All Equities articles – Page 71
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White papersHow Will Technological Disruption Strike Next?
Investors have been scrambling to identify industries about to feel the brunt of all those dynamic forces that have gained momentum since the emergence of the Internet in the late 1990s.
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White papersAre Private Equity Blowouts Good for Stock Investors?
There’s growing evidence that private equity markets are beginning to overheat after several high-profile IPO flops. Investors in stocks should pay attention because private funding troubles are also a very public market affair.
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White papersPowering the future: how demand for renewables is disrupting energy markets
From the cost of renewables to exciting new technologies, we discuss the disruptive power of renewable energy.
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White papersThe Power of Compounded Income
Over 10 years into an economic recovery, we’ve continued to see new highs in equity indexes. In this Q&A, Darryl Lucas explains how a focus on resiliently growing companies, coupled with the power of compounded dividend and profits growth, can lead to strong returns over time.
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White papersEM Debt: Navigating the Geopolitical Noise
From the Middle East to China to Argentina, investors face no shortage of geopolitical risks and negative headlines. But is there still value to be found across emerging markets? Dr. Ricardo Adrogué weighs in.
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White papersLow Touch Compression
The continued pressure of leverage ratios, G-SIB rules and constrained operational resources have driven banks to look for increasingly sophisticated compression solutions.
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White papersPart II: Facing up to the challenge of fair pay
This is the second part of a four-part paper on SDG 8 – decent work and economic growth. In part one, we asserted that the challenges presented by increasingly tight labour markets provide opportunities to rethink hiring practices for mutual benefit. In this paper, we progress from our engagement on workforce diversity to the issue of fair pay.
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White papersFour charts that show why “old tech” might surprise income investors
What happens when tech grows up?
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White papersRecession Angst vs. Recession Realities
Global growth has been at the centre of investor worries, but in some geographies, this is currently more a function of anticipation than hard data. Looking into the fourth quarter of 2019, we would break the world into two groups. Europe and some major emerging markets are seeing weak growth that feels like recession, while the U.S. and other major countries are more at risk of confidence shocks that could overwhelm reasonably strong fundamentals. With our continued overall expectation of a global soft landing, we provide details on our investment views below.
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White papersGlobal Emerging Markets: ESG Materiality, Q2 2019
Welcome to the inaugural edition of the Hermes Global Emerging Markets’ ESG Materiality commentary – a quarterly publication that will demonstrate our engagement activity with portfolio companies and showcase holdings that are creating positive impact aligned to the Sustainable Development Goals. In addition, we will explore an environmental, social and governance theme and its implications for the asset class.
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White papersThe Good (Consumer), The Bad (Global Outlook) & The Ugly (Trade)
The IMF downgrades its global growth outlook, the Fed’s Beige Book notes household spending remains positive and a Brexit deal is on the table.
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White papersTrending: Slowbalization, Big Tech, Political Pendulums
Patrick Foulis, business affairs editor for The Economist, discusses the top global economic trends to watch and gives us a glimpse into the inner workings of the 176-year-old publication. See how the sausage gets made, including the importance of hiring intellectual rebels and writing good puns.
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White papersThe Elizabeth Warren Moment
E. Warren is now neck-and-neck with J. Biden (27%) in the Democratic primary polls and far ahead of B. Sanders (15%).From her fifth-place position just six months ago, she has risen 21 points in the polls since then, while Biden has lost four points and Sanders, six. Bookmakers now put her odds of winning the nomination at more than 50%, vs. less than 20% for Biden and 6% for Sanders.
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White papersAI: brave new worlds
Artificial intelligence (AI) is transforming the way we live and work. But while AI has the potential to create efficiencies and boost economic output, it also poses ethical and legal challenges. If the sustainability issues surrounding AI are scrutinised and addressed, we think the technology has the potential to serve both business and humankind – and create investment opportunities along the way.
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White papersDisruption from climate change is only just beginning for investors
We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.
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White papersThe Federal Reserve Doesn't Want You To Call It QE
The three things you need to know this week: the Fed’s balance sheet is set to grow, FOMC participants are split on the forward path and keep an eye out on parameters for ECB purchases next.
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White papersIt’s Technology (Not Trade), Stupid!
Why disruptive innovation drives populism more than globalization. Policymakers and investors need to think long and hard about the coming challenges from technology.
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White papers
Q2 2019 Brazil on the Rise
During the 2018 Presidential Election, Guedes established four priorities for the administration’s economic policy: 1) Responsible fiscal and monetary policy, 2) Reduced government presence in the economy, especially through privatization, 3) Greater integration with the global economy, and 4) Business-friendly reforms. Within the first year, the administration has delivered or substantially progressed on its promise in regards to economic reform.
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White papersThematic stocks – an alternative to mainstream global equities
Rolf Banz looks at why thematic equity investment may be a better way for investors to manage their global equity portfolio.
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White papersWhat Do We Really Want From China? And What Can We Reasonably Expect?
Even an unexpected trade deal this week between the U.S. and China will not alter the trajectory of two alternate political, economic and social models coming to terms with each other as a fresh decade dawns.
