All Equities articles – Page 96
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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 papersStrategic Relative Value Q1 2019
A quarterly look at how macro events are driving relative value around the globe.
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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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White papers
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.
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White papersUS v China: the real agenda behind the trade war
Not since the Cold War has the US had a serious rival superpower. Even in that period of intense nuclear paranoia, a sign mounted inside the Pentagon proclaimed: “If we ever faced a real enemy, we would be in deep trouble”. With the rise of an increasingly powerful, influential and technologically advanced China, that adversary could have arrived.
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White papersGet active about your passive
The evidence is mounting that investors have given up on trying to beat the market in US large caps. For example, Bloomberg recently reported that passively managed large cap US equity fund assets overtook actively managed large cap US equity fund assets at the end of 2018.
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White papersCross Asset Investment Strategy - March 2019
If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had changed. The year started on strong footing and risk assets experienced a massive rebound in the first weeks of 2019, erasing most of the losses experienced in one of the most awful Decembers in history. As a result some valuation gaps have been closed somewhat, though not exhausted. Markets switched rapidly from a “fear” to a “greed” mood. Catalysts of the renewed optimism have included the dovish shift in the Federal Reserve’s strategy, and increasing signs of progress in the trade negotiations between the US and China.
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White papersH1 2019 - Emerging Markets Charts & Views: Seek opportunities, but be aware of short-term volatility
Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity, bonds in hard currency and in local currency) with a medium to long-term view.
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White papersWhere Are We In The Brexit Process?
Despite the rapidly approaching deadline for the UK leaving the European Union, much remains up in the air. Trying to gauge the long-term economic impact is difficult, but we are seeking to minimise unwanted risk in our portfolios.
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White papersA dovish ECB, a little relief for the banking sector
The European Central Bank (ECB) announced a new series of TLTROs starting in September 2019 and changed its forward guidance, with a commitment not to hike rates this year.
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White papersMarket Risk Insights
Mountaineers know that acclimatisation provides the best chance of success in an attempt on a formidable peak – and there are strong parallels with investing. In 2019, investors will need to be the equivalent of mountain-fit in their terrain: the markets
