All Active articles – Page 6
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White papersEquity 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 papersBuilding Momentum: 2024 Outlook for ESG Regulation
After a year of burgeoning regulatory development, we assess what may come next
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VideoAsia 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 papersMulti-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 papersSome 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 papersTime 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 papersSwiss 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 papersTackling 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 papers2024 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 papers2024 Outlook: China - the growth question
The world’s second largest economy has underwhelmed. Is it time for a turnaround?
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White papers2024 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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White papers2024 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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White papersA 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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White papers2024 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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White papersHigher for longer: 2024 Outlook
As ever, central bank policy has the power to make or break markets.
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White papersThe 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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White papersEuropean 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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White papersExpert 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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White papersMoment 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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White papersNot 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.
