All Commentary articles – Page 89
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White papersInfrastructure debt – Opportunities in the post-COVID recovery
As the global economy recovers from the COVID pandemic, companies and governments are re-thinking how economies operate and focusing on rebuilding in a more sustainable way. Recovery efforts are being supported by ambitious government spending plans that focus strongly on infrastructure.
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White papersHow Big Data Casts New Light on Reopening Stocks
Our recent work on the COVID-19 Delta variant not only reminds us that data science can give us insights into the pandemic, but also about the ways alternative data need to be marshaled to provide actionable information for our investment views.
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White papersWhat does heightened China risk mean for investors?
In July, China’s equity market suffered one of its worst monthly declines in a decade amid escalating regulatory pressures. The steep fall has raised concerns about the risks and outlook for investing in Chinese equities.
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White papersAre emerging markets on the cusp of a dividend boom?
EM dividends have remained steady even as global pay-outs were decimated by the pandemic. Here are the factors driving EM’s strong dividend growth potential.
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White papersThe ABCs of the Delta Variant: Anxiety, Boosters and Communication
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
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PodcastThinking Big When It Comes to Small Caps
The word volatility is not something that’s foreign to the small-cap market. However, with the rise of the meme stock phenomenon making headlines earlier this year, many people around the world have likely been keeping their eyes out for unique opportunities in the market. But when it comes to small caps, what other investment tools might be available to new and seasoned investors alike?
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White papersClimate emergency: The state of the planet
The Intergovernmental Panel on Climate Change Sixth Assessment Report brings together conclusions from the latest scientific studies on the climate system. Aviva Investors’ climate specialist Rick Stathers assesses the evidence and the implications for investors.
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White papersTime Is Money - Restoring Investor Confidence in Long-Term Cash Flows
As equity style winds shift, investors are still debating the merits of growth versus value stocks. But we believe quality remains the essential focal point, especially amid a low interest-rate environment that has changed the math behind company valuations.
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White papersInflation Starts Trending Down (Slowly)
After weeks of markets pricing in our slower-growth scenario, the strong U.S. employment report kicked off a slight shift in the narrative.
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White papersHow to unlock opportunities in the sponsor-less SME loan market
Sponsor-less transactions are largely misunderstood. With greater liquidity and mounting interest from institutional investors, can we expect an influx of non-sponsor transactions funded by direct lenders?
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White papersIncreasing transparency through disclosure
Kate Fowler, senior responsibility analyst at the international business of Federated Hermes, explores the potential impact of the new Sustainable Finance Disclosures Regulation.
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White papersHow to build an office: Post-pandemic
Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent.
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White papersNature’s larder – why food producers must safeguard biodiversity
In the second article in our EOS Insights series examining the social and environmental impacts of the global food system, Sonya Likhtman looks at how biodiversity underpins farming and food production.
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PodcastThe Investment Podcast: Inflation - is it real?
From the ‘Great Moderation’ of the 1980’s, to the current day, the inflation environment has been relatively benign, with the policies of recent years mostly concerned with preventing deflation. However, as economies begin to rebound from the Covid crisis, inflation has ticked up. Is the current rise in inflation transitory, or could we see Central banks move to tighten policy?
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Research Report2020 TCFD report: our climate-related financial disclosures
Today, the international business of Federated Hermes publishes its Climate-related Financial Disclosures Report for 2020. This report details our approach to identifying and managing climate risks, including how we seize related opportunities, how we engage at the policy level and how we ensure that the weight of the climate crisis is front and centre in everything we do.
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White papersCOVID’s dirty plastic secret
As the world continues to grapple with the health implications of COVID-19, unintended consequences were inevitable. In this data-led story, we look at the effect the pandemic has had on global plastic wastage and what policymakers can do to tackle the issue.
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White papersWhat are the risks in high yield real estate debt?
The high returns of high yield real estate debt are attracting more and more investors. For investors less familiar with the asset class, we explain the key risks and how to manage them.
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White papersESG in Smaller Companies: An Overlooked Opportunity?
When it comes to ESG, smaller companies have their own unique challenges—which can also provide opportunities for active managers to identify unrecognized growth and undervalued companies.
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Research ReportIPUT Q2 2021 Report
At the half-year point, the economic outlook is more positive as normality begins to return to everyday life. After an initial slow start, Ireland’s vaccine rollout has gained momentum with over four million vaccines administered and 50% of the adult population now fully vaccinated.
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PodcastEM Debt: Assessing the Impact of China’s Crackdowns
Omotunde Lawal, Head of EM Corporate Debt, sheds light on China’s recent regulatory crackdowns on industries ranging from technology to education to property, and explains the risks and opportunities these actions may present for fixed income investors.
