All Equities articles – Page 29
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PodcastOuterblue Talks Research - Emerging renaissance
2022 was a year to forget for emerging markets, but so far 2023 has brought more optimism that emerging markets may be making a comeback.
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White papersBig Tech turnaround: Can it continue?
Big Tech is making a comeback. Many of the names that led the last great bull market — Alphabet, Apple, Microsoft, Meta and Nvidia among them — are leading a nascent recovery this year.
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VideoWhat is a BDC?
In this short video, we break down the basics of BDCs, including what they are and the potential benefits of investing in the asset class.
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White papersBear With Us: An Evaluation of Valuation
We’ve compared U.S. equities’ 2022 bear market with previous ones to evaluate paths the market could take to end today’s bear market. Based on this data, it’s possible we haven’t seen the market’s lows yet.
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White papersMeet the Manager: Sandy Pei
In this latest manager profile, we spoke with Sandy Pei, Portfolio Manager for the Asia ex-Japan and China Equity strategies, to learn more about her career beginnings, the team’s value-conscious approach to investing, and why she likens fund management to treasure hunting.
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White papersThe case for Chinese equities
China is the only major economy forecast to grow meaningfully this year, albeit from a low base, and domestic equities are trading at a near record-low valuation relative to the rest of the world.
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White papersA Tale of Two Indices
How an “optical illusion” might be making the S&P 500 look more expensive, and better-performing, than it really is.
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White papersPrivate Markets in Volatile Times
Recent market turbulence provides yet another example of how private equity managers have improved their ability to weather volatile conditions.
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White papersIs Moore’s Law Dead?
Moore’s Law is entering a new phase with the emergence of cloud computing and 5G connectivity, leading to the development of high-performance computing chips.
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White papersBuilding bridges to India’s future investment opportunities
India’s strong demographics and role in the geopolitical arena make it a long-term opportunity for global investors.
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White papersEuropean Equities Sustainability Report
With the electric vehicle market close to an inflection point, the European Equities team explain why exposure through suppliers involved in the electric transition is the best way to play the EV theme.
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WebinarFederated Hermes China Equity Strategy webcast
Join portfolio manager, Sandy Pei, for the latest Federated Hermes webinar to hear her current thoughts on China and where the opportunities lie.
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White papersAsset Class Return Forecasts - Q2 2023
The effect of the fast-paced Quantitative Tightening (QT) embraced by Developed Market (DM) central banks (CB) is materialising across two fronts: price dynamics and financial stability.
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White papersGo Time? The Case for Small-Cap Value
This paper reviews the strategic importance of U.S. small-cap value equities for capital accumulation. We explore the historical record for allocations surrounding recessions and offer insight on relative valuations.
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White papersFinding the silver linings: Private Equity International interview with Markus Benzler on the future of private equity
Public market corrections, inflation, increasing interest rates and political uncertainty are all having an impact on LPs’ capacity to invest in private equity. This is already leading to a knock-on effect on private equity fundraising, but what might this mean for the industry over the short to medium term? And where are the bright spots for investors in today’s environment and beyond? Markus Benzler, head of multi-managers private equity at UBS Asset Management, gives his take on how the market will evolve.
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White papersA buyer’s market: Roundtable with Jochen Mende and other industry experts on secondaries with Private Equity International
The secondaries industry exists to provide liquidity to an illiquid market. In the current period of high macroeconomic volatility, therefore, demand for secondaries’ solutions should be through the roof. To a certain extent, this is true.
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White papersLike 10,000 Interns: How ChatGPT Can Liberate Investment Analysts
ChatGPT is generating excitement about the power of artificial intelligence (AI) to reshape business. For investment firms, AI can help execute many menial functions to free up analysts for deeper research dives, armed with more information than they could ever process alone.
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White papersWhy invest in real estate?
Many people already invest in real estate through owning a home. Investing in a real estate fund however can bring numerous benefits to your portfolio.
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White papersHigh yield: charting a steady course through roiling seas
Banking stresses have added volatility to markets already coping with rising rates and recession fears. Still, with corporate fundamentals sound, high yield investors and issuers are more cautious than fearful.
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White papersEmerging Markets Charts and Views - Springtime for Emerging Markets
While 2022 was a challenging year for Emerging Markets, amid the Fed’s aggressive response to high inflation, we are more constructive for 2023 across four main themes
