White papers - all assets – Page 251
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White papersWhy the Distressed Debt Opportunity Looks Different This Cycle
A surge in defaults and distressed opportunities seemed likely when COVID struck—but stimulus measures and creative financing solutions have reshaped both the opportunity set and the timing.
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White papersValue from Values: Building Frameworks for ESG Investing
With investors hoping their money can deliver returns and advance core values at the same time, asset managers have been testing different approaches. The biggest challenge comes in translating these values and an organization’s social goals into actionable investment strategies.
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White papersFive Factors Shaping the Global Economy in 2021
From interest rates and inflation to government stimulus and multi-speed recoveries, Dr. Christopher Smart tells us what we know today—and what we still need to find out—about the global economy’s comeback from COVID-19.
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White papersA new shape for restructuring in the EU?
Many years in gestation, the European Union Directive on preventive restructuring frameworks sets a July 2021 deadline for member states to more closely align their national restructuring and insolvency laws. What changes does this imply and how will it impact direct lending decisions for the international business of Federated Hermes and our clients?
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White papersLeveraged loan market outlook - what will 2021 bring
The loan market is one of the few areas of fixed income still offering meaningful yield and consequently we believe the asset class will continue to attract investor interest in 2021.
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White papers1st Quarter Signals: Five questions facing markets
Markets have continued to ride their upward momentum through the first quarter of 2021,with investor optimism fueled by wider distribution of COVID-19 vaccines and expectations for the sizeable fiscal stimulus package from the Biden Administration.
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White papersThe unique time for US value: rotation from growth plus innovation, quality and ESG improvement
The rotation towards value is a key theme of our 2021 investment outlook. As the US economy moves towards reopening and a return to normalcy, we expect an overly accommodative Federal Reserve (Fed) to let the economy ‘run hot’ in the near to medium term, meaning reflation and a steeper yield curve.
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White papersDo not give up on fundamental valuations
It’s been one year now since the Covid-19 pandemic disrupted the world. It changed our lives, but financial markets seem to have side-lined this dramatic event as a temporary pullback, which was quickly recovered and forgotten as most risk assets achieved new highs.
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White papersEOS 2020 Annual Review
EOS publishes 2020 Annual Review with full engagement and voting highlights
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White papersHow to tackle the positive growth outlook as a bond investor?
Bond investors face a tougher environment: (expected) growth is pushing interest rates up from record lows, foreshadowing the eventual end of the ‘lower-for-longer’ era.
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White papersThe Future of Money May Come Sooner Than You Think
The pandemic delivered a boost to cashless commerce, but fresh designs for digital money will disrupt far more than coins and bills.
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White papersCan the UK Infrastructure Bank unleash the power of private capital?
Now that the details have emerged on the remit and tools available to the UK Infrastructure Bank, meaningful engagement with industry should be the priority, argues Darryl Murphy.
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White papersChina’s disinflation and implications
China has abandoned its ‘growth at all cost’ push and is sticking with its deleveraging and structural reform policy despite the trade war with the US and COVID-19 shocks. This has resulted in a constrained growth environment.
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White papersWill the Energy Sector Evolve or Devolve?
Change in the White House has brought swift transformation to US environmental policies, especially those affecting the oil and gas sector. We don’t believe the beginning of the end is here for the oil and gas industry, but the energy sector faces substantial change—and companies need to adapt over time.
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White papersFive Things Investors Should Know About Hydrogen
Hydrogen’s potential as an energy source is attracting renewed attention. It may take 20 years or so for the potential to be realized. But the effects are likely to be felt within the planning horizons of most long-term investors—a good reason to start thinking now about the investment implications.
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White papersHow Much Further Will US Rates Rise?
US Treasury yields have surged recently, buoyed by rising optimism about economic growth and rising inflation expectations. Based on our growth forecast, longer-term rates will likely rise for the next few quarters—but more slowly. And we think the Fed is prepared to push in the other direction if rates rise too far, too fast.
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White papersGreen Light to Fiscal Expansion
EU fiscal rules shouldn’t restrain governments from spending what is necessary before economies recover. In the U.S., fiscal stimulus is boosting spending, particularly among lower-income consumers. Lastly, China PMIs showed temporary weakness.
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White papersTackling decarbonisation in credit portfolios
The asset management industry is waking up to the urgent need for a coordinated effort to fight the climate crisis. As a leader in sustainability and investment, we firmly believe that it is possible to invest and create value while also working to prevent the unfolding crisis.
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White papersAddressing bias in artificial intelligence
Artificial intelligence (AI) has great potential, but care needs to be taken to ensure it doesn’t continue to propagate inherent biases that exist in society and hamper the achievement of diversity and inclusion goals.[1]
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White papersThe latest on the carbon trading market and a keen appetite for offshore wind assets
Carbon pricing in the EU Emissions Trading System, or ETS market, is entering a new phase, signalling that decarbonisation is well under way in the energy sector and that reducing industrial CO2 emissions will be next, as the EU moves towards its net zero emissions target for 2050.
