAQ: GALT), joins to discuss his firm, medical trials, and the market potential for their current drug development. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Ukraine, and Higher Ed

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Oct 2, 2023 57:35 Transcription Available


Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi Tiedemann Global, discusses her outlook for markets in the US and globally and if the US can avoid recession. Reginald DesRoches, President of Rice University, joins to discuss higher education, student loans, acceptance rates, and other issues involving American universities. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, joins to discuss his market outlook and sectors he likes for the rest of 2023. Ed Price, Senior Fellow at NYU and Principal at Ergo, joins to talk about the war in Ukraine and geopolitical risks. Ivana Delevska, founder and CIO at Spear Invest, joins to talk about investing strategies and outlook for markets. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role at DWS. Hosted by John Tucker, Bailey Lipschultz and Carol Massar.  See omnystudio.com/listener for privacy information.

The Greener Way
Ramping up impact on climate and biodiversity – Ingrid Kukuljan

The Greener Way

Play Episode Listen Later Sep 11, 2023 19:08


On today's episode, we're talking with Ingrid Kukuljan, the head of impact and sustainability at Federated Hermes. Ingrid is responsible for the construction and management of the portfolios within Federated Hermes' impact and sustainability strategy and, among other activities, is the non-executive director of Fair4All Finance, an organisation founded with UK dormant asset money to create positive impact by promoting financial inclusion in the UK.We speak with Ingrid about climate and biodiversity and where Australia stands in terms of action on both.

P&L With Paul Sweeney and Lisa Abramowicz
Breaking Down Jackson Hole and Jay Powell (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Aug 25, 2023 29:25 Transcription Available


Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for an extended roundtable on Jackson Hole and some of her recent economic commentary. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins to talk about the bond market's recent moves and response to Fed rate hikes as Jay Powell speaks at Jackson Hole. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to discuss sectors she likes and outlook for markets and a potential recession. Hosted by Matt Miller and Simone Foxman.See omnystudio.com/listener for privacy information.

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
High Yield Sustainable Fixed Income: How SDGs + Engagement outperform index, deliver positive change to society & environment | Mitch Reznick | Head of Sustainable Fixed Income, Federated Hermes (#022)

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Aug 25, 2023 51:31


Mitch Reznick is the Head of Sustainable Fixed Income at Federated Hermes and the Co-Portfolio Manager of the company's SDG Engagement High Yield Credit Fund.  With over 23 years experience in the corporate credit industry, he was previously the Co-Head of Credit Research for the global credit team at Fortis Investments, and prior to that was an associate analyst in the leveraged finance group at Moodys Investors Service in New York.Mitch has a Master's in International Affairs from Columbia University, a Bachelor's in history from Pitzer College and is a CFA charterholder.  He is Co-Chair of the Federated Hermes Sustainability Investment Centre and holds several advocacy roles, including founding board member of the European Leveraged Finance Association (ELFA); Co-Chair of the Credit Risk and Ratings Advisory Committee at the Principles for Responsible Investment (PRI) and workstream member CFO Coalition for the SDGs of the United Nations Global Compact (UNGC). Formerly, Mitch was Co-Chair of the Capital Markets Advisory Committee of the IFRS Foundation; member of the Sovereign Working Group (PRI); workstream member of the UK-China Green Finance Task Force; and served on the Green Finance Advisory of the City of London.In today's episode, Mitch recounts that it was early in his career while working in the leveraged finance team at Moody's that he fell in love with finance in general and specifically with the high yield corporate credit world. He later moved to London as a high yield fund manager for Fortis Investments and then left in 2008 for Federated Hermes as part of a team hired to rebuild the credit business in the wake of the global financial crisis.Mitch discusses how early on he observed that Federated Hermes was well-placed to bring sustainable fixed income solutions to the market and since then he has been focused on ESG integration and building investment solutions that deliver financial returns while delivering positive change for society and the environment with engagement being the catalyst.  Mitch describes in detail the Federated Hermes SDG Engagement High Yield Credit Fund which he is Co-Manager. He discuss at length the UN Sustainable Development Goals, and what they mean in the fixed income space.We talk about greenwashing, ‘greeniums', ‘step-ups', transition bonds and much more.Mitch is active on a number of technical working groups and work streams that are currently developing the connection between sustainability and fixed income investments. As a representative of a large investor in the fixed income space, he is very much in the flow of this evolution and represents the current thinking on the subject.About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, Scott Arnell interviews a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys—and what motivated and attracted them to commit their life energy to SRI—to insights on how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors. Connect with SRI 360°: Sign up for the free weekly email update: https://sri360.com/newsletter/ Visit the SRI 360° PODCAST: https://sri360.com/podcast/ Visit the SRI 360° WEBSITE: https://sri360.com/ Follow SRI 360° on TWITTER: https://twitter.com/SRI360Growth/Follow SRI 360° on FACEBOOK: https://www.facebook.com/SRI360Growth/

