All Equities articles – Page 44
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White papersThese 3 laws drive innovation and investment opportunity
You’ve probably heard of Moore’s Law, the observation that semiconductors would get meaningfully faster and cheaper over time, improving computing power. But what about Flatley’s Law and Wright’s Law?
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White papers“The Best of All Possible Worlds!”
Clearer evidence is emerging that in most major economies the joint monetary, fiscal, and health policy response to the pandemic is proving faster, bigger, and better-targeted than we expected.
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White papersAllocating to real and alternative assets: a framework for institution…
Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure and private debt, over the past decade, with the objective of enhancing the return or the expected yield of their portfolio, as well as improving its diversification.
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White papersMind the rebalancing gap
The 12 months ending 31 March 2021 saw the largest positive divergence in returns between global equities and bonds in nearly 50 years.
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White papersInvesting Beyond the Storm: A View from the MENA Region
An unprecedented blow from COVID-19 and low oil prices have accelerated the timeline for green energy in MENA economies.
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White papersSustainability in a World in Transition
We believe that 2020 marked an important turning point for companies and investors alike. Not only are sustainable criteria becoming ever-more important for investors, rapid societal and technological change is driving a corporate evolution. This is creating disruption across a number of key areas generating opportunities for active managers.
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White papersQuality matters: An active approach to quality for equity investing
In this piece, we examine quality—what it is, why it matters, and how it performs across different market environments. We believe active equity managers who focus on quality are better able to identify companies with the potential to weather uncertainty and reward long-term investors.
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White papersThe big bounce back
A high-velocity vaccine rollout, $1.9 trillion stimulus package and a year of pent-up consumerism mean the future is bright for U.S. mid-market direct lending, says Churchill Asset Management’s Randy Schwimmer.
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White papersGlobal Equity ESG: Annual Report 2020
Combining attractive fundamentals and good or improving environmental, social and governance (ESG) characteristics, the Federated Hermes Global Equity ESG Fund targets innovative companies that anticipate tomorrow’s challenges today.
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White papersEuropean equity value has further to go in this cycle
Since the lows recorded in March 2020, we have seen three different phases of the value recovery. The first was driven by cheap quality cyclicals. This was followed by the outperformance of the deep value Covid-19 stocks from early November amid developments of effective Covid-19 vaccines.
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White papersSDG Engagement Equity commentary: Alliant
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors.
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White papersAsian equities inspire confidence, even after volatile quarter
Asian equities peaked twice in the first quarter amid optimism over the recovery in China, the prospect of improved relations between the new US administration and China, and the arrival of COVID-19 vaccines.
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White papers*The blue economy in numbers*
Growth, employment, consumption, renewable energy…These are all indicators that reflect the rapid rise of the ‘blue economy’ and its growing contribution to business and industry, better living standards and the development of a more responsible global economy.
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White papersResponsible Returns: Better Stocks for a Better World
Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach.
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White papersZen and the art of investment management
In a complex and highly interconnected world, how can we as investors and intermediaries be sure that our actions serve both ourselves and the planet? I believe that a mindful approach could take us a step closer towards the goal of truly responsible investing, and that the benefits would be material as well as spiritual.
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White papersESG in Equities: Identifying Winners in the Energy Transition
Clean energy and anti-pollution initiatives will continue to impact the equity investment landscape—but not all companies will be winners, and careful analysis will be needed to identify those that stand to benefit and those that may see a threat to their business model.
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White papersWhy invest in EM local currency debt?
Disappointing US dollar bond returns in EM local currency debt has led to a decline in flows into the asset class over the past decade.
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White papersWill India be the next high-growth emerging market?
After a slowdown in 2019 and a harsh lockdown in 2020, India may be poised to regain its place among the fastest-growing emerging markets.
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White papersCOVID and beyond: navigating the markets
We share the views of some of our portfolio managers and economists on navigating the equity and fixed income markets in the year ahead and beyond. They also share how the last year has influenced long-term developments in economic and market outlooks.
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White papersFederated Hermes Asia ex Japan: Letter to investors, March 2021
After a testing decade for contrarian, value-biased investors, there are hints of change as expectations of an end to extraordinarily cheap money have caused price movements. Could a long-awaited enduring rotation be in the offing? Here Jonathan Pines, Portfolio Manager of our Asia ex Japan Strategy, presents his views.
