All Equities articles – Page 53
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White papersShifts & Narratives #16 - Investing in a fragmented world
Over the past three years – well before the Covid-19 crisis – we have been arguing for a macro-financial regime shift, initially driven by the retreat of global trade as the main driver of global growth. The Covid-19 crisis has acted as a trend accelerator due to its de-globalisation footprint and implied supply-chain bottlenecks. Many growth engines have been re-shored, while the unified central bank model has ended.
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White papersSDG Engagement Equity: 2021 Annual Report
The philosophy of the SDG Equity Engagement Fund is that we can all do well by doing good. Progress towards, and the attainment of, the UN SDGs is not a zero-sum game; rather, it represents an opportunity to create shareholder value.
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White papersUS economy and markets look resilient regarding the Russia-Ukraine crisis
Over a month has passed since the start of the conflict in Ukraine and, following the initial volatility swings across all segments, markets have been more constructive in the past few weeks. Rates have drifted higher, reaching 2.5% for US 10 year Treasuries, amid expectations of more aggressive monetary action. Equities are returning to pre-conflict levels, while commodities are still volatile but running cooler overall.
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White papersEquity Outlook: War Intensifies Inflation Test for Investors
Stock markets fell in the first quarter as Russia’s invasion of Ukraine destabilized the growth outlook, amplified concerns about rising interest rates and unleashed geopolitical risks. While the conflict has created many uncertainties, we believe the impact of persistent inflation will be the dominant influence for equity investors through the remainder of 2022 and beyond.
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White papersFederated Hermes Sustainable European Equities
In our first Sustainability Report we outline how a combination of bottom-up stock picking and thematic research helps us identify companies built on strong foundations: purposeful, resilient, and innovative, and aligned to at least one of the UN Sustainable Development Goals.
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White papersGlobal Equity ESG - Annual Report, 2021
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 papersRunning dry: How water risk can threaten a company’s bottom line
Climate change is forcing investors to evaluate two new types of risk: transition risk, the cost of transitioning to low-carbon operations, and physical risk, the cost of increased drought, floods, severe weather, and a rising sea level. Water stress is one of the most pronounced physical risks from climate change that investors must consider.
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White papersESG in Pharma: Has the ‘S’ Reached a Turning Point?
Increased regulation and heightened competition are transforming the pharma industry’s behavior when it comes to the pricing and availability of medicine.
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White papersCarbon Handprints: A New Approach to Climate-Focused Equity Investing
How can investors gain confidence that an equity portfolio is invested in companies that are really helping to address climate risk? Focus on a company’s carbon handprint, which measures the positive impact, or carbon avoided, by using its products.
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White papersFrom Buying the Dips to Fading the Rallies
Equity markets are higher than they were on the eve of the invasion of Ukraine, but here’s why we think there is more volatility, and potentially more downside to come.
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White papersInflation: a stubborn beast to slay
As the war in Ukraine adds to pressure on prices, investors could be facing a prolonged period of high inflation and may need to adjust their strategies accordingly.
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White papersWar Distress Hasn’t Derailed Western Growth Yet
The U.S. announced a new list of penalties against Russian elites, lawmakers, and entities, and there are discussions about imposing sanctions on Russia’s gold reserves—though not yet passed. Meanwhile, the EU and G7 are expected to announce further restrictions on business in Russia.
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Asset Manager NewsGLP Announces €1.2 billion First Close for EIP III, the Third Vintage of its Flagship Pan-European Income Logistics Fund Series
Fund expected to be expanded beyond initial target size of €1.5 billion+ equity on the back of strong investor demand and robust acquisition pipeline.
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White papersEuropean Real Estate: The Build-to-Rent Opportunity
Given the sizeable opportunity set, potential for superior long-term risk-adjusted returns, strong diversification benefits and inflation protection, there is a compelling opportunity in European residential real estate.
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VideoExpectations for Fixed Income
The COVID-19 pandemic, coupled by a range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years.
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PodcastPowering the Transition to Renewable Energy
Head of Global Resources, Clive Burstow describes the massive structural investment needed in the years ahead to transition to an energy grid powered by renewables. He weighs in on the roles new technologies, geopolitical conflict, and inflation will play along the way.
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White papersStrategies to navigate soaring inflation and rising rates
As central banks try to tame inflation without triggering a global recession, pockets of opportunity can still be found.
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WebinarThe Meeting Room Webcast: Global Emerging Markets, March 2022
Join Kunjal Gala and the rest of the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
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WebinarUkraine war: economic, policy and market implications
Russia’s invasion of Ukraine has sharply altered the global economic and financial outlook. It has increased the stagflation risk, making the life of central banks ever more difficult.
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White papersListed infrastructure: Investing in a sustainable future
Listed infrastructure is inherently aligned with many client sustainability objectives. First and foremost, these companies exist to provide the basic services that are fundamental to the functioning of our societies. Access, affordability, safety, and reliability are all important social objectives related to the products and services that infrastructure companies offer. In delivering these services, companies also have a responsibility to treat the environment in a manner that won’t jeopardize their ability to deliver these essential services over the long term.
