All Equities articles – Page 64
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White papersGlobal Equities: Introducing our Sustainability Assessment Framework
As the sustainability landscape continues to evolve so too does the innovative approaches and tools of the Federated Hermes Global Equities team.
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White papersEarnings Still Matter
Despite stretched equity market valuations, a blockbuster second-quarter earnings season could help sustain market momentum.
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White papersMarket Scenarios and Risks - July 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios. In our central scenario, the policy mix and improving fundamentals support the recovery and markets.
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White papersEM monetary policies normalisation as the low tide is getting higher
The monetary policy conditions in the emerging markets are still definitely dovish. Domestic factors as Inflation and, in certain cases, strong economic rebound are driving the EM Central Banks to normalise their monetary policy course. Tighter global financial conditions should trigger a faster and more generalised normalisation.
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White papersSDG Engagement Equity commentary: Fortune Brands
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors.
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White papersFrom Hanging Ten to Choppy Waves
Does a change in the weather forecast at the Federal Reserve signal an end to the early stage of this recovery cycle?
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White papersPrivate Equity Demonstrates Resiliency in the Face of Change
How have Private Markets been affected by the pandemic?
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White papersChina Reaches Cruising Altitude
Chinese growth has been bumpy this year but we remain upbeat on the outlook. In the U.S., excess savings, pent-up demand, and the labor market recovery should support consumer spending. In Europe, the likely boost to inflation data from base effects should be temporary.
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White papersRevisiting Quality Investing
In the field of factor investing, quality is undoubtedly the equity factor with the weakest consensus.
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White papersCommodities: Equities or Futures?
As more investors turn their focus back to commodities, it is worth remembering that commodity equities have historically generated surprisingly poor commodity exposure relative to more direct investments.
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White papersCountry head focus – Switzerland
The country’s financiers and fintech entrepreneurs are developing fresh ideas that are influencing the global evolution of sustainable finance
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VideoIs Asia the next Silicon Valley?
Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.
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White papersEurope Readies to Open its Wallet
The EU recovery fund’s spending plans were approved. Meanwhile, Markit PMIs were robust, particularly in the U.S. and Europe. U.S. housing data eased while demand remains strong. In Asia, exports are set to normalize, and we expect external demand to maintain its strength.
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White papersThree Factors Shaping the Opportunity in Asian Equities
Due largely to the supportive structural trends unfolding across the region—from digitization, to de-globalization, to the rising importance of sustainability—the long-term potential in Asian equities remains positive.
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White papers*Spotting the mega trends and the potential winners*
A number of mega trends are set to shape our world as it emerges from the pandemic, including disruptive forces that were already in place before Covid. For investors, this is a time to pay close attention: Uncertainty creates opportunities and to capitalise on disruption, you must be able to identify the long-term beneficiaries.
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White papersEquity factor investing – An ever-evolving journey
The multi-faceted nature of equity factor investing means it can play a dynamic and highly useful role in portfolios, especially for investors looking for a diversified exposure that can perform in the long run.
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White papersIs diversification over?
Diversification – exposure to multiple risky assets to help reduce portfolio risk – can enable a portfolio to thrive in many different market environments.
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WebinarWebinar: The future of the financial sector: the analyst view
Join our webinar dedicated to the financial sector that will be held on Wednesday 7 July 2021.
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WebinarWebinar: 2021 Midyear Outlook
As we approach the mid-point of the year, and now more than a year from the commencement of the global pandemic, it’s time to look to the future with Capital Group senior investment professionals who will offer their views on how to navigate to economic recovery for the global economy and world markets.
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White papersA Show of Strength by Shareholders
As the 2021 proxy voting season winds to a close across the world, it looks set to mark a watershed moment for shareholder engagement.
