All Equities articles – Page 22
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Video
Preparing Equity Portfolios for a New Investing Era
It certainly feels as if we’re entering a new era for investors, and that can be pretty unsettling, particularly after a year like 2022, where we saw extreme volatility and stock markets around the world declining. But we believe that this is the right time to focus on what the new regime may look like and start to position accordingly.
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White papers
Evidence 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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Podcast
What Goes Up Must Come Down…Right?
As we wrap up on the past year, many would agree that the predominant market trend that impacted investors would have to be inflation. In 2022, inflation levels rose to the highest we have seen in four decades. How did we get here?
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White papers
Pensions 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 papers
Private Equity in the Economic Headwinds
Against the current economic headwinds, concerns about sourcing, financing, managing and selling private equity assets are understandable—but might these concerns be obscuring the underlying resilience of the asset class?
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White papers
Broadening Access to Private Equity
While private equity investors have benefited from the return premiums and diversification of the asset class for over 20 years, complexity and barriers to entry have inhibited the democratization of private equity for individual investors.
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White papers
A 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 papers
SDG 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 papers
Protect, sustain, restore: Why the Amazon matters
Our Biodiversity Equity team explains how investors can play a crucial role in halting and reversing deforestation.
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White papers
2023 emerging market equity outlook: Several catalysts point to a potential rebound
In our analysis, emerging market (EM) equities may have an asymmetric return profile in 2023 given several catalysts, including peaking inflation, the potential for a weaker US dollar, recession risks in the United States and EU, and a shift in policies in China from zero-COVID toward growth. Get Franklin Templeton Emerging Markets Equity 2023 outlook.
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White papers
Spectrum, 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 papers
India’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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Webinar
The Meeting Room: Global Emerging Markets Fund, December 2022
Join the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
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White papers
Sustainable 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 papers
Party 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 papers
Fed hikes by a little less, but promise more to come
After hiking its policy rate by 75 basis points at each of the prior four meetings, the Fed took its foot off the brakes a bit, raising rates by only 50 basis points at its final meeting of the year. Inflation concerns remain, despite a string of softer data, but risks to higher prices and slower growth now appear more balanced than they have for several years.
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White papers
Portfolio 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 papers
EM equities: Three things we are thinking about today
China reaches an inflection point.
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White papers
Facing a less global globe: the next decade
The world economy as we know it has been shaped by several waves of globalisation. In the latest part of our series “The Next Decade”, we explore their origins and the forces that are bringing the third wave – and its lower inflation – to an end. What can we expect from this shift?
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White papers
2023 Investment Perspectives
M&G’s Chief Investment Officers share their perspectives on the key themes influencing financial markets for 2023. With major central banks raising interest rates to control high inflation and worries about the global economic outlook growing, there are plenty of uncertainties for investors to navigate. However, are there also grounds for optimism?