All Commentary articles – Page 59
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VideoSmaller Companies: Specialists & Industry Leaders
There is a misconception that the small-cap universe is less developed or less diverse than its large-cap counterpart—but many smaller companies are leaders within their industries.
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PodcastFrom Distressed Debt to Capital Solutions: An Evolving Landscape
As the global economy has slowed, investor interest in distressed debt strategies has risen. But the distressed market isn’t what it used to be.
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White papersCOP 27: not a lost COP after all
On 6-20 November 2022, Heads of State, Ministers, and negotiators with representatives from business, civil society, mayors, and environmental organizations met in Sharm el-Sheikh in Egypt for the largest annual gathering on climate change.
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White papersInvestment Outlook 2023 – Investing in an age of transformation
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation and fundamental geopolitical shifts have led to rising demands on governments.
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White papersSubscription-based technology: helping to reduce e-waste?
By 2030, it is estimated that global e-waste will increase to 75 million metric tonnes unless practices regarding the disposal of devices are changed. Adapting to a subscription-based technology model may play a role in mitigating e-waste, while offering consumers access to devices without incurring large expenses.
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White papersUK Fiscal Budget: main political, social and market implications
The UK fiscal budget main political implications: The budget is designed to improve public finances, regain market trust, and help the Conservative government regain some ground ahead of the next election.
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Asset Manager NewsQuinlan Development Group and GTIS Partners Announce Opportunity Zone Joint Venture for Brooklyn, NY Residential Development
Quinlan Development Group (“QDG”), a multi-generational real estate investment company with a track record of developing over 3.5 million square feet of real estate and over one billion dollars of assets currently under management, and GTIS Partners (“GTIS”), a global real estate investment firm that manages approximately $4.3 billion in real estate with a U.S. focus on residential and industrial/logistics investments, announced today the formation of a joint venture and the acquisition of 374 4th Avenue for the development of a class-A mixed-use residential development located in the Gowanus neighborhood of Brooklyn, NY (the “Project”).
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White papersSolving for 2023: Back to the “Old Normal”
Our investment leaders identify 10 key themes that they believe will be prominent in the markets over the next 12 months.
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White papersPublic Engagement Report Q3 2022
The Q3 Public Engagement Report from EOS at Federated Hermes takes an in-depth look at the growing problem with palm oil. Plus, how EOS engages with companies on tax, and voting season highlights from developed Asia and emerging markets.
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White papersPublic declaration of voting recommendations
EOS at Federated Hermes provides stewardship services to clients, including engagement and voting recommendations. Occasionally, EOS publicises certain voting recommendations to draw attention to what we regard as material concerns at companies related to a company engagement.
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VideoThe art of going against the grain
Federated Hermes Asia ex-Japan Equity Fund celebrates its 10-year anniversary this year.
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White papersPaying a fair share
Companies that seek to aggressively minimise their tax payments will face increasing legal, financial and reputational risks as regulation tightens. Joanne Beatty explains why tax revenues are vital for cash-strapped public services, and how we engage with companies to ensure they pay a fair share.
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White papers‘Tis the season to be jolly? The retail outlook says otherwise
The economic outlook looks neither calm nor bright for UK and US non-food retailers this Christmas amid weak consumer confidence across the sector.
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White papersWhy cheap palm oil is a price the planet can’t pay
Demand for palm oil continues to rise due to its cheapness and versatility, while growers benefit from high yields. But this insatiable demand exacts a steep environmental toll, as the clearance of tropical rainforests for palm oil plantations contributes to climate change and biodiversity loss.
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White papersThe evolution to net zero carbon real estate
In 2016 LaSalle added “E” or Environmental factors to the demographics, technology and urbanization (DTU) set of secular forces real estate investors need to focus on for delivering positive long-term performance.
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White papersAct now: A climate emergency roadmap for the international financial architecture
To help tackle the climate emergency, financial institutions and governments must work together to reform the global financial architecture and create a more robust net-zero transition plan, argue Steve Waygood and Thomas Tayler.
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White papersReframe and reclaim: How to win the ESG argument
To restore trust in ESG, we need to be much clearer on its limitations as well as its strengths, argues Mirza Baig.
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White papersSo, you’ve set your net-zero target: What next? Practical considerations for asset owners on achieving net zero
Asset owners are increasingly committing to net-zero emissions in their portfolios by or before 2050, but it is a huge and complex undertaking. What do asset owners need to consider as they start on their decarbonisation journey?
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White papersRedefining stewardship: Why stakeholder capitalism needs to wake up
Asset managers and other financial institutions have a duty to act in the best interests of their customers and society. Macro stewardship will be crucial to meeting these responsibilities, argues Mark Versey.
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White papersResponsible Investment Quarterly Q3 2022
The third quarter of this year continues to be dominated by the implications of the energy crisis, but there was also a significant new development in the US, with Congress passing the Inflation Reduction Act (IRA). We believe both these events will accelerate the uptake of renewables and accelerate decarbonisation over the next decade.
