All Active articles – Page 12
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White papersSpectrum Q3 2022
Private markets’ inherently long-term outlook allows investors to dampen but not remove some of the volatility that can characterise public markets and stay focused on the fundamentals of any business.
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White papersView from Private Markets: Reappraising the value of real estate debt
In our latest newsletter, we explore the impact of high inflation on property values and look at how real estate lending strategies can provide investors with a valuable diversifier.
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White papersFixed income: capturing the comeback
High yields, resurgent carry and supportive pull-to-par dynamics are boosting potential returns across fixed-income markets. In the Q4 issue of Alphorum, we build a constructive case for active, forward-looking investment – with a focus on investment-grade and crossover credit – while taking stock of growth, inflation and energy-price pressures.
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White papers360°, Q3 2022
In the latest edition of our 360° report, we revisit what’s been something of an annus horribilus for fixed income investors. Against a backdrop of rising inflation, tightening monetary policy and a historical drawdown for bond markets, what are the prospects for an asset class that emphasizes stability and reliable returns?
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White papersThe Meeting Room: Asia ex-Japan, September 2022
Join Jonathan Pines and Sandy Pei for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on Asia ex-Japan.
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White papersExpectations of Fed pivot begin to gain traction
Central banks have tightened policy aggressively this year in a bid to quell inflation, but concerns are growing about how much further they can hike borrowing costs in the face of slowing growth.
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White papersFixed income investing: the active advantage, in times of interest rate sensitivity
Active fixed income strategies may offer investors numerous advantages over passive index strategies, providing enhanced risk-adjusted performance potential. Investors are still seeking risk-managed returns in the current high inflation and rising rate environment, and we believe active management for fixed income can better help investors pursue their goals.
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White papersThey’ve got the power? European Utilities and the energy crisis
Robin Usson, Senior Credit Analyst, explains what the impact of the energy crisis on the European Utilities market means for investing in the sector.
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White papersDespite headwinds, ESG continues to perform
Our latest research shows that despite headwinds, ESG continues to be a strong driver of shareholder returns.
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White papersESG Materiality, Q3 2022
Tough new US and EU regulations, and pressures related to the cost of living and the Covid-19 pandemic, are forcing companies to scrutinise their supply chains. In the latest ESG Materiality newsletter, we look at the implications for emerging markets.
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White papersPursuing alpha: Why invest in EMD?
Competitive spreads, comparable default rates and low correlations versus developed markets are just three advantages of this growing asset class, argue managers of the Federated Hermes Emerging Markets Debt strategy.
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White papersGlobal Equity ESG Fund, H1 Report 2022
For long-term investors, the story is essentially unchanged, in fact, falling markets offer more attractive valuations on high-quality companies with a competitive edge.
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White papersCase study: Akbank
In this latest case study, the Emerging Market Debt team explains how engagement with Turkish lender Akbank is encouraging improvements in governance, sustainable lending and carbon footprint accountability.
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VideoHow investors can do some salt-of-the-earth good
In our latest video insight, we hear from Walter Jehne, co-founder of Regenerate Earth, as he explains why the planet is in desperate need of resurgence over the next decade and why the financial industry will prove to be significant in driving this forward.
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White papersThe biodiversity domino effect
Submerged cities and mass extinctions may feel 100 years away from anything we’ll ever have to witness in our lifetimes but for large swathes of nature and many communities, the emergency has already begun. Sonya Likhtman, EOS engager, outlines how and why investors can be a powerful voice for halting and reversing biodiversity loss.
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White papersSeven reasons why the time is right to buy EMD
Investors should be grasping at the unprecedented opportunity presented by emerging market debt.
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White papersMy bandwidth brings all the users to the yard
The principle of ‘network neutrality’ is a vital vehicle for growth in Telecommunication Services, writes Joe Howes, senior credit analyst.
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White papersA source of alpha and solution to supply-chain logjams?
Trade finance provides an opportunity for investors to access uncorrelated alpha with limited reliance on traditional return drivers.
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White papersFiorino: Is there light at the end of the AT1 tunnel?
Fiorino crosses the barrier into the commonsense-challenging realm of post-GFC bank capital stacks.
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VideoThe Rise of Alternative Property Sectors in the U.S.
Michael Acton, Head of Research at AEW, explains which factors and trends drive the growing interest of institutional investors in the alternative property sectors in the U.S.
