All Active articles – Page 5
-
White papersUnleashing the potential: Navigating local currency EMD with active management
EMD has become increasingly appealing to a broader investor base as the asset class has developed. Issuance has increased, thereby improving liquidity.
-
White papersHow are UK asset owners repositioning fixed income portfolios?
We surveyed 100 fixed income asset allocation decision makers at public and private pension schemes, OCIOs, insurers, endowments and foundations between February and March 2024. We captured their thoughts on a range of topics including the fixed income market environment, intentions and attitudes to credit markets and to emerging market debt, plus thoughts on active management.
-
PodcastThe Wonders of Japan’s Economy
In the last year, we saw Japanese equities led by Nikkei 225 and TOPIX gaining more than 30%. All while, the Bank of Japan raised interest rates for the first time in 17 years in March. With this active economic backdrop, what lies ahead for the Japanese market? How do geopolitical dynamics influence Japan? What should investors keep in mind when investing in this economy?
-
White papers360°, Q2 2024: Can strong technicals lead to stronger fundamentals?
2024 has, so far, been broadly defined by idiosyncratic events, volatility and dispersion. For that reason, in our latest 360° report, our credit team emphasise the importance of credit selection from here.
-
White papersThe Pitfalls of Investing In Factor Indices
Factor indices are a far cry from “passive” investing and may be ill-designed to deliver optimal risk-adjusted returns.
-
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.
-
White papersFamily Offices 2024: Adjusting to Post-Inflation Markets
Optimizing Family Office portfolios for the road ahead.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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)…
-
-
-
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.
-
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.
-
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.
