White papers - all assets – Page 133
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White papers
Q2 2022: A late cycle with a greater focus on inflation
The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still decelerating at a global level but with tentative signs of stabilisation.
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White papers
Setting your investment objectives: institutional asset allocation practice
Most institutional investors already have an Investment Policy Statement (IPS) that defines the objectives, investment limits, investment universe and governance of their portfolios. These parameters are not set in stone and must be reviewed periodically given changes in investors’ circumstances, philosophy, long-term expectations and regulations.
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Does the EM debt repricing present a good entry point?
The Russia-Ukraine conflict, a spike in commodity prices and rising global inflation have raised fresh questions about the outlook for emerging markets (EM) debt. Recent forecasts from the International Monetary Fund and World Bank suggest global growth is slowing. And the U.S. Federal Reserve appears set to front-load rate hikes in this tightening cycle, heightening the risk of a recession.
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Private assets: returns, diversification, and sustainability
Change is a powerful force in the world of investment. The long-term changes we face now can best be represented by the powerful themes underlying the Age of Transformation: climate change, demographics, and innovation. However, we are also in the midst of shorter-term changes that can have huge repercussions on our investment choices: inflation, an energy shock, tighter monetary policy, to name a few.
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Cross Asset Investment Strategy - May 2022
We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
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White papers
Rising Inflation is Not All Bad News for Profit Margins
Concerns over companies’ profit margins continue to mount as the U.S. economy faces the highest inflation since the 1980s. However, we find that some sectors’ margins actually increase in high inflation.
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White papers
An Investor’s Guide to Evolving Supply Chains
Many companies are rethinking supply chains amid disruptions from the war in Ukraine and the pandemic. Equity investors must decipher which companies can adapt their processes to compete in a less globalized world.
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*Investing in Dutch mortgages – As safe as houses*
Dutch mortgage loans have become a cornerstone investment for many institutional investors in recent years. With their attractive risk/return profile and long duration, they can act as an appealing alternative to other high-quality fixed-income products.
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Chemical sector under scrutiny in EOS’s Q1 Public Engagement Report
The Q1 Public Engagement Report from EOS at Federated Hermes takes an in-depth look at the decarbonisation challenges faced by the chemical industry. Plus, protecting digital rights and addressing social injustice.
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What does the future hold for secondary private equity investments?
We expect that the comparatively new GP-led secondaries market will see continued strong growth if the difficulties facing broader financial markets persist.
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Will Inflation Kill Growth?
Inflation is outpacing wages in both Europe and the U.S., households are becoming poorer. How long before they start cutting spending and growth sputters?
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Integrating Climate Risk Into Strategic Asset Allocation
Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?
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White papers
Public Engagement Report Q1 2022
The Public Engagement Report highlights some of the stewardship activities undertaken by EOS at Federated Hermes on behalf of its clients over Q1 2022.
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When volatility is rising, boring is beautiful
Fast-growing digital and tech companies generated a lot of investor excitement over the past decade, not to mention an outsized share of market returns.
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‘People can focus so much on risk they can overlook opportunities’
Federated Hermes Asia and Emerging Markets Investing Forum in London on 28 April took the pulse of the sector in the face of slowing growth and volatility.
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White papers
ESG-Labelled Muni Funds: Fact or Fiction?
By their nature, entities that issue in the municipal bond market have substantial positive environmental and social impacts that make them ideal for investors seeking ESG investment opportunities. Municipal asset managers who are aware of this fit are increasingly touting their ESG capabilities; although these claims are often confusing as they conflate ESG credit risks with ESG impacts.
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White papers
Discovering Stocks for Your Sustainable Investing Goals
Sustainability means different things to different people. So how can an investor know whether a sustainable equity fund is truly aligned with their responsibility ethos and investing goals? Start by asking the following three questions.
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White papers
Colliding Demand and Supply Shocks
In this Macro Perspectives, our economists discuss how to best navigate the volatile geopolitical environment’s impact on markets, and how the policy playbook may change based on growth and inflation expectations.
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White papers
Japan Is Back on the Risk Radar
Japan and the extreme moves in its currency are among the most important dynamics in capital markets right now—here’s why we think they should loom much larger in investors’ minds.
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White papers
Invest in biodiversity to save the planet
The loss of biodiversity is one of the biggest problems facing humanity. Over the last century, we have seen unprecedented real GDP growth and have made huge progress on many fronts such as benefitting from improvements in mortality rates and technological advances. Unfortunately, in the process we have chosen to ignore nature and have altered 75% of the earth’s surface and 66% of the marine environment1 to satisfy our consumption and energy needs.