All Global articles – Page 30
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White papersTech stocks take a tumble
Tech stocks slipped this week on the back of companies reporting weaker-than-expected earnings, dragging the Nasdaq 100 Index into correction territory.
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White papersPublic Engagement Report Q3 2023
The Q3 Public Engagement Report from EOS at Federated Hermes focuses on our engagements with companies on Indigenous Peoples’ rights and the community impact of large industrial projects. Plus, the wider societal impacts of AI, and voting season highlights from developed Asia and emerging markets.
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White papersDon’t Wait for Goldilocks
Yield curves have steepened and the opportunity cost of waiting for a “Goldilocks moment” to add duration has risen. Learn why diversifying across duration exposures, or “riding the curve” offers a compelling solution.
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White papersReal asset megatrends: Global trends shaping investment opportunities
Megatrends are long-term, global themes forecast to shape and transform society, the economy, and the environment over the next few decades. Investors are able to participate in the propagation of these trends through allocations to real assets, which are tangible physical assets with intrinsic value due to their substance and properties.
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White papersVideo killed the radio star: why private equity investors need to rethink the re-up
42 years ago, MTV introduced itself to the world with a song as prophetic as it was catchy. The Buggle’s hit song “Video Killed the Radio Star” ushered in a wildly different era for the consumption of music. We think private equity is facing its own MTV moment.
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White papersHow salmon became catch of the day
While salmon are known for swimming upstream, salmon farmers face a tough battle when going against the flow to create businesses that align with ESG principles
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White papersEmbracing diversity, equity, and inclusion: nurturing diverse talent for lasting business success
In recent years, we have seen conversations about Diversity, Equity, and Inclusion (DE&I) take centre stage as part of a wider discussion about sustainability and meeting societal expectations about doing the right thing.
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White papersHow to think about bonds in this new world
After the global financial crisis (GFC) in 2008, investors reduced their allocation to bonds, and broadly remained underweight the asset class for more than a decade. In 2022, the long period of accommodative central bank policy came to an end as inflation accelerated.
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White papersGlobal inflation: Have deflationary forces subsided?
Global inflation continues to gradually cool, helped by lower energy prices and the impact of tighter monetary conditions. However, getting inflation back to 2% on a sustained basis could prove more difficult and depend on whether longer-term deflationary forces are able to re-assert themselves.
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White papersSustainable Global Equity, Annual Report 2022-23
This year’s annual report focuses on the UN SDGs and explores how two different trends are supporting progress on a number of objectives.
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White papersA sea change for global shipping
Nordic ferry group Scandlines is completing the construction of one of the world’s first electric freight ferries.
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White papersThe COP conundrum
Much has been achieved but much more needs to be done if the COP convention is to retain credibility.
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White papersRisks rise but markets hold steady
The conflict in Israel and Gaza has not moved markets… yet.
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White papersBiodiversity investing: three drivers of alpha
Protecting biosystems is an obligation for responsible investors but we believe it can also bring long-term rewards.
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PodcastOuterblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation
Against the backdrop of recent escalation of tensions in the Middle East, Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sat down earlier this week to discuss the big themes that are dominating markets.
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White papersGlobal Investment Views - November 2023
Look out for growth, but with an eye on inflation
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White papersAre Higher Fixed Income Allocations Warranted Today?
In this note, we compare the equity/fixed income efficient frontier of today with that of 2021. We find that higher bond allocations may help investors pursue long-term return objectives with lower risk.
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White papersSchroders Capital Global Real Estate Lens October 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersPlastic wrap: curbing microplastics and promoting reuse models
Welcome to Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
