Viewpoints by Stephen Hermsdorf , at Manulife Investment Management
Stephen is a portfolio manager and analyst working on the global quality value strategy and team. Previously, he was a portfolio manager at Hermes Global Equities, where he provided fundamental research and portfolio management with a focus on the global financial services sector. Before that, he worked at Fidelity Management & Research as an equity analyst, covering the insurance and food and beverage industries; as a private equity analyst at HabourVest Partners; and as a technology investment banking analyst at Robertson Stephens.
- Education: B.A. in Economics, Harvard University; M.B.A. in Accounting, Strategy, and Finance, University of Chicago Booth School of Business
- Joined the company: 2015
- Began career: 1996
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Default or not, 2011’s debt ceiling battle is instructive for today’s investors
With the U.S. government again bumping up against its debt ceiling and trying to avert a potential default, investors may wish to review how a similar battle in 2011 delivered a short-term blow to financial markets.
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Assessing risks as banks face new pressures—and the end of easy money
Recent stresses on U.S. and European banks have made it increasingly clear to us that the era of easy money is over. Here are five potential risks to the global banking system that we’re monitoring in this new environment.
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