All Commodities articles – Page 5
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White papersA strained German economy can be good news for Europe
The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects. Countries have been affected unevenly, based on how dependent they are on Russian gas and oil.
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White papersEngaging with aluminium on net zero and biodiversity
Aluminium is an energy-intensive industry that is crucial for the energy transition to net zero. Different companies are adopting varying approaches to reducing their carbon emissions. This case study outlines our engagement actions with two producers, highlighting the need for enhanced biodiversity considerations as a key issue in the energy transition and recognising there is no single way for any industry to decarbonise.
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White papersEmerging market debt: Darkest before dawn
We expect the US dollar to peak in Q4 2022 and if and when this happens, it will mark a significant downgrade in the strength of headwinds affecting EMD.
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White papers2023 Outlook: European energy demand picture could spell milder recession
Energy remains a key factor in Europe’s shorter-term economic and stock market performance, and while the region remains on the brink of recession, there are signs the downturn may not be as deep as feared in the immediate aftermath of Russia’s invasion of Ukraine.
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White papersFood accessibility and security: An investment intangible
Explore issues stemming from food security and the impact financial markets can have in addressing potential solutions.
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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 papersFood security challenges put spotlight on sustainable transition
For many around the world, 2022 has seen a dramatic rise in food prices. This has been caused by the compounding effects of climate change, supply chain interruptions linked to the Covid-19 pandemic, trade disruptions and rising energy prices resulting from the war in Ukraine.
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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 papersTailwinds hasten hydrogen’s cost-competitiveness, albeit demand still lags
Our original research review of the hydrogen economy a few years ago led us to conclude that hydrogen would play a key role in decarbonisation.
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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.
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White papersPerformance materials: efficiency helps preserve nature
Our current take-make-waste system harms nature through excessive extraction of natural resources. Performance materials can help reduce this strain.
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White papersFalse sense of security from easing energy prices
Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures. While near-term stress has eased, longer-term supply/demand tightness remains, calling for higher risk premiums. As Russia loses its leverage, demand elasticity and weather might be the new pivotal gas drivers.
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Research ReportWhy long-term investment decisions need to have the biosphere at its heart
Even if businesses and investors advance their understanding of how they impact and are impacted by biodiversity loss, such efforts will come to nothing without an accompanying revolution in biodiversity-related capital.
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White papersThinking Strategically About Commodities
A laggard over the past decade, commodities appear, in our view, poised for continued strength in the years ahead.
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VideoNiall O’Sullivan on Bloomberg TV: Energy Markets and the Global Economy
(10:29) Niall O’Sullivan CIO, Multi Asset Strategies – EMEA discusses with Francine Lacqua on Bloomberg TV, market reaction to recent oil price volatility, including broader economic and investment implications.
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White papersEuropean Politicians Fuel Support for Energy Bills
European policymakers are battling energy prices ahead of winter, while a tight U.S. labor market and elevated CPI data next week should keep the Fed hawkish before November rate hike decisions. In China, will credit growth support the economy and a pickup in internal demand?
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White papersPlastics: pollution, policy and investment potential
Over the last 10 years, the world has produced more plastic than during the whole of the last century.
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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.
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White papersGlobal Investment Outlook: Actively selecting opportunity in uncertain times
The current state of the global economic landscape has led to flat or inverted yield curves in most government bond markets, US dollar strength, diminishing central bank support for financial markets, elevated price volatility across most asset classes and higher commodity prices. In this global investment outlook, our investment teams share how this backdrop impacts their current outlook.
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White papersFrontloading
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.