UBS On-Air
Sustainable Investing Perspectives with Mitch Reznick (Federated Hermes) and Amantia Muhedini (UBS CIO)

UBS On-Air

Play Episode Listen Later Jul 18, 2023 32:34


We explain what's behind increased traction in anti-ESG legislation, how countries and companies are leveraging technology to achieve net-zero targets, as well as the economic and societal implications of extreme weather events. Plus, our guests share their favorite sustainability-related summer reads. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office, and Mitch Reznick, Head of Sustainable Fixed Income at Federated Hermes. Host: Daniel Cassidy Recorded on July 11, 2023.

UBS On-Air: Conversations
Sustainable Investing Perspectives with Mitch Reznick (Federated Hermes) and Amantia Muhedini (UBS CIO)

UBS On-Air: Conversations

Play Episode Listen Later Jul 18, 2023 32:34


We explain what's behind increased traction in anti-ESG legislation, how countries and companies are leveraging technology to achieve net-zero targets, as well as the economic and societal implications of extreme weather events. Plus, our guests share their favorite sustainability-related summer reads. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office, and Mitch Reznick, Head of Sustainable Fixed Income at Federated Hermes. Host: Daniel Cassidy Recorded on July 11, 2023.

Successful Investors
Aoifinn Devitt (Moneta Group) “Finding Clarity“

Successful Investors

Play Episode Listen Later Jul 6, 2023 53:40


Aoifinn Devitt compares her career journey to a “patchwork quilt”, each with a unique meaning and purpose. Her continual quest for knowledge is evidenced in her approach to investing, community-building, and continuing education. Aoifinn currently serves as CIO at Moneta Group. She also founded The Fiftyfaces Podcast in 2020, a series dedicated to sharing the untold stories of individuals in the investment world.    As an avid learner, Aoifinn approaches life with a healthy dose of curiosity. Whether she is performing manager due diligence, interviewing a guest on her podcast, or exploring the role of psychological safety in decision-making, Aoifinn keeps asking questions until clarity is found. Her astute listening abilities help her to identify inconsistencies and uncover truth.    “I don't want to hear all about the wins, I want to hear about the losses, I want to hear about the lessons learned. I want to see some humility in that manager's discussion of what went wrong. I want to see realism.”   In this episode we discuss: 1.     How making the complex clear elevates the quality of communication 2.     The importance of bringing a healthy dose of skepticism to every conversation 3.     The benefits of continually seeking more education and knowledge 4.     How producing The Fiftyfaces Podcast has influenced Aoifinn's leadership style   Aoifinn Devitt is the Chief Investment Officer at Moneta, a St. Louis-based independent RIA with more than $20 billion in AUM. Her background includes investment banking, consulting, and corporate law. In addition to Aoifinn's formal education in business and law, she holds an MSc in Applied Neuroscience from Kings College London. She is currently continuing her study of neuroscience through a part-time PhD at King's College. Aoifinn continues to produce and host The Fiftyfaces podcast; this generous contribution to the investment community includes over 200 interviews with investment professionals.    Resources: ·       The Fiftyfaces Podcast | Turning the Tables ·       The Fiftyfaces Podcast | On the Pulse of a People-Driven Industry ·       The Fiftyfaces Podcast | Sustainability as a Recurring Theme and Driving Force   Listen to Other Successful Investors: ·       Shannon O'Leary (Saint Paul & Minnesota Foundation) | Saying It Out Loud ·       Ted Seides (Capital Allocators) | Compelling Narratives ·       Matt Earl (Shadowfall) | Policy of Truth     Chapter Summaries:   [00:03:40]   Simplifying Complexity   [00:07:43]   Working in Corporate Law   [00:10:50]   Experiencing Booms and Busts   [00:13:47]   Introducing Skepticism   [00:18:05]   Entering Investment Consulting   [00:23:30]   Launching Clontarf Capital   [00:30:23]   CIO at the Chicago Police Pension   [00:35:45]   Transitioning to Federated Hermes   [00:37:00]   Bringing Neuroscience to the Investment Arena   [00:42:43]   Producing Fiftyfaces       Disclaimer: This podcast is not investment advice, and should not be relied upon as a basis for investment decisions. All content in this podcast reflects the opinions and views of the speakers. This podcast is for informational purposes only, without representation as to accuracy or completeness. The guest(s) on this episode did not have a client relationship with SEI Novus at the time of recording.

