All Video articles – Page 7
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5 Themes for 2023: Blowing hot and cold
After a depressing 2022, markets have got off to a flying start. Should investors ride the wave? Have long-term yields peaked? Is the recession risk fairly priced in equities and High Yield credit? Can we still count on the Fed put? Will portfolio diversification start working again?
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Who’s Afraid of an Inverted Yield Curve?
The current slope of the US Treasury yield curve is inverted. Two-year yields are higher than 10-year yields, and to us that means that investors are focused on a few things.
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What is the Biggest Risk and Opportunity for Private Debt in 2023?
The point of view of Frédéric Nadal, CEO of MV Credit
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Emerging markets set to turn a corner?
In our latest video insight, Kunjal Gala, head of Emerging Markets at Federated Hermes, outlines the prospects for emerging markets in 2023.
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Neuberger Berman US Large Cap Value Fund Overview
Client Portfolio Manager, Nicole Vettise highlights some of the key features of the Neuberger Berman US Large Cap Value Fund.
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European Commercial Real Estate Debt
There’s an interesting opportunity in European Commercial Real Estate Debt markets today and that is driven by the fact that bank regulation, combined with the rising rate environment, is making it more difficult for banks to provide the same type of liquidity as they have historically.
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ESG in Small Caps
While the ESG challenges facing smaller companies should not be underestimated, they also create opportunities for active managers to identify undervalued companies.
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Why Value Now?
(1:58) Client Portfolio Manager, Nicole Vettise explains why value could be a good place to be in the current market environment, highlighting some key considerations for value-style investors.
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Preparing Equity Portfolios for a New Investing Era
It certainly feels as if we’re entering a new era for investors, and that can be pretty unsettling, particularly after a year like 2022, where we saw extreme volatility and stock markets around the world declining. But we believe that this is the right time to focus on what the new regime may look like and start to position accordingly.
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What does the ‘democratisation of private assets’ really mean?
This animated video shows why and how access to private assets is becoming more democratic.
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2023 Global Real Estate Outlook - 1
Where can real estate investors turn to find attractive risk-adjusted returns?
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Smaller Companies: Specialists & Industry Leaders
There is a misconception that the small-cap universe is less developed or less diverse than its large-cap counterpart—but many smaller companies are leaders within their industries.
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The art of going against the grain
Federated Hermes Asia ex-Japan Equity Fund celebrates its 10-year anniversary this year.
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Barings 360 Conference
Barings 360 was designed by LPs, for LPs, in an effort to challenge conventional wisdom and expand investors’ perspectives on a wide range of asset classes.
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Why Smaller Companies?
From strong performance to industry leaders, there are a number of reasons we believe small-cap equities are worth consideration for longer-term investors.
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Net Zero Transition Forum: energy, agriculture and shipping in focus
The energy, agriculture and shipping sectors together generate 88.2% of global greenhouse-gas (GHG) emissions. What pathways exist for businesses in these sectors to transition to net-zero models, and how can investment capital accelerate – and earn returns from – their progress?
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Niall O’Sullivan on Bloomberg TV: Energy Markets and the Global Economy
(10:29) Niall O’Sullivan CIO, Multi Asset Strategies – EMEA discusses with Francine Lacqua on Bloomberg TV, market reaction to recent oil price volatility, including broader economic and investment implications.
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ESG and financial performance of pension fund portfolios
Jane Wadia, Head of Investment Specialists on ESG and financial performance of pension fund portfolios
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Climate metrics in fixed income
Jane Wadia, Head of Investment Specialists on climate metrics in fixed income
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An update on the global rental housing sector
Brice Hoffer, Head of Real Estate Research & Strategy – DACH gives an update on the global rental housing sector, its attractive features and how it fits in the current macroeconomic scenario and inflationary environment.