All Active articles – Page 8
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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.
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White papersWhy ESG Investors Should Look Beyond the Obvious Choices
Companies that are on course to overcome ESG controversies deserve closer attention from investors.
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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.
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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.
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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.
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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.
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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.
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White papers2022 Stewardship Annual Report
Read about how we embrace responsible, active ownership by engaging with investee companies and voting proxies, with the goal of maximizing long-term value of our clients’ assets.
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White papersHow cost-conscious buy and maintain strategies seek to avoid pitfalls in credit investment
Buy and maintain (B&M) strategies can have the same characteristics and potential benefits of traditional credit portfolios. They can provide the yield, spread over government bonds, income and potential returns from the bonds held, as well as the potential to fulfil investors responsible investment objectives.
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White papersThe Meaning Behind the Mean
The headline characteristics of today’s market obscure a wealth of opportunity, in both public and private markets.
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White papersTackling the climate emergency requires a socially just transition
The world is not equal under climate change, as both its impacts and the resources needed for mitigation and adaptation are distributed unequally. However, for active investors, capital markets could be a force for climate justice.
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VideoOpportunities Within Commodities
(4:54) In this short video, Portfolio Manager Hakan Kaya reviews the opportunities within commodities and introduces the Neuberger Berman Commodities Fund.
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White papersSDG Engagement Equity Q2 2023 case study: Aalberts
In 2021, Dutch engineering group Aalberts set out a target that more than 70% of its revenue would be aligned with the SDGs by 2026. By end 2022 it had already hit 68%.
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White papersWait and see (redux)
Recent inflation and GDP data complicate the course of central bank policy.
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White papersESG Materiality H1 2023: Spotlight on India
In the latest issue we reflect on the 2023 corporate governance trends across emerging markets and put the spotlight on India, examining key ESG risks and opportunities in one of the world’s most exciting markets.
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White papersOverlooked and underappreciated: The case for Korea
As contrarian investors, the Asia-ex Japan team seek unloved companies in unloved markets. James Cook, Investment Director of Emerging Markets, explains why Korea is one market that mustn’t be ignored.
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White papersIt’s Time in the Market, Not Market Timing!
Although equity losses over short periods of time can paralyze decision-making, patience can be a virtue. Learn how patient equity investors have been consistently rewarded over time.
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White papersInvesting for a positive retirement with private assets
With regulators raising the bar for pension funds on sustainability and ESG, we explore how to make a positive real-world impact while helping investors to make the right decisions for a comfortable retirement.
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White papersThe Fine Print of Indexation
A look at opportunity costs, long-term risks and complementary solutions.
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White papersOverlooked in the U.S.: International Small Caps
International small caps are underrepresented in most U.S. investors’ portfolios. Boosting allocations to this asset class provides the potential for more diversification and improved risk-adjusted returns.
