All Active articles – Page 6
-
White papersDispelling 3 myths about the small-size effect in equities
As a factor, size is widely understood by equity investors and is often a feature of portfolio construction. With mega caps continuing to dominate market returns, we assess the track record of the small-size factor and dispel three myths that challenge its relevance in today’s environment.
-
White papersCIO views: finding value through patient investing
How and where can patience reward investors? Over time, how could patient investors find better value? Across asset classes, our CIOs seek out areas they believe are underestimated or mispriced by the market and could offer superior prospects to investors adopting a long-term approach.
-
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.
-
White papersActive 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.
-
White papersDowns 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?
-
White papersEmerging-Market Debt Outlook 2024: Turning the Corner
We expect a favorable environment for emerging-market bonds in 2024, provided investors stay selective.
-
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.
-
White papersBuilding Momentum: 2024 Outlook for ESG Regulation
After a year of burgeoning regulatory development, we assess what may come next
-
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.
-
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.
-
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.
-
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.
-
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.
