All Strategies articles – Page 37
-
White papersPursuing alpha: Why invest in EMD?
Competitive spreads, comparable default rates and low correlations versus developed markets are just three advantages of this growing asset class, argue managers of the Federated Hermes Emerging Markets Debt strategy.
-
White papers*Can private markets help investors ride the inflation wave?*
Demographics, repetitive bouts of fiscal stimulus, and deglobalisation are among the factors pointing to prolonged higher inflation. Can private markets help investors sustain returns?
-
White papersChina: Suspended Animation
The run-up to China’s leadership meetings this fall is delaying substantial policy changes, in our view creating opportunities in advance of potential economic improvement next year.
-
White papersReal Estate Outlook – US, Edition 2 - 2022
Growing economic uncertainty based on weaker consumer sentiment and inflation concerns increases the importance of focusing on durable income growth across real estate sectors, metros, and product types. Continued strong industrial and apartment return performance is anticipated, but at a lower margin than 2021, given interest rate pressures. We expect a deteriorating performance for office and a gradual strengthening in retail performance through 2022.
-
White papersWhat will drive financial markets over the next five years?
Dividing a portfolio’s investments more or less evenly between developed market stocks and bonds has proved a rewarding strategy over the past few decades. The annualised return investors have secured by pursuing this approach has been in the high single digits – gains that have come courtesy of steady economic growth, an almost continuous fall in interest rates and inflation, and relatively calm financial market conditions.
-
White papersFour questions on impact investing
Impact investing has been described as the new frontier for socially responsible investing. The strategy, targeting a financial return and an (extra-financial) impact, can be implemented in listed as well as unlisted markets. Here is what you need to know.
-
White papersSpotlight on Fixed Income: Looking beyond the uncertainty
There is no doubt that investors today face an exceptionally tricky environment, with a host of issues clouding the outlook for global growth.
-
White papersThe digital dilemma
The powerful internet communications and technology (ICT) sector has had significant transformative effects on other sectors and people’s daily lives. But in addition to the positive impacts, such as increasing access to information and services, this has led to unexpected harms and new challenges.
-
White papersFederated Hermes Climate Change High Yield Credit strategy, interim report 2022
In this inaugural report, we delve into what makes the Federated Hermes Climate Change High Yield Credit strategy unique. As well as introducing our process and team, the report provides an overview of our proprietary Climate Change Impact (CCI) score, complete with portfolio examples to illustrate the scoring system in practice.
-
White papersIdiosyncratic returns - consistent alpha across different style cycles
In 2017, RLAM launched two global equity strategies – Global Equity Select and Global Equity Diversified. The strategies have since produced four years of attractive absolute and relative returns, continuing an impressive track record from a strategy that was initially launched in 2002.
-
White papersStaying On Theme
When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic strategies?
-
White papersAsset Class Return Forecasts - Q2 2022
The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.
-
White papersCould Your Beta Be Better?
In the first of our articles on working with Official Institutions, we look into the importance of regularly questioning the assumptions behind your benchmark.
-
White papersIntegrating Climate Risk Into Strategic Asset Allocation
Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?
-
White papersCustomisation: the new frontier of passive investing
Commentators often oversimplify investing to a binary choice between what they perceive as two competing alternatives: actives and passives. The commentators overlook the fact that choosing a standard index is really an active asset allocation decision. Also, the way an index is constructed ultimately drives the selection of securities and, in some cases, the countries or regions in which an indexed portfolio will invest.
-
PodcastPrivate equity has put sustainability firmly in its sights
Many believe that private equity (PE) is particularly well placed to embrace ESG and sustainability given the scale and scope of the industry’s investments and the benefits of a direct ownership model. Together with various initiatives aimed at establishing common standards for ESG integration, PE is sharpening its focus on climate-change resilience across portfolio companies in particular. While this inherently bodes well for other stakeholders like lenders, there is still a role for engagement with borrowers to ensure they demonstrate progress.
-
White papersMIPIM 2022 – Making an impact
At this year’s MIPIM conference, environmental, social and governance issues were at the forefront of discussions with driving urban change being the main theme. The insights in this collection of articles, gleaned from our research and the conference, highlight how real estate investors can make a difference and how we can create positive, impactful outcomes.
-
PodcastThe Investment Podcast: Opening routes of exposure to consumer assets
Traditionally an area dominated by banks, consumer lending is a well-established asset class, but what’s new is that asset owners can now get access to these assets. In this episode, Jerome Henrion guides us through the diversification benefits, inflationary advantages in the current environment, making sense of a heavily data-intensive asset class with more than a billion data points and the key differences between Europe and the US.
-
White papersLarge Cap Value, Inflation Fighter
Large-cap value stocks have characteristics that could make them compelling in the current environment and beyond.
-
White papersUpcoming: Principal Speaker Series – A conversation with Dr. Lawrence H. Summers
Join us as we welcome Dr. Lawrence H. Summers, former U.S. Secretary of the Treasury, immediately following the pivotal March FOMC meeting. Seema Shah, Managing Director, Chief Global Strategist at Principal Global Investors, will host a timely and engaging conversation on the state of the U.S. economy, the Federal Reserve’s response, and how investors can prepare for the volatile period ahead.
