All Global articles – Page 47
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White papers2024 Outlook: Natural capital - the call of the wild
It’s time for investors to embrace the economic potential of protecting and enhancing the world’s natural resources.
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White papersHigher for longer: 2024 Outlook
As ever, central bank policy has the power to make or break markets.
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White papersThe Federated Hermes 2024 Outlook
2024 will once again be a year where events define the investment landscape. From geopolitical risk, including conflicts in Europe and the Middle East, to the enormous challenges posed by the need for a just transition, investors face volatility and uncertainty. And this is all taking place against the backdrop of the largest election year in history and markets adjusting to ‘higher for longer’ interest rates.
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White papersGlobal Emerging Markets Equity: Outlook 2024
The GEMs Strategy is biased towards growth and quality stocks while being selective on value, and the team believes the recent outperformance of value stocks vs. growth is unsustainable. The Outlook 2024 report outlines how the Strategy is well positioned to generate long-term value.
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White papersA November to remember
”The slowdown in inflation and economic growth should support bonds and multi-asset investing moving towards 2024.”
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White papersCOP28: Expect Disappointment and You’ll Never Be Disappointed
Four things to look out for amid the pessimism at this year’s climate-change gathering.
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White papersThe future’s bright, the future’s digital
Today’s world is shaped by powerful structural shifts –from shifting demographics to the transition to a low-carbon economy. These mega forces create themes that investors can ill afford to ignore. A case in point is our digital future. The progress of digital technology is astounding – with generative AI just the most eye-catching recent example. But many of these technologies are still in their infancy – and new technologies are emerging all the time.
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White papers‘The fountain of youth’ – Lindy’s Law and quality growth investing
In 1993, Princeton astrophysicist Richard Gott compiled a list of all the then-current Broadway and off-Broadway shows and noted when each had first opened in New York’s famous theatre district. He then predicted, “how long each show would run, based solely on how long it had been running already”. Ultimately, Gott was proven right – with an accuracy of 95%.
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White papers2024 Infrastructure outlook: Answering five tough questions from infra-skeptics
Private infrastructure had a challenging 2023. Although performance remained relatively stable, fundraising is at the weakest levels in 10 years, while deal volumes have fallen 40% year-on-year due to wide bid-ask spreads. High interest rates, mixed economic outlook, and geopolitical tensions continue to weigh on the industry.
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White papers2023 update - Real estate equity: Net-zero carbon roadmap
The direct environmental, social and economic impacts of climate change are increasingly affecting many parts of the world. Avoiding a climate catastrophe is of paramount importance and represents a huge global challenge requiring concerted efforts by all parts of society.
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White papersGlobal Investment Views - December 2023
“The ‘perfect’ scenario priced in by the markets seems a bit excessive. Investors should stay defensive, with a slightly positive stance on duration, a cautious view on equities, and explore long-term value in EM.”
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White papers2024 Global Real Estate Outlook Podcast
How will higher rates impact real estate markets in 2024? Will valuations finally become more clear? And is real estate debt poised to shine in the year ahead? Our panel of experts from the U.S., Europe, & Australia answer these questions and more in this special outlook episode.
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White papersGlobal Real Estate Outlook: Negotiating higher rates and other new paradigms
‘Higher for longer’ interest rates mean global real estate markets are negotiating a new paradigm. Investors can no longer rely on value growth to drive performance, but could other return drivers compensate? We explore the stand-out opportunities and potential traps that need to be factored in.
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White papersThe next stage of ESG evolution in the pension landscape
”The ESG pillars have never been so central to the investment conversation.”
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White papersRecent economic data confirms our outlook
”With softer economic growth ahead and the Fed expected to cut rates in 2024, this supports our positive stance on developed and emerging market bonds.”
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White papersSchroders Capital Investment outlook: real estate
This Investment Outlook for real estate summarises our experts’ views on the risks and opportunities in real estate markets around the world. We explore conviction themes and the investment strategies we’re using to exploit the opportunities that they provide.
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White papersThe smart value-add investor – 2024 edition
When the market turned decidedly negative in early 2022, the strong value-add investment opportunity in the wake of the global financial crisis (GFC) came back to mind for many and inspired a number of real estate players to pursue the strategy. Significant capital has since been raised, but very little of it has been invested to date.
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White papersBifurcation and more: the year ahead for real estate
The past year has been marked by volatility and uncertainty in capital markets. But at least so far many, if not most, real estate occupier markets have proven resilient. But this dynamic is at a critical juncture.
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White papersManaging infrastructure safety requires long-term focus
In complex infrastructure environments, a commitment to safety must be lived every day in order to provide a safe workplace, write Shannon O’Keeffe, Director, Social Sustainability, William Phillips and Nicholas Rivera, Senior Associates, Asset Management at IFM Investors
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WebinarThe Meeting Room: Global Emerging Markets Fund
Join the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
