Content (870)
-
White papersWhat does Trump 2.0 mean for emerging markets?
The shift on domestic and foreign policy under the incoming US administration presents a wide range of potential outcomes for EM.
-
White papersStewardship: a coming of age
Increased oversight of sustainable investing may help combat greenwashing – but regulators will need to be aware of unintended consequences.
-
White papersVarious tailwinds support private markets
In our Private Markets Outlook 2025, we outline why we expect direct lending and real estate debt to perform strongly; while in the UK, the new government’s Autumn Budget contained positive signals for infrastructure development.
-
White papersFixed income: New challenges for the easing cycle
Following an extraordinarily friendly market for fixed income in 2024, our fixed income teams assess the outlook for 2025.
-
White papersWill the equities rally continue in 2025?
Our Equities Outlook 2025 outlines why the Republican sweep in the US election could have wide-reaching implications for stock markets, currencies, commodities and foreign countries.
-
White papersAnother banner year for liquidity?
Investors won’t forget near-zero yields in a hurry. Liquidity – and the healthy returns on offer – will remain king in the coming year.
-
-
White papersAn agile approach to credit – amid volatility and uncertainty
As we look ahead to 2025, the forces that drive global credit are rife with mixed signals and extreme valuations. As evidenced over the last year, an unconstrained approach to credit investing can utilise a tactical approach, which has the potential to generate alpha amid dynamic market conditions.
-
White papersHas the Fed’s rate-cutting cycle been knocked off course?
The US Federal Reserve has the scope for one more rate cut in 2024. Will the latest inflation data make it pause?
-
White papersBeyond paper gains: the rising prominence of DPI and its focus on real returns
The private equity industry is undergoing a mindset shift with regards to returns. As traditional exit routes remain gridlocked and liquidity scarce, investors unable to turn portfolio returns into cash are rethinking what successful private equity performance looks like.
-
White papersA new frontier for stewardship
Stewardship has evolved significantly since EOS at Federated Hermes Limited began in 2004, maturing into an industry with many more participants, all seeking to drive real-world outcomes. But this has also brought fresh challenges. Amy D’Eugenio reflects on this changing backdrop and looks ahead to the next 20 years.
-
White papersStrategic Value Dividend: Why now, why always
Dividends offer stability in times of uncertainty, but, as Dan Peris, Head of Income and Value Group, argues, the returns they generate make them a smart choice in any market.
