All Active articles – Page 16
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White papersThe 10 themes that could make or break an EM renaissance
In our 2023 outlook, Kunjal Gala, Head of Global Emerging Markets, outlines the key factors that could drive market returns for EM equity investors in the year ahead.
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White papersDirection of rates hangs over equities rebound
Expectations of early easing tempered by sharp rise in US retail sales.
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White papersMerger Arbitrage Investing: When Deals Fall Through
Why we believe a recent failed acquisition is a reminder to think twice about systematic approaches to merger arbitrage.
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White papersActivating Equity Portfolios for Higher Rates and Inflation
Passive equity investing has retained its dominance and outflows from active portfolios have continued amid the market and macro shocks of the past year. But in a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations.
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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 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.
