All Active articles – Page 4
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White papers
Fiorino: 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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Video
Where 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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Video
Have 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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Video
What’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 papers
Active 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 papers
Downs 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 papers
First Quarter 2024 Market Outlook
PGIM Fixed Income’s First Quarter 2024 Market Outlook
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White papers
Emerging-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 papers
Equity 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 papers
Building Momentum: 2024 Outlook for ESG Regulation
After a year of burgeoning regulatory development, we assess what may come next
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Video
Asia ex-Japan: Finding value in an undervalued opportunity set
The Asia ex-Japan region provides the perfect environment for our team of contrarian stock pickers.
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White papers
Multi-asset: a cycle without a textbook?
The year 2024 begins in a market cycle that is far from textbook. What types of scenarios might this give rise to? We outline the possibilities in this quarterly edition of Simply put. Notably, our projections suggest that we are at the dawn of a challenging period for Sharpe ratios, where risk-taking could be poorly rewarded.
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White papers
Some Credit for Active Management
Tempted by high yield? Here’s why we think investors may want to consider resisting the temptation to invest passively.
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White papers
Time for credit – why we like investment grade
To better understand the impact of potential macroeconomic scenarios on the asset class, we have undertaken a sensitivity analysis of the global investment grade corporate bond market. This sensitivity analysis points to one clear implication: the importance of investing in fixed income despite ongoing uncertainty. We believe fixed income, in particular credit markets, have become a much more attractive proposition for investors.
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White papers
Swiss bonds: out of the comfort zone
When it comes to asset allocation, many investors rely on passive and low-cost building blocks, justifying this with the cliche that active approaches do not fulfill their promise anyway and have exorbitant fees.
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White papers
Tackling Key Asset-Allocation Controversies
As investors prepare to turn the calendar to 2024, we explore notable issues that run the gamut from private allocations to the prognosis for active equity management.
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White papers
2024 Investment Perspectives
As we approach the end of 2023, financial markets are at a critical junction. Major developed market central banks have hit pause on rate rises, prompting considerable uncertainty about what happens next.
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White papers
2024 Outlook: China - the growth question
The world’s second largest economy has underwhelmed. Is it time for a turnaround?