Latest Manager Research – Page 346
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White papersGrowth versus Value: Balancing the Risks
Across Europe, measures implemented to contain the Covid-19 pandemic are being gradually lifted. The infection rates on the continent show different dynamics with some exceptions. At the same time, the capital markets are recovering. Therefore, we are currently at the crossroads between crisis and recovery.
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White papersSustainable mythbusting
Getting the facts straight on sustainable index investing investing
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White papersCoronavirus throws down a challenge for credit analysis
The dramatic impact of COVID-19 has created a challenge for even the most experienced credit analysts. The effects have gone far beyond those seen in the technology bubble of the early 2000s, the Enron scandal a year later, the 2008/2009 financial crisis, and in what now seems like a small blip the commodity crash of 2015/2016.
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White papersChina: 6 reasons why - it poses a unique portfolio optimisation opportunity now
The second largest economy globally – China – is forecast to overtake the United States as the world’s largest economy by 2030
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White papersUncertainty and Rapid Change Creates Opportunities in Global Small Caps
It has been said that the one constant is change. Change may be inevitable, but I don’t think anyone anticipated the speed or severity of change global markets have experienced so far this year. While the coronavirus pandemic and resulting recession have pressured economies and investment markets alike, they have also created opportunities for global small-cap investors who can adapt quickly to shifting conditions.
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White papersReal Estate Outlook – Europe, Edition 3 – 2020
Continuing impacts of COVID-19, but for how long?
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White papersReal Estate Outlook – APAC, Edition 3 – 2020
Slowdown in investment activity. What’s next on the horizon?
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White papersTaking stock of the markets
Back in the old days it might be said that investing was simple. You just put some money into a company, a commodity or a piece of property, and with a bit of luck, time and reasonable management, the value of your investment went up.
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White papersThe Pandemic’s Unexpected Upside
The coronavirus lockdown seemed sure to delay the world’s climate agendas but may instead have given them an unintended boost.
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White papersAntimicrobial resistance and the challenge for pharmaceutical companies
A lack of research and development into new antibiotic classes compounds the serious threat that antimicrobial resistance poses to public health. In the fifth article in our pandemic series, Kimberley Lewis explores the role of pharmaceutical companies and how we engage on this key topic.
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White papersGlobal Equity ESG: H1 2020 Report
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 papersStyle Tilt: Growth Surge Reshapes US Stock Market in 2020
During the coronavirus downturn and rebound, US growth stocks outpaced value stocks by a record margin. Now growth stocks seem expensive, but that depends on how you look at it. So are these trends likely to continue—and how should investors position across different equity styles?
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White papersTop 10 with… Interview with Dalibor Maksimovic on Swiss Real Estate Securities
10+ years of quality client service, attractive cash flows and diversification
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White papersPositioning for the 2020 U.S. Presidential Election
For investors and markets still reeling from the global pandemic—and facing a protracted, volatile economic recovery—a new source of uncertainty is fast approaching: the U.S. presidential election in November. Historically, equity markets have posted below-average total returns during an election year.
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White papersEuropean Real Estate Research Quarterly
In the midst of a pandemic, some European real estate sectors are thriving, and should emerge stronger in the end, while others are merely surviving. The Barings Real Estate team weighs in on the shifting opportunity set—and why the overall outlook remains positive.
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White papersFundamentals: the case for US SMID
Slow and steady wins the race. So goes the age old saying from the fable of the tortoise and the hare. But how does it apply to US small and mid-cap (SMID) companies? And is the asset class underappreciated by industry analysts? We explore the universe of US SMID companies in Fundamentals.
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White papersReal Estate: flexibility and adaptability in challenging times
The impact of the coronavirus pandemic is being felt across global real estate markets: it has changed the way people live and work. But what does it mean for the future of real estate? And will it thrust challenges already facing the industry into the spotlight?
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White papersAEW Research Flash Report - August 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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White papersThe Glass Is Still Half Full (For Now)
World economies have rebounded from lockdowns faster than expected despite much differentiation among them. Much still depends on further progress in managing COVID-19 and continuing policy stimulus.
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White papersSDG Engagement High Yield Credit: H1 2020 Report
Seeking twin objectives of strong financial performance and positive social and environmental impacts that contribute to achieving the 17 Sustainable Development Goals (SDGs), we launched SDG Engagement High Yield Credit in October 2019.
