All Equities articles – Page 29
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White papersNearing 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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VideoThe 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 papersIs 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 papersThe 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 papersMulti-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 papersReturn 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 papersEquity 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 papersValue, 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 papersRecession 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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WebinarThe 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.
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White papersGlobal Emerging Markets, H2 2022
Kunjal Gala and the Federated Hermes Global Emerging Markets team offer their view on upcoming milestones and challenges for developing economies.
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White papersSustainable Global Equity, Q2 2022
In our latest quarterly update we consider the built environment and ask: Is it the best-kept secret in the fight against climate change?
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White papersFive misconceptions about dividend investing
Our ETF Investment Strategy team takes a closer look into dividend investing.
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White papersCan equity value investing be sustainable?
Traditional equity value indices, which incorporate only the least expensive companies, tend to be associated with a higher carbon footprint and a lower environmental, social and governance (ESG) score than corresponding traditional, market-capitalisation-weighted indices which invest in all listed companies. Can value portfolios be made sustainable?
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White papersUS equities: Opportunities amid turbulence
Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.
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White papersKorea attracts international investors with an estimate-beating economy
Our ETF Investment Strategy team continues to have a constructive view on South Korea after a solid second quarter.
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WebinarBarings Global Agriculture Webinar
Sustainable Agriculture: Doing More With Less to Support Future Generations
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PodcastPrivate Equity 2.0 - Finding Tomorrow’s Opportunities Today
Mina Pacheco Nazemi joined the Streaming Income podcast to discuss where she and the Barings team are seeing the most compelling opportunities in private equity - including among emerging managers, women & diverse managers, and in unique structures like continuation vehicles.
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WebinarWebinar Replay: Stock-Bond Correlation: A Global Perspective
For most of their careers, asset allocators have invested in a negative stock-bond correlation world. When stocks fall, sovereign bonds rising generally rise in value – providing a hedge against equities within a diversified portfolio.
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White papersESG in Equities: Engaging for Progress in Corporate Governance
When it comes to ESG, engagement can not only bring about meaningful change, but also pave the way for value creation—as evidenced by the recent improvements in governance among Japanese corporates.
