All Active articles – Page 10
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White papersActively exploiting potential in fallen angels
Fallen angels fall for a reason; understanding the reason through an active approach helps avoid bonds that are likely to suffer from further downgrades and detract from performance. We delve into why credit analysis is key and illustrate our approach with two case studies.
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WebinarFederated Hermes China Equity Strategy webcast
Join portfolio manager, Sandy Pei, for the latest Federated Hermes webinar to hear her current thoughts on China and where the opportunities lie.
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White papersHoming in on Quality in Climate Investing Strategies
Stock selection in a climate investing strategy takes more than just avoiding companies exposed to global warming risks. The process should intersect with an active search for diverse opportunities among companies helping to fight climate change, but with high-quality business models, too.
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White papersProxy Voting: Engagement Matters
As we kick off our latest NB Votes campaign, we look at what detailed bottom-up knowledge brings to the process, and what can happen when it’s absent.
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White papersUS Commercial Real Estate Outlook: Seeking Calmer Waters in Quality
The COVID-19 pandemic upended the way we live and work by creating secular changes and accelerating trends that were already afoot. For investors in commercial real estate, the results have been mixed.
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White papersAXA IM Stewardship Report 2022
Against a tumultuous backdrop that has seen misgivings emerge about the case for environmental, social and governance (ESG) investing in certain parts of the world, we believe it is now more important than ever to positively influence company behaviour through effective and robust stewardship.
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White papersWhy, and how, investors should integrate biodiversity into fixed income portfolios
One of the fundamental features of biodiversity is that it reaches into every part of our lives – and that means the impacts of biodiversity loss are felt across investment portfolios too. In our view there isn’t an asset class or sector that would not benefit from a close consideration of how those effects might change outcomes or affect financial returns.
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White papersSMAs are here to stay among Japanese LPs
Japanese institutions have continued to utilize separately managed accounts, or SMAs, to gain exposure to private equity. In a recent conversation with Private Equity International, Jonathan Shofet, Global Head of Private Investment Portfolios and Co-Investments, and Yoshi Yagisawa, Managing Director, Private Equity Japan Coverage Team, discussed why they believe the value proposition for SMAs is as high as ever in today’s challenging market environment.
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VideoMeet the Manager: Martin Todd
In the first of our new ‘Meet the Manager’ Q&A series, Martin Todd, Portfolio Manager, offers a peek behind his investment style and the strategy’s raison d’être; the key attributes he looks for in an investment, the secret behind the team’s strong dynamic, and how he got started in his career.
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White papersGlobal Equity ESG, Annual Report 2022
Read our annual report for an overview of the year just gone, our successful engagements with portfolio companies, and a deep dive on responsible investing in the healthcare sector.
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White papersJapan: Engaging equity opportunities in the land of the rising sun
For active stock pickers, Japanese equities could offer opportunities that are otherwise potentially hiding in plain sight. As corporate governance continues to evolve in Japan, and the doors open to a more shareholder-friendly environment, culturally aware investors who have earned the right to engage may be able to add value and unlock latent potential in the country’s stock market.
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White papersListening for the Quiet
The start of 2023 has hardly been calm for equity markets. In noisy environments like this, listening for the quiet is essential for managing portfolio risks and staying on track toward your portfolio objectives.
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White papersAmundi Pension Funds Letter n°17
In early March, a number of Amundi’s experts gathered in Paris to present their views to clients on some of the current concerns facing pension funds. Moments after they spoke about the multiple challenges of inflation, of geopolitical instability and of the impact the climate crisis will have on investment returns, shares in Silicon Valley Bank began to slide. The sudden return to market panic acts as a timely reminder that you can never be too prepared for the next crisis and the predominant concern remains uncertainty.
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White papersFixed-Income Outlook: Getting a Grip in Slippery Markets
Market twists and turns challenged fixed-income investors in the first quarter, as markets responded to swings in economic and inflation data and central banks struggled to control the wheel. Then, in March, the collapse of two large commercial banks triggered a significant repricing of risk and sent markets into a skid. Below are our key takeaways, as well as strategies for gaining traction in uncertain conditions.
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White papersEmerging markets debt: Clouds of political uncertainty set to lift
After a positive start to 2023, emerging market debt investors should keep an eye on four key elections this year, which may create further opportunities in the asset class.
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White papersSystematic Fixed-Income Investing Comes of Age
Bond investors have been challenged by heightened volatility and big drawdowns in the aftermath of the pandemic. In response, investors are increasingly seeking systematic strategies, which can generate active returns while mitigating risk and charging competitive fees. In this paper, we explore the principles, processes and benefits of a systematic fixed-income strategy, an investment approach whose time has come.
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White papersFintech equities: are investors neglecting cybersecurity risk?
Cyberattacks can disrupt corporate operations, compromise customers, damage credibility and draw regulatory fines – weakening the bottom line and therefore fundamentals. In this white paper, we ask: are equity investors accurately pricing-in the impact of hacks on stock prices?
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White papersEquity Diversification in Europe’s DC Market
We explain why global small-cap equities provide strong potential to enhance equity diversification and excess return in European DC markets, especially for active managers.
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White papersHome away from home
Fragilities within the global trading system have accelerated the shift towards nearshoring, with developing countries such as Mexico standing to benefit from this change.
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BlogThe Breadth of Benefits in Global High Yield
The fifth post in a series on European high yield explores the benefits of a global high yield strategy.
