All Global articles – Page 62
-
Asset Manager NewsStrong growth in AUM to EUR 59.1bn (+21.6% y-o-y) in FY 2022 demonstrates resilience of PATRIZIA’s real asset investment management platform
FY 2022 preliminary financial results: Real Assets AUM and product offering further diversified with now close to 15% of Assets under Management (AUM) in the infrastructure sector with further strong growth potential and more than 11% of AUM outside of Europe, especially in Asia-Pacific and North America
-
White papersGlobal Investment Views - March 2023
“The dichotomy between the real economy and markets is increasing even as the earnings outlook is getting weak, leading us to be sceptical of the risk rally.”
-
White papersThe soaraway rebound of global tourism
Global air traffic forecast to reach pre-Covid levels this year, boosted by the reopening of China.
-
White papersStewardship navigating a polarised world
With the publication by EOS at Federated Hermes of its 2022 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on our stewardship activity in 2022, which was carried out within a polarised landscape for active ownership.
-
White papersEOS Engagement Plan 2023-2025
Our engagement plan identifies 12 key themes and 32 related sub-themes. We find this breadth of coverage is necessary to reflect the diversity of the issues affecting companies in our global engagement programme.
-
White papersThe 10 themes that could make or break an EM renaissance
In our 2023 outlook, Kunjal Gala, Head of Global Emerging Markets, outlines the key factors that could drive market returns for EM equity investors in the year ahead.
-
White papersDirection of rates hangs over equities rebound
Expectations of early easing tempered by sharp rise in US retail sales.
-
White papersWhat does COP15 mean for investors and companies?
The UN’s Biodiversity Conference – also known as COP15 – delivered a new Global Biodiversity Framework that aims to halt and reverse destruction of the natural world. We attended COP15 as part of the Finance for Biodiversity Foundation delegation. Engager Sonya Likhtman outlines our involvement, what was achieved, and the implications for investors.
-
White papersTractor Beams: Satellite Tech and Precision Agriculture
As the global population increases and with more mouths to feed, could the answer to food insecurity lie in space?
-
White papers5 trends driving energy markets in 2023
Is there more fuel in the tank for energy stocks?
-
White papersEliminating the Improbable
With a fresh surge of inflation increasingly unlikely, the market outlook is far better than it was a year ago.
-
White papersResponsible Investment Quarterly Q4 2022
2022 was a difficult year with multiple crises, most of which have had both short- and long-term implications for our responsible investment themes: a geopolitical conflict, hyperinflation in energy prices, the lingering effects of the pandemic, and talent turnover
-
White papersWhy Securitized & Why Now: $12.5 Trillion Market Goes on Sale
Today’s securitized market presents a rare opportunity to add diversification via an asset class with the potential to provide defensive opportunities with outsized returns.
-
White papersSchroders Global Real Estate Lens February 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.
-
White papersEmerging Markets Debt: will 2023’s bright start last the course?
Maybe it’s an optimistic time of the year or maybe it’s just a good investment case? Whatever you identify as the driver, there is no denying that 2023 has begun in extraordinary fashion for emerging markets debt (EMD).
-
White papersAlternative Investment Themes for 2023: Opportunities For The Nimble
We think the next 12 months are likely to see this cycle’s peaks in inflation, policy tightening, bond yields and market volatility; and troughs in GDP growth, earnings growth and market valuations. But don’t see the pendulum swinging back to the post-2008 “new normal”.
-
White papersEquity Themes for 2023: Winners and Losers
We think the next 12 months are likely to see this cycle’s peaks in inflation, policy tightening, bond yields and market volatility; and troughs in GDP growth, earnings growth and market valuations. But don’t see the pendulum swinging back to the post-2008 “new normal”.
-
White papersCentral Banks Tighten, Markets Loosen
While some pessimism has lifted from central bank messaging, we still think the market may be hearing only what it wants to hear.
-
VideoMacroeconomic outlook for 2023
In this short video, Equities CIO, Joe Amato offers Neuberger Berman’s outlook for 2023 and highlights some of the key macro themes that we have been exploring across our Solving for 2023 series.
-
White papersThe More Things Change
Has recent strong data changed the fundamental economic and market outlook, or just the timeline?
