All Commentary articles – Page 75
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White papersESG Viewpoint – Can mining be a responsible investment?
Its environmental and social impacts can make mining hard to square with a responsible investment approach. As the world shifts away from fossil fuels – a move that increases demand for ‘transition metals’ – we explore the need to think again.
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White papersThe Meeting Room: Asia ex-Japan, September 2022
Join Jonathan Pines and Sandy Pei for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on Asia ex-Japan.
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White papersMarkets on edge despite Bank of England intervention
Sweeping UK government tax cuts sent shockwaves through financial markets as investors and economists queried the wisdom behind the plan.
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PodcastEpisode 3 of RedevCast now live!
In this episode, Redevco’s Development Manager, Robert Bakker and Project Architect, Eke Wondaal from Rijnboutt share their vision behind an urban redevelopment, where we will add 45 residential units to an outdated, but well-located and central retail property in the city centre of Groningen, the Netherlands.
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White papersFixed income investing: the active advantage, in times of interest rate sensitivity
Active fixed income strategies may offer investors numerous advantages over passive index strategies, providing enhanced risk-adjusted performance potential. Investors are still seeking risk-managed returns in the current high inflation and rising rate environment, and we believe active management for fixed income can better help investors pursue their goals.
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White papersEconomic and Market Review: Key Considerations for Equity Investors
We put out a cautious Equity Market Outlook three months ago, and after a quarter of worsening economic data and inflation trends we are now even more focused on low beta and high earnings quality.
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White papersChina: This Time is Different
The Chinese economy is facing its hardest test in over two decades, and it will not come out of it easily.
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White papersGlobal Investment Views - October 2022
Geopolitical risks have returned to investors’ radar screens with President Putin’s escalation of the war in Ukraine. At the same time, inflation remains in the spotlight: the latest US reading was concerning, causing yields to rise while equity markets tumbled.
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White papersFast Filtering with Large Option Panels: Implications for Asset Pricing
The cross-section of options holds great promise for identifying return distributions and risk premia, but estimating dynamic option valuation models with latent state variables is challenging when using large option panels.
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White papersFiorino: Can Europe’s banks withstand high-pressure energy disruption?
As Russia threatens to halt gas supplies to Europe, Fiorino looks at the impact of the European energy crisis on financial institutions in the region.
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White papersA Fresh Approach to Climate Anxiety
Understanding the differentiated macroeconomic impacts of the climate transition can shape better investment and policy strategies.
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White papersSchroders Capital Real Estate House View – October 2022
In the new Schroders Capital Real Estate House View, investors will find views and data on the real estate market, and where we think opportunities are emerging.
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White papersStructural Change in Europe as Funds Take Market Share
In this Q&A, Adam Wheeler discusses the current state of the European private credit market, and how the economic backdrop is creating both challenges and opportunities for investors.
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White papersU.K.’s Mini-Budget Causes Major Market Moves
The U.K.’s sweeping fiscal package caused widespread disruptions—leading the BOE to intervene and restore market stability—which could lead to more hikes in the near term. Meanwhile, labor stats in the U.S. next week should help show just how far the Fed might go.
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White papersClimate risks: too big to ignore
The last day of summer in the Northern Hemisphere was September 22nd, and cooler temperatures will surely be welcomed by many
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White papersLISTED INFRASTRUCTURE: Three win/win opportunities for investors and society in the U.S.
The electric grid is increasingly vulnerable to damage from storms and other natural events such as wildfires. Hardening the grid is therefore a major focus for utility companies in the U.S. today.
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White papersRESILIENT HOUSING: Greater demand, lower risk, recession resistant
The U.S. residential rental market has demonstrated remarkable strength since the pandemic. All types of housing, including traditional multifamily, single-family rental, and manufactured housing, have exhibited strong occupancies, collections, and rent growth. Furthermore, all price points, from luxury to lower end, and locations, both urban to suburban, are experiencing success in these key operating metrics.
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White papers
Real Estate sector report
The apartment market remains a top performer among all property types though mid-year 2022. Demand continues to drive down vacancy rates in most regions, with a nascent recovery emerging within larger coastal gateway cities.
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White papersBraving bear markets: 5 lessons from seasoned investors
This article was originally published July 15, 2022, and has been updated to reflect market conditions.
