All Equities articles – Page 44
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WebinarThe Meeting Room: Global Emerging Markets Fund
Join 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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PodcastOuterblue Talks Research – What awaits emerging markets in 2024?
This emerging markets outlook special edition looks ahead to 2024. While a slowdown is expected in developed markets, emerging markets (EM) are likely to prove more resilient next year with the growth premium over developed markets continuing to widen.
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White papersNavigating Value Creation in Private Equity
Private equity managers have several levers they can pull to create value, but which are the most effective today, and what does that mean for investors?
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White papersIs Too Much Riding on the Tech Titans?
U.S. tech is “Magnificent” in many ways, but it cannot lead the market forever—investors may want to seek performance elsewhere.
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White papersTech stocks take a tumble
Tech stocks slipped this week on the back of companies reporting weaker-than-expected earnings, dragging the Nasdaq 100 Index into correction territory.
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White papersDiversity of thought: Women in private equity roundtable with Nicola Goll
Private Equity International’s inaugural women in private equity roundtable in October started with a discussion on how private equity is becoming more gender diverse - slowly. The number of women in senior investment roles at UK firms, and in their European offices, has edged up to 11 percent from 10 percent in 2021, according to the latest diversity and inclusion survey carried out by Level 20 and the BVCA.
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White papersThe Case for Co-investments
Scarcity of co-investment capital could be creating a window of opportunity.
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White papersSustainable Global Equity, Annual Report 2022-23
This year’s annual report focuses on the UN SDGs and explores how two different trends are supporting progress on a number of objectives.
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White papersRisks rise but markets hold steady
The conflict in Israel and Gaza has not moved markets… yet.
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White papersEmerging markets: Positive signs even as China slows
The post COVID-19 era has seen a reset in financial markets on many levels – interest rates, geopolitics and growth paradigms. It’s also led to a redrawing of the landscape for emerging markets (EM).
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White papersPrivate Markets Update
Private equity performance has thus far held up well in 2023 as the market landscape shifted and key trends emerged across the phases of the private equity cycle: fundraising, deal activity, debt financing and exit opportunities.
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White papersBiodiversity Equity, Annual report 2022-3
Our annual report looks at the battle against deforestation. Despite the scale of destruction to key global forestry regions, there is a developing consensus that collective action from multiple stakeholders can halt, or even reverse, the ecological damage.
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White papersOpportunity in the Private Equity Liquidity Squeeze
Why we think macro uncertainty and the private equity liquidity squeeze are making secondary market conditions particularly favorable for targeted buyers
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White papersMid-Life Opportunities
Sponsors are increasingly looking for co-investment partners to support growth ambitions in existing portfolio companies or to generate liquidity, say Neuberger Berman’s David Stonberg, David Morse and Joana Rocha Scaf
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White papersJapan: Unlocking Hidden Value Through Engagement
Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.
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White papersSDG Engagement Equity Q3 2023 case study: LKQ
LKQ is a global distributor of vehicle products, including replacement parts, used in the repair and maintenance of vehicles.
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White papersDeploying AI in Investment Applications: Three Case Studies
There are different ways to apply AI to portfolio management processes. We discuss three distinct approaches in fixed income, hedge funds and equities.
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White papersKey Questions for AI Practitioners
AI can transform our industry—from investing to operations. We explore some of the questions asset owners and managers should be considering.
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White papersWhere next for equity valuations? The AI effect
Distinct valuation ‘eras’ can be seen in stock markets across the decades, typically driven by broader macro trends. These can have a significant influence on individual company valuations, even when bottom-up analysis points to different conclusions.
