White papersReconciling the Data and the Markets
Inflation is up, Treasury yields are down, and the recovery trade is on the ropes—we believe it’s all more evidence of a fiercely debating, two-way market.
- White papers
Blog | US growth stocks get a reprieve as bond yields retreat
In a year marked by many twists and turns, the renewed dominance of US growth stocks in recent months arguably ranks among the most dramatic.
- White papers
ESG Thema #1 - Introduction to Net Zero
Since last year, there has been a tremendous acceleration of net zero commitments, showing that despite the Covid crisis, the climate change mitigation goals set in the Paris Agreement remain firmly on the agenda.
- White papers
Ten for 2021—Midyear Update
Last November, the heads of our four investment platforms identified the key themes they anticipated would guide investment decisions in 2021.
- White papers
Sustainability in the UK
Natural resources companies are prominent constituents of the FTSE UK Index, resulting in a relatively high carbon emissions and carbon reserves intensity score for the index. At the same time, the UK index has a fairly high ESG rating overall, with very few stocks averaging a higher ESG rating and low carbon emissions intensity at the same time.
- White papers
COVID and beyond: Why the greenfield data infrastructure boom is set to continue
The global pandemic may have accelerated demand for data infrastructure, but the underlying drivers behind the growth of data centre markets go far beyond short-term factors, explains Laurence Monnier.
- White papers
Dark matters in finance: why climate change is bending bank disclosure standards
Financial institutions have historically ignored unquantified risks hidden in plain sight in the real world. But as Fiorino reveals, climate change is pushing the boundaries of financial risk disclosure into unknown territory…
- White papers
Global Investment Views - August 2021
The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.
- White papers
Sustainable oceans in focus in EOS’s Q2 Public Engagement Report
The Q2 Public Engagement Report from EOS at Federated Hermes takes a deep dive into our oceans, examining threats from overfishing, pollution and global heating. Plus, a look at the recent voting season and why 2021 may come to be seen as a watershed for climate change stewardship.
- White papers
Developing a Roadmap for ESG Performance
Neuberger Berman’s Engagement Series presents insights and case studies on our dialogue with companies, government entities and other securities issuers.
Search results
Copyright © 1997–2020 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP