All Global articles – Page 78
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White papersThe biodiversity domino effect
Submerged cities and mass extinctions may feel 100 years away from anything we’ll ever have to witness in our lifetimes but for large swathes of nature and many communities, the emergency has already begun. Sonya Likhtman, EOS engager, outlines how and why investors can be a powerful voice for halting and reversing biodiversity loss.
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White papersThe Unsurprisingly Volatile Business of Bitcoin Mining
Why we think the technicalities of Bitcoin mining explain much of Bitcoin’s extraordinary volatility profile.
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VideoThe Energy Transition
Clive Burstow, Head of Global Resources, discusses why resources companies are part of the solution, rather than the problem, in the transition to a cleaner world.
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White papersMarkets Testing Central Bank Resolve
Despite hawkish comments by Fed officials this week, markets continue to price in a more dovish path for rates. The BoE hiked 50bps and downgraded its economic outlook, calling for a U.K. recession in Q4. Eyes will be on U.S. CPI next week to gauge whether inflation is peaking.
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White papersMulti-asset investing in times of volatility
2022 has been one of the most volatile periods in recent years for global equity and fixed income markets. The outbreak of the war in Ukraine, global supply chain disruptions, global inflationary pressures, less accommodative central banks and COVID-19 restrictions in China have all weighed on investor sentiment.
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White papersWhy green hydrogen can play a crucial role in the energy transition
Soaring gas prices and a renewed focus on energy security following Russia’s invasion of Ukraine have highlighted growing interest in hydrogen as an energy source. What’s more, green hydrogen – made from renewable energy - could be key to reaching net zero targets, while also bringing potential new opportunities for investors.
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WebinarThe Meeting Room: Global Emerging Markets Fund, July 2022
Join Kunjal Gala and the rest of the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
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White papersMy bandwidth brings all the users to the yard
The principle of ‘network neutrality’ is a vital vehicle for growth in Telecommunication Services, writes Joe Howes, senior credit analyst.
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White papersFiorino: Is there light at the end of the AT1 tunnel?
Fiorino crosses the barrier into the commonsense-challenging realm of post-GFC bank capital stacks.
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White papersGlobal Emerging Markets, H2 2022
Kunjal Gala and the Federated Hermes Global Emerging Markets team offer their view on upcoming milestones and challenges for developing economies.
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White papersSustainable Global Equity, Q2 2022
In our latest quarterly update we consider the built environment and ask: Is it the best-kept secret in the fight against climate change?
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White papersFixed Income Perspectives - July 2022
The combination of persistently high inflation, aggressive central banks and tightening financial conditions is weighing on financial markets and global growth outlooks. While valuations across many sectors look compelling after the market sell-off this year, we are exercising caution given greater uncertainty and elevated recession risk.
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White papersCan equity value investing be sustainable?
Traditional equity value indices, which incorporate only the least expensive companies, tend to be associated with a higher carbon footprint and a lower environmental, social and governance (ESG) score than corresponding traditional, market-capitalisation-weighted indices which invest in all listed companies. Can value portfolios be made sustainable?
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White papersWhat the Ukraine crisis means for markets – and the fight against climate change
As the Ukraine crisis continues, we examine the potential implications for the global economy, the transition to net zero and what it all means for investors.
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White papersWhy geopolitics must not derail the energy transition - or investors’ resolve
Energy security, the robustness of global supply chains and climate change have become inextricably linked in recent years. Geopolitical and environmental tensions have contributed to the need for companies to focus on shortened supply chains and reduced carbon footprints, and for governments to incorporate sustainability into fiscal investment and policy frameworks.
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White papersUkraine and the Path to Deglobalization
This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
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White papersGlobal Macro Outlook - Third Quarter 2022
The global economic outlook deteriorated sharply in the second quarter and markets are increasingly concerned that higher rates will lead to a recession. This outcome isn’t a certainty, but the probability of slower or negative growth has increased materially as inflation has stayed high.
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White papersFrom Diets to Tech: The Opportunity in Sustainable Agriculture
A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.
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White papersThe circular economy: A potential value driver across industries
Our ‘take-make-dispose’ approach to production and consumption has become a threat to the planet and to well-functioning economies. Over the last 50 years, natural resource extraction has tripled, and the rate of extraction has been accelerating since the year 2000. In 2019, more than 90 billion tonnes of materials were extracted and processed, contributing to about half of global CO2 emissions and responsible for about 90% of biodiversity loss and water stress.
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WebinarBarings Global Agriculture Webinar
Sustainable Agriculture: Doing More With Less to Support Future Generations
