All Global articles – Page 81
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White papersThe aviation industry: Five reasons for resilience
Last year was a truly awful time for global aviation. The COVID-19 pandemic brought about the biggest disruption to the global aviation industry in its entire history.
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White papersStriving for a Net-Zero Investment Climate
With climate change continuing to be a predominant issue impacting the globe, investors have been increasingly considering net-zero carbon emission approaches during portfolio development.
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White papersGlobal Macro Outlook - Second Quarter 2021
Vaccination progress and fiscal stimulus have advantaged the US economy, which we expect to grow about 6.5% in 2021. China, too, is rebounding, with output already topping pre-crisis levels. We’re still cautious, however, about Europe, where rising COVID-19 cases may further delay reopenings.
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White papers*In finance, you have to talk about the blue economy*
As awareness of the importance of the blue economy grows, finance can – and must – make a major contribution.
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White papersInvestment Outlook: You asked, we answered
Our Global Views team attempts to answer some of the questions often asked by our clients.
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White papersSpring has Sprung from Seeds of Spending
In the U.S., fiscal stimulus and vaccine rollout are already leading to improvements in the service sector.
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White papersGlobal Investment Outlook: Inflation, Rotation and Opportunities
In this global investment outlook, our investment professionals across asset classes share how they’re thinking about portfolios amid continued market uncertainty.
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White papersWhy EM bond investors can no longer ignore ESG
The most successful investors will help steer governments towards the path that boosts their credit ratings, gives them most access to the market and improves the fortunes and potential of citizens.
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White papersHow might climate change impact economic growth for emerging markets?
For all the sovereign issuance of green bonds so far, a great deal more funding will need to be raised to limit climate change. Globally it will cost between USD1 trillion and USD2 trillion a year in additional spending to limit global warming, some 1 per cent to 1.5 per cent of worldwide GDP, according to the Energy Transitions Commission.7 And a significant part of those costs will need to be borne by emerging economies, not least because they are likely to suffer most.
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White papersESG: Three Challenges High Yield Managers are Tackling Today
From influencing company behavior to seeking better data disclosure, high yield managers are pushing the envelope when it comes to ESG.
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White papersAllocation Views - April 2021
It is always necessary to search for the flaws in a well-argued investment thesis. Indeed, it is important to continually challenge your assumptions. However, sometimes it is right to just go with the flow, at least for a while. This is perhaps one of those times. The themes that drove markets in the first quarter of 2021 look set to continue into the current period.
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Research ReportImpact Investing Annual Report 2020: Investing in resilience
We’ve made a material step toward important social and environmental goals, like the UN Sustainable Development Goals (SDGs). And despite our progress, we’ve only just scratched the surface. There is so much more work to do, and we’re committed to demonstrating that our capital can be put to work to deliver meaningful impact for people and planet.
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White papersMind the rebalancing gap
The 12 months ending 31 March 2021 saw the largest positive divergence in returns between global equities and bonds in nearly 50 years.
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White papersSustainability in a World in Transition
We believe that 2020 marked an important turning point for companies and investors alike. Not only are sustainable criteria becoming ever-more important for investors, rapid societal and technological change is driving a corporate evolution. This is creating disruption across a number of key areas generating opportunities for active managers.
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White papersDollar: short-term bull, medium-term dull?
As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar.
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White papersAuthenticity in ESG integration
From our 1983 inception, the international business of Federated Hermes has been at the forefront of responsible investing. Here, Michael Viehs, Head of ESG Integration, explains why the delivery of Sustainable Wealth Creation has and always will be our core purpose.
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White papersGlobal Equity ESG: Annual Report 2020
Combining attractive fundamentals and good or improving environmental, social and governance (ESG) characteristics, the Federated Hermes Global Equity ESG Fund targets innovative companies that anticipate tomorrow’s challenges today.
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White papersCentral bank mandates, sustainability objectives and the promotion of green finance
Here is the second in a series of regular articles on current academic research into a range of responsible investment topics. The papers discussed were presented at the annual GRASFI [1] conference.
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White papers2Q 2021 outlook: Welcome to the upside scenario
Our initial 2021 outlook featured the theme “Dark tunnel. Bright light,” as a way to indicate that while we saw a strong possibility for economic and market upside, we also thought the path to get there would be difficult. And while the global pandemic remains a humanitarian crisis, that upside scenario is happening more quickly than we expected.
