All Commodities articles
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BlogA deeper dive into energy performance
Energy and persistence conquer all things, said Benjamin Franklin, but is persistence in the energy markets the right thing for long term investors?
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White papers
Semi Equipment: Laying Foundations for the Future
While the vast and complex semiconductor supply chain has been instrumental in the chip shortage, we think equipment makers could be poised to benefit from some recent trends.
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White papers
Frontloading
The global economy remained largely resilient in the first half of 2022, despite war in Eastern Europe, commodity shortages, and inflation. However, this is leading most major central banks to turn increasingly hawkish and frontload rate hikes which should weigh on growth.
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White papers
The Role of Fossil Fuels in the Climate Transition
Despite all the measures announced over the past decades to combat climate change, the recent supply shock from the war in Ukraine is a timely reminder to what extent we are still dependent on fossil fuels. While energy efficiency, renewables, fuel switching and carbon capture embody the solutions on the path to decarbonisation, the supply and management of fossil fuels such as oil, gas and nuclear will be key to ensure an orderly energy transition.
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Video
The monetary dilemma
The Financial Times named him one of the six “Gurus of the Future”, Jon Stewart described him as “Eliot Ness meets Milton Friedman” and he sat in the President’s cabinet under Present Obama who, of course, became President during the Financial Crisis.
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White papers
Money to burn?
Reducing methane emissions this decade is probably the single most important action the world can take to reduce the rate of global heating. Diana Glassman explains how we are engaging with oil and gas producers and pipeline operators to tackle the problem.
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White papers
The modern meal deal: a constant craving
In the sixth article in our Insights series on the social and environmental impacts of the global food system, Zoe de Spoelberch examines the supersized problem with ultra-processed and pre-packaged food.
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White papers
Goodbye share buybacks, hello bond buybacks
Robin Usson, senior credit analyst, explains why he believes the current relative cheapness of equity vs. debt is presenting issuers with unprecedented opportunity.
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White papers
Equitorial: What price risk?
Not all risk models are built alike. Here, the Global Equities team provide an overview of their proprietary MultiFRAME risk model. During periods of market stress, they argue, it can cut through the noise to provide a true picture of underlying exposures.
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White papers
The Unsurprisingly Volatile Business of Bitcoin Mining
Why we think the technicalities of Bitcoin mining explain much of Bitcoin’s extraordinary volatility profile.
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White papers
Jet zero – how investors can get on board for the long haul of aviation decarbonisation
This viewpoint explores the sector’s possible flightpaths to net zero, outlines how the sector is currently tracking, and how Columbia Threadneedle Investments is working to drive the transition.
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Blog
The Great Western Drought: What Could It Mean for Markets?
The U.S. Bureau of Reclamation’s August 16 announcement of the first-ever Level 2a Shortage Condition for Lake Mead reflects the severity of the intense drought across the western U.S. Learn how markets may be affected.
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White papers
Whipping Supply Chain Chaos, One Company at a Time
Supply chain chaos presents an ongoing threat to the long-term profitability of many companies. However, we expect that active managers may be well positioned to differentiate winners from losers in this environment.
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Blog
‘Bad news is good news’ rate hopes spur equity rally in July
After months of battering, global equity markets enjoyed a reprieve in July, lifted by hopes that worsening economic signals and falling commodity prices might give central banks, led by the Fed, some leeway to dial back their tightening campaigns.
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White papers
A source of alpha and solution to supply-chain logjams?
Trade finance provides an opportunity for investors to access uncorrelated alpha with limited reliance on traditional return drivers.
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White papers
Public Engagement Report, Q2 2022
EOS at Federated Hermes takes an in-depth look at supply chains and human rights risks. Plus, why curbing methane emissions is critical to tackling the climate crisis, and all the voting season highlights from Europe and North America.
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White papers
Global Emerging Markets, H2 2022
Kunjal Gala and the Federated Hermes Global Emerging Markets team offer their view on upcoming milestones and challenges for developing economies.
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Blog
A Sobering Outlook for the UK Economy, but the BoE Is Back on Track
The UK’s strong post-pandemic recovery, thanks to positive policy support measures, had been its saving grace. But a succession of negative shocks – Brexit, the pandemic and rising energy prices – is creating huge uncertainty to the outlook.
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White papers
Ukraine and the Path to Deglobalization
This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
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White papers
EM Debt: Finding Fundamental Value Amid a Challenging Backdrop
While challenges remain for EM debt, technicals, in some cases, have caused market prices to overshoot their fundamental value to the downside—creating opportunities for active, bottom-up managers.
