Equities – Page 9
-
White papersWho benefits in a trade war?
Ongoing trade tensions and tariffs are benefiting large-cap, domestically focused U.S. companies and defensive sectors like utilities and real estate. Export-oriented firms, however, remain under pressure, reinforcing the need for diversified portfolios.
-
White papersEquitorial: ESG is here to stay – and we’re better for it
ESG has become a polarising subject in recent years, dividing opinion across economic, political and social lines. For the Federated Hermes Global Equity team, however, ESG has always been about one thing: enhancing returns.
-
White papersTrump’s tariff rollout hits roadblock
US court ruled this week that president has overstepped his authority by invoking an emergency law to justify tariff policy.
-
White papersInvestment Perspectives H2 2025 Outlook: Steady sailing in choppy waters
The investment landscape is shifting. Economic, political and financial uncertainty has risen and investors are responding. What lies ahead for investors? In our mid-year edition of Investment Perspectives, CIOs from our Equities, Fixed Income and Private Market teams reveal how they plan to navigate these choppy waters and continue to uncover compelling investment opportunities.
-
White papersIndian assets have long-term allure as global rivalries intensify
Equity investors will have to cope with greater trade protectionism and regional rivalry, delayed climate transition, and technological transformation in the next decade. In our 2025 Capital Market Assumptions – which examine long-term return expectations for 40 global asset classes – we see shifting dynamics across equity markets, characterised by strong earnings growth in select regions, tempered by valuation challenges.
-
White papersThe AI roadmap: Finding opportunities from evolving innovations
The latest earnings results from US technology firms offered valuable insights into the AI landscape and the pace of AI adoption. As innovation continues, AI is expected to grow. We explore where the AI roadmap is leading and what opportunities might be on offer for investors.
-
White papersEmerging Markets hold steady amid softening US dollar, tariff uncertainty
In April, the volatility in global financial markets seen in March continued to ramp up. Notably, this included US financial markets, which exhibited a general pattern of a softening US dollar and rising bond yields. While some analysts have described this as a “classic emerging market crisis,” as veterans of actual emerging crises dating back to 1994, we consider this a wildly overstated perspective.
-
White papersWinners and losers from the trade war: An equities view
Rising U.S. tariffs are creating winners in defensive, domestic sectors and losers in export-heavy industries. Investors are shifting toward value and international equities to manage trade-driven volatility.
-
White papersAsset Allocation Update – May 2025
Headlines remain dominated by tariff discussions, and we have seen significant row back from the more extended and aggressive tariff levies that caused such distress in markets in early April. However, where there have been ‘deals’ the base line of a minimum tariff of 10% from the US remains in place, which suggests that while there is flexibility around the reciprocal tariffs, the tariff environment will still be substantially higher than in recent years.
-
White papersWhy Indian small and mid cap equities deserve a place in your investment portfolio?
India presents a compelling investment opportunity for global investors as it remains the fastest growing major economy in the world with an estimated GDP growth of 6.4% for FYE25 and is poised to become the 3rd largest economy by 2028. (Source: Economic Survey 2024-2025 and IMF).
-
White papersPrivate equity: The Red Thread – Private Markets – Edition May 2025
Private equity investors have had a busy 1H. The US administration’s 2 April tariff announcement took investors by surprise, leading to a global equity markets selloff as trade war fears intensified. The subsequent rollback of the tariff announcement also surprised equity markets, which rallied significantly on news of a pause. As with the 2022 tech-led selloff, private equity tends to lag the public markets, but is not immune from a turbulent market.
-
White papersHumanoids: the shape of future automation?
Humanoid robots are poised to revolutionize automation, but their complexity and cost raise questions about their future applications.
-
White papersThe new dividend playbook: How tech giants and Asian markets are redefining the payout play
Dividend investing norms are being reshaped as tech giants begin issuing dividends and Asia prioritises shareholder returns. This shift combines growth with income, enhancing the attractiveness of dividend strategies across diverse sectors and regions. We analyse these pivotal changes in the evolving dividend playbook.
-
White papersUnified Global Alternatives – Hedge Fund Bulletin – April
Risk assets were broadly mixed in April as the month featured elevated volatility driven by uncertain tariff policies from the US administration. Although US policy regarding tariffs remained fluid, the pause in implementation announced post “Liberation Day” and solid corporate earnings helped stabilize markets after a sharp corrective tone at the beginning of the month.
-
White papersEuropean equities: resilience amid global trade tariff turmoil
At the beginning of 2025 we were “all in” for markets. But the bond market bear steepening was a dangerous signal. The meaning became clear: the dollar, which typically benefits from disruptions to global trade, has fallen and the US equity market, usually more insulated from trade shocks than Europe, has underperformed.
-
White papersEM Sovereigns Amid U.S. Tariff Policy Resiliency Study – May 2025
During periods of external shock like the Global Financial Crisis (2008) or COVID-19 (2020), the macro variables that impact EM sovereigns can change suddenly and dramatically, necessitating a rethink of our credit views. We believe that the recent shift in U.S. policy could be another such shock causing serious ...
-
White papersRe-evaluating core equities: the forgotten space
Core equities are regaining attention in 2025 as a balanced way to manage volatility and capture opportunities beyond narrow mega-cap leadership. Active strategies offer key advantages over passive in a shifting market.
-
White papersWhen quality counts
The last few years have presented many challenges for investing with an active approach and sustainability focus.
-
White papersFinding the Sweet Spot in the Private Equity Capital Stack
“Capital solutions” has become a catch-all moniker within private markets, leaving many asset allocators to scratch their heads as to what these funds actually do and the risks they take.
-
White papersEmerging Markets: Finding Opportunities amid the Global Economic Reset
US policy changes look daunting—but emerging markets still have upside.
