Latest Manager Research – Page 266
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White papersEuropean Equities: The Peak Of Pessimism Is Behind Us
There are reasons for optimism in 2021. Forget a U-shaped recovery; the letter we look for in 2021 is V, which stands for vaccine. Our baseline scenario is that vaccines roll out across Europe in early 2021, allowing business and consumer activity to start to return to normal. But even if there are delays and further lockdowns, the economic impact of Covid-19 should ease markedly in 2021.
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White papersContinued Support For Asset Returns
Our capital market expectations (CME) are designed to provide annualized return expectations over a longer-term horizon, typically viewed as 10 years.
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White papersEconomic Outlook: 2021 and beyond - a slow and winding road to economic recovery
In his latest economic outlook report , Senior Economic Adviser to the International business of Federated Hermes, Neil Williams, summarises his expectations for the global economy in 2021 and beyond. Major economies have slowly started to recoup their GDP after an extraordinary year.
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White papersHow the US can lead on climate finance
A five-point plan for President Biden’s first year
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White papersVaccine News Gives Markets Another Shot
Central banks continue to err on the side of caution to support the economy, financial markets are rotating back into risk amid vaccine progress, negotiations for Brexit are rapidly approaching year-end deadlines, while U.S. fiscal talks become more optimistic.
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White papersThree Reasons Loans May Be Poised for Strong Performance
It’s not as simple as ‘when rates rise buy loans; when rates fall buy bonds.’ Indeed, a combination of several factors has set the stage for loans to potentially deliver attractive total returns going forward.
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White papersMulti-sector fixed income – The outlook for US and eurozone debt in 2021
Yields of sovereign developed market debt have fallen to record lows in 2020. Daniel Morris, chief market strategist, and Olivier De Larouzière (OL), head of multi-strategy fixed income, discuss the outlook for bonds in 2021.
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White papersCan coronavirus vaccines be distributed equitably?
As effective Covid-19 vaccines are rolled out, equitable global access is emerging as a concern. In the seventh article in our pandemic series, Sarah Swartz looks at Covid-19 vaccine distribution and how we engage with companies on this issue.
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White papersEmerging Markets Corporates: High Yield Default Outlook 2021
After a moderate spike in defaults, we anticipate an improving financial environment for the next year.
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White papersReal Estate Outlook – Europe, Edition 4 - 2020
Subdued fundamentals persist as the second wave breaks around Europe.
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White papersIndustrial: Ugly Duckling, or Swan?
While we can argue that very few industrial buildings would be considered to have the beauty and stature of a swan, we discuss why we believe that the industrial sector has found a permanent and ever-more welcomed home in real estate investment portfolios.
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White papersResponsible Investing Expands Further With Green Convertible Bonds
While investors have been aware of the merits of investing responsibly for a long time, the Covid-19 crisis is likely to increase the focus on ESG principles, which should play a critical role in the emergence from the crisis. In this context, green bond financing has recently spilled over to convertible bonds, with 2020 seeing a record level of new issuance for the asset class.
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White papersA Secret Plan for America’s New China Policy
It’s based on the reviled and maligned Trans-Pacific Partnership, so don’t tell anyone.
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White papersOutlook 2021: Private assets
Private assets continue to attract capital as investors seek better returns. We think private markets can continue to deliver, but will increasingly rely on hard-to-access areas and specialist skills.
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White papersUS healthcare in a post-pandemic world
The COVID-19 pandemic has revealed systemic weaknesses and technological strengths and could speed the kind of progress and change needed for better quality, more accessible and more affordable care. Already, in both the healthcare and IT sectors, leaders and first movers have emerged providing solutions for the medical and social issues the crisis has brought to the fore.
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White papersECB enters era of informal yield curve and spread control
The ECB is expanding its pro-growth and pro-inflation asset purchases and allowing the buying programme to run for longer. The objective is to safeguard favourable financial conditions as the eurozone grapples with the economic fallout of the COVID crisis. In effect, the ECB is encouraging investors to search for yield, particularly in those markets for risk assets where the ECB is active.
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White papersThe US election and Covid-19 vaccines: implications for the economy and markets
Joe Biden has been elected 46th president of the United States, and it is likely that he will preside over a divided Congress, with the Republicans maintaining their Senate majority. US voters, like the markets, appear to prefer a balance of power. While President Trump has contested the election results in numerous states, President-elect Biden is likely to be confirmed.
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White papersSchiphol Trade Park Fully Let Asset
Barings has let a 5,000 sq m Grade A logistics unit at Abc Square, the first logistics building to be developed at Schiphol Trade Park in Hoofddorp, the Netherlands. The letting, which takes the newly built asset to 100% occupancy, has been completed on behalf of a core investment strategy.
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White papersGlobal Insights – Outlook for 2021
Primed by continued global monetary stimulus and exuberant global fiscal spending, and further boosted by the fading of the tail risks that had plagued markets through 2020, capital markets are facing one of their best backdrops in years. 2021 could turn out to be the year that the overdue cyclical rotation, 10 years in the making, finally materializes and, importantly, takes hold. Make no mistake, there is still a high level of uncertainty going into 2021.
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White papersCOVID, climate and Black Lives Matter: The stories that defined 2020
We select some of our key pieces of content in a year of unending drama.
