All Equities articles – Page 53
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Why investors in China private equity might be missing out on most of the market
The domestic Chinese private equity market is developing faster than many international investors realise, but without the right fund structure investors may miss the best opportunities. We explain why.
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US presidential election: how it will impact US economy and financial markets
Joe Biden has enjoyed a remarkably stable lead in the national polls this year. Currrently, he is leading President Trump by 7.6%, according to our poll of polls, down from a peak of 10.4% in June. However, we believe the race is much closer, at around 50/50, with a small Biden edge
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The Biggest Threat to the Global Recovery Lies Beneath This Dome
Rising acrimony at the U.S. Capital around the Supreme Court vacancy puts stimulus at risk and hurts long-term growth prospects.
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Tech innovation: reaching all sectors
Companies across a range of industries are deploying innovative technologies to spark rapid growth, creating attractive investment opportunities
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Four ways to pick companies that can thrive beyond crisis
A set of all-weather principles for selecting stocks that will outperform over the long term, regardless of whether economies are buoyant or set for a long grind of slow growth
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Japan: all eyes on the next Prime Minister
Following an eight-year term, Shinzo Abe announced he will stand down as Prime Minister of Japan due to a deterioration in his physical health. Japan’s Topix Index dropped around 2.5% in reaction to the news on 28 August 2020, before rebounding to close the day marginally negative. In the short-term we can expect downward pressure on the domestic equity market, while the yen appreciation as a result of political uncertainty will act as positive for non-JPY based investors.
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Can EM Issuers Pay Their Debt—And Will They?
Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.
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Investing during the rise of zombies: How monetary policy, COVID-19, and technology have created and sustained a horde of decomposing corporations
Amid the spectacular return of equities post-Global Financial Crisis (GFC), most equity investors have little need to focus on business models. The S&P 500 posted a 256.4% total return between 2010-2019, and global equity and credit investors were rewarded for carrying the beta exposure to those asset classes and did so often with lower-than- average levels of volatility.
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Suganomics
Japan’s new prime minister could boost fiscal and growth strategies to secure his position ahead of the next general election, with a focus on digitalization and deregulation.
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Investors Beware! Trump & Biden Agree On Something!
China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
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The Meeting Room Webcast: Impact Opportunities, September 2020
Listen to the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on Impact Opportunities.
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Impact investing in the coronavirus era
What does it mean to invest with impact? And has the coronavirus pandemic resulted in a paradigm shift for responsible investment strategies? In the latest episode of Fundamentals, we explore the world of impact investing.
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ESG in Equities: Better Outcomes Require Better Practices
Not all approaches to ESG are created equal—why a focus on integration, forward-looking dynamics and active engagement is the key to unlocking long-term returns in equity investments.
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ASEAN: Where Positive Demographics Meet Supportive Secular Trends
Recent market volatility has created what we view as an attractive opportunity in ASEAN equities—particularly to tap into selective structural growth stories at compelling valuations.
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ESG in Equities: Not All Approaches are Created Equal
Dr. Ghadir Cooper, Global Head of Equities, shares insight into the deliberate approach that her team takes when incorporating ESG into their investment process, including how the three key principles of integration, dynamism and active engagement contribute to better outcomes.
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Japanese employment: engaging for greater equality
Japan is renowned for its strong dedication to work and the country has one of the lowest unemployment rates in the world. Yet working hours are lengthy, there are two classes of employees and women are an underutilised force in the workplace.
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Local Investors Discover Brazilian Stocks
Why local investors have been supporting Brazil’s market in recent days.
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It’s Not the Beginning of the End; It’s the End of the Beginning
As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
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ECB QE Monitor – September 2020
The ECB’s balance sheet is now equivalent to 54% of euro area GDP compared to 39% at the start of the year.
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Central Banks Talking the Talk after Walking the Walk
Look for messaging, more than actions, at global central bank meetings. U.S. retail sales are expected to hold up in August despite the expiration of unemployment benefits, and the Brexit Isles are upon us as talks heat up.