All Video articles
View all stories of the same content type.
-
VideoHas China’s luck changed?
Chinese stocks have rallied in recent weeks off the back of fresh stimulus measures announced by the Beijing government. Will the rally sustain? And how is the China Equity Strategy positioned to benefit? Sandy Pei, Senior Portfolio Manager, provides her view.
-
VideoInvestors vote with their feet
Prepare for volatility leading up to the election before a year-end rally.
-
VideoGlobal equities: How sustainability gives the edge
In 2021, we launched our Sustainable Global Equity Fund, leveraging decades of experience in ESG investing. This fund integrates proprietary ESG analysis, impact investing, and active engagement to aim for medium-term returns while reducing its environmental footprint compared to benchmarks.
-
VideoYour Questions Answered: managing cash and liquidity
In our Q&A video series, Debbie Cunningham, CIO, Global Liquidity Markets, sheds light on our approach to managing cash investments and risk, our track record through different market environments, the outlook for cash products as rates fall, and the role they play in a long-term portfolio.
-
VideoThe enduring appeal of Significant Risk Transfer looks set to continue
Demonstrating strong recent performance, Significant Risk Transfer (SRT) has been a favoured destination for investors seeking to capitalise on some of the attractive fundamentals offered by the asset class, such as the potential for high cash flows.
-
VideoCapitalizing on the Opportunity in Portfolio Finance
With direct origination capabilities, a proven track record, and an offering of differentiated solutions, our dedicated team has the ability to provide investors access to a unique and rapidly growing private investment grade asset class.
-
VideoFrontier Market Debt Resilient, diversified, uncorrelated returns
Emerging and frontier markets are perceived as highly risky and volatile but for specialist, experienced investors they present potentially diverse, uncorrelated, and resilient high yield opportunities. Indeed, historically frontier market debt has a lower beta relative to other fixed income segments, and has been more resilient in drawdown periods, explains Global Evolution, a firm that is newly part of Generali Investments and has over 20 years’ experience in emerging and frontier market debt.
-
VideoA falling rate environment
The outlook for money market funds remains buoyant, says Debbie Cunningham, CIO, Global Liquidity Markets.
-
VideoAPAC Private Credit
We started senior lending in the Asia Pacific private credit market in 2011—and together with our 30+ years of managing private credit globally, our global scale, and a disciplined approach, we have become one of the most active lenders in APAC today.
-
VideoNot all strategies look like ours: Sustainable Global Equity
In this video, Martin Todd and Henry Biddle highlight the key differentiators that have driven the strategy’s success and made it stand out in a competitive market.
-
VideoNeuberger Berman Private Markets: Q2 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
-
VideoFrontier markets: Tapping into untapped potential
What is a ‘frontier market’? And why should investors be looking at this exciting area of EM? Mohammed Elmi, Lead Portfolio Manager, EMD, provides his view.
-
VideoThe road ahead for US equities
Charlotte Daughtrey, Equity Investment Specialist, considers the current tailwinds for US equities, the impact of the US election on small- and mid-cap companies, and whether or not the recent rotation out of mega-caps is sustainable.
-
Video4 Keys to Get China Back on Track
Andy Rothman shares his insights four reasons why he believes that President Xi will overcome his stubbornness and make the changes necessary to put China back on track to reach its potential growth rate.
-
VideoInvestmentNews: Demand for Private Credit, BDCs Not Slowing Anytime Soon
Matthew Freund, President of Barings BDC, recently sat down with InvestmentNews’ Gregg Greenberg to discuss his outlook for private credit, where Barings is seeing opportunities to deploy capital, and how rates impact the BDC landscape.
-
VideoTalking Markets – Fixed Income Trading at Premier Miton
How do you exploit inefficiencies in the fixed income market? In this edition of Talking Markets, Lloyd Harris, Head of Fixed Income, and Anish Shah, Senior Fixed Income dealer, discuss the intricacies of managing Fixed Income at Premier Miton. Sharing their approach to dealing, along with how the team manage volatility and generate alpha from the fixed income market.
-
VideoTalking Markets – Fixed Income update July 2024
What are the prospects for Fixed Income from a macroeconomic perspective? In this edition of Talking Markets, Lloyd Harris, Head of Fixed Income, discusses the impact the landslide win for Labour could have on the Fixed Income market, along what the different outcomes that may occur as a result of the US election.
-
VideoHow might investors withstand ‘AI FOMO’?
Maintaining a diversified portfolio amid the Magnificent Seven phenomenon could protect investors against volatility, says Phil Orlando, Chief Equity Strategist.
-
VideoTrade finance made simple
In this video, Chris McGinley, Head of Trade Finance, outlines how Federated Hermes’ approach to trade finance differs from peers, how the team navigate risks, and the wider benefits of the strategy.
-
VideoThe future of global equities
US markets have driven global equities for the past decade - but can this continue? Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.
