All Global articles – Page 75
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White papersFrom Traditional to Sustainable Growth
This article is a 360-degree analysis of the growth investment concept. Academics generally circumscribed it to a mere anti-value status. We show that growth-oriented stocks not only present the characteristic of being expensive and over-priced.
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White papers10 investment themes for 2023
Although many investors are expecting a return to normal after inflation subsides and central banks stop raising interest rates, we believe markets are undergoing significant changes and it might be necessary to reset expectations in this new environment.
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Asset Manager NewsGLP Capital Partners recognized in 2022 PERE Global Awards
GLP Capital Partners Limited (“GCP”), a leading global alternative asset manager that focuses on thematic investing across real assets and private equity, is pleased to announce that it received two awards at the 2022 Private Equity Real Estate (“PERE”) Global Awards.
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White papersCross Asset Investment Strategy - March 2023
European equities are favoured in a fragile earnings outlook
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White papersNotes from the Road: Inflation, Private Assets and a Cautious Consensus
The beginning of the year always offers a chance to catch up with a broad range of clients who are in the mode of thinking about the big picture outlook: pension funds, insurers, consultants and sovereign wealth funds across Australia, Asia, Europe and North America. This note reflects on the key issues that clients have wanted to talk about in the early months of this year. Collectively, these topics give us a picture of what’s on investors’ minds.
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White papersAhead of the Curve, Q1 2023
Read the latest views from our Chief Economist Silvia Dall’Angelo as she outlines three scenarios that could influence markets in the coming months.
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White papersSetting the tone: Private Equity International interview with Markus Benzler
Co-investment will continue to play a crucial role in PE despite the present macro environment, says Markus Benzler, head of multi-managers private equity at UBS Asset Management
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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
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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.”
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White papersThe soaraway rebound of global tourism
Global air traffic forecast to reach pre-Covid levels this year, boosted by the reopening of China.
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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.
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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.
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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.
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White papersDirection of rates hangs over equities rebound
Expectations of early easing tempered by sharp rise in US retail sales.
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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.
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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?
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White papers5 trends driving energy markets in 2023
Is there more fuel in the tank for energy stocks?
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White papersEliminating the Improbable
With a fresh surge of inflation increasingly unlikely, the market outlook is far better than it was a year ago.
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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.
