All Active articles – Page 10
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VideoThe Credit Call: strategies update, February 2023
Fraser Lundie, CFA, Head of Fixed Income – Public Markets, Orla Garvey, Senior Fixed Income Portfolio Manager and Anna Chong, Deputy Head of Corporate Credit Research provide an update on the current opportunity set and why current market conditions bode well for credit investors in 2023.
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White papersNB Votes: The 2022 Proxy Season
In this challenging economic environment, we believe that quality corporate governance is crucial to creating shareholder value—and that active investment managers have a vital role to play on behalf of their clients.
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White papersCross Asset Investment Strategy - February 2023
Uncertainty over growth, inflation and corporate earnings persists, even though there has been a mild improvement on the economic front. These trends underscore the need to be active and well diversified.
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White papersFiorino: Many banks, multiple outcomes
Fiorino considers the many alternatives as the market wave function rolls over the banking sector in 2023…
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White papersAsia ex-Japan Equity: Letter to Investors - Outperforming us over the long term
In our annual Letter to Investors, Jonathan Pines, Lead Portfolio Manager, discusses the Strategy’s performance since inception in 2010.
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White papersCurrency hedging policy for institutions
“Investors should focus on currencies as a potential source of return and risk diversification for a portfolio.”
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VideoSmall Caps: Why Active Management Matters
The size and diversity of the small-cap universe, combined with a lack of sell-side research, presents a compelling opportunity for active managers with strong, bottom-up stock selection capabilities.
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White papersEuropean stocks rally as recession fears recede
The re-opening of China’s economy should provide a relative tailwind for Europe compared to other regions.
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White papersCome Together: Opportunities Among Divergent Views
If there was ever a market environment that called for unbiased views and the ability to pivot, this would be it. With higher volatility, diverging macroeconomic conditions, and heightened uncertainty, investors are wondering what they could be doing differently and where they should stay the course.
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White papersKey Investment Themes for 2023
2022 saw geopolitics dominate attention, with events in Ukraine unsettling and resetting markets and the global economy. Meanwhile, investors also contended with eye-watering inflation, steep rate hikes and higher volatility across the board.
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White papersFixed income rebounds on expectations inflation has peaked
As central banks moderate the pace of hikes and downturn concerns take the shine off riskier assets, bonds have seen renewed interest from investors.
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VideoEmerging markets set to turn a corner?
In our latest video insight, Kunjal Gala, head of Emerging Markets at Federated Hermes, outlines the prospects for emerging markets in 2023.
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White papersBrasília riots add to investor caution over Brazil
Financial markets have been relatively unmoved by storming of capital by supporters of outgoing president but the deep divisions the attacks highlighted remain a concern.
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White papersPutting the ESG into real estate
In our annual real estate ESG report, experts from Federated Hermes Limited explain how an open and collaborative approach between investors and the real estate industry can change the environment for better, forever and for all.
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VideoESG in Small Caps
While the ESG challenges facing smaller companies should not be underestimated, they also create opportunities for active managers to identify undervalued companies.
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White papersEquity Outlook: Rebuilding Conviction in Stocks for a Changing World
For 40 years, steadily declining inflation and interest rates buoyed equity returns. That changed abruptly last year. Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals.
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VideoPreparing Equity Portfolios for a New Investing Era
It certainly feels as if we’re entering a new era for investors, and that can be pretty unsettling, particularly after a year like 2022, where we saw extreme volatility and stock markets around the world declining. But we believe that this is the right time to focus on what the new regime may look like and start to position accordingly.
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White papersLandMark Optoelectronics case study
Since our engagement, the company produced its first Corporate Social Responsibility (CSR) report and started to report against the key pillars of the Task Force on Climate-related Financial Disclosures (TCFD) recommendations. The company set short-, medium-, and long-term emission targets and committed to carbon neutrality by 2050.
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White papersFiorino: Leverage will tear us apart, again
Fiorino charts the gravitationally risky path of the UK pension system after it veered dangerously close to the point of implosion.
