Latest Manager Research – Page 321
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White papersWhat is the problem with cryptocurrency (bitcoin)?
Bitcoin is again in the news. Some advocates of the cryptocurrency suggest its price is rising because bitcoin is challenging gold’s standing as the one supra-currency, the asset to own when fiat currencies are being debased.
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White papers*Fixed income outlook – From despair to hope*
In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields.
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White papersWhy we think UK real estate can flourish after the Brexit deal
With some major hurdles likely to fall in 2021, we believe that certain parts of the UK real estate market are at a turning point and set to perform strongly over the next few years.
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White papersAEW Research Report - January 2021
With many investors focusing on large scale logistics warehouses, we examine in this report the fundamentals of the smaller scale light industrial and urban logistics markets.
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White papersFuture financial footprints: Europe takes next steps on sustainable legs
Almost three years since the European Commission put its sustainability plan into action – and amid a second tranche of proposed reforms for the 2020-25 period – we examine the journey to date and map out the most promising routes ahead to reach the High Level Expert Group on Sustainable Finance (HLEG) destinations.
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White papersA not-so-great rotation in developed market equities
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges.
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White papersHow to Sustain Sustainability
With sustainable investment approaches getting more popular across the globe, some investors inevitably question whether they could be potentially compromising the performance of their investments for the sake of good citizenship.
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White papersEU Outlook Brighter, but Watch the News in Rome
Expect answers next week on whether Italy can form a new government. Elsewhere, U.S. earnings are on track to show Q4 growth, illustrating that the recovery remained intact, and risks to China’s outlook have emerged with the resurgence in COVID cases.
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White papersFour Themes for Insurance Asset Management in 2021
Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead. With this in mind, there are four key themes worth considering for insurance company investors in the months to come.
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White papersEOS publishes biodiversity paper Our Commitment to Nature
OS at Federated Hermes has published a white paper on biodiversity and sustainable land use: Our Commitment to Nature, setting out why biodiversity is now a stewardship priority and what we expect of companies.
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White papersThe Circular Edition 1, 2021 - Keeping you in the sustainability loop
Rounding-off a truly (we hope) one-off year, The Circular returns with must-read environmental, social and governance (ESG) news to sustain investors for another quarter and on to 2021… Here we’ve summed up our recent insights on ESG investing to bring you the latest edition of The Circular.
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White papersSDG Engagement Equity commentary: Glanbia
Launched in January 2018, the Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
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White papersData Centres: European Markets Emerge as a Hot Spot
Major markets in Europe are experiencing dramatic growth in data consumption—driven by innovative economies and high personal incomes.
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White papersFor diversification and returns: private debt and real assets
Investing in private debt and real assets can offer investors benefits such as attractive risk-adjusted return potential and real diversification, setting these ‘alternative’ markets apart from their traditional public counterparts.
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White papersEM Investment Opportunities for 2021
Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative interest rates and access some exposure to growth at a reasonable price. EM market assets may offer some opportunities in addressing these challenges and have the potential, in our view, to outperform other asset classes both in equity and fixed income in 2021.
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White papersCOVID-19 Update: Good News, Bad News
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
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White papersSeven Crucial Questions This Earnings Season Can Answer
As investors strain to imagine the post-pandemic normal, a blurry vision is already coming into view.
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White papersSetting our climate change expectations for investee companies
Climate change is the defining challenge of our time and, at the international business of Federated Hermes, we recognise the imperative for collective action to limit global average temperature increases to 1.5°C and to adapt to changing climatic conditions. That’s why we have set out our climate change expectations for ourselves and our investee companies.
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White papers*Tokenisation of alternative investment*
Technology offers fascinating perspectives for asset management. These include tokenisation, the process of creating a digital representation of non-digital assets on a blockchain.
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White papersDaimler case study
Daimler has embarked on an ambitious business strategy to support its transition to the low-carbon economy, following a decade of engagement by EOS to achieve a roadmap for alternative technologies and sustainable vehicle models, culminating in a sustainable product portfolio.
