All Equities articles – Page 52
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White papersSustainable Global Equity, 2022 Q3 report
As well as our usual engagement and ESG metrics, the latest quarterly report from the Sustainable Global Equity team considers the health of the world’s supply chains. Are they on the mend after pandemic-induced dislocations?
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White papersSDG Engagement Equity Q3 2022 case study
ROIC is the largest publicly-traded, grocery-anchored shopping centre real estate investment trust (REIT) focused exclusively on the west coast of the US.
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White papersCapital Commitment
Over ten trillion dollars are allocated to private market funds that require outside investors to commit to transferring capital on demand; most of these funds are Private Equity (PE). We show within a novel dynamic portfolio allocation model that ex-ante commitment has large effects on investors’ portfolios and welfare, and we quantify those effects.
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White papersWhat role can renewables play in strengthening Europe’s energy security?
Winter threatens to bring the first severe European energy crisis in decades. As leaders grapple with potential solutions, renewable energy capacity is in the spotlight.
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White papersExpectations of Fed pivot begin to gain traction
Central banks have tightened policy aggressively this year in a bid to quell inflation, but concerns are growing about how much further they can hike borrowing costs in the face of slowing growth.
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White papersPolicy Excesses and Market Discipline
We are seeing bond investors standing up for themselves against policymakers, and while equity investors are experiencing pain from this struggle, the end result may be a more sustainable, fundamentals-based market.
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White papersEconomic and Market Review: Key Considerations for Equity Investors
We put out a cautious Equity Market Outlook three months ago, and after a quarter of worsening economic data and inflation trends we are now even more focused on low beta and high earnings quality.
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White papersGlobal Investment Views - October 2022
Geopolitical risks have returned to investors’ radar screens with President Putin’s escalation of the war in Ukraine. At the same time, inflation remains in the spotlight: the latest US reading was concerning, causing yields to rise while equity markets tumbled.
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White papersSDG Engagement Equity Fund 2022 H1 Report
The Federated Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
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White papersBraving bear markets: 5 lessons from seasoned investors
This article was originally published July 15, 2022, and has been updated to reflect market conditions.
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White papersNavigating the Emerging Markets Default Wave
Despite record defaults, stresses remain relatively low for the asset class overall.
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White papersTime to refocus on bonds - Rethinking portfolios after the great repricing
Inflation has risen to levels not seen in 40 years, leading to a repricing of financial markets this year, which has been particularly severe in the fixed income space. Central Banks have already started to hike rates and turn to the hawkish side to avoid de-anchoring inflation expectations. The era of low or even negative interest rates is over.
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PodcastThe Investment Podcast: What next after the summer rally in bonds and equities?
Fixed income and equity markets face being influenced by inputs from all angles, making this no market for broad macro calls.
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White papers20-21 September FOMC meeting: the move into restrictive territory
The Federal Open Market Committee (FOMC) meeting and statement: On 21 September, the Fed hiked the Fed funds rate by 75bp, to 3-3.25%, the third consecutive 75bp rate hike, and the fifth rate increase in 2022. This means the central bank has raised rates by 3 percentage points this year, clearly prioritising its aim to tame inflation even if it means damaging economic growth.
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White papersImpact Opportunities Fund: Annual Report 2021
In our Impact Annual Report 2021 we provide updates relevant to the companies in our portfolio and outline how recent market volatility provided opportunities to buy several new holdings at attractive valuations.
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White papersEuropean Equities Sustainability Report, H1 2022
Covid-19 continues to pose challenges to health systems around the world and has impeded targets set by UN Sustainable Development Goal (SDG) 3, which seeks to promote healthy lives and wellbeing for all.
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White papersFive questions answered on… Asian equities
Here, Jonathan Pines, portfolio manager of the Federated Hermes Asia ex-Japan Equity Fund, makes the case for finding opportunity in Asian equities and explains why investors should consider making an allocation as part of a broader portfolio.
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White papersAltruism or Self-Interest? ESG and Participation in Employee Share Plans
We ask how the ESG performance of firms affects the asset allocation of a large sample of French employees between their employer’s stock and alternative investments in firm sponsored savings plans. After ESG incidents, employees are less likely to invest and they invest smaller amounts in their company’s stock.
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White papersWhy research is critical when it comes to China investing
It has been quite a topsy-turvy 2022 for Chinese equities so far. What are the key factors that have contributed to the volatility?
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White papersUnlocking Hidden Value in Carbon-Intensive Companies
In the race toward net zero, the ‘cost of carbon’ may continue to affect company valuations. Understanding this potential impact is critical to identifying those businesses that are best-positioned for long-term outperformance.
