Outlooks – Page 93
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The coronavirus and the race for a vaccine
Across the globe, scientists are hunting for an effective vaccine that will end Covid-19. In the sixth article in our pandemic series, Katie Frame looks at the response from the pharmaceutical sector and how we engage on this issue.
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Economic Outlook: Will the debt matter?
In his latest quarterly Economic Outlook, Neil Williams, Senior Economic Adviser to the International business of Federated Hermes examines the impact that various pandemic-related stimulus packages have had on both global government debt and the efficacy of monetary and fiscal tools available to policy-makers.
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The day after #11 - Post-crisis narratives that will drive financial markets
The Covid-19 crisis has thrown up a sequence of images from the past (pandemics, wars, the Great Financial Crisis) that have pushed central banks (CB) and governments to act in unprecedented ways (in terms of magnitude and speed of action). This has defined the current ‘day after’ narrative.
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Risk budgeting and trade sizing: why they matter to multi-asset portfolio construction
In the current environment of heightened uncertainty, managing a multi-asset portfolio has rarely looked as complex as it does today, especially for those investors looking for an appropriate governance model on which to take investment decisions.The issue is not only to make accurate market forecasts and formulate appropriate investment views, but also to construct an efficient portfolio based on these views within a given risk budget.
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Investors Beware! Trump & Biden Agree On Something!
China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
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The Meeting Room Webcast: Impact Opportunities, September 2020
Listen to the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on Impact Opportunities.
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Impact investing in the coronavirus era
What does it mean to invest with impact? And has the coronavirus pandemic resulted in a paradigm shift for responsible investment strategies? In the latest episode of Fundamentals, we explore the world of impact investing.
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ESG in Equities: Better Outcomes Require Better Practices
Not all approaches to ESG are created equal—why a focus on integration, forward-looking dynamics and active engagement is the key to unlocking long-term returns in equity investments.
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ASEAN: Where Positive Demographics Meet Supportive Secular Trends
Recent market volatility has created what we view as an attractive opportunity in ASEAN equities—particularly to tap into selective structural growth stories at compelling valuations.
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The Evolving Opportunity in Distressed Debt
As the pandemic recedes, some companies may have a harder time managing higher debt levels than others—and as weaker issuers undergo restructurings or other stressed situations, there may be opportunities for investors to deploy more capital into distressed debt strategies.
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ESG in Equities: Not All Approaches are Created Equal
Dr. Ghadir Cooper, Global Head of Equities, shares insight into the deliberate approach that her team takes when incorporating ESG into their investment process, including how the three key principles of integration, dynamism and active engagement contribute to better outcomes.
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Epic Battle or Rope-a-Dope?
Identifying the winner of the rumble between ‘The Japanifier’ and ‘The Stimulator’ is likely to be the key determinant in successful portfolio construction for years to come.
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Spotlight on private credit markets
In periods of market disruption, private market activity tends to get adversely impacted, the degree to which depends on the severity and length of time the public market disruption lasts. Private market deals tend to take a number of weeks or months to structure, and it is the ability to structure a deal to offer a premium to public markets that becomes more difficult due to fast- changing markets.
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With a focus on liquidity, US dollar, sterling money markets have potential yet
Central banks provided economies with ample cash as the economic effects of the COVID-19 health crisis bit, driving down interest rates – and absolute returns – in the process, but as Philippe Renaudin, head of global money markets, tells senior investment strategist Daniel Morris in this interview, careful selection and diversification mean potential for competitive returns remains in money markets.
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Local Investors Discover Brazilian Stocks
Why local investors have been supporting Brazil’s market in recent days.
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It’s Not the Beginning of the End; It’s the End of the Beginning
As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
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Sustainability – We are Future Makers
Our Global Sustainability Strategy, published in 2019, set out our ambitions, a three-year road map, and the five-pillar approach to define and implement sustainable investment. Now, our latest sustainability report highlights our recent achievements, underscoring the importance of putting sustainable investment at the core of BNP Paribas Asset Management’s strategy as well as the company’s role as a ‘Future Maker’ leading change.
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Artificial Intelligence: Turbo-Charging The New Digital World
Building the foundations of Artificial Intelligence systems is a key driver of economic growth today. Specifically, combining Big Data and Machine Learning has the power to transform business models and whole industries.
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Low-volatility equities under COVID-19
In the short-term, low-volatility strategies may encounter drawdowns, especially during periods of strong market rebounds and/or exceptional market conditions such as those seen since the start of the coronavirus crisis. Should investors be wary of these short-term events and are there benefits to low-volatility strategies over the long-term?
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Fibre broadband: The need for speed
Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.