All Equities articles – Page 26
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White papersWhat 2023 holds for equities and bond investors
2023 will be a year when the investment environment slowly gets back to normality. Inflation will come down – even if not quite as fast as the market seems to expect. Economies will struggle for growth, but manage to stave off a deep downturn.
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White papersOutlook for Equities: Growth Stocks Are “Coiled Springs”
High inflation and interest rates brought significant pain to growth equities in 2022. Today, their de-rated valuations and resilient earnings fundamentals are presenting an attractive opportunity to patient investors.
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White papersOutlook 2023
The leaders of our investment platforms welcome the New Year with their views for 2023.
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White papersAllspring Systematic Edge
Allspring Systematic Edge delivers innovative products and bespoke solutions to meet investor needs.
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White papersMarket Scenarios and Risks - January 2023
We see risks on all fronts, but with a little less intensity at the beginning of the year. As such, we lowered the probabilities from 30 to 25%.
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White papersFixed-Income Outlook 2023: Finding Equilibrium
2022 was an ugly year for investing. As central banks battled inflation, interest rates soared and recession fears mounted. Equity and fixed-income markets broke with convention and fell in tandem. Nearly every bond-market sector suffered historic losses, leaving almost nowhere for investors to hide.
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White papersEquity Outlook: Rebuilding Conviction in Stocks for a Changing World
For 40 years, steadily declining inflation and interest rates buoyed equity returns. That changed abruptly last year. Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals.
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VideoPreparing 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 papersEvidence 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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PodcastWhat 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 papersPensions 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 papersPrivate 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 papersBroadening 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 papersA 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 papersSDG 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 papersProtect, 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 papersSpectrum, 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 papersIndia’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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WebinarThe 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 papersSustainable 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.