New Books Network
Mikhail Shishkin, "My Russia: War Or Peace?" (RiverRun Press, 2023)

New Books Network

Play Episode Listen Later Jul 5, 2023 40:07


In his timely My Russia: War or Peace? (RiverRun Press, 2023), Mikhail Shishkin provides a searing account of Russian political culture that explains both Putin's autocratic regime and its invasion of Ukraine. An Russian emigre who has lived in Switzerland for many years and writes in Russian and German, Shishkin traces the roots of Russia's problems, from 'Kievan Rus' through to the current Russian Federation. He explores the uneasy relationship between state and citizens, explains Russian attitudes to people's rights and democracy, and proposes that there are really two Russian peoples: the disillusioned and disaffected, who suffer from 'slave mentality', and those who embrace 'European' values and try to stand up to oppression. It is also a deeply personal account intertwining his family's history with Russia's tumultuous past century. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His History and Investing blog and Keep Calm & Carry On Investing podcast are here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

New Books in Russian and Eurasian Studies
Mikhail Shishkin, "My Russia: War Or Peace?" (RiverRun Press, 2023)

New Books in Russian and Eurasian Studies

Play Episode Listen Later Jul 5, 2023 40:07


In his timely My Russia: War or Peace? (RiverRun Press, 2023), Mikhail Shishkin provides a searing account of Russian political culture that explains both Putin's autocratic regime and its invasion of Ukraine. An Russian emigre who has lived in Switzerland for many years and writes in Russian and German, Shishkin traces the roots of Russia's problems, from 'Kievan Rus' through to the current Russian Federation. He explores the uneasy relationship between state and citizens, explains Russian attitudes to people's rights and democracy, and proposes that there are really two Russian peoples: the disillusioned and disaffected, who suffer from 'slave mentality', and those who embrace 'European' values and try to stand up to oppression. It is also a deeply personal account intertwining his family's history with Russia's tumultuous past century. Daniel Peris is Senior Vice President at Federated Hermes in Pittsburgh. He can be reached at DanielxPeris@gmail.com or via Twitter @HistoryInvestor. His History and Investing blog and Keep Calm & Carry On Investing podcast are here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/russian-studies

P&L With Paul Sweeney and Lisa Abramowicz
Interviews from INSITE (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 6, 2023 38:56


