All Active articles – Page 11
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White papersPEI Keynote Interview: Private Markets in Japan Continue to Accelerate
In a keynote interview conducted by PEI, Jonathan Shofet and Yoshi Yagisawa discuss how active primary fund investing and increasing LP appetite for co-investments, secondaries, and direct lending are indicative of Japan’s maturing private market landscape.
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White papersFamily Offices 2024: Adjusting to Post-Inflation Markets
Optimizing Family Office portfolios for the road ahead.
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White papersEquity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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White papers2024 Proxy Season Preview
No right versus wrong assessment can be applied to proxy voting. Assessing how proxy voting supports the overall investment process is what is most important. Rather than seeking to influence vote outcomes, the market should focus on influencing how investors use the proxy vote in the context of the investment objectives it seeks to achieve on behalf of clients.
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White papersSix reasons to consider an unconstrained approach to credit
After two years in deep freeze, appetite for risk in fixed income has begun once more to flow. In this update, we identify six reasons why an unconstrained credit approach may make sense from here.
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White papersThe Challenge of Active Engagement in a World of Passive Ownership
In an exclusive interview with the Global Investment Institute, Jonathan Bailey Managing Director and Global Head of ESG & Impact Investing shares the areas of focus driving his team’s research agenda and addresses his thoughts on the implications of the upcoming US Presidential election on the Inflation Reduction Act, the role for active engagement and how to measure companies’ true progress towards reducing real world emissions.
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White papersFeast of opportunities: Six future food trends
The global food system is in a multi-decade period of upheaval. Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-constrained world. Innovation and disruption are already happening and will, in our view, accelerate in the coming years.
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White papersHard and local currency bonds provide different routes to returns
Emerging market (EM) bonds are increasingly becoming a strategic holding for many investors but a key consideration in this is the different attributes of hard- and local currency-denominated bonds — the two broad sets of investments available in the asset class — and understanding the benefits each can bring to a portfolio.
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White papersThe Credit Opportunity in M&A
In an environment of tight spreads and low volatility, we believe the reemergence of mergers and acquisitions can be a source of idiosyncratic alpha in credit markets.
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White papersFiorino: Where physics meets finance
Fiorino visits Switzerland to uncover the hidden links between the most successful particle physics theory to date and the ongoing Basel bank capital risk management experiment (now in version IV)…
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VideoWhere does Europe have the edge in technology?
In this video insight, Fidel Manolopoulos, Co-Head of EMEA, Private Equity, discusses the outlook for technology companies in Europe at the present time.
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VideoHave higher rates made private equity trickier to do?
In our latest video insight, Elias Korosis, Partner, Private Equity, discusses the impact of higher rates on the private equity industry and outlines Federated Hermes’ approach.
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VideoWhat’s behind the boom in direct lending?
In our latest video insight, Laura Vaughan, Head of Direct Lending, looks at the surge in demand for private credit in recent years and outlines where she believes the best opportunities lie for investors.
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White papersActive management drives sustainable forest value & returns
For generations, forests have been recognised by land managers and local communities for the benefits they provide: clean water, biodiversity, wildlife habitat, microclimate stabilisation, aesthetic beauty, and, when actively managed, the sustainable generation of forest products.
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White papersDowns and Ups: Managing Equity Volatility Goes Both Ways
Defensive equity strategies that limit downside losses but lag too much in up-markets may be missing the mark. Is there another way to reduce volatility?
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White papersEmerging-Market Debt Outlook 2024: Turning the Corner
We expect a favorable environment for emerging-market bonds in 2024, provided investors stay selective.
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White papersEquity Market Outlook: Making Sense of Mixed Signals
Against long odds, 2023 marked a year of magnificent returns and the return of investor optimism.
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White papersBuilding Momentum: 2024 Outlook for ESG Regulation
After a year of burgeoning regulatory development, we assess what may come next
