All Equities articles – Page 60
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White papersEconomic Outlook Roundtable
The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the “top-down” and “bottom-up.”
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White papersSolving for 2022: Joseph Amato on Equities
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
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White papersMarket Scenarios and Risks - December 2021
We change the narrative and the probabilities of the scenarios in line with our 2022 Outlook. The central scenario assumes that Covid becomes endemic with multiple waves albeit manageable, fiscal levers remain significant and tied to monetary policy and growth comes back to potential in 2023.a
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Research Report2022 outlook: Slower. But still pretty fast.
The current economic cycle isn’t ending, but conditions are getting more difficult and returns are going to be tougher to come by.
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White papersQ3 earnings season: results better than expected but doubts remain about next year
Q3 21 results were generally well above expectations, which was not taken for granted given the bottlenecks and higher input costs. However, the 2022 consensus remained very cautious, with EPS forecasts at best equivalent to nominal GDP growth! Good surprises cannot therefore be ruled out.
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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:
