All Equities articles – Page 3
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White papersEquity Outlook – More wind in the sails
The imposition of tariffs by the Trump administration puts more wind in the sails driving the dominance of tech and related sectors versus the rest of the market.
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White papersStock market outlook: New growth catalysts amid volatility
As tariffs, trade wars and real wars upend the global economy, the path of equity markets remains uncertain heading into the second half of 2025.
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White papersJapan at the Crossroads: Navigating Trump 2.0 and tariff risks
The Trump administration’s second term has been marked by a renewed emphasis on bilateral trade deals, economic nationalism, and strategic use of tariffs as a tool of leverage. While the administration has signalled a desire for “quick wins” with key partners such as Japan, the underlying uncertainty surrounding the permanence and scope of tariffs remains a central concern.
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White papersJapan’s Corporate Reforms Create a Catalyst for Equity Returns
A new culture of reform at Japanese companies offers exciting potential for equity investors.
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White papersMidyear equity outlook: Staying selective amid volatility
A year that began with a rosy outlook for equities was soon jolted by tariff announcements, sending markets reeling. Looking out for the remainder of 2025, we remain constructive in our outlook on equities. Tariff tumult and a challenging macroeconomic environment remain acute in many regions.
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White papersEquitorial: ESG is here to stay – and we’re better for it
ESG has become a polarising subject in recent years, dividing opinion across economic, political and social lines. For the Federated Hermes Global Equity team, however, ESG has always been about one thing: enhancing returns.
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White papersTrump’s tariff rollout hits roadblock
US court ruled this week that president has overstepped his authority by invoking an emergency law to justify tariff policy.
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White papersInvestment Perspectives H2 2025 Outlook: Steady sailing in choppy waters
The investment landscape is shifting. Economic, political and financial uncertainty has risen and investors are responding. What lies ahead for investors? In our mid-year edition of Investment Perspectives, CIOs from our Equities, Fixed Income and Private Market teams reveal how they plan to navigate these choppy waters and continue to uncover compelling investment opportunities.
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PodcastTalking Heads – Which long-term themes are set to drive global equity markets?
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.
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White papersMidyear macro outlook: A new dawn of uncertainty
Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025. Our global CIO looks at why active management and research-led investing are the way to navigate this global complexity.
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White papersIndian assets have long-term allure as global rivalries intensify
Equity investors will have to cope with greater trade protectionism and regional rivalry, delayed climate transition, and technological transformation in the next decade. In our 2025 Capital Market Assumptions – which examine long-term return expectations for 40 global asset classes – we see shifting dynamics across equity markets, characterised by strong earnings growth in select regions, tempered by valuation challenges.
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White papersCan Tomorrow’s Natural Hazards Inform Today’s Investment Decisions?
New research connects intensifying natural perils to their future implications for asset classes.
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White papersThe AI roadmap: Finding opportunities from evolving innovations
The latest earnings results from US technology firms offered valuable insights into the AI landscape and the pace of AI adoption. As innovation continues, AI is expected to grow. We explore where the AI roadmap is leading and what opportunities might be on offer for investors.
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White papersConfusing Correlations: What’s Really Behind Them?
In recent weeks we’ve witnessed extreme (and at times, puzzling) correlations among asset classes. In this paper, we break down the potentially misunderstood drivers of these strange dynamics and their implications for investors.
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White papersEmerging Markets 2.0: The Tipping Point Is Here
The past decade has been one of “exceptionalism” for U.S. equities as technological innovation has created a league of American superstar companies driving extraordinary equity gains.
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White papersEmerging Markets hold steady amid softening US dollar, tariff uncertainty
In April, the volatility in global financial markets seen in March continued to ramp up. Notably, this included US financial markets, which exhibited a general pattern of a softening US dollar and rising bond yields. While some analysts have described this as a “classic emerging market crisis,” as veterans of actual emerging crises dating back to 1994, we consider this a wildly overstated perspective.
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White papersWinners and losers from the trade war: An equities view
Rising U.S. tariffs are creating winners in defensive, domestic sectors and losers in export-heavy industries. Investors are shifting toward value and international equities to manage trade-driven volatility.
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White papersAsset Allocation Update – May 2025
Headlines remain dominated by tariff discussions, and we have seen significant row back from the more extended and aggressive tariff levies that caused such distress in markets in early April. However, where there have been ‘deals’ the base line of a minimum tariff of 10% from the US remains in place, which suggests that while there is flexibility around the reciprocal tariffs, the tariff environment will still be substantially higher than in recent years.
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White papersWhy Indian small and mid cap equities deserve a place in your investment portfolio?
India presents a compelling investment opportunity for global investors as it remains the fastest growing major economy in the world with an estimated GDP growth of 6.4% for FYE25 and is poised to become the 3rd largest economy by 2028. (Source: Economic Survey 2024-2025 and IMF).
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VideoJapan: A timely opportunity to seize long-term potential
Year to date we’ve seen significant volatility in equity markets globally – with Japan no different. However, Japan’s fundamental backdrop remains solid – first quarter earnings were healthy, share buybacks tripled year-on-year in April and merger and acquisition activity was widespread.
