All Global articles – Page 53
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White papersESG Materiality Q2 2022
In the latest ESG Materiality newsletter, Olivia Lankester, director of responsible investing & sustainability, global emerging markets, outlines how the invasion of Ukraine has accelerated the sustainable energy transition, pushing up demand for ‘green’ metals and components required to facilitate electrification.
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White papersInvesting in the earth: why soil health matters
In a briefing to investors, Walter Jehne, co-founder of NGO Regenerate Earth, argued that a focus on cutting emissions misses the point when it comes to understanding what a healthy biosphere could do to sequester carbon.
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White papersPlus and minus: can QT annihilate QE (and other anti-inflation questions for financial markets)
Fiorino queries whether investors should expect an equal-and-opposite reaction as central banks release the anti-QE solution into the real world…
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White papersMarket snapshot: Slowdown fears send equities spinning
Many analysts are revising growth forecasts for China as strict lockdowns in the world’s second largest economy stymie business activity. A soft landing looks increasingly unlikely as central banks struggle to calibrate a policy response that addresses high inflation without killing the economic expansion.
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White papersFederated Hermes Stewardship Report 2021
At Federated Hermes we believe the investment industry can be a powerful force for good, building a fairer, more equitable world for all – and that active ownership and engagement is the best way to achieve this. In this, our second annual Stewardship Report, we provide an update on our efforts towards effective and outcomes-driven stewardship.
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White papersFederated Hermes Climate Change High Yield Credit strategy, interim report 2022
In this inaugural report, we delve into what makes the Federated Hermes Climate Change High Yield Credit strategy unique. As well as introducing our process and team, the report provides an overview of our proprietary Climate Change Impact (CCI) score, complete with portfolio examples to illustrate the scoring system in practice.
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White papersIdiosyncratic returns - consistent alpha across different style cycles
In 2017, RLAM launched two global equity strategies – Global Equity Select and Global Equity Diversified. The strategies have since produced four years of attractive absolute and relative returns, continuing an impressive track record from a strategy that was initially launched in 2002.
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White papersApproaching uncertainty with confidence in emerging markets fixed income
The war in Ukraine has added continued volatility to emerging markets fixed income assets. According to our latest study, institutional investors around the world are wary of the war’s market and economic impacts but remain optimistic for the months ahead.
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White papersInflation: Higher but Not Forever
High inflation and the consequences of attempts to curb it are a top concern for today’s investors. We believe that, by hiking rates, policymakers can eventually slow demand enough to subdue price pressures, even in an environment of constrained supply. But this process takes time.
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PodcastFixed on ESG, Ep. 2
Food prices have been rising globally for some time now. While the Russia/Ukraine conflict has exacerbated food instability, many other factors have also come into play including the COVID-19 pandemic, increases in demand from growing populations, extreme weather events, among others.
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White papersNavigating an inflationary environment in US and global equities
Forty years … That’s how long it has been since the Great Inflation, which lasted from 1965 to 1982 and saw inflation in the US climb as high as 13.5%. According to Michael Bryan of the Federal Reserve Bank of Atlanta, it was the “defining macroeconomic event of the second half of the twentieth century … there were four economic recessions, two severe energy shortages, and the unprecedented implementation of wage and price controls”.
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White papersStaying On Theme
When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic strategies?
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White papersBack to our roots: How responsible investors can help tackle the biodiversity crisis
Human life and nature depend on a complex system of interactions between the environment and living organisms. It is utterly fundamental to our existence and deeply sensitive to our interventions – and yet we can sometimes lose sight of how reliant our economies are on biodiversity’s careful preservation.
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White papersBiodiversity – “The foundation upon which we can build back better”
Biodiversity loss threatens the world’s ability to tackle issues such as poverty, hunger, poor health and water shortages – problems that need addressing to future-proof the planet’s liveability and sustain the economy. It amounts to value destruction and as such, it is relevant to us all, whether we are investors, asset managers or ordinary citizens.
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White papers*ESG investing and money market funds – Odd bedfellows or a good match?*
Applying ESG considerations to investing is perhaps more obvious when dealing with companies where pollution, health & safety and other issues can be tied to their activities and be tackled more easily. However, in money market investing too, it is valuable to scrutinise ESG standards when addressing, for example, climate change or the energy transition.
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White papersPandemic, war and climate change sharpen focus on ESG
While COVID-19 helped accelerate the ESG agenda, the tragic invasion of Ukraine is likely to further speed up its evolution.
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White papers5G Digitalization: Bringing the Back Office Forward
5G digitalization technology is streamlining small and mid-sized businesses’ (SMB) back office processes. What opportunities could this bring?
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White papersThe Widening Appeal of Private Placements & Infrastructure Debt
Illiquid asset classes like private placements and infrastructure debt can offer investors incremental risk-adjusted returns, as well as a number of other compelling competitive advantages.
