White papers - all assets – Page 118
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White papersWaste to wealth: A circular economy approach to e-waste
From mobile phones to medical equipment, electronic products in their millions are being produced and discarded in excess each year. The growing e-waste problem is driving unparalleled levels of resource depletion and pollution, presenting a clear social and environmental risk. As a result, countries are increasingly looking to establish more sustainable consumption and production patterns through a circular economy approach.
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White papersESG Materiality H2 2023: Spotlight on China
In the latest issue we focus on China and look at the crunch ESG risks and opportunities in the world’s second-largest economy. We also provide an update on our voting and engagement activity over the last 12 months.
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White papersUS SMID: Seven questions answered
After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.
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White papersWhere are the best opportunities at the short end of the curve?
Federated Hermes’ Short Term Investments Committee of portfolio managers meets on a monthly basis to provide insights, strategise, and discuss investment opportunities across the short end of the yield curve.
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White papersCrowded out – Asian species feel the heat
Asia is rich in biodiversity but the risk of nature degradation is high due to rapid urbanisation, agricultural expansion and over-fishing. Sonya Likhtman explores the risks facing the region and the implications for engagement with companies in Asia.
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White papersHow do Red Sea disruptions affect global supply chains?
Commercial shipping in the Red Sea has been significantly disrupted by attacks from Houthi rebels operating out of Yemen.
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White papersValue investing: no longer “why” but “how”
Value investing has historically been a source of significant excess returns. This also holds true for European equities in which the annualised value premium, determined by the price to book ratio, has equalled 2.97% since 1990 through 2023.
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White papersMake time work for you: Comgest Europe Compounders strategy
Time is money. It also has the power to erode value. But what if you could harness this natural force and turn it to your financial advantage?
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White papers2024 Emerging market fixed income outlook: Back with a vengeance
Upon entering a New Year, we find ourselves in a somewhat similar market situation as the end of last year, still hoping for better times for global fixed income assets amid legacy pressures from tight global liquidity, high policy rates, and a strong USD.
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White papersCapital market assumptions: 2024
Our 2024 expectations for annualised returns over the next 20 years (what we call our capital market assumptions) are a mixed bag. Strong gains across markets over the past year have tempered our expected returns for equities relative to our 2023 outlook. On the other hand, higher starting yields translate into improved expectations versus last year across many fixed income asset classes.
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White papersMulti-Asset Outlook 2024: Embracing the “Less Exceptional”
After pandemic-era extremes, growth and inflation should approach historical averages in 2024. Here’s how multi-asset investors can respond.
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White papersThe Year Ahead for the Major Industry Sectors, Part 1
The first of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
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White papersThe Year Ahead for the Major Industry Sectors, Part 2
The second of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
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White papersFixed Income Quarterly – Eurozone: Looking ahead to ECB action
Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and expectations for interest rate cuts rise. These could help the economy avoid a significant recession.
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White papersISA Briefing: US migration trends and (U)rbanization
In the past decade, the urbanization narrative in the United States has shifted from the “rebirth of cities” to the “rise of the suburbs.”1 What are the drivers of this shift, and how does it impact real estate? In this ISA Briefing, we tackle these questions and share our outlook for how future dynamics could impact migration and urbanization trends.
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White papersFrom ‘smart chemo’ to gene therapy: The innovations transforming healthcare
From the invention of the stethoscope to the discovery of penicillin, many healthcare innovations have supported better health and well-being outcomes. Jasveet Brar, Darshan Rughani and Philip Kemp explore a selection of innovative technologies on the cusp of commercial inflection, with the potential to revolutionise the pharmaceutical and medical device industries specifically.
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White papersTreasury yields mixed on strong economic data
U.S. Treasury yields were mixed last week and spread sectors outperformed as fourth quarter U.S. GDP exceeded expectations. The market continues to price in a 50% chance of a U.S. Federal Reserve rate cut by March, and around five total cuts for this year.
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White papersBullish on bonds
”This cycle of rate hikes may be over, but we don’t anticipate seeing cuts until closer to midyear.”
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White papersRed Sea disruptions: small impact so far, but a risk to watch
”The impact of Red Sea traffic suspensions is more regional than global, but duration will be the key factor to watch. At this stage, it is no game-changer for our outlook.”
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White papersIs the “Vibe-cession” for US Consumers on Its Way Out?
Falling inflation hasn’t yet translated into good feelings among US consumers. Based on the latest data, that might be changing.
