All Equities articles – Page 26
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White papers
Rising yields put bond markets back on a road to normal
Rising inflation and slowing global growth are two dominant themes casting a pall over the current market environment. With increasing geopolitical uncertainty, tightening monetary policy, supply chain challenges and higher commodity prices at play, a period of global stagflation could potentially be on the horizon.
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White papers
The Uncertainty May Be Worse Than the Slowdown
We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
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White papers
What is the circular economy and why is it essential for real sustainability?
The current economic model is outdated. A transition to a circular economy is needed to ensure greater efficiency and a reduction in harmful practices.
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White papers
MENA region: In a sweet spot, with better growth and lower inflation
Second Quarter 2022 Review. Perspective from Franklin Templeton Emerging Markets Equity
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White papers
Uniquely Japan: Navigating Asia’s largest advanced economy
Economic intricacies and structural challenges are commonplace in Japan. But looking through the lens of individual companies shines a different light on the nation.
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White papers
Innovation insights: Forest fires and innovation - the case for long-term thinking
In their latest Innovation insights, Franklin Equity Group examines how in taking a long-term perspective, one starts to understand how a downturn can be healthy for the ecosystem.
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White papers
Global Equity ESG Fund, H1 Report 2022
For long-term investors, the story is essentially unchanged, in fact, falling markets offer more attractive valuations on high-quality companies with a competitive edge.
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White papers
Goodbye share buybacks, hello bond buybacks
Robin Usson, senior credit analyst, explains why he believes the current relative cheapness of equity vs. debt is presenting issuers with unprecedented opportunity.
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White papers
Equitorial: What price risk?
Not all risk models are built alike. Here, the Global Equities team provide an overview of their proprietary MultiFRAME risk model. During periods of market stress, they argue, it can cut through the noise to provide a true picture of underlying exposures.
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White papers
A turning tide? Why contrarians are turning to China
This year could turn out to be the Year of the Tiger for Chinese equities after all, argues Federated Hermes fund manager Jonathan Pines.
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White papers
Nearing a turning point in emerging markets
Brandywine Global: After a difficult start to the year, valuations for select local currency emerging market bonds now appear very attractive to us. Some signals suggest a turning point may be near.
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Video
The Energy Transition
Clive Burstow, Head of Global Resources, discusses why resources companies are part of the solution, rather than the problem, in the transition to a cleaner world.
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White papers
Is it really a bear market rally?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we consider market data over the last 100 years to determine whether the current risk-on market move is really a bear market undergoing an episode of rally.
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White papers
The Nominal and the Real
What might be the playbook for a potential recession in which nominal GDP grows by 8%—and are investors only just recognizing that they need one?
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White papers
Multi-asset investing in times of volatility
2022 has been one of the most volatile periods in recent years for global equity and fixed income markets. The outbreak of the war in Ukraine, global supply chain disruptions, global inflationary pressures, less accommodative central banks and COVID-19 restrictions in China have all weighed on investor sentiment.
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White papers
Return of the roaring ’50s or ugly ’70s: the next decade
Equities have been through one of their worst six-month periods ever, driven by a combination of factors. If the market continues to recover, what will the rebound ultimately look like? In the latest part of our series “The Next Decade”, we look to corrections of the past for direction on where we may be heading.
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White papers
Equity market downturn: The path forward
In the post-Volcker era, the Federal Reserve (Fed) has typically exhibited a vigilant approach to fighting inflation. Whenever labor market tightness appeared and inflation was beginning to approach its target rate of 2% Core PCE, the Fed would often spring into action with rate hikes. This cycle, however, has been unique, with the Federal Reserve instead permitting inflation pressures to build-up rather than promptly stamping them out.
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White papers
Value, Growth and the True Exposures in Your Portfolio
If your portfolio has fallen more heavily than you anticipated this year, it may be because it has become biased to growth stocks: a full analysis could help restore the balance—and the exposure to a more disciplined style of value investing—you intended.
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White papers
Recession Semantics
Whether the U.S. is actually in a recession is debatable, but high inflation will affect companies both positively and negatively.
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Webinar
The Meeting Room: Global Emerging Markets Fund, July 2022
Join Kunjal Gala and the rest of the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.