All Equities articles – Page 31
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White papersThe unpersuadables?
In his latest article on corporate governance in South Korea, Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity, looks at how to solve the ‘Korea discount’ and why copying Japan’s approach won’t necessarily work.
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White papersAsia ex-Japan Equity: Letter to Investors
In our latest Letter to Investors, Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity, looks at the remarkably attractive valuations on offer at the present time, and the implications for long-term investors.
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White papersThe Importance of Monitoring Credit Spreads In Positioning Equity Portfolios
On February 5, 2024, the yield spread between the Baa corporate bond and the 10-year Treasury bond sat at 157 bps—just 9 bps wider than the narrowest level seen since 2000.
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White papersFinding Hidden Value in the Future of Global Security
Companies supporting efforts to create a more secure and stable world could provide equity investors with an attractive source of long-term returns.
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White papersCross Asset Investment Strategy - February 2024
Topic of the Month - Japan equity: top performer in 2023; remains attractive option for 2024
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White papersJapan equity leadership continues
Japanese equities continued their strong performance in 2024, reaching their highest levels in 34 years. The recent trend has also benefitted technology shares supported by a solid economic outlook.
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White papersPrivate Equity Outlook - 2024
“Going into 2024, we believe the record-high dry powder reserves suggest potential for significant PE activity as values slowly recover and conditions improve…”
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White papersAccess for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so.”
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White papersA Perspective on Private Equity NAV Loans
Net Asset Value loans have captured popular interest across the Private Equity universe.
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White papersEmerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets
”The growth premium over Developed Markets is at its highest levels in almost five years, and is expected to continue widening next year despite the global economic slowdown.”
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PodcastOuterblue Convictions - Global Investment Views: Central banks still centre stage
We may only be a few weeks into 2024, but the markets have been anything but quiet. After a rocky period at the end of the year, bonds and equities eventually returned to positive territory in January, with the notable exception of China. Central banks remain centre stage, as markets continue to speculate over their next steps.
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White papersESG Materiality H2 2023: Spotlight on China
In the latest issue we focus on China and look at the crunch ESG risks and opportunities in the world’s second-largest economy. We also provide an update on our voting and engagement activity over the last 12 months.
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White papersUS SMID: Seven questions answered
After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.
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VideoHave higher rates made private equity trickier to do?
In our latest video insight, Elias Korosis, Partner, Private Equity, discusses the impact of higher rates on the private equity industry and outlines Federated Hermes’ approach.
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White papersValue investing: no longer “why” but “how”
Value investing has historically been a source of significant excess returns. This also holds true for European equities in which the annualised value premium, determined by the price to book ratio, has equalled 2.97% since 1990 through 2023.
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White papersCapital market assumptions: 2024
Our 2024 expectations for annualised returns over the next 20 years (what we call our capital market assumptions) are a mixed bag. Strong gains across markets over the past year have tempered our expected returns for equities relative to our 2023 outlook. On the other hand, higher starting yields translate into improved expectations versus last year across many fixed income asset classes.
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White papersThe Year Ahead for the Major Industry Sectors, Part 1
The first of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
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White papersThe Year Ahead for the Major Industry Sectors, Part 2
The second of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
