Equities – Page 11
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White papersWhen Factors Rhymed
It’s been said that “History doesn’t repeat itself, but it often rhymes.” We believe 2022’s factor performance rhymes with several periods in recent history. What message does that send to investors?
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White papersWater as an Investment
Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios
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White papersAllspring Systematic Edge
Allspring Systematic Edge delivers innovative products and bespoke solutions to meet investor needs.
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White papersEvidence of the low volatility anomaly
It is relatively easy to demonstrate the low volatility anomaly – the phenomenon that first came to light half a century ago showing that investing in higher risk equities is not necessarily rewarded with higher returns. Raul Leote de Carvalho explains.
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White papersPensions investment outlook 2023: New realities, big decisions
Pension fund investors have endured a roller coaster two years. After a strong 2021, 2022 saw record losses on sovereign bonds and a major correction in equities.
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White papersA Tale of Two Cities
Why we think the resilience of the U.S. economy is proving to be a real conundrum for investors.
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White papersSDG Engagement Equity Q4 2022 case study
Global concession caterer SSP had virtually no sustainability reporting back in 2017. The company has since established a comprehensive sustainability strategy which includes meaningful measurable targets.
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White papersSpectrum, Q4 2022
A year has passed since our Q4 2021 edition of Spectrum, in which we invited investors to consider the consequences of ‘sticky’ inflation. Suffice to say, a lot has happened since then, and the question of higher-for-longer inflation has been answered in no uncertain terms.
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White papersIndia’s star shines as stocks reach an all-time high
Indian equities surge this year as economy becomes an attractive alternative for investors moving away from China.
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White papersSustainable Global Equity Report, Q4 2022
With structural pressures driving a higher base level of inflation over the medium term, the need to focus on high-quality, sustainable businesses is stronger than ever, says Martin Todd, Portfolio Manager of the Federated Hermes Sustainable Global Equity strategy.
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White papersParty on: China’s congress that changed everything
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the positive actions taken by China’s governing authorities since the 20th National Congress to ease its deteriorating macro picture and consider whether this could be good news for Chinese assets.
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White papersPortfolio Implications of a Positive Stock-Bond Correlation World
US stock-bond correlation has been negative for much of the past 20y. However, regime change – related in part to fiscal and monetary policies and the broader macroeconomic landscape – can occur, with implications for portfolio performance and construction.
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White papersThe Rise of GP-Led Secondaries
As private equity investors scramble for liquidity in this volatile climate, more general partners are orchestrating transactions in the secondary market.
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White papersGlobal Investment Views - December 2022
Markets have seen some relief in a year that overall is likely to be remembered as among the most challenging for investors. But the negative trend reverted somewhat with gains for the S&P 500 and select Treasury Indices.
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White papersHow to Invest in Energy Transition in Emerging Markets and Improve Lives
A boutique investor, now part of Mirova, has become a market leader in financing solar power projects in emerging markets
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White papers2023 Investment Outlook - Some light for investors after the storm
2023 key convictions from CIOs: 1. The Russia-Ukraine conflict is acting as an accelerator towards a regime shift, featuring higher inflation, geopolitical uncertainty, and a tug of war between monetary and fiscal policy, in a world already flooded by debt. Expect economic divergences to intensify.
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White papersStanding out in Asian equities – Fund in 5
Fund in 5 offers an overview of the five key angles of the Asia ex-Japan Equity Fund (asset class, process, differentiator, the team & track record) including a short video.
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White papersMarkets take fright as Xi assumes total control
Chinese equities had a volatile week following the ruling Communist Party’s twice-a-decade congress in Beijing that confirmed President Xi Jinping’s third term backed by a cadre of loyalists.
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White papersParis-Aligned Benchmarks: The Future Standard?
Forward-looking ESG approach captures more progressive companies and a wider range of risks
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White papersEmerging Markets Charts and Views - EM investing after the great repricing
The great repricing of 2022: global financial markets have been caught in a highly gloomy and volatile environment since the Federal Reserve began raising interest rates in an effort to tame surging inflation (at 40-years highs).
