Federated Hermes
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United Kingdom2 articlesLast published 11 Jun 2026
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Market Snapshot - 11/06/2026 | Federated Hermes
The weekly Federated Hermes market snapshot covers the Nasdaq Composite's 7% pullback from its early-June highs following a 30%+ April–May surge, driven by Middle East conflict escalation, a US inflation spike to 4.2%, and renewed concern over AI CAPEX valuations. The piece also addresses the ECB's first rate hike in nearly three years (+25bps to 2.25%), stagflation risks in Europe from the closure of the Strait of Hormuz, and potential credit-market stress for over-levered issuers.
11 Jun 2026
South Korea’s regulators are on a roll – don’t stop now | Federated Hermes Limited
Federated Hermes' Head of Asia ex-Japan Equity, Jonathan Pines, delivered a keynote at the Korea Corporate Governance Forum in May 2026, assessing progress on regulatory reforms aimed at closing the "Korea discount." The piece acknowledges meaningful regulatory advances but argues that concentrated family control continues to disadvantage minority shareholders, and recommends additional measures including advisory shareholder votes on Value Up statements and enhanced disclosure requirements for holding companies, cash-rich firms, and those with non-voting stock.
2 Jun 2026