All Global articles – Page 80
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White papersA Time to Tighten
The military and economic responses to Russia’s war in Ukraine continue to garner attention, as ongoing disruptions in oil and agriculture flows will add to inflation pressures in much of the world.
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White papersGreen Hydrogen’s Rise in Emerging Markets
Despite the benefits of developing green hydrogen as an energy pillar in emerging economies, countries and companies face several hurdles before it can be deployed commercially, the most obvious being the scalability and affordability.
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WebinarUkraine war: economic, policy and market implications
Russia’s invasion of Ukraine has sharply altered the global economic and financial outlook. It has increased the stagflation risk, making the life of central banks ever more difficult.
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PodcastBiodiversity: Episode 6
The problem of biodiversity loss requires a holistic, integrated approach that doesn’t shy away from the magnitude of the task ahead. And it starts with a willingness to learn and engage.
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White papersListed infrastructure: Investing in a sustainable future
Listed infrastructure is inherently aligned with many client sustainability objectives. First and foremost, these companies exist to provide the basic services that are fundamental to the functioning of our societies. Access, affordability, safety, and reliability are all important social objectives related to the products and services that infrastructure companies offer. In delivering these services, companies also have a responsibility to treat the environment in a manner that won’t jeopardize their ability to deliver these essential services over the long term.
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White papersUnlocking the mid-market premium
In the following interview, Alessandro Merlo discusses the top factors which make infrastructure debt an attractive investment opportunity today, the most interesting deployment opportunities within the mid-market, amongst other key themes shaping the infrastructure debt market.
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VideoIntroduction to the Neuberger Berman Commodities Fund
In this short video, Hakan Kaya introduces the Neuberger Berman Commodities Fund and gives an overview of the role commodities could play within portfolios.
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White papersThe Long View: Russia-Ukraine War Has Lasting Implications for Investing
When Russian president Vladimir Putin sent troops into Ukraine, he unraveled decades of efforts to cement peace in Europe after the Cold War. For investors, the new world order has shaken up broad issues that shape our analysis of asset classes and securities.
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White papersSeven Predictions Amid the Rising Unpredictability
As the Ukraine War spirals toward broader geopolitical conflict, some elements of the outlook are already coming into view.
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White papersA measured approach to volatile markets
Despite the uncertainty caused by the conflict in Ukraine, markets are still trading in an orderly, albeit volatile, manner with support and tentative buying at cheaper levels.
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White papersRussia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating
The second week of conflict in the Ukraine was marked by additional market volatility. Equities are down across the board. The demand for safe-haven assets temporarily pushed the 10-year Treasury down to 1.7% before it retraced to 1.9% amid rising inflationary pressures. Meanwhile, gold has remained well supported, briefly moving above $2000/ounce.
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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.
