All Commentary articles – Page 12
-
White papersAsset Class Returns Forecasts - Q4 2023
Recent geopolitical events and macroeconomic progresses are rising uncertainty on the global outlook and led to some adjustments on the short-term trajectory within our simulation horizon.
-
White papersThree Notable Trends in the World of Secondaries
Why we think macro uncertainty and the private equity liquidity squeeze are making secondary market conditions particularly favorable for targeted buyers.
-
White papersDefenders of a threatened world
Indigenous Peoples are disproportionately impacted by the economic, environmental, and social impacts of industrial projects. Nick Pelosi and Ellie Higgins explain how we engage with companies on Indigenous Peoples’ rights and community impact.
-
White papersA brave new world?
Recent AI breakthroughs have raised fears about job losses in the knowledge economy, and revived concerns about sophisticated profiling that can intensify polarisation. Nick Pelosi and Ross Teverson explain how we are engaging with companies to help mitigate these risks.
-
White papersMeta Platforms case study
Following the Cambridge Analytica scandal, our focus turned to how Meta could resolve its data privacy challenges and provide safeguarding policies that protect its users.
-
White papersPublic Engagement Report Q3 2023
The Q3 Public Engagement Report from EOS at Federated Hermes focuses on our engagements with companies on Indigenous Peoples’ rights and the community impact of large industrial projects. Plus, the wider societal impacts of AI, and voting season highlights from developed Asia and emerging markets.
-
White papersDiversity of thought: Women in private equity roundtable with Nicola Goll
Private Equity International’s inaugural women in private equity roundtable in October started with a discussion on how private equity is becoming more gender diverse - slowly. The number of women in senior investment roles at UK firms, and in their European offices, has edged up to 11 percent from 10 percent in 2021, according to the latest diversity and inclusion survey carried out by Level 20 and the BVCA.
-
Asset Manager NewsWith good revenues and optimism: Hospitality defies the crisis
The hospitality industry is also functioning in the crisis. Expectations for business remain high, as well as for increasing revenues.
-
White papersISA Briefing: Big numbers with big implications
The real estate investable universe in 2023: In an uncertain market, it is tempting to prioritize cyclical questions such as the risk of recession and the path of interest rates over structural topics with longer-run implications. But challenging periods in real estate markets can also be attractive times to build exposure to the asset class.
-
White papersSustainable Finance or nothing!
An Interview with Jérôme Delmas, CEO of SWEN Capital Partners, and Isabelle Combarel, Deputy CEO Head of Sustainable Finance and Development
-
White papersVideo killed the radio star: why private equity investors need to rethink the re-up
42 years ago, MTV introduced itself to the world with a song as prophetic as it was catchy. The Buggle’s hit song “Video Killed the Radio Star” ushered in a wildly different era for the consumption of music. We think private equity is facing its own MTV moment.
-
White papersIs sustainable aviation fuel an oxymoron?
Last September, EasyJet announced that their landmark carbon offsetting scheme, in which they claimed to offset all their emissions from flying, would end.
-
White papersEngaging on climate change: an emerging markets equity perspective
Following the publication of the first RBC EM Equity Climate report at the start of October, Portfolio Manager Richard Farrell highlights the importance of integrating climate-related risks and opportunities into the team’s emerging markets equity strategy.
-
White papersImpact investing is now
Sustainable investment has become a significant trend in financial markets as science and society address a growing range of issues that pose both risks and opportunities: biodiversity protection, water management, extreme weather events, diversity, equity, and inclusion, are just some of the topics on investors’ minds.
-
White papersAre companies really making progress on ESG? Read our long-term analysis to find out
In a landmark study of data going back 14 years, LGIM will provide a unique perspective on ESG progress across geographies, industry sectors and engagement themes.
-
White papersHow salmon became catch of the day
While salmon are known for swimming upstream, salmon farmers face a tough battle when going against the flow to create businesses that align with ESG principles
-
White papersEmbracing diversity, equity, and inclusion: nurturing diverse talent for lasting business success
In recent years, we have seen conversations about Diversity, Equity, and Inclusion (DE&I) take centre stage as part of a wider discussion about sustainability and meeting societal expectations about doing the right thing.
-
White papersCracking the code of pricing power
This article provides a summary of key concepts from our latest whitepaper, “Pricing Power Everywhere”, written by Steve Hou, PhD, Quantitative Researcher at Bloomberg.
-
White papersThe Global Challenges for the Next Generation
The Annual IMF Meetings in Marrakech raised an interesting question: Is the whole world a developing economy now—and can it pay for that development?
-
White papersWill Markets Do the Fed’s Job of Tightening Financial Conditions?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
