All Equities articles – Page 47
-
PodcastWhat Goes Up Must Come Down…Right?
As we wrap up on the past year, many would agree that the predominant market trend that impacted investors would have to be inflation. In 2022, inflation levels rose to the highest we have seen in four decades. How did we get here?
-
White papersPensions investment outlook 2023: New realities, big decisions
Pension fund investors have endured a roller coaster two years. After a strong 2021, 2022 saw record losses on sovereign bonds and a major correction in equities.
-
White papersPrivate Equity in the Economic Headwinds
Against the current economic headwinds, concerns about sourcing, financing, managing and selling private equity assets are understandable—but might these concerns be obscuring the underlying resilience of the asset class?
-
White papersBroadening Access to Private Equity
While private equity investors have benefited from the return premiums and diversification of the asset class for over 20 years, complexity and barriers to entry have inhibited the democratization of private equity for individual investors.
-
White papersA Tale of Two Cities
Why we think the resilience of the U.S. economy is proving to be a real conundrum for investors.
-
White papersSDG Engagement Equity Q4 2022 case study
Global concession caterer SSP had virtually no sustainability reporting back in 2017. The company has since established a comprehensive sustainability strategy which includes meaningful measurable targets.
-
White papersProtect, sustain, restore: Why the Amazon matters
Our Biodiversity Equity team explains how investors can play a crucial role in halting and reversing deforestation.
-
White papersSpectrum, Q4 2022
A year has passed since our Q4 2021 edition of Spectrum, in which we invited investors to consider the consequences of ‘sticky’ inflation. Suffice to say, a lot has happened since then, and the question of higher-for-longer inflation has been answered in no uncertain terms.
-
White papersIndia’s star shines as stocks reach an all-time high
Indian equities surge this year as economy becomes an attractive alternative for investors moving away from China.
-
WebinarThe Meeting Room: Global Emerging Markets Fund, December 2022
Join the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
-
White papersSustainable Global Equity Report, Q4 2022
With structural pressures driving a higher base level of inflation over the medium term, the need to focus on high-quality, sustainable businesses is stronger than ever, says Martin Todd, Portfolio Manager of the Federated Hermes Sustainable Global Equity strategy.
-
White papersFed hikes by a little less, but promise more to come
After hiking its policy rate by 75 basis points at each of the prior four meetings, the Fed took its foot off the brakes a bit, raising rates by only 50 basis points at its final meeting of the year. Inflation concerns remain, despite a string of softer data, but risks to higher prices and slower growth now appear more balanced than they have for several years.
-
White papers2023 Investment Perspectives
M&G’s Chief Investment Officers share their perspectives on the key themes influencing financial markets for 2023. With major central banks raising interest rates to control high inflation and worries about the global economic outlook growing, there are plenty of uncertainties for investors to navigate. However, are there also grounds for optimism?
-
White papersThe Rise of GP-Led Secondaries
As private equity investors scramble for liquidity in this volatile climate, more general partners are orchestrating transactions in the secondary market.
-
White papersInvestment Outlook – Positive but tempered return expectations
There were few places to hide in 2022. Inflation, monetary policy tightening and geopolitical risks marked a stark contrast to the drivers of returns in 2020 and 2021; the backdrop ultimately forced a revaluation of fixed income and equity assets. From low to high inflation, and from low to high interest rates, returns suffered as markets adjusted to the new paradigm.
-
White papersEquities: Not All Growth is Created Equal
The indiscriminate sell-off in growth companies is creating potential opportunities in ‘true’ growth stocks, which are becoming increasingly undervalued amid the broader market decline.
-
White papersSemiconductors: The Darkness Before the Dawn
Given the headwinds of a cyclical downturn in demand, high inventories, and rising tensions between China and the U.S., the semiconductor sector is being challenged. But there are a growing number of reasons to be optimistic about the share prices over the medium term.
-
White papersGlobal Investment Views - December 2022
Markets have seen some relief in a year that overall is likely to be remembered as among the most challenging for investors. But the negative trend reverted somewhat with gains for the S&P 500 and select Treasury Indices.
-
White papersNet Zero Investment Portfolios - Part 1. The Comprehensive Integrated Approach
The emergence of net zero emissions policies is currently one of the most important topics among asset owners and managers. In this research paper, we investigate the integrated approach, which is implemented by equity and fixed-income mutual funds and ETFs.
-
VideoSmaller Companies: Specialists & Industry Leaders
There is a misconception that the small-cap universe is less developed or less diverse than its large-cap counterpart—but many smaller companies are leaders within their industries.
