All Equities articles – Page 57
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White papersOur best investment ideas
Broadly speaking, valuations across public equities around the world appear full, but we see opportunities across sectors and markets. We expect valuations to be relatively flat next year.
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White papersReal Rates Are the Key to This Cycle
Most of the consensus trades for 2021 failed in the second half of the year, and we think understanding why could be critical to unlocking the rest of this unique cycle.
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Research ReportSustainable Global Equity Report, Q4 2021
It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world’s poor. Almost a third of adults globally (about 1.7 billion people) remain unbanked.¹
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WebinarThe Meeting Room Webcast: Global Emerging Markets SMID, November 2021
Listen to the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on Global Emerging Markets SMID.
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White papersMetaverse & the Disruption of the Internet
The sci-fi inspired vision behind an idealized metaverse is clear—but the road to get there is uncertain. As the industry tries to adapt existing business models to fit this new (virtual) reality, which companies will be the winners?
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White papersShifts & Narratives #12 - ESG is not a given, the battle for data has just begun
ESG (environmental, social, and governance) investing has been making news headlines recently. With the rising adoption of ESG worldwide, regulatory scrutiny has started to intensify. The focus of this attention has been the assessment of what is effectively the integration of ESG principles into the traditional investment process versus what can sometimes appear to be the mere labelling of investment products as ESG with minimal effort to incorporate ESG aspects – a marketing push put in place to address fast growing investor demand.
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Research ReportImpact Report, Q3 2021
It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world’s poor.
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White papersGlobal Investment Views - December 2021
Halloween ‘ghosts’ of Fed tapering, the Evergrande crisis, and the earnings season did not scare the markets. The Fed telegraphed its message well: while keeping the option to adjust tapering depending on the state of the economy, it reiterated the “transitory” inflation narrative.
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White papersNovo Nordisk Throws Its Weight Behind Patients With Obesity And Diabetes
The world’s obesity and sugar-high problems have healthcare budgets bursting at the seams.
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VideoUnderstanding China Market Dynamics
We believe having on the ground insight is key to understanding local market dynamics. Listen to the latest insights from Ning Meng, China A-Share Strategy Leader based in Shanghai, as he talks to Joe Amato, President and Chief Investment Officer—Equities, about the recent dynamics in China markets.
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VideoSolving for 2022
The heads of our investment platforms identified the key themes they anticipate will guide investment decisions in 2022.
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Podcast2022 Economic Outlook
Barings experts across public and private markets explore the outlook for the year ahead from both the “top-down” and “bottom-up,” and weigh in on the key trends likely to shape opportunities in 2022 and beyond.
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White papersSimple Equity Themes for Complex Times
Here’s why we think value and income can offer equity investors both a buffer against uncertainty and an attractive opportunity in an ongoing reflationary expansion.
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White papersEurope is poised to surprise
Over the past year, European equity markets have more than held their own relative to global equity markets. To the surprise of many, Europe has only marginally trailed the U.S. market while outperforming the broader MSCI World ex-U.S. Index. We believe Europe is poised for further positive surprise looking ahead.
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White papersWhat I learned on a trip through China
Amid heightened risk in China’s equity markets, portfolio manager Winnie Kwan shares first-hand experiences from her first post- COVID trip to China. She shines a light on:
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White papersFrom Mission Accomplished to Mission Impossible
Central banks will be rewarded for their crucial crisis response with more missions that threaten their effectiveness and independence.
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White papersYour Questions Answered: Sustainable Global Equity
Why Sustainable Global Equity and why now? What makes the fund unique? Is there a ‘green’ bubble? These are some of the questions our clients and prospective investors are asking about the some of Sustainable Global Equity fund.
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White papersA new dawn for Europe? Strategies for investing in European assets
The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which are progressing at a strong pace.
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Asset Manager NewsPATRIZIA 9M 2021 financial results: Strong growth in business activity and continued improvement in earnings quality
PATRIZIA AG, a leading partner for global real assets, generated strong growth in its business activity in the first nine months of 2021, despite the ongoing economic challenges posed by the global Covid-19 pandemic.
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Podcast*Diversified private markets: A source of illiquidity premiums*
Negative cash flows, pressure to diversify risk exposures, stricter investment regulations – institutional investors are facing many issues. These are also making holding listed equities harder, while low bond yields add to the challenges of sourcing adequate returns. Where can attractive alternatives be found?
