Federated Hermes Sustainable Global Equity Strategy Report H1 2025

This report presents the performance and strategic overview of the Federated Hermes Sustainable Global Equity Strategy for the first half of 2025. The document outlines the investment review, highlighting the resilience required from global equity markets amid volatility and geopolitical uncertainty. It details the strategy's focus on sustainable investments aligned with the United Nations Sustainable Development Goals (UN SDGs), emphasizing a high-conviction approach. The report reviews market performance, noting that US equities were outpaced by several developed and emerging markets. It also discusses the strategy's sector allocations, recent stock additions and removals, and performance relative to its benchmark, the MSCI ACWI. The document concludes with an outlook on market conditions, emphasizing the importance of company fundamentals and the strategy's commitment to sustainable investing. Overall, the report provides a comprehensive analysis of the strategy's performance and future direction.