Latest Manager Research – Page 154
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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 papersA source of alpha and solution to supply-chain logjams?
Trade finance provides an opportunity for investors to access uncorrelated alpha with limited reliance on traditional return drivers.
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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 papersThe sleeping giant: Unlocking sustainable finance
Many banks are failing to realise their impact potential, thus missing out on commercial opportunity in the real economy
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White papersPublic Engagement Report, Q2 2022
EOS at Federated Hermes takes an in-depth look at supply chains and human rights risks. Plus, why curbing methane emissions is critical to tackling the climate crisis, and all the voting season highlights from Europe and North America.
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White papersImpact Opportunities, Q2 2022
In our latest quarterly update we consider the built environment and ask: Can better buildings help beat climate change?
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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 papersThe Circular: Edition 2, 2022 | Keeping you in the sustainability loop
Diversity is an essential ingredient of both investment and life but, sadly, the Earth’s living asset base narrows by the day. Can investors help keep the diversified planetary portfolio alive? The Circular goes back to nature looking for uncorrelated solutions…
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White papersIndia’s real estate resurgence in eight charts
After a protracted downturn, the property market has started to gain traction as demand to build new homes picks up.
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White papersHigher inflation, recession more likely
In our mid-year Macro Perspectives, our economists discuss whether a stagflation (inflation plus slowing growth) scenario can be avoided, and where investors might find opportunity—or at least temporary shelter.
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White papersClimate Transition: A World of Compromises (Part II)
Raise your eyes on the horizon—beyond the immediate central bank challenges, the lingering impact of COVID, and the humanitarian crisis in Ukraine—to consider three key climate-related issues that investors will wish they had known about 10 years from now.
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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 papersFed prayer becomes a plea
The Franklin Templeton Investment Solutions team opines on what to expect from the Fed, gauges the probabilities of a recession and implications for asset markets.
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White papersFive misconceptions about dividend investing
Our ETF Investment Strategy team takes a closer look into dividend investing.
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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 papersUS equities: Opportunities amid turbulence
Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.
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White papersHomebuilder buys nearly 130 lots south of Tampa
Casa Fresca will build entry-level homes on the properties in Riverview and Apollo Beach.
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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.
