All Commentary articles – Page 22
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White papers2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
With inflation cooling and the US Federal Reserve transitioning from rate hikes to a cycle of rate cuts, bonds are poised to perform well in 2025.
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White papersElection Economics
A resounding victory sweeps President (and President-Elect) Trump back to the White House. The substantial-for-modern-times majority in the Senate along with the popular vote means that the second Trump administration has more of a mandate than the first one.
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White papersSchroders Capital Investment Outlook: Real Estate H2 2024
Our latest outlook shares findings from our proprietary valuation framework, which suggests that the sequential opportunity to access the long-term benefits of real estate on an attractive entry basis is now live across key geographies and sectors.
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White papers2025 Investment Outlook: Bright spots in a world of anomalies
New forces are reconfiguring the global economy. While the big shocks of the past five years have largely worked their way through the system, geopolitics and national policy choices are creating a more fragmented world.
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White papersCOP29: Will it deliver on climate finance?
The COP29 climate negotiations will take place in Baku, Azerbaijan, from 11-22 November. The headline objective is to agree a new target for the provision of climate finance to developing nations, superseding the goal set in 2009 to deliver $100 billion a year by 2020.
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White papersEngagement case study: Bank of Montreal (BMO)
We engaged with BMO in establishing comprehensive governance practices around the ethical use of AI.
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White papersIs the auto sector stuck in second gear?
The auto sector hit a series of roadblocks in Q2, causing several companies to scale back their growth forecasts for the year. What is the current outlook for manufacturers and suppliers and where do we see select opportunities?
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White papersPublic Engagement Report Q3 2024
The Q3 Public Engagement Report from EOS at Federated Hermes Limited looks at how insurers are wrestling with physical climate risk as losses from hurricanes, flooding and wildfires mount. Plus, how we engage with companies on water management, the evolving stewardship landscape, and voting trends from Asia and emerging markets.
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PodcastPrivate Real Estate: From Uncertainty to Opportunity
Despite the challenges of a tough fundraising environment and fluctuating interest rates, private real estate is gaining traction as an attractive investment option amid economic uncertainties. But what makes private real estate a viable option? How does it help to hedge against inflation, and where do some of the unique opportunities lie?
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White papersU.S. Commercial Real Estate Investable Universe Study
The goal of this analysis is to provide investors with a benchmark for the size and scale of the U.S. commercial real estate (CRE) market, individual property sectors and the “institutional” quality portion of the market. Up to this point, published estimates on the size of the commercial real estate investable universe primarily focus on country-level global comparisons, taking a top-down approach to estimate the size of the overall commercial real estate market in each region.
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White papersOpen-End Funds: Time is Money in Infrastructure’s New Era
Historically, many infrastructure companies such as utilities, airports, and toll roads exhibited stable, low-growth earnings. However, the investment landscape and its growth opportunities have broadened significantly.
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White papersUS presidential elections 2024 - The view from here
Donald Trump has officially been elected as the 47th president of the United States (US). Importantly for the markets, it looks like the Republican Party will gain control of the Senate, while also maintaining its hold on the House of Representatives. This significantly increases the potential for President-elect Trump to implement his policies beyond trade and immigration.
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White papersUK real estate market commentary: November 2024
UK commercial real estate values are now showing signs of a recovery after steep price falls experienced since 2022, set against a muted economic backdrop.
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White papersEuropean real estate market commentary: November 2024
An increasing number of repriced opportunities are now coming to market, supported by an imbalance of supply versus demand and strong operating fundamentals.
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White papersEuropean real estate market commentary: November 2024
An increasing number of repriced opportunities are now coming to market, supported by an imbalance of supply versus demand and strong operating fundamentals.
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White papersEvolving data center sustainability and the role of the capital partner
Data center sustainability practices continue to evolve as forward-thinking data center providers continue to innovate new ways to mitigate their impact.
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White papersInfrastructure debt: Capturing the mainstream
Jerome Neyroud, head of infrastructure debt investments at Schroders Capital, on why infrastructure debt is no longer niche, the appeal of the asset class and the sectors poised to drive future demand.
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White papersReframing the climate question
How should an investor balance a focus on reducing their climate impact with a desire for financial returns? And how does a company management team accommodate what can often be seen as competing demands?
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White papersHuman capital: the unsung hero of the company valuation equation
Assessing the value of a company can be challenging. Typically, investors start by looking at its financial standing and records that reflect tangible investments, such as machinery purchases and building maintenance costs, to understand the company’s revenue, debt obligations and other expenses.
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