All Global articles – Page 60
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White papersCentral Banks on Deck to Fight Inflation
The ECB was owlish—carefully hawkish. It further reduced asset purchases for Q2 below the €40 billion previously announced and left completely open the pace of asset purchases for Q3. This leaves room for great flexibility: the ability to hike or not in Q4.
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White papersThe Fed vs. Secular Growth: A Technology Conundrum
While the recent market turbulence has been characterized by a rotation out of highly valued growth stocks, the high and sustainable growth offered by tech companies will likely return to favor.
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White papersWhat investors need to know about Southeast Asia’s solar energy boom
Prabaljit Sarkar, an expert in sustainable infrastructure, look at how solar energy infrastructure deals work, why the Southeast Asian market is booming and importantly, which deals are most promising for investors.
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White papersInvesting Through Climate Risk in Emerging Markets Debt
In this Q&A from the Nordic Fund Selection Journal, Kawtar Ed-Dahmani and Ashwinder Bakhshi discuss where they’re seeing the most material effects from climate change across emerging markets debt today—and what they’re anticipating going forward.
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White papersIn support of Ukraine
All of us at Federated Hermes have been disturbed by the unprovoked invasion of Ukraine by Russia. As shocking images of bombs demolishing buildings in Ukraine’s major cities and harrowing tales of refugees – including orphans – seeking safety beyond the borders of their homeland flood our televisions and social media feeds, we stand with the Ukrainian people on the side of freedom, independence and democracy and condemn the Russian government’s aggression.
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White papersReal Estate Outlook – Edition 1, 2022
The economic recovery continues, albeit interrupted by Omicron, and the war in Ukraine poses a new risk. Global real estate volumes reached a record high, driven by domestic buyers. Falls in office and retail yields were more widespread. We think that any headwinds from interest rate rises will be offset by growth in the economy.
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PodcastBiodiversity: Episode 5
The world is in the midst of a sixth mass species extinction. The financial services industry and business has vital role to play in addressing the crisis.
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White papersRussia-Ukraine: an uncertain outcome calls for higher focus on liquidity
At the core of the crisis, Russian assets have become almost un-investible, with dramatic price action as the market attempts to grapple with uncertainty. European equities have suffered, anticipating the negative consequences of the war on corporate earnings, while also commodities trended higher with double digit rise across many commodities. A flight to safety move has benefited government bonds, with the US treasury yield and the Bund yield trending lower.
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White papersAmazon case study
Amazon has committed to be 100% net zero across its operations by 2040 and continues to improve sustainability reporting aligned to its business strategy. EOS welcomes the company’s greater willingness to engage with us and other stakeholders recently and its positive response.
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White papersIf Sanctions Didn’t Stop the War, They Can Still Shape the Peace
After Ukraine’s allies decide how much to ratchet up pressure on Russia, they will face tough choices on how to ratchet down.
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White papersThe Fog of War Clouds Economic Outlooks
The war in Ukraine continues to dominate market moves, leading to volatility in risk assets, and the safe haven bid is still in focus amid a stronger U.S. dollar and higher precious metal prices. Commodities are soaring, with BBG Commodity Index on track for the biggest gain since 1960.
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White papersAn Equity Outlook: Are Stocks the Biggest Real Asset Out There?
It may be easy to take a bearish stance on equities today, but there’s a case for stocks to generate positive real returns on a strategic basis going forward. High household equity allocations may actually be warranted, elevated valuations don’t necessarily spell doom, populist pressures on earnings growth are surmountable and falling correlations within the equity market create more “potential energy” for active management to add alpha.
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White papersInvesting in natural capital
Investments in sustainably managed timberland and farmland can play a vital role in improving the world’s natural capital while allowing investors to benefit from long-term global trends that will help them achieve their investment objectives.
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White papersVolatility, value and variants: 360°, Q1 2022
In this latest edition of 360°, Stephane Michel, Head of Fixed Income, Multi Asset Credit Solutions, and our team of specialist investors consider the likely shape of markets in a post-pandemic world.
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White papersListed Infrastructure in 2022: Factors aligning for increased investor attention
Even after strong performance in 2021, listed infrastructure stands to potentially benefit in 2022 from a favorable macro backdrop, investors’ search for inflation protection, and attractive valuations.
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White papersGauging the impact of the Russia/Ukraine conflict on EM debt
The events that are unfolding in Ukraine are deeply upsetting and one cannot help but be affected by what we are reading and seeing in the news. Investing in the midst of a conflict can be difficult and bring out heightened emotions. In the context of these heightened emotions, it is helpful to stand back and assess the situation.
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White papersAdidas case study
Adidas has achieved certification from the Science-Based Targets initiative (SBTi), affirming that its emissions reduction targets are aligned with a 1.5°C scenario. EOS continue to engage with the company on its circularity strategy.
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White papersRussia attacks Ukraine: Markets will have to readjust to the shock
Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under severe pressure.
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White papersUkraine invasion: market reaction
The crisis will create short-term uncertainty and add to inflationary pressures, say fund managers from the international business of Federated Hermes.
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White papersREITs: Forces aligned for growth in 2022
In 2022, REITs appear well positioned to benefit from a sustained demand recovery, the inflation-hedging characteristics of real estate, and attractive relative valuations.
