All Active articles
-
White papersEuropean High Yield: A Clear Case for Active Management
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than you think.
-
White papersExpert insights on the short end of the curve
Federated Hermes’ Short Term Investments Committee of portfolio managers meets on a monthly basis to provide insights, strategise, and discuss investment opportunities across the short end of the yield curve.
-
White papersMoment of truth
A hard or soft landing could throw a harsh light on corporate fundamentals in 2024. In the second set of breakout sessions from our Fixed Income Forum in London on 14 November, attendees learned of the potential in unconstrained credit, the opportunity in investment grade and the crucial role fixed income can play in the sustainability transition.
-
White papersNot your average credit cycle
Geopolitics, hard landings, falling consumer confidence and corporate belt-tightening could all be part of the investment picture in 2024. That was the message from Federated Hermes’ Fixed Income Forum in London on 14 November.
-
White papersWith macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
-
White papersThe Limitations of Passive Investing to Achieve a Net-Zero Outcome
In our second installment of The Fine Print of Indexation, we tackle the challenge of building net-zero-aligned portfolios.
-
White papersHigh-wire act: Is it possible to quell inflation and to avoid a recession?
The US Federal Reserve and the Bank of England both opted to keep rates unchanged in their meetings this week.
-
White papersHas the ESG bubble burst?
The blowback against ESG has taken on a life of its own in recent months but, even in the face of rising political opposition and a slowdown in fund flows, the real-world challenges ESG investing is designed to address are too big to ignore.
-
VideoTalking Markets – Multi Asset
In this episode of Talking Markets, Jonathan Willcocks, Global Head of Distribution is joined by Ian Rees, Deputy Head, Multi-Manager Funds, to discuss the current macroeconomic climate, what this means for investors and Ian’s views on different asset classes.
-
VideoTalking Markets – Fixed Income
Jonathan Willcocks, Global Head of Distribution is joined by Lloyd Harris, Head of Fixed Income together they discuss the current macroeconomic environment and its impact on the fixed income market focussing in particular on bond yields.
-
White papersMiddle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.
-
VideoTalking Markets – US Market Update
In this Talking Markets, Jonathan Willcocks, Global Head of Distribution is joined by Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund where Hugh discusses all things US, including the current US economic landscape, recession risk and the resurgance of Trump.
-
White papersPosition portfolios for a policy turn
While it is tempting to sit in still high yielding cash, we suggest adding traditional fixed income sectors. Higher income helps investors wait for the end of the rate hiking cycle, and longer duration helps position a portfolio for potential rate declines. We advocate a diversified multisector approach, focused on higher-quality credits across sectors. Active management remains critical, as credit spreads will likely widen in the coming months.
-
White papersMarkets hit by ‘higher for longer’ rate expectations
After a volatile September, the S&P 500 Index is heading towards its first quarterly loss in 12 months.
-
White papersPM Perspectives: Global Equity Enhanced Income
Eddie Cheng, Vince Fioramonti, and Megan Miller manage components of Allspring’s Global Equity Enhanced Income (GEEI) strategy. Here they discuss how GEEI addresses the equity income tug-of-war.
-
White papersThe Active Foundations of Sustainable Investing
As ESG and sustainability indices proliferate, we argue that sustainable investing is inherently an active management discipline.
-
White papersQuality street: Why the market may misunderstand the listed infrastructure landscape
Jim Wright, Fund manager for the Premier Miton Global Infrastructure Income Fund highlights why he believes the long-term qualities of the listed infrastructure asset class remain compelling.
-
White papers2023 Global Corporate Credit ESG Engagement Report
During the past year our established relationships with issuers in developed and emerging markets enabled us to have meaningful engagements with a number of management teams. We engaged on key ESG issues such as climate transition, equity, inclusion and diversity (EID), and executive compensation structure.
-
White papersA Guide to Listed and Private Infrastructure Solutions
We’re often asked for our views across listed and private infrastructure. Within, we review the market. We see listed and private as two ways to access an asset class that continues to garner institutional support. Combined benefits of a listed and private allocation can include balanced accessibility, liquidity, diversity, quality, and enhanced risk / return compared to traditional allocations. Furthermore, specialized active investment teams offer the potential to unlock value for investors.
-
White papersGlobal Equity ESG, H1 2023 Report
The Global Equity ESG team believes many sustainable businesses are undervalued and stand to be richly rewarded in the long term, particularly if AI lives up to its promise.
