Equities – Page 16
-
White papersPolicy Excesses and Market Discipline
We are seeing bond investors standing up for themselves against policymakers, and while equity investors are experiencing pain from this struggle, the end result may be a more sustainable, fundamentals-based market.
-
White papersSDG Engagement Equity Fund 2022 H1 Report
The Federated Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
-
White papersImpact Opportunities Fund: Annual Report 2021
In our Impact Annual Report 2021 we provide updates relevant to the companies in our portfolio and outline how recent market volatility provided opportunities to buy several new holdings at attractive valuations.
-
White papersEuropean Equities Sustainability Report, H1 2022
Covid-19 continues to pose challenges to health systems around the world and has impeded targets set by UN Sustainable Development Goal (SDG) 3, which seeks to promote healthy lives and wellbeing for all.
-
White papersFive questions answered on… Asian equities
Here, Jonathan Pines, portfolio manager of the Federated Hermes Asia ex-Japan Equity Fund, makes the case for finding opportunity in Asian equities and explains why investors should consider making an allocation as part of a broader portfolio.
-
White papersWhy research is critical when it comes to China investing
It has been quite a topsy-turvy 2022 for Chinese equities so far. What are the key factors that have contributed to the volatility?
-
White papersUnlocking Hidden Value in Carbon-Intensive Companies
In the race toward net zero, the ‘cost of carbon’ may continue to affect company valuations. Understanding this potential impact is critical to identifying those businesses that are best-positioned for long-term outperformance.
-
White papersYou Will Remember The 21st Day of September
Data and expectations continue to drive markets, which have priced in a 75bp hike from the FOMC, though some foresee more; expect 50bps from the BoE given concerns about inflation and energy prices. In China, mounting worries about growth and weak trade are elevating concerns.
-
White papersMulti-Asset Allocation Views: Seeking alternatives to equities
In this Allocation Views, companies globally expect profit margins to increasingly come under pressure over the coming quarters. Our Franklin Templeton Investment Solutions team share their views on which asset classes are best positioned.
-
White papersCapital with purpose – impact investing in listed equities
Faced with complex global issues like climate change the definition of impact investing needs to expand. Our Global ESG Equities Team argue the case for making a positive difference through investment in public equities.
-
White papersTaiwan: depicting the unthinkable
Russia’s recent invasion of Ukraine has focused investors’ minds on the Taiwan issue and the People’s Republic of China’s potential approach to it. We believe that the risk of war remains low.
-
White papersRising yields put bond markets back on a road to normal
Rising inflation and slowing global growth are two dominant themes casting a pall over the current market environment. With increasing geopolitical uncertainty, tightening monetary policy, supply chain challenges and higher commodity prices at play, a period of global stagflation could potentially be on the horizon.
-
White papersWhat is the circular economy and why is it essential for real sustainability?
The current economic model is outdated. A transition to a circular economy is needed to ensure greater efficiency and a reduction in harmful practices.
-
White papersInnovation insights: Forest fires and innovation - the case for long-term thinking
In their latest Innovation insights, Franklin Equity Group examines how in taking a long-term perspective, one starts to understand how a downturn can be healthy for the ecosystem.
-
White papersGlobal Equity ESG Fund, H1 Report 2022
For long-term investors, the story is essentially unchanged, in fact, falling markets offer more attractive valuations on high-quality companies with a competitive edge.
-
White papersGoodbye 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.
-
White papersEquitorial: 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.
-
White papersNearing a turning point in emerging markets
Brandywine Global: After a difficult start to the year, valuations for select local currency emerging market bonds now appear very attractive to us. Some signals suggest a turning point may be near.
-
White papersValue, Growth and the True Exposures in Your Portfolio
If your portfolio has fallen more heavily than you anticipated this year, it may be because it has become biased to growth stocks: a full analysis could help restore the balance—and the exposure to a more disciplined style of value investing—you intended.
-
White papersRecession Semantics
Whether the U.S. is actually in a recession is debatable, but high inflation will affect companies both positively and negatively.
