Alternatives – Page 9
-
White papersFood security challenges put spotlight on sustainable transition
For many around the world, 2022 has seen a dramatic rise in food prices. This has been caused by the compounding effects of climate change, supply chain interruptions linked to the Covid-19 pandemic, trade disruptions and rising energy prices resulting from the war in Ukraine.
-
White papersTailwinds hasten hydrogen’s cost-competitiveness, albeit demand still lags
Our original research review of the hydrogen economy a few years ago led us to conclude that hydrogen would play a key role in decarbonisation.
-
White papersAn ESG framework for extractive industries
ClearBridge Investments: ESG investing faces a meaningful challenge, as facilitating the energy transition must rely on extractive industries with significant negative externalities such as metals and mining.
-
White papersMeasuring the Value of a Portfolio Liquidity Line
Cash is needed to provide portfolio liquidity, but it often carries a high opportunity cost. While CIOs may contemplate reallocating a portion of portfolio cash into investment assets to help improve expected portfolio returns, they know that having cash on hand is beneficial to cover unexpected liquidity needs and avoid having to sell assets, especially during poor market environments. But is there a better way to balance the costs and benefits of cash?
-
White papersToning down the optimism of backtests
Past performance does not guarantee future returns. This statement is true of any strategy, be it of a systematic or discretionary nature. Systematic strategies seemingly provide a little more comfort in the form of lengthy historical backtests, which indeed never look bad.
-
White papersHow do renewables perform in a stagflationary environment?
Renewable assets could show themselves to be more resilient to a high inflation-low growth backdrop than more traditional assets. Here’s why.
-
White papersAnimal farming and ESG: a sector where some are more equal than others
Meat farms and associated industries are the unlikely battleground for a myriad of ESG issues. Emily DeMasi, EOS engager, outlines why Federated Hermes has made the sector an engagement priority.
-
White papersClean water solutions for a thirsty world
Natural capital includes all of the earth’s natural resources including freshwater reserves and aquatic ecosystems. Demand for water is increasing just as its supply is being degraded by urbanisation, plastic waste, mismanagement of agricultural chemicals and thermal pollution. We make the case for investing in water solutions to help preserve this vital aspect of natural capital as one of the engines of our economy.
-
White papersThe Case for Unconstrained Multi-Asset Portfolios: Navigating the Challenges of Public-Private Investing
As investors navigate the challenges of integrating public and private markets we believe a single, unconstrained multi-asset portfolio can deliver a more efficient and opportunistic solution.
-
White papersBiomaterials: nature’s renewable alternative
While chemicals are useful, they are also harmful and resource-intensive. Biomaterials are part of the green chemistry industry that represents a non-hazardous and resource-efficient alternative with enormous potential.
-
White papersThe Unsurprisingly Volatile Business of Bitcoin Mining
Why we think the technicalities of Bitcoin mining explain much of Bitcoin’s extraordinary volatility profile.
-
White papersNavigating The Macro Environment
The economic cycle is turning and investors of all stripes are reassessing which asset classes they are exposed to.
-
White papersMidyear Strategic Investment Outlook: What Does the Market Move Mean for Strategic Investors?
Many people say they like to be long-term investors. It’s a laudable ambition, but often the short term gets in the way. Our notes typically focus on the strategic horizon, but when the S&P 500 falls by 20%, 10-year Treasury yields rise by 140 basis points and Bitcoin is down by 60% since the start of 2022, strategic investors need to respond.
-
White papersThe rise of new food systems
We are anticipating the rise of new food systems in the Agriculture, Forestry and Other Land Use (AFOLU) sector. This will enable a major land restoration that allows nature to retrieve its regenerative properties, and will bring new risks and opportunities to investors.
-
White papersESG Global Study 2022
Many investors are contemplating how to integrate environmental, social and governance (ESG) issues into their investing decisions. In this, our second ESG annual study, we surveyed more than 1,100 global professionals, including advisors, consultants and intermediaries. The result is a comprehensive report providing in-depth ESG insights, thoughts on ESG trends and views regarding ESG regulation.
-
White papersNatural Capital: The Next Frontier
How to invest in private assets to positively impact land, oceans, climate and biodiversity
-
White papersJPY: Structurally weak, cyclically blessed
Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak. Yet a recessionary environment is a cyclical blessing – peaking growth and rates prove that the JPY is among the cleanest diversifiers – and officials may have lost their appetite for currency devaluation.
-
White papersEOS Stewardship Report 2021
EOS at Federated Hermes publishes Stewardship Report 2021. Monitoring engagement outcomes is crucial, to ensure that our approach is effective and achieving the desired results. This year’s report includes expanded sections on our diversity, equity and inclusion approach, and on how we are responding to market-wide and systemic risks. ...
-
White papersLitmus test for chemical sector decarbonisation
Chemicals are essential inputs for many industries, with chemical use pervasive and entrenched in the modern world. But like the steel industry, the chemical sector is considered “hard-to-abate”, meaning that the solutions to reduce emissions are either technically challenging, prohibitively expensive, or both.
-
White papersFederated Hermes Stewardship Report 2021
At Federated Hermes we believe the investment industry can be a powerful force for good, building a fairer, more equitable world for all – and that active ownership and engagement is the best way to achieve this. In this, our second annual Stewardship Report, we provide an update on our efforts towards effective and outcomes-driven stewardship.
