All Equities articles – Page 46
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White papersWhat do we Learn from a Machine Understanding News Content? Stock Market Reaction to News
Using textual data extracted by Causality Link platform from a large variety of news sources (news stories, call transcripts, broker research, etc.), we build aggregate news signals that take into account the tone, the tense and the prominence of various news statements about a given firm. We test the informational content of these signals and examine how news is incorporated into stock prices.
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White papersChina’s Growth and Policy Priorities Pave New Paths to Equities
From COVID lockdowns to a property crisis, China’s economy suffered major shocks in 2022. But as the world’s most populous nation rapidly reopens its economy, we believe China will present attractive opportunities—particularly for investors who are prepared to understand its nuances.
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VideoEmerging markets set to turn a corner?
In our latest video insight, Kunjal Gala, head of Emerging Markets at Federated Hermes, outlines the prospects for emerging markets in 2023.
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White papersOur investment teams on the key themes for 2023
In our 2023 Outlook paper, we look back on last year and outline the key themes that could shape markets in the year ahead.
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VideoNeuberger Berman US Large Cap Value Fund Overview
Client Portfolio Manager, Nicole Vettise highlights some of the key features of the Neuberger Berman US Large Cap Value Fund.
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White papersNeuberger Berman Plans Further Push With New Strategies
Jose Cosio, Head of Global Intermediary ex-US, discusses Neuberger Berman’s plans to launch new Private Equity strategies with Citywire Alts Insider.
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White papersNeuberger Berman Raises €210m for Second Private Equity Fund for Retail Investors in Europe
José Luis González Pastor, Managing Director in Neuberger Berman’s Private Equity Team discusses the recent fund raise for the NB Direct Private Equity Fund 2022 ELTIF with Citywire Selector.
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White papersWhen Factors Rhymed
It’s been said that “History doesn’t repeat itself, but it often rhymes.” We believe 2022’s factor performance rhymes with several periods in recent history. What message does that send to investors?
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White papersHealthcare Stocks: An Innovative Remedy for Volatile Times
Healthcare stocks have remained in vogue through volatile markets, driven by increased interest in the sector during COVID-19. Yet the sources of the sector’s appeal run deeper than the pandemic’s effects and can provide resilient return potential through uncertain market conditions in 2023.
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VideoESG in Small Caps
While the ESG challenges facing smaller companies should not be underestimated, they also create opportunities for active managers to identify undervalued companies.
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White papersBiodiversity Equity Report, Q4 2022
In our inaugural edition of the Federated Hermes Biodiversity Equity report, we shine a light on farming. As we face a climate emergency, agriculture is part of the problem – but could also be part of the solution.
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White papersESG in motion: a dynamic forward-looking approach to detect ESG ‘improvers’
ESG investing has seen some headwinds in 2022. The ESG indexes suffered in 2022 in part due to their low representation in areas of the market that have benefitted from higher energy costs, such as the oil and gas sectors, and high representation in growth sectors that have been challenged by rising rates.
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White papersOutlook for Equities: Growth Stocks Are “Coiled Springs”
High inflation and interest rates brought significant pain to growth equities in 2022. Today, their de-rated valuations and resilient earnings fundamentals are presenting an attractive opportunity to patient investors.
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White papersOutlook 2023
The leaders of our investment platforms welcome the New Year with their views for 2023.
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White papersAllspring Systematic Edge
Allspring Systematic Edge delivers innovative products and bespoke solutions to meet investor needs.
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White papersMarket Scenarios and Risks - January 2023
We see risks on all fronts, but with a little less intensity at the beginning of the year. As such, we lowered the probabilities from 30 to 25%.
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White papersFixed-Income Outlook 2023: Finding Equilibrium
2022 was an ugly year for investing. As central banks battled inflation, interest rates soared and recession fears mounted. Equity and fixed-income markets broke with convention and fell in tandem. Nearly every bond-market sector suffered historic losses, leaving almost nowhere for investors to hide.
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White papersEquity Outlook: Rebuilding Conviction in Stocks for a Changing World
For 40 years, steadily declining inflation and interest rates buoyed equity returns. That changed abruptly last year. Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals.
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VideoPreparing Equity Portfolios for a New Investing Era
It certainly feels as if we’re entering a new era for investors, and that can be pretty unsettling, particularly after a year like 2022, where we saw extreme volatility and stock markets around the world declining. But we believe that this is the right time to focus on what the new regime may look like and start to position accordingly.
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White papersEvidence of the low volatility anomaly
It is relatively easy to demonstrate the low volatility anomaly – the phenomenon that first came to light half a century ago showing that investing in higher risk equities is not necessarily rewarded with higher returns. Raul Leote de Carvalho explains.
