All Active articles – Page 6
-
White papersSDG Engagement Equity Report, H1 2023
In this report, we outline our engagement activity for the first six months of 2023. During the period, we once again put emphasis on the role companies can play in supporting their employees.
-
White papersIn search of silver linings
A stimulus package targeting China’s real estate sector offered some respite for Chinese stocks this week but choppy economic data made for a mixed picture.
-
White papers‘Say on Climate’ voting: Losing steam – or set for a rebound?
Launched in 2020, the Say on Climate initiative encourages companies to consult shareholders about their climate strategies and net zero action plans at annual general meetings. The number of companies allowing such ballots doubled over the first two years, but 2023 has so far seen fewer initiatives. A recent paper from BNP Paribas Asset Management looks more closely at current trends, challenges still to be overcome, and the role investors can play.
-
White papersLocal currency EMD – Why it might be time to reconsider an active allocation
An allocation to emerging market debt (EMD) can offer investors a range of potential benefits in the context of their broader portfolios – not least its low correlation with other sub-asset classes of fixed income. The growth dynamics and strengthening economic fundamentals of many emerging market (EM) countries are attractive to investors seeking growth, income and diversification.
-
White papersInvestors must learn to navigate a less predictable world
A failure to account for wide-ranging and complex geopolitical risks could wipe out investment returns
-
White papersSpectrum Q3 2023: No robots were harmed in the making of this report
Welcome to the latest edition of Spectrum. In this issue, investment managers, technology experts and thought leaders from across Federated Hermes consider the zeitgeisty topic of artificial intelligence.
-
White papersFear and loathing in China?
As China’s economic woes mount, we outline the Federated Hermes Asia ex-Japan Fund’s positioning and outlook for the country.
-
White papersNavigating China’s economic turbulence
As China’s economic woes mount, we outline the GEMs Fund’s positioning and discuss our outlook for the country.
-
White papersSustainable fixed income: Five questions answered
To unlock sustainable fixed income with real-world outcomes you need the right combination of expertise, ESG integration and stewardship. Here, our investment teams answer key questions around what it takes to achieve true sustainability in fixed income.
-
White papersFiorino: Can US consumers stretch debt reality?
String theory – which contends matter is made of tiny vibrating strings – offers lessons on the capacity of credit markets to adapt to slowing growth and recession risk.
-
White papersPrivate Equity: Assessing ESG risks and opportunities
The effective integration of ESG issues into private equity can be a complicated exercise, owing to the ‘long-hold’ nature of the asset class. Diligent management of the relevant ESG risks and opportunities is therefore necessary and can form a crucial part of the investment process.
-
White papersWill the US equities rally continue?
The blue-chip S&P 500 index was up 3.1% in July. But stronger than expected US jobs data has added to speculation about future interest rate hikes.
-
VideoIntroduction to the Neuberger Berman Climate Innovation Fund
(3:09) In this short video, Portfolio Managers Evelyn Chow and Charlie Lim introduce the recently launched Neuberger Berman Climate Transition Fund. They also highlight the scale of the opportunity around the decarbonisation megatrend and some potential ways of investing in it.
-
VideoESG in fixed income: a win-win for all concerned?
In this video, Fraser Lundie, Head of Fixed Income – Public Markets, argues that by encouraging companies to improve corporate governance and adopt decarbonisation processes, it creates a virtuous cycle, leading them to mitigate risk, making them more investible, which encourages further investment, which reduces the cost of capital – creating a win-win for all concerned.
-
White papersWhy ESG Investors Should Look Beyond the Obvious Choices
Companies that are on course to overcome ESG controversies deserve closer attention from investors.
-
White papersThe carbon credit conundrum: A new approach
The goal of linking verifiable carbon mitigation and nature restoration with a financial return has long been the holy grail for climate-aware investors. A new nature impact strategy set to be launched by Federated Hermes and its partner Finance Earth could bring that dream closer to reality.
-
White papers3Q 2023 Strategic Investment Outlook
A narrow market, led higher by a small number of stocks, has been doubly painful for many investors in 2023.
-
White papersA deeper dive into investor engagement with Japanese corporates
Investors in Japanese equities who have earned their credibility through a deep understanding of Japan’s cultural and corporate landscape could find themselves in a unique position where they may add value to companies through engagement. Here we look at two case studies.
-
White papersMaking the case for structured credit
Despite a challenging outlook for broader credit fundamentals, structured credit may be well placed to weather the storm, argues Senior Portfolio Manager Andrew Lennox.
-
White papersIndia: an ESG landscape in transformation
The Indian government’s policy commitments around renewables, healthcare and financial inclusion present ample opportunities for companies to align with the UN Sustainable Development Goals.
