Latest White Papers – Page 135
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White papersThe whys and hows of impact investing
Impact strategies are becoming more commonplace as investors push for greater change through their investments. With many institutional investors, consultants and wealth managers looking to meet client demands for impact investing, we explore what it is and what it brings to a diversified portfolio.
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White papersEquity markets frustrate both bulls and bears
Despite some wavering in May, global equity markets have generally remained resilient year-to-date. Most major indexes have held on to gains made in the first quarter of 2023, when markets overcame volatility driven by bank failures in the U.S. and Europe.
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White papersInnovation in impact bonds
The growth and innovation in the impact bond market has unlocked new opportunities for investors to provide capital for projects that have a positive social and/or environmental impact while generating competitive returns.
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White papersIs China falling into deflation?
China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two years. This figure raised concerns that falling prices would lead consumers to delay spending in an already weakening economy. However, in our view, the data is not a harbinger for prolonged deflation.
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White papersDecarbonising the energy infrastructure ecosystem
Since launching Nuveen’s North American energy infrastructure credit platform in November 2022, Don Dimitrievich spoke with PDI about the compelling opportunity for infrastructure debt lending in North America, and why he believes managers who understand the entire energy infrastructure ecosystem, and have experience investing through credit cycles, will be best positioned to deliver the most attractive risk-adjusted returns for investors.
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White papersHydrogen 101: the uses, the costs and the opportunity
What does the opportunity around hydrogen look like? Our experts at Schroders Greencoat explain in this Q&A.
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White papersLights, battery storage, action: Investing in the greenfield energy infrastructure needed for a net zero world
The energy transition requires both smarter production of clean energy as well as new, practical infrastructure to enable its use, explains Umberto Tamburrino, CEO of Sosteneo Infrastructure Partners, a company within the Generali Investments ecosystem of asset management firms, which specialises in greenfield investing.
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White papersUnlock income opportunities across key credit sectors
As rate cycles around the world move toward their peak, we could now be at an inflection point for fixed income.
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White papersIncome Generator: Back in Bonds
Bonds are once again becoming a cornerstone allocation within portfolios. We explain five actions bond investors could consider to capitalize on current trends we’ve identified.
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White papersHelping complete the research ‘puzzle’ with ESG integration
ESG adoption is now widespread among investment managers. Ninety percent of the 1,130 global investors surveyed in our latest ESG Global Study* have integrated ESG into their investment approach. Rising client demand, the desire to make an impact, new regulations and greater recognition of the potential financial consequences of ESG considerations have been cited by previous survey respondents as the main drivers for continued adoption.
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White papersDiversifying + Defensive Equity Approaches
In times when downside risk may lie ahead, a combination of diversifying and defensive equity approaches can potentially improve the probability of achieving positive outcomes.
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White papersNext-generation private equity: The art of partnership
Next-generation managers are re-energising the private equity industry from the point of view of both approach and performance.
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White papersBeijing faces limited options to tackle economic woes
Many investors hoped that China’s re-opening following the end of zero-Covid would fuel a global rebound. But the country’s economy was in poor health before the pandemic.
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White papersWorking the Margins
While this is no time to be making major calls on asset allocation, in our view, there are abundant opportunities for generating incremental returns.
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White papersLate-Summer Debates
A few key issues could disrupt investors’ peace and quiet as fall approaches in the Northern Hemisphere.
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White papersInvestors must learn to navigate a less predictable world
A failure to account for wide-ranging and complex geopolitical risks could wipe out investment returns
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White papersCould green hydrogen be the hero of net zero?
Green hydrogen has been put at the centre of many net-zero initiatives for good reason. Also known, on account of its versatility, as the Swiss army knife of long-term decarbonisation, it can provide turnkey solutions for those industries where greenhouse gas emissions are harder to suppress – solutions which can be seen as critical if climate goals are to be met. Edward Lees and Ulrik Fugmann explain.
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White papersSpectrum Q3 2023: No robots were harmed in the making of this report
Welcome to the latest edition of Spectrum. In this issue, investment managers, technology experts and thought leaders from across Federated Hermes consider the zeitgeisty topic of artificial intelligence.
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White papersFear and loathing in China?
As China’s economic woes mount, we outline the Federated Hermes Asia ex-Japan Fund’s positioning and outlook for the country.
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White papersHousehold loans – Offering predictable performance, even in tough times
As growth in developed economies slows and higher central bank rates start to bite, investors looking for portfolio diversification and attractive returns could consider a relatively little-known, but high-quality asset class: Household loans. Tonko Gast explains.
