White papers - all assets – Page 104
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White papers
Public declaration of voting recommendations
EOS at Federated Hermes provides stewardship services to clients, including engagement and voting recommendations. Occasionally, EOS publicises certain voting recommendations to draw attention to what we regard as material concerns at companies related to a company engagement.
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Markets bounce on hopes US inflation has peaked
The US inflation rate cooled to 7.7% in October, weaker than many forecasts, to hit its lowest level since January.
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Paying a fair share
Companies that seek to aggressively minimise their tax payments will face increasing legal, financial and reputational risks as regulation tightens. Joanne Beatty explains why tax revenues are vital for cash-strapped public services, and how we engage with companies to ensure they pay a fair share.
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Ahead of the Curve, Q4 2022
In our quarterly macroeconomic update, Silvia Dall’Angelo, Senior Economist, provides her outlook for the global economy amid the ongoing war in Ukraine, inflationary pressures and mounting fears of a recession. Is there still ground for optimism? Read our update to find out more.
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‘Tis the season to be jolly? The retail outlook says otherwise
The economic outlook looks neither calm nor bright for UK and US non-food retailers this Christmas amid weak consumer confidence across the sector.
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Central banks ramp up rates in shadow of recession
US Federal Reserve raised rates by 75bps for fourth time in a row this week, while the Bank of England’s 75bps hike was its largest for three decades.
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Why cheap palm oil is a price the planet can’t pay
Demand for palm oil continues to rise due to its cheapness and versatility, while growers benefit from high yields. But this insatiable demand exacts a steep environmental toll, as the clearance of tropical rainforests for palm oil plantations contributes to climate change and biodiversity loss.
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Markets take fright as Xi assumes total control
Chinese equities had a volatile week following the ruling Communist Party’s twice-a-decade congress in Beijing that confirmed President Xi Jinping’s third term backed by a cadre of loyalists.
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US Inflation Reduction Act: a strong force to accelerate energy transition technologies
In August, the US passed a major milestone in climate policy with the introduction of the Inflation Reduction Act (IRA). As the largest piece of federal legislation ever to address climate change, we believe it will have a profound effect across industries for decades to come.
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When bonds fail to hedge: the problem with conservative portfolios
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine why the performance of ‘conservative’ portfolios has suffered from using fixed income to lower volatility, rather than cash.
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Tailwinds hasten hydrogen’s cost-competitiveness, albeit demand still lags
Our original research review of the hydrogen economy a few years ago led us to conclude that hydrogen would play a key role in decarbonisation.
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Act now: A climate emergency roadmap for the international financial architecture
To help tackle the climate emergency, financial institutions and governments must work together to reform the global financial architecture and create a more robust net-zero transition plan, argue Steve Waygood and Thomas Tayler.
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Reframe and reclaim: How to win the ESG argument
To restore trust in ESG, we need to be much clearer on its limitations as well as its strengths, argues Mirza Baig.
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So, you’ve set your net-zero target: What next? Practical considerations for asset owners on achieving net zero
Asset owners are increasingly committing to net-zero emissions in their portfolios by or before 2050, but it is a huge and complex undertaking. What do asset owners need to consider as they start on their decarbonisation journey?
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Redefining stewardship: Why stakeholder capitalism needs to wake up
Asset managers and other financial institutions have a duty to act in the best interests of their customers and society. Macro stewardship will be crucial to meeting these responsibilities, argues Mark Versey.
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The corporate bond is back
We believe that corporate bond yields are close to an inflection point, with the high levels of yields achievable providing a buffer to further yield rises. In short – the corporate bond is back.
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Responsible Investment Quarterly Q3 2022
The third quarter of this year continues to be dominated by the implications of the energy crisis, but there was also a significant new development in the US, with Congress passing the Inflation Reduction Act (IRA). We believe both these events will accelerate the uptake of renewables and accelerate decarbonisation over the next decade.
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ESG Thema #11 - EU Sustainable Finance Action Plan: State of play
Countries and corporates’ carbon reduction plans are still falling short of the 1.5°C target in order to align with the Paris Agreement. According to the Climate Policy Initiative, an additional $1.6 to $3.8 trillion per year is required to finance the energy transition.
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Fixed Income Perspectives - October 2022
Quarterly macro and market insights from Capital Group’s fixed income team
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ESG Viewpoint - Drivers of Deforestation: how we are working to put the brakes on deforestation in automotive supply chains
When you purchase a new car, you may not realise that the leather on your seats may be driving deforestation in the Amazon, or the rubber in your tyres could be forcing orangutans closer to extinction.