Latest Manager Research – Page 18
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White papersGlobal Investment Views - February 2024
“The economic backdrop appears more resilient than expected, but valuations are too stretched in some areas. A fundamental approach, with a global focus is key at this stage of the cycle.”
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White papersWhat’s Shaping the Value-Add Opportunity in European Real Estate?
While investing in European real estate still poses challenges, attractive value opportunities are emerging as we approach a cyclical bottom.
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White papersGlobal infrastructure: Listed securities offer opportunities
Our complex framework of roads, waterways, utilities and airports must be maintained and expanded to meet evolving global needs. In the past, government has been largely responsible for creating and maintaining infrastructure. However, private funding has become an increasingly important resource as governments find themselves unable to cope with the challenges of modern infrastructure. Thus infrastructure has transformed from something that consumes tax dollars to a potential investment opportunity.
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White papersNurturing Nature: Why Investors Should Care About Biodiversity
Investors face an urgent challenge in understanding, analyzing and managing biodiversity risks.
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White papersAngling for Growth Potential and Income? US Markets Offer Multi-Asset Investors Both
The US can be an expansive single source of long-term growth potential and income.
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White papersA Snapshot of Asset Allocators’ Views
We spent several days in late January with a group of Chief Investment Officers and senior asset allocators. This was useful both as a way to hear the key concerns for a significant group of investors and as an opportunity to think about what one might do in response.
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White papersAI is transforming the data center
Artificial intelligence has been around since the 1950s but has only recently begun to infuse daily life. Driving this evolution is exponential growth in data, advancements in computing architecture and chip performance, and AI’s increasingly broad applicability and accessibility.
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White papersStill bearish on China? As Beijing takes action, watch the data to see if it’s working
Recent data has painted a bleak picture of China’s economy. As 2024 unfolds, there are signals that Beijing is finally stepping up to the plate with a solid raft of measures designed to improve consumer and business confidence. For investors trying to gauge whether these moves are effective, here are the indicators to keep an eye on.
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White papersEmerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets
”The growth premium over Developed Markets is at its highest levels in almost five years, and is expected to continue widening next year despite the global economic slowdown.”
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White papersWaste to wealth: A circular economy approach to e-waste
From mobile phones to medical equipment, electronic products in their millions are being produced and discarded in excess each year. The growing e-waste problem is driving unparalleled levels of resource depletion and pollution, presenting a clear social and environmental risk. As a result, countries are increasingly looking to establish more sustainable consumption and production patterns through a circular economy approach.
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White papersThe infrastructure renaissance
Jim Wright, Fund manager of the Premier Miton Global Infrastructure Income Fund looks at why, without reliable electricity supply and investment in high-speed data networks, advances in AI and cloud data simply can’t happen.
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White papersGlobal Cyclical Opportunities
Real estate correction presents unique opportunities. Embrace the paradigm shift with active management, global reach, and sector-specific strategies to capture cyclical value.
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White papersESG Materiality H2 2023: Spotlight on China
In the latest issue we focus on China and look at the crunch ESG risks and opportunities in the world’s second-largest economy. We also provide an update on our voting and engagement activity over the last 12 months.
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White papersUS SMID: Seven questions answered
After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.
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White papersWhere are the best opportunities at the short end of the curve?
Federated Hermes’ Short Term Investments Committee of portfolio managers meets on a monthly basis to provide insights, strategise, and discuss investment opportunities across the short end of the yield curve.
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White papersCrowded out – Asian species feel the heat
Asia is rich in biodiversity but the risk of nature degradation is high due to rapid urbanisation, agricultural expansion and over-fishing. Sonya Likhtman explores the risks facing the region and the implications for engagement with companies in Asia.
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White papersHow do Red Sea disruptions affect global supply chains?
Commercial shipping in the Red Sea has been significantly disrupted by attacks from Houthi rebels operating out of Yemen.
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White papersBiodiversity: the next frontier in impact investing
At its core, impact investing links intricately with the preservation of biodiversity. The vitality of ecosystems and survival of numerous species plays a pivotal role in pressing global challenges like climate change and sustainable development.
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White papersManaging healthcare fundamentals and future performance
Over the past decade, the European healthcare sector has become increasingly popular among institutional investors’ portfolio allocations given its rational, property fundamentals and social impacts in line with the United Nations Sustainable Development Goals.
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White papersPATRIZIA’s ESG journey: navigating sustainability with impactful results
Embarking on an ambitious journey in 2022, PATRIZIA set sail towards a sustainable future, embracing a net- zero carbon strategy. As we navigated through 2023, the year marked the full-scale implementation of our commitment, a testament to our unwavering dedication to decarbonising corporate operations and assets under management by 2040.
