All Commodities articles – Page 8
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White papersA rocky net zero pathway calls for a new approach to portfolios
There’s a growing global consensus on the urgent need to combat climate change. But governments’ uncoordinated reactions to energy price spikes in the past year showed that a successful and orderly transition to a greener economy is far from guaranteed.
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White papersFrom seed to supper – Solutions to mitigate food waste
At every stage of its journey from farm or fishery to family dinner, a large slice of the food produced for human consumption is thrown away. The quantity and impact of food loss and waste has increased as populations grow, climate change drives supply chain disruptions and more resource-intensive foods are consumed.
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White papersCommodities: From Destocking to Restocking
The micro and macro factors weighing on commodities since last summer are starting to reverse—and secular tailwinds are building.
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White papersInvesting in water - A raft of solutions
The opportunities are not only a consequence of climate change effects – severe flooding or drought – but also of decades of under-investment in clean and wastewater infrastructure. Water is pervasive: every economic activity consumes water, and we believe nearly every company needs to improve how it manages that consumption.
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White papersFactoring Next-Gen Inflation Resilience into Multi-Asset Strategies
In a changing world, multi-asset strategies need to evolve, especially when building inflation resilience, because tomorrow’s price pressures will likely look very different from today’s. Not only must inflation defenses be diversified, they should also be innovative.
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White papersLatin American Equities: More Than Meets the Eye
Despite the uncertain global macro backdrop, the combination of long-term structural trends and attractive current valuations is presenting a compelling opportunity in Latin American equities.
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White papersRising social risks in emerging markets should be a catalyst for action for responsible investors
Thirteen years ago, at a United Nations Climate Summit in Copenhagen, Denmark, rich countries committed to channel $100bn per year to developing countries by 2020, to help them adapt to climate change and mitigate the negative consequences of global warming. That commitment was not met.
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White papersA year of war in Ukraine: accelerating the energy transition and fragmentation
The West’s recent decision to send battle tanks to Ukraine to counteract a renewed Russian offensive increases the risk of a direct escalation with the West, while the likelihood of a protracted war remains somewhat higher. At the same time, most modern conflicts end in negotiations when both sides are sufficiently exhausted, and we consider the possibility of a ceasefire towards the end of 2023 and heading into 2024 is currently underappreciated.
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White papersItaly: where prudence meets potential
Italy’s large dependence on Russian gas and other commodity imports left it vulnerable to the war in Ukraine.
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White papersGlobal Investment Views - February 2023
Markets are shifting focus away from inflation towards growth, with a slightly less disruptive economic picture for Europe and a more optimistic view on China.
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White papersThe Ten Most Important Statistics for 2023 Markets
In the flood of market data, you could do worse than keeping your eye on these as you assess the odds of a ‘softish landing’.
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White papers2023: A Year of Transition for the Global Economy
With an extremely challenging 2022 now in the books, a look back reveals a year defined almost entirely by inflation. Financial markets, investors and policymakers alike in many major economies zeroed in on surging prices and what they meant for growth and asset prices.
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White papersEmerging-Market Debt Outlook 2023: A Shifting Balance of Risks
Financial markets offered few opportunities for refuge in 2022, and emerging-market bonds were no exception. We expect the past year’s difficult conditions to gradually unwind in 2023, but risks remain, and investors will need to be selective.
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White papersImpact Opportunities Fund - Quarterly Report Q4 2022
In this quarter’s report, we take a deep dive into the complexities of UN SDG 6, clean water and sanitation, and discuss why it is so vital to life on this planet, the issues surrounding supply/demand, and how to bridge the water gap.
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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 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 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.
