All Equities articles – Page 54
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White papersDebunking the Myths of “High-Priced” Tech Stocks
Technology stocks seem unstoppable. Giants like Apple and Microsoft, as well as technology-driven consumer firms such as Amazon and Alibaba Group, continue to do well through the COVID-19 pandemic.
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White papersChina: 6 reasons why - it poses a unique portfolio optimisation opportunity now
The second largest economy globally – China – is forecast to overtake the United States as the world’s largest economy by 2030
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White papersUncertainty and Rapid Change Creates Opportunities in Global Small Caps
It has been said that the one constant is change. Change may be inevitable, but I don’t think anyone anticipated the speed or severity of change global markets have experienced so far this year. While the coronavirus pandemic and resulting recession have pressured economies and investment markets alike, they have also created opportunities for global small-cap investors who can adapt quickly to shifting conditions.
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White papersReal Estate Outlook – Europe, Edition 3 – 2020
Continuing impacts of COVID-19, but for how long?
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White papersTaking stock of the markets
Back in the old days it might be said that investing was simple. You just put some money into a company, a commodity or a piece of property, and with a bit of luck, time and reasonable management, the value of your investment went up.
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White papersGlobal Equity ESG: H1 2020 Report
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 papersStyle Tilt: Growth Surge Reshapes US Stock Market in 2020
During the coronavirus downturn and rebound, US growth stocks outpaced value stocks by a record margin. Now growth stocks seem expensive, but that depends on how you look at it. So are these trends likely to continue—and how should investors position across different equity styles?
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White papersPositioning for the 2020 U.S. Presidential Election
For investors and markets still reeling from the global pandemic—and facing a protracted, volatile economic recovery—a new source of uncertainty is fast approaching: the U.S. presidential election in November. Historically, equity markets have posted below-average total returns during an election year.
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White papersFundamentals: the case for US SMID
Slow and steady wins the race. So goes the age old saying from the fable of the tortoise and the hare. But how does it apply to US small and mid-cap (SMID) companies? And is the asset class underappreciated by industry analysts? We explore the universe of US SMID companies in Fundamentals.
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White papersThe Glass Is Still Half Full (For Now)
World economies have rebounded from lockdowns faster than expected despite much differentiation among them. Much still depends on further progress in managing COVID-19 and continuing policy stimulus.
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White papersHong Kong-China Equities: Accelerating Areas of Opportunity
As COVID-19 slowly loosens its grip on China, it has become clear that many of the long-term structural trends shaping the markets remain intact or have even accelerated—creating investment opportunities in Hong Kong-China equities.
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White papersKeep Your Eye on the Loser
The election’s winner will drive market sentiment for the next several months, but the loser could reshape economic policy for the decade.
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White papersEuropean equities: accelerating the digital revolution
The coronavirus crisis has fast-tracked the global economy’s digital transition, as the pandemic has encouraged the uptake of virtual solutions across different industries.
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White papersGlobal Emerging Markets: ESG Materiality, Q3 2020
Welcome to the Global Emerging Markets’ ESG Materiality commentary – a quarterly publication that demonstrates our engagement activity with portfolio companies and showcases holdings that are creating positive impact aligned to the Sustainable Development Goals. In addition, we explore an environmental, social and governance (ESG) theme and its implications for the asset class.
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White papersRecovering scenarios and Emerging Themes
Erik Knutzen shares guidance on navigating the range of paths through the recovery and our Playbook 2.0 for capitalizing on investment themes.
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White papersIs Concentrated Investing Riskier in Today’s Uncertain Environment?
In a world of increased uncertainty, many investors’ natural instinct is to “hedge their bets” by diversifying, rather than investing in a concentrated strategy. But this year, a portfolio consisting of just the five largest US stocks would have significantly outperformed. So, is there a way to reduce risk and to capture long-term growth in a concentrated portfolio?
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Asset Manager NewsCoronavirus: what now for economies and markets?
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
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White papersSDG Engagement Equity: 2020 H1 Report
Launched in January 2018, the Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
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White papersWebinar – Nowcasting the US Economy
Join CME Group Chief Economist, Blu Putnam, as he shares insights using alternative data and nowcasting to monitor developments in the US economy.
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White papersInvestment decisions in volatile times
Volatile market conditions are an opportunity for investors to reassess and diversify. Timing an investment in the right asset class can bring significant gains, but may require using strategies that diversify risk, argue Wei Li, Senior Structurer, Multi-Asset, Quantitative and Solutions APAC.