Noam Tasch, Head of Partnerships and Revenue at Pershing X, joins to discuss the Pershing X platform and talks about some of the new partnerships for the PX platform, some of which will be announced at INSITE. He joins us from the INISTE Conference in Orlando. Tonia Bottoms, Managing Director and Senior Managing Counsel for BNY Mellon; Diversity & Inclusion (D&I) Advocate for Pershing, joins to discuss diversity and inclusion in financial services, steps to improve it, and outlook for the industry. John Goodheart, head of trading services at Pershing, joins to Pershing & bondIT and the evolution of fixed income investing, as well as the HALO investing technology platform and how it disrupts investment solutions. He joins us from the INSITE conference. Matt Brown, founder and CEO of CAIS, joins to discuss markets and investing from the INSITE conference in Orlando. Stephanie Pierce, CEO of Dreyfus, Mellon and ETFs at BNY Mellon, joins to talk about ETF flows and investing strategies, as well as Precision Direct Indexing. Phil Orlando, Chief Equity Strategist at Federated Hermes, joins the show from the INSITE conference to talk investing and gives his market outlook. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Banks, Supply Chain, Real Estate, and Pets

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 27, 2023 57:05


 Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss the latest wall street and banking news. Lisa Knee, Real Estate lead at EisnerAmper, discusses the latest on real estate and mortgages amid banking and financial concerns. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Ann-Hunter van Kirk, Senior Equity Research Analyst with Bloomberg Intelligence, discuss their recent research on the $500 billion dollar pet economy. RJ Gallo, Senior Portfolio Manager with Federated Hermes, joins to discuss the bond market and what it tells us about a potential recession in 2023. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins the program to discuss sectors she likes and her outlook for the markets and inflation. Gene Seroka, Executive Director of the Port of LA, joins the program to discuss the latest on the supply chain and shipping business. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

UBS On-Air
UBS Conversations: International Women's Day - Wealth Building Journey for Women

UBS On-Air

Play Episode Listen Later Mar 7, 2023 17:46


Our conversation focuses on International Women's Day, a global holiday which celebrates the social, economic, cultural, and political achievements of women. Our guests discuss the wealth building journey for women and how to make financial decisions for the future. Featured are Nicole Herman, UBS Relationship Manager for the Women's Client Segment, and Michelle Doyle, Assistant Vice President, Senior Marketing Consultant and Women in Investing Chair of Professional Development at Federated Hermes. Host: Shiavon Chatman

P&L With Paul Sweeney and Lisa Abramowicz
BOJ, Ukraine, Markets, and AI (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 21, 2022 39:49


Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss her latest research on the Bank of Japan and outlook for the Japanese economy and its effects globally. Tamila Tasheva, permanent representative of the President of Ukraine in the Autonomous Republic of Crimea, joins us from Kyiv and gives us an update on the war in Ukraine on the ground and talks about President Zelenskiy visiting Washington DC. Lee Klaskow, Senior analyst of freight transport and logistics with Bloomberg Intelligence, joins to talk about FedEx. RJ Gallo, Senior Portfolio Manager with Federated Hermes, joins to discuss the bond market and Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to talk about outlook for the equity and bond markets. Zeno Mercer, research analyst with ROBO Global, discusses outlook for the tech sector and artificial intelligence and its intersections with the auto industry. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Hidden Forces
The Revenge of Risk Rates & the Return of Dividend Investing | Daniel Peris

Hidden Forces

Play Episode Listen Later May 30, 2022 51:48


In Episode 252 of Hidden Forces, Demetri Kofinas speaks with Daniel Peris, Senior Vice President and Senior Portfolio Manager at Federated Hermes in Pittsburgh. Daniel is also the author of three books that together explore the intellectual underpinnings of modern portfolio allocation, with a particular focus on dividend investing, why it's fallen out of favor with investors over the last 30 years, and why dividend-paying securities are positioned to outperform some of their more growth-oriented, cashless competitors in the next 30. While our recent episodes with Tony Greer and Jeff Currie also focus on the rotation from growth stocks to value stocks, those conversations are industry-specific, namely, they focus on commodities and industrial resources. Conversely, the objective of today's conversation with Daniel is to narrow that focus to companies that pay some portion of their profits to shareholders, irrespective of industry. The goal of today's episode is to help you reimagine what is possible for your portfolios and how to manage them in a stagflationary global economy characterized by rising risk rates and persistently higher levels of financial volatility. You can access the full episode, transcript, and intelligence report to this week's conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 05/23/2022