All Equities articles – Page 79
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White papersCentral Banks Support A Sharp Market Rebound
Markets transition from a momentum-driven to a range-trading environment.
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White papersAdvancing the human capital agenda
For too long, a company’s success has been measured purely by its financial performance. But increasingly, in a social-media world, the success of a business is aligned to the satisfaction of employees. With fewer rights granted to employees in the US than other developed nations, we explain why we are starting a dialogue on the issue of human capital.
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White papersEmerging market equities - a horizon of opportunity
The investment universe in emerging markets has expanded rapidly
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White papersResponsible Returns: Better Stocks for a Better World
Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.
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White papersBulls Return To Emerging Markets In First Quarter Of 2019
Solid economic growth, increased risk appetite and the availability of attractive investment opportunities in EMs have been key drivers of recent fund flows into the asset class. Supported by indications that the US Federal Reserve will no longer raise interest rates in 2019, this trend could continue.
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White papersStrategic Relative Value Q1 2019
A quarterly look at how macro events are driving relative value around the globe.
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White papersChina's Century? The Economic Giant's Next Act
Promising future if current efforts result in a sturdier and more sustainable economy.
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White papersEmerging Markets Come Of Age
Emerging markets (EMs) have made great strides in the past few decades, yet outdated perceptions about them persist. The implications are serious. Investors who hold on to old assumptions about EMs are likely to overlook the transformation of these economies—and systematically under-allocate to the fastest-growing parts of the world.
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White papersSome great companies and attractive valuations offer opportunities in Europe
Following strong performance in 2017, European markets retreated in 2018 – a sell-off that was markedly similar to the 2015-16 downturn, when industrials, miners, banks, commodities and emerging markets plummeted by 30% or more
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White papersThermo Fisher: scalable solutions to real-world problems
Hermes Global Equity assess each stock’s value, growth and quality characteristics, along with market sentiment towards a company, to find those with the most attractive long-term fundamentals in the investment universe.
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White papersMarket Perspectives Spring fever
It’s winter still, but the weather has been exceptionally warm; markets too have got spring fever. After a dismal last quarter 2018, global equities have recouped most of their losses. And thanks to a dovish U-turn by the Fed and falling core yields, fixed income assets have done rather well, too, despite the sharp rebound in risk sentiment.
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White papersValuations, BBBs And Policy Change - European Investment Grade Outlook | March 2019
Companies in most developed market economies have enjoyed years of super-low borrowing costs The European IG market has increased in size from a face value of around €800 billion in 2005 to more than €2.1 trillion by the end of January But what might happen to companies were borrowing ...
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White papersHow to Approach a More Accessible Chinese Equity Market
As China continues to open up its capital markets to international investors and its representation in the global equity opportunity set expands, there is no doubt that investors are on the cusp of an exciting chapter for Chinese equities. Historically a closed asset class, China A-shares have become more accessible to global investors as the Chinese government introduced a number of measures to encourage foreign participation.
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White papersMultinationals race to tap Asia’s conspicuous consumers
Western corporations are well placed to profit from Asia’s rapidly growing consumer wealth.
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White papersJapan’s strengthening fundamentals go unnoticed
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.
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White papersEuropean equities: targeting positive returns in an uncertain climate
A decade after the financial crisis, the uncertain economic conditions it ushered in are starving Europe’s investors of returns.
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White papersAmplified: Impactful intent – meaningful place-making
Responsible Property Investment (RPI) principles have been integrated throughout the Hermes Real Estate team’s activities since 2008.
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White papersSDG Engagement Equity: 2018 Annual Report
Launched in January 2018, the Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
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Private Equity: Emerging, Women & Diverse Managers
Amid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how allocations to emerging, women and diverse managers can potentially help combat this trend.
