All Active articles – Page 12
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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.
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White papersWill Brazil’s outperformance continue under Lula?
Latin America’s largest economy has been an emerging market ‘safe haven’ this year on the back of elevated commodity prices and the central bank’s move to hike fast and early.
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White papersDriving toward new frontiers; Nuveen’s stewardship report
Welcome to the Nuveen 2021-22 Stewardship Report. For more than 120 years, along with our parent company TIAA, we have helped millions of investors achieve long-term financial health.
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White papersStanding out in Asian equities – Fund in 5
Fund in 5 offers an overview of the five key angles of the Asia ex-Japan Equity Fund (asset class, process, differentiator, the team & track record) including a short video.
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White papersCredit markets? They’re too cheap to ignore
The market environment this year has proven tricky to navigate, but today’s credit market offers a compelling entry point into global credit for investors focused on long-term, fundamentally driven analysis.
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VideoThe art of going against the grain
Federated Hermes Asia ex-Japan Equity Fund celebrates its 10-year anniversary this year.
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White papers‘Tis the season to be jolly? The retail outlook says otherwise
The economic outlook looks neither calm nor bright for UK and US non-food retailers this Christmas amid weak consumer confidence across the sector.
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White papersCentral banks ramp up rates in shadow of recession
US Federal Reserve raised rates by 75bps for fourth time in a row this week, while the Bank of England’s 75bps hike was its largest for three decades.
