All Equities articles – Page 16
-
White papers
Cross Asset Investment Strategy - February 2024
Topic of the Month - Japan equity: top performer in 2023; remains attractive option for 2024
-
White papers
Japan equity leadership continues
Japanese equities continued their strong performance in 2024, reaching their highest levels in 34 years. The recent trend has also benefitted technology shares supported by a solid economic outlook.
-
-
White papers
Private Equity Outlook - 2024
“Going into 2024, we believe the record-high dry powder reserves suggest potential for significant PE activity as values slowly recover and conditions improve…”
-
White papers
Access for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so.”
-
White papers
A Perspective on Private Equity NAV Loans
Net Asset Value loans have captured popular interest across the Private Equity universe.
-
White papers
Emerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets
”The growth premium over Developed Markets is at its highest levels in almost five years, and is expected to continue widening next year despite the global economic slowdown.”
-
Podcast
Outerblue Convictions - Global Investment Views: Central banks still centre stage
We may only be a few weeks into 2024, but the markets have been anything but quiet. After a rocky period at the end of the year, bonds and equities eventually returned to positive territory in January, with the notable exception of China. Central banks remain centre stage, as markets continue to speculate over their next steps.
-
White papers
ESG Materiality H2 2023: Spotlight on China
In the latest issue we focus on China and look at the crunch ESG risks and opportunities in the world’s second-largest economy. We also provide an update on our voting and engagement activity over the last 12 months.
-
White papers
US SMID: Seven questions answered
After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.
-
Video
Have higher rates made private equity trickier to do?
In our latest video insight, Elias Korosis, Partner, Private Equity, discusses the impact of higher rates on the private equity industry and outlines Federated Hermes’ approach.
-
White papers
Value investing: no longer “why” but “how”
Value investing has historically been a source of significant excess returns. This also holds true for European equities in which the annualised value premium, determined by the price to book ratio, has equalled 2.97% since 1990 through 2023.
-
White papers
Capital market assumptions: 2024
Our 2024 expectations for annualised returns over the next 20 years (what we call our capital market assumptions) are a mixed bag. Strong gains across markets over the past year have tempered our expected returns for equities relative to our 2023 outlook. On the other hand, higher starting yields translate into improved expectations versus last year across many fixed income asset classes.
-
White papers
The Year Ahead for the Major Industry Sectors, Part 1
The first of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
-
White papers
The Year Ahead for the Major Industry Sectors, Part 2
The second of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
-
White papers
Net-zero equities: resilience in an uncharted transition
The year 2023 in some ways brought a return to normality: slowing inflation, stabilising interest rates and, to some extent, more stable energy prices than in 2022. These positive developments fueled the strong performance of equity markets.
-
White papers
Red Sea disruptions: small impact so far, but a risk to watch
”The impact of Red Sea traffic suspensions is more regional than global, but duration will be the key factor to watch. At this stage, it is no game-changer for our outlook.”
-
White papers
The case for US small-cap stocks in 2024
Although US small-cap stocks joined the extraordinary rally in the final quarter of 2023, many small caps continue to trade at a significant discount to their larger-company counterparts. This creates an attractive entry point. So says Geoff Dailey, Head of US Equities. In this interview, he explains why he sees the start of 2024 as a good time to allocate to US small caps.
-
White papers
The first key to unlocking value in the UK small cap space
Since late spring and early summer the net positioning of the Volantis strategy has quietly crept higher. The strategy has been increasingly positively positioned as the sands have begun to shift more favourably for UK listed smaller equities.
-
White papers
Downs and Ups: Managing Equity Volatility Goes Both Ways
Defensive equity strategies that limit downside losses but lag too much in up-markets may be missing the mark. Is there another way to reduce volatility?