All Alternatives articles – Page 47
-
White papers
A pioneer of responsible investing
Since our first CEO openly challenged a major UK company to improve its governance, to our current leader Saker Nusseibeh being awarded a CBE for services to responsible business, the international business of Federated Hermes has been at the forefront of responsible investing.
-
White papers
Secure income and green infrastructure: an unlikely marriage?
How to source stable, long-term cashflows with a strong ESG focus
-
White papers
Setting the standard for sustainable agriculture
Businesses, governments, and people from all walks of life are increasingly recognizing sustainable and responsible business practices as crucial to confronting some of the world’s most pressing economic, social, and environmental challenges.
-
White papers
Amplified: the future of finance is female
In this episode of Amplified, Aoifinn Devitt, Head of Investment of Hermes Fund Managers Ireland Limited, is joined by Steve Chiavarone, a portfolio manager and equity strategist at Federated Global Investment Management and Louise Dudley, Portfolio Manager, Global Equities at Hermes Investment Management, to discuss research carried out by Chiavarone in his paper ‘Respect – The Ascendancy of Millennials and How the Future of Finance is more female’.
-
White papers
Fiat Money Vs. Cryptocurrencies / Private Vs. Public Digital Currencies…
The first part of this study analysed the competition between USD, RMB and EURO and presented the challenges for China and Europe to develop a genuine international currencies, having the capacity to compete with the USD. However, currency competition goes well beyond the “simple” competition between sovereign currencies (USD, EUR, RMB, JPY, CHF…).
-
White papers
FX wars vs. Currency Wars USD vs. EUR vs. RMB vs. …
The USD is by far the most important international currency, although declining in recent years, especially as regard central banks’ FX reserves. New currencies have emerged (of which the RMB), central banks diversify their portfolios (especially in Asia), while some “old” currencies gain ground (the JPY and gold, to some extent). Moreover, even if two contenders exist at present (the euro and the RMB), the USD is the only currency to be considered as an international currency as regard all its characteristics: reserve currency, invoicing currency, vehicle currency, reference currency …
-
White papers
The Green Swan: Central Banking And Financial Stability In The Age Of Climate Change
Climate change poses new challenges to central banks, regulators and supervisors. This book reviews ways of addressing these new risks within central banks’ financial stability mandate. However, integrating climate-related risk analysis into financial stability monitoring is particularly challenging because of the radical uncertainty associated with a physical, social and economic phenomenon that is constantly changing and involves complex dynamics and chain reactions.
-
White papers
Going Viral: The Coronavirus or a Central Bank Holding Pattern?
Wuhan goes on lockdown while the U.S. shifts trade truce considerations to Europe. Meanwhile, Central banks remain optimistic for strengthening global growth, and we’re vigilant for potential insurance cuts from the BoE next week.
-
White papers
Flexible credit: six drivers of conviction
What are the key determinants of an active credit fund manager’s decision to invest? From curve and convexity through to sustainability and sizing, we assess six drivers of conviction.
-
White papers
Why fixed-income investors should factor sustainability into investment decisions
Why should fixed-income investors factor sustainability into their investment decisions, and what are the approaches available to them? What drives an impactful engagement with a credit issuer? These are some of the key questions that our clients and prospective investors ask about ESG and engagement in fixed-income markets.
-
White papers
Trump’s Trade Triumphs May Not Settle Markets for Long
Trade truce does not necessarily mean trade peace. Despite recent agreements by the U.S. with China and its North American partners, we’re still a long way away from what was recently considered normal, and the risk remains all-too clear at this week’s Davos “After-Party.”
-
White papers
Eliminating gender bias: how to improve corporate diversity
How does gender bias manifest itself in the business environment? In what ways can we attempt to plug the leaky pipeline? And how can we improve diversity on corporate boards?
-
White papers
ESG Investing In Recent Years: New Insights From Old Challenges
This research is an update of the study that we published last year (Bennani et al., 2018) and that explored the impact of ESG investing on asset pricing in the stock market. It extends the original period 2010-2017 by adding eighteen months from January 2018 to June 2019.
-
White papers
Investment Outlook 2020 - Hotel California: No Leaving QE
Central bank policy is moving backwards now instead of forward, with three rate cuts reversed so far in the US and the European Central Bank (ECB) relaunching quantitative easing (QE). ‘Lower-for-longer’ risks are becoming a permanent state of affairs, with major significant implications for fixed income markets and investors. ...
-
White papers
Blog: Investing for tomorrow – applying ESG principles to emerging market debt
In the past, investors often balked at the idea of applying environmental, social and governance (ESG) criteria when investing in emerging markets. We believe such an attitude is based on outdated associations of low income with political, social or economic disadvantages. Many EM countries have undergone significant progress and now have middle-income status.
-
White papers
Blog: Towards a sustainable finance system: further yet to go
The transition to a global sustainable finance system is gaining pace. Speaking at the first PRI Sustainable Finance Policy Conference in September, BNP Paribas Asset Management CEO Frédéric Janbon explained that while sustainable finance is moving up the agenda for policymakers, regulators and investors, much work remains to be done. We set out the key points in this edition of The Intelligence Report.
-
White papers
Blog: Investing in sustainable growth: Energy transition
As a theme, the energy transition offers opportunities to investors for whom sustainable outcomes matter. Fund managers Ulrik Fugmann and Edward Lees explain how they approach this in this edition of The Intelligence Report.
-
White papers
Blog: Time to put climate action back on track
Four years after the landmark Paris Agreement at the COP21 conference, it is becoming clear that climate change has been raging on unabated and that the need for action is not only imperative, but ever more urgent, if the world is to steer away from the dire consequences across the breadth of society and industry. In this article for The Intelligence Report, we cover some of the main issues.
-
White papers
A U.S.-China Trade Deal Looms While Oil Prices Boomerang
Tensions are high around the world, global growth is low, while oil prices boomerang amidst the Iran clash.
-
White papers
Trade is not the only drag on growth
Entering 2019, our main expectations were for slower growth, easier monetary policy globally and continuing pressure on bond yields. At a high level, that is how the year played out. But the path to those outcomes has at times surprised us.