All Equities articles – Page 63
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White papersWhat does heightened China risk mean for investors?
In July, China’s equity market suffered one of its worst monthly declines in a decade amid escalating regulatory pressures. The steep fall has raised concerns about the risks and outlook for investing in Chinese equities.
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White papersAre emerging markets on the cusp of a dividend boom?
EM dividends have remained steady even as global pay-outs were decimated by the pandemic. Here are the factors driving EM’s strong dividend growth potential.
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PodcastThinking Big When It Comes to Small Caps
The word volatility is not something that’s foreign to the small-cap market. However, with the rise of the meme stock phenomenon making headlines earlier this year, many people around the world have likely been keeping their eyes out for unique opportunities in the market. But when it comes to small caps, what other investment tools might be available to new and seasoned investors alike?
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White papersTrading the Vaccine Curve
Today, as many economies approach the final stages of their COVID-19 vaccination programs, unlocking activity hard hit by lockdowns, their experience provides an important guide for investors as to how other countries, further behind with their vaccination programs, may perform in coming quarters.
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White papersAsia Game Theater Update: Long Chinese Equities
We’ve recently updated our Asia game theater, and although these changes partly reflect the recent regulatory crackdown in China, our update was independent of recent Chinese equity market volatility.
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White papersChina Policy Moves Strengthen the Case for the Local Market
China’s regulatory reforms may be disruptive in the short term, but we see long-term positives.
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White papersShould Today’s “Buy the Dip” Equity Trend Guide a Multi-Asset Strategy?
Under normal circumstances, most investors are momentum chasers and liquidity takers. They buy when markets do well and sell on the way down. But the last 18 months have been far from normal for just about everything, especially investors’ equity buying and selling habits. The buy-low/sell-high paradigm has been uniquely tested in 2021, and investors are jumping in during selloffs almost as enthusiastically as during rebounds.
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Research ReportSDG Engagement Equity: 2021 H1 Report
Launched in January 2018, the Federated Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
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White papersTime Is Money - Restoring Investor Confidence in Long-Term Cash Flows
As equity style winds shift, investors are still debating the merits of growth versus value stocks. But we believe quality remains the essential focal point, especially amid a low interest-rate environment that has changed the math behind company valuations.
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White papersMain themes for investing in Chinese equity over the summer and beyond
All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors. Under this regulatory pressure, the Chinese market has underperformed both MSCI DM and MSCI EM indices following a strong performance in 2020.
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White papersCLO equity: Where does it fit in investor allocations?
CLO equity has garnered increasing levels of investor interest, primarily due to the potential for high returns driven by a robust yield profile – a relative rarity in today’s low-yield investment landscape.
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White papersSummer Boom Meets COVID Concerns
Technical factors, perceived Fed hawkishness, the Delta variant, and U.S. infrastructure talks led to a volatile week in markets, which should remain near-term amid COVID concerns and until monetary policy clears up in fall. Solid economic data supports our strong-growth outlook.
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White papersCase study: Maintain a fund’s mandated asset allocation ratio through shifting markets
A portfolio manager with a $2 billion portfolio has a mandate to maintain a 60/40 mix (60% equities to 40% fixed income). Within the 60% equities allocation ($1.2 billion), the manager must maintain a 50/50 mix of large-cap equities benchmarked to the S&P 500 and small-cap equities benchmarked to the Russell 2000.
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White papersDraghi Takes First Shot at Reforming Italy
After getting the vaccination program up to speed and reshaping the country’s recovery plan, Prime Minister Mario Draghi is now focusing on the hard part of the job: actually reforming Italy.
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White papersChina – Economically inspiring
While financial markets are wondering when and how the US Federal Reserve and the ECB will turn to monetary tightening, we expect the People’s Bank of China to move to monetary expansion soon. That should give Chinese equities and bonds wings.
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White papers5 investment lessons from the pandemic era
As an investor with more than three decades of experience, the past 16 months stand out in my career as both intensely painful and incredibly instructive. On or about March 23, 2020, the Standard & Poor’s 500 Composite Index and MSCI All Country World Index hit bottom, establishing the fastest bear market in history as the COVID-19 pandemic spread across the globe.
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White papersYour Questions Answered by SDG Engagement Equity
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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White papersAhead of the Curve, Q2 2021
In the latest edition of Ahead of the Curve, Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes: inflationary concerns, notable divergences between advanced and emerging economies and where we stand on building back better from the Covid-19 pandemic.
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White papers4 things global financial cycles are telling us
As much of the global economy climbs out of the pandemic-induced downturn, investors are scrutinising every new economic data point for clues to the outlook for growth and inflation. I think they should also take the 30,000-foot view afforded by financial cycles, which can offer a long-term perspective on the trajectory of an economy.
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White papersEuropean equities: look for the winners to play the reflation trade, value revenge, and ESG disruption
While the strongest national European football teams are animating a great competition, which is also signalling a sort of return to normality for Europeans, investors’ appetite for European equities is back and for good reason.
