White papers - all assets – Page 207
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White papers
What is the problem with cryptocurrency (bitcoin)?
Bitcoin is again in the news. Some advocates of the cryptocurrency suggest its price is rising because bitcoin is challenging gold’s standing as the one supra-currency, the asset to own when fiat currencies are being debased.
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Chinese New Year: How Investors Might Navigate Markets In The Year Of The Ox
What’s in store in the Year of the Ox—are our portfolio managers bullish, or will the year play out like a bull in a china shop? Read their outlook.
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*Fixed income outlook – From despair to hope*
In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields.
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On My Mind: Investment Strategies For A Booster-Shot Recovery
Dr. Sonal Desai shares her investment views and strategies for the post-pandemic recovery.
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Franklin Templeton Investment Solutions: Allocation Views
It seems like global financial markets and economies are experiencing a never-ending fluctuation between increased clarity, as we described in last months’ Allocation Views, and continued uncertainty.
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Global Equities: Four Things We Are Watching In 2021
Stephen Dover shares four investment themes he’s thinking about as the world recovers from the COVID-19 pandemic.
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Future financial footprints: Europe takes next steps on sustainable legs
Almost three years since the European Commission put its sustainability plan into action – and amid a second tranche of proposed reforms for the 2020-25 period – we examine the journey to date and map out the most promising routes ahead to reach the High Level Expert Group on Sustainable Finance (HLEG) destinations.
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A not-so-great rotation in developed market equities
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges.
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How to Sustain Sustainability
With sustainable investment approaches getting more popular across the globe, some investors inevitably question whether they could be potentially compromising the performance of their investments for the sake of good citizenship.
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EU Outlook Brighter, but Watch the News in Rome
Expect answers next week on whether Italy can form a new government. Elsewhere, U.S. earnings are on track to show Q4 growth, illustrating that the recovery remained intact, and risks to China’s outlook have emerged with the resurgence in COVID cases.
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Four Themes for Insurance Asset Management in 2021
Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead. With this in mind, there are four key themes worth considering for insurance company investors in the months to come.
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EOS publishes biodiversity paper Our Commitment to Nature
OS at Federated Hermes has published a white paper on biodiversity and sustainable land use: Our Commitment to Nature, setting out why biodiversity is now a stewardship priority and what we expect of companies.
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The Circular Edition 1, 2021 - Keeping you in the sustainability loop
Rounding-off a truly (we hope) one-off year, The Circular returns with must-read environmental, social and governance (ESG) news to sustain investors for another quarter and on to 2021… Here we’ve summed up our recent insights on ESG investing to bring you the latest edition of The Circular.
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SDG Engagement Equity commentary: Glanbia
Launched in January 2018, the Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
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Data Centres: European Markets Emerge as a Hot Spot
Major markets in Europe are experiencing dramatic growth in data consumption—driven by innovative economies and high personal incomes.
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White papers
For diversification and returns: private debt and real assets
Investing in private debt and real assets can offer investors benefits such as attractive risk-adjusted return potential and real diversification, setting these ‘alternative’ markets apart from their traditional public counterparts.
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EM Investment Opportunities for 2021
Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative interest rates and access some exposure to growth at a reasonable price. EM market assets may offer some opportunities in addressing these challenges and have the potential, in our view, to outperform other asset classes both in equity and fixed income in 2021.
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COVID-19 Update: Good News, Bad News
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
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White papers
Seven Crucial Questions This Earnings Season Can Answer
As investors strain to imagine the post-pandemic normal, a blurry vision is already coming into view.
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White papers
Setting our climate change expectations for investee companies
Climate change is the defining challenge of our time and, at the international business of Federated Hermes, we recognise the imperative for collective action to limit global average temperature increases to 1.5°C and to adapt to changing climatic conditions. That’s why we have set out our climate change expectations for ourselves and our investee companies.