All Active articles – Page 5
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2024 Outlook: Renewables - winds of change
If the energy transition is a must-have in the fight against climate change then renewable energy is in the eye of the storm.
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2024 Outlook: Innovators - a catalyst in the making
Leading innovators played an outsized role in driving returns in 2023. Will we see more of the same in the coming 12 months?
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A just transition: 2024 Outlook
Hope comes in many forms but any attempt to tackle the climate crisis will have to work for the world’s haves as well as the have-nots.
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2024 Outlook: Natural capital - the call of the wild
It’s time for investors to embrace the economic potential of protecting and enhancing the world’s natural resources.
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Higher for longer: 2024 Outlook
As ever, central bank policy has the power to make or break markets.
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The Federated Hermes 2024 Outlook
2024 will once again be a year where events define the investment landscape. From geopolitical risk, including conflicts in Europe and the Middle East, to the enormous challenges posed by the need for a just transition, investors face volatility and uncertainty. And this is all taking place against the backdrop of the largest election year in history and markets adjusting to ‘higher for longer’ interest rates.
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European High Yield: A Clear Case for Active Management
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than you think.
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Expert insights on the short end of the curve
Federated Hermes’ Short Term Investments Committee of portfolio managers meets on a monthly basis to provide insights, strategise, and discuss investment opportunities across the short end of the yield curve.
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Moment of truth
A hard or soft landing could throw a harsh light on corporate fundamentals in 2024. In the second set of breakout sessions from our Fixed Income Forum in London on 14 November, attendees learned of the potential in unconstrained credit, the opportunity in investment grade and the crucial role fixed income can play in the sustainability transition.
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Not your average credit cycle
Geopolitics, hard landings, falling consumer confidence and corporate belt-tightening could all be part of the investment picture in 2024. That was the message from Federated Hermes’ Fixed Income Forum in London on 14 November.
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With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
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The Limitations of Passive Investing to Achieve a Net-Zero Outcome
In our second installment of The Fine Print of Indexation, we tackle the challenge of building net-zero-aligned portfolios.
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High-wire act: Is it possible to quell inflation and to avoid a recession?
The US Federal Reserve and the Bank of England both opted to keep rates unchanged in their meetings this week.
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Has the ESG bubble burst?
The blowback against ESG has taken on a life of its own in recent months but, even in the face of rising political opposition and a slowdown in fund flows, the real-world challenges ESG investing is designed to address are too big to ignore.
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Middle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.
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Position portfolios for a policy turn
While it is tempting to sit in still high yielding cash, we suggest adding traditional fixed income sectors. Higher income helps investors wait for the end of the rate hiking cycle, and longer duration helps position a portfolio for potential rate declines. We advocate a diversified multisector approach, focused on higher-quality credits across sectors. Active management remains critical, as credit spreads will likely widen in the coming months.
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Markets hit by ‘higher for longer’ rate expectations
After a volatile September, the S&P 500 Index is heading towards its first quarterly loss in 12 months.
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PM Perspectives: Global Equity Enhanced Income
Eddie Cheng, Vince Fioramonti, and Megan Miller manage components of Allspring’s Global Equity Enhanced Income (GEEI) strategy. Here they discuss how GEEI addresses the equity income tug-of-war.
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The Active Foundations of Sustainable Investing
As ESG and sustainability indices proliferate, we argue that sustainable investing is inherently an active management discipline.
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2023 Global Corporate Credit ESG Engagement Report
During the past year our established relationships with issuers in developed and emerging markets enabled us to have meaningful engagements with a number of management teams. We engaged on key ESG issues such as climate transition, equity, inclusion and diversity (EID), and executive compensation structure.