Equities – Page 11
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The 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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Global 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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How 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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2023 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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Standing 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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Markets 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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Paris-Aligned Benchmarks: The Future Standard?
Forward-looking ESG approach captures more progressive companies and a wider range of risks
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Climate Change Aware, Alpha-Oriented Portfolio Construction
ESG and climate change are at the top of many political and regulatory agendas, making the task of institutional investing much more complex. The State Street Global Climate Transition strategy is a concentrated, high-conviction approach that seeks to generate alpha by selecting securities based on our analysts’ proprietary and forward-looking climate transition scores. Select ESG and climate change indicators are applied to the Sustainable Climate World Equity and Global Climate Transition strategies.
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Emerging 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).
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White papers
Toning down the optimism of backtests
Past performance does not guarantee future returns. This statement is true of any strategy, be it of a systematic or discretionary nature. Systematic strategies seemingly provide a little more comfort in the form of lengthy historical backtests, which indeed never look bad.
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Be Wary of Bear Market Rallies
We may want to be optimistic about inflation and rates, but that only delays the hard questions we are likely to face as we enter the new economic era.
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Sustainable Global Equity, 2022 Q3 report
As well as our usual engagement and ESG metrics, the latest quarterly report from the Sustainable Global Equity team considers the health of the world’s supply chains. Are they on the mend after pandemic-induced dislocations?
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SDG Engagement Equity Q3 2022 case study
ROIC is the largest publicly-traded, grocery-anchored shopping centre real estate investment trust (REIT) focused exclusively on the west coast of the US.
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Capital Commitment
Over ten trillion dollars are allocated to private market funds that require outside investors to commit to transferring capital on demand; most of these funds are Private Equity (PE). We show within a novel dynamic portfolio allocation model that ex-ante commitment has large effects on investors’ portfolios and welfare, and we quantify those effects.
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What role can renewables play in strengthening Europe’s energy security?
Winter threatens to bring the first severe European energy crisis in decades. As leaders grapple with potential solutions, renewable energy capacity is in the spotlight.
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Expectations of Fed pivot begin to gain traction
Central banks have tightened policy aggressively this year in a bid to quell inflation, but concerns are growing about how much further they can hike borrowing costs in the face of slowing growth.
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Policy 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.
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SDG 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.
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Impact 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.
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European 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.