All Global articles – Page 43
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White papers
Global Equity ESG Fund, H1 Report 2022
For long-term investors, the story is essentially unchanged, in fact, falling markets offer more attractive valuations on high-quality companies with a competitive edge.
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White papers
Equitorial: What price risk?
Not all risk models are built alike. Here, the Global Equities team provide an overview of their proprietary MultiFRAME risk model. During periods of market stress, they argue, it can cut through the noise to provide a true picture of underlying exposures.
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White papers
The biodiversity domino effect
Submerged cities and mass extinctions may feel 100 years away from anything we’ll ever have to witness in our lifetimes but for large swathes of nature and many communities, the emergency has already begun. Sonya Likhtman, EOS engager, outlines how and why investors can be a powerful voice for halting and reversing biodiversity loss.
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The Unsurprisingly Volatile Business of Bitcoin Mining
Why we think the technicalities of Bitcoin mining explain much of Bitcoin’s extraordinary volatility profile.
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Nearing a turning point in emerging markets
Brandywine Global: After a difficult start to the year, valuations for select local currency emerging market bonds now appear very attractive to us. Some signals suggest a turning point may be near.
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Video
The Energy Transition
Clive Burstow, Head of Global Resources, discusses why resources companies are part of the solution, rather than the problem, in the transition to a cleaner world.
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White papers
Markets Testing Central Bank Resolve
Despite hawkish comments by Fed officials this week, markets continue to price in a more dovish path for rates. The BoE hiked 50bps and downgraded its economic outlook, calling for a U.K. recession in Q4. Eyes will be on U.S. CPI next week to gauge whether inflation is peaking.
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Investing in a just transition to net zero: A Q&A with Nick Robins
Reaching net zero by 2050 will require significant injections of capital. But it is also an opportunity to rethink social relationships, as Professor Nick Robins explains.
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White papers
Deep waves: Digital ecosystem
The development of the digital ecosystem inevitably triggers digital innovation which has the potential to revolutionize areas like fintech and supply chain design.
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White papers
Multi-asset investing in times of volatility
2022 has been one of the most volatile periods in recent years for global equity and fixed income markets. The outbreak of the war in Ukraine, global supply chain disruptions, global inflationary pressures, less accommodative central banks and COVID-19 restrictions in China have all weighed on investor sentiment.
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White papers
Return of the roaring ’50s or ugly ’70s: the next decade
Equities have been through one of their worst six-month periods ever, driven by a combination of factors. If the market continues to recover, what will the rebound ultimately look like? In the latest part of our series “The Next Decade”, we look to corrections of the past for direction on where we may be heading.
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White papers
Why green hydrogen can play a crucial role in the energy transition
Soaring gas prices and a renewed focus on energy security following Russia’s invasion of Ukraine have highlighted growing interest in hydrogen as an energy source. What’s more, green hydrogen – made from renewable energy - could be key to reaching net zero targets, while also bringing potential new opportunities for investors.
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White papers
Allocation Views - August 2022
We often comment in Allocation Views that it is appropriate to follow a nimble approach. This is no doubt a “timeless and universal” feature of our investment style, but it is especially pertinent today. As we always do, we look at the world through the lens of our three key themes and find reasons for caution across the board.
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White papers
Global REITs Through Economic Cycles
As inflation continues to run at multi-decade highs around the globe, central banks continue to increase their pace at removing accommodation. The Bank of Canada, The Reserve Bank of Australia and the Reserve Bank of New Zealand have all hiked interest rates by 50bps in the month of June, with even the Swiss National Bank surprising the market with a like-kind increase.
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Webinar
The Meeting Room: Global Emerging Markets Fund, July 2022
Join Kunjal Gala and the rest of the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
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White papers
My bandwidth brings all the users to the yard
The principle of ‘network neutrality’ is a vital vehicle for growth in Telecommunication Services, writes Joe Howes, senior credit analyst.
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White papers
Fiorino: Is there light at the end of the AT1 tunnel?
Fiorino crosses the barrier into the commonsense-challenging realm of post-GFC bank capital stacks.
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White papers
Global Emerging Markets, H2 2022
Kunjal Gala and the Federated Hermes Global Emerging Markets team offer their view on upcoming milestones and challenges for developing economies.
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Sustainable Global Equity, Q2 2022
In our latest quarterly update we consider the built environment and ask: Is it the best-kept secret in the fight against climate change?
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White papers
Higher inflation, recession more likely
In our mid-year Macro Perspectives, our economists discuss whether a stagflation (inflation plus slowing growth) scenario can be avoided, and where investors might find opportunity—or at least temporary shelter.