All Alternatives articles – Page 28
-
White papersESG in Tech: Innovation Isn’t Enough
The acceleration of growth in the digital economy through the pandemic has brought a renewed urgency to the debates surrounding technology companies and their impact on the environment and society. Investors should be concerned.
-
White papersShould Investors Stay Onboard the Chinese Dragon Boat?
Surprising policy developments are rocking the craft, but in our view the course remains set for the same long-term destination, and the uncertainty and volatility may present some attractive investment opportunities.
-
White papersMade in Marseille – The framework for a global biodiversity strategy?
The world’s largest organisation for the protection of nature - the International Union for the Conservation of Nature (IUCN) – holds its quadrennial gathering this week in Marseille. Rescheduled from 2020 due to the Covid-19 pandemic, the event is the biggest environmental conference involving governments, corporates and non-profit organisations.
-
White papersHow can we decarbonise the steel sector?
If we are to avoid dangerous climate change, we need to tackle emissions from the steel industry, writes Julien Bouyssou.
-
Research ReportSearching for yield – a role for junior capital
The search for yield has always been a focal point of the fixed income investor, but today’s investors must look far and wide to find it. U.S. 10-year Treasuries have not seen the top side of 4.0% since the end of the global financial crisis and are currently priced to yield less than 2.0%.
-
PodcastThe Investment Podcast: The democratisation of private assets
Private assets have been steadily growing in popularity in recent years, with estimates that global alternative assets under management will have grown from 10 trillion dollars at the end of 2020, to 17 trillion dollars by 2025.
-
White papersESG and Shareholder Value: Why Link Environmental, Social, Governance (ESG) Metrics to Executive Compensation?
With mounting evidence pointing to the materiality of ESG issues and potential ties to financial performance, we have seen investors asking for more companies to incorporate relevant and material sustainability / ESG metrics into their executive compensation plans.
-
White papersThe ABCs of the Delta Variant: Anxiety, Boosters and Communication
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
-
VideoCurrency: The Unsung Hero
It is commonly said that currencies can’t be managed based on fundamentals, but there is little uncertainty associated with currency value. It is fundamentally driven and is less affected than asset prices by the type of policy actions that are occurring today.
-
White papersVotes for change
This voting season saw a notable increase in shareholder resolutions seeking a vote on climate transition plans, and proposals for racial equity audits.
-
Research ReportSDG Engagement Equity: 2021 H1 Report
Launched in January 2018, the Federated Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
-
White papersUnderstanding wine grape farmland investing
This research outlines the nuances of investing in wine grape properties. It identifies why the U.S. could be the most attractive destination for institutional capital and highlights the most appealing regions within the U.S. to invest. Further insights are provided into total returns, risk, correlations, and portfolio considerations of wine grape investments.
-
White papersA watershed for climate change stewardship?
2021 may come to be viewed as a watershed year for climate change and investor stewardship, with votes on companies’ transition plans and COP 26 on the horizon.
-
White papersIncreasing transparency through disclosure
Kate Fowler, senior responsibility analyst at the international business of Federated Hermes, explores the potential impact of the new Sustainable Finance Disclosures Regulation.
-
White papersAbate and switch: steel seeks low carbon solutions
Hard-to-abate sectors such as steel will come under increasing pressure to reduce their carbon emissions – what are the industry’s options?
-
White papers*How can the insurance industry be more sustainable?*
The insurance industry needs to think about sustainability through both an underwriting and an investment lens, says ESG analyst Xuan Sheng Ou Yong.
-
White papersNature’s larder – why food producers must safeguard biodiversity
In the second article in our EOS Insights series examining the social and environmental impacts of the global food system, Sonya Likhtman looks at how biodiversity underpins farming and food production.
-
White papersOur oceans under threat
Overfishing, plastic pollution, temperature rises and chemical contaminants have all badly impacted the health of our oceans, upon which billions of people depend for their sustenance and livelihoods.
-
White papersInpex case study
Inpex has published scenario analyses and its plan to promote carbon capture and storage (CCS), carbon recycling and renewable energy. EOS continues to encourage the company to stretch its ambitions on climate change.
-
White papersPandemic provokes acceleration of healthcare innovation
If any good at all is to come of the pandemic, it is already being seen in the rapid and innovative response of the healthcare and medical technology world to a profound and urgent need. Stretching far beyond the development of effective vaccines, this response offers enormous investment potential.
