White papers - all assets – Page 35
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White papers
2024 Outlook: China - the growth question
The world’s second largest economy has underwhelmed. Is it time for a turnaround?
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2024 Outlook: Renewables - winds of change
If the energy transition is a must-have in the fight against climate change then renewable energy is in the eye of the storm.
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2024 Outlook: Artificial Intelligence - it’s all in the algorithm
A world enhanced by AI is no longer the stuff of science fiction.
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2024 Outlook: Innovators - a catalyst in the making
Leading innovators played an outsized role in driving returns in 2023. Will we see more of the same in the coming 12 months?
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A just transition: 2024 Outlook
Hope comes in many forms but any attempt to tackle the climate crisis will have to work for the world’s haves as well as the have-nots.
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A disruptive festive menu: jellyfish, bean burgers
As we look forward to gathering with friends and family over the holidays, it is worth considering how our festive meals may change in decades to come. Given the environmental, social and technological forces disrupting global food systems, what dishes might we serve up in the future?
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What has driven the stock-market rally – and can it continue?
Equity markets delivered positive returns for four consecutive weeks in November. The S&P 500 index rose about 9% last month, marking its strongest monthly performance since July 2022. There was no obvious reason for this rally, unless a slight miss of 0.1% in the October US Consumer Prices Index (CPI) report counts. But if not, what prompted this surge? In this weekly edition of Simply put, we investigate the forces behind the rally and what this means for its staying power.
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2024 Outlook: Natural capital - the call of the wild
It’s time for investors to embrace the economic potential of protecting and enhancing the world’s natural resources.
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Higher for longer: 2024 Outlook
As ever, central bank policy has the power to make or break markets.
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The Federated Hermes 2024 Outlook
2024 will once again be a year where events define the investment landscape. From geopolitical risk, including conflicts in Europe and the Middle East, to the enormous challenges posed by the need for a just transition, investors face volatility and uncertainty. And this is all taking place against the backdrop of the largest election year in history and markets adjusting to ‘higher for longer’ interest rates.
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Engagement case study: Netflix
After engaging Netflix on environmental and social issues since 2018, we have seen improvement in performance and ambition from the company.
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The overlooked appeal of short-dated euro corporate debt
Corporate balance sheets continue to provide support for opportunities in the front-end of the credit curve in the eurozone.
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Engagement case study: Royal Bank of Canada
With the growing use of artificial intelligence (AI) in financial services, we were concerned about data governance, fairness, algorithm biases and accountability of AI tools implemented by Royal Bank of Canada.
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Global Emerging Markets Equity: Outlook 2024
The GEMs Strategy is biased towards growth and quality stocks while being selective on value, and the team believes the recent outperformance of value stocks vs. growth is unsustainable. The Outlook 2024 report outlines how the Strategy is well positioned to generate long-term value.
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Optimal Decumulation Strategies for Retirement Solutions
Traditional pension systems based on pay-as-you-go (PAYG) have become more difficult to sustain in developed countries as a result of continued population ageing, fewer children in the family and weak economic growth. Over the past decades, pension systems have gradually shifted from defined-benefit (DB) plan to defined-contribution (DC) plan.
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White papers
A tale of two risks: building robust portfolios aligned to net-zero
Building climate-aligned portfolios requires a forward-looking approach to maximise opportunities and reduce risks associated with the climate transition. Instead of focusing solely on historical levels of carbon emissions, our TargetNetZero strategies identify the potential leaders and laggards of the climate transition in all sectors of the economy by evaluating companies’ current policies and commitments to decarbonisation.
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The Middle Seat: A Compelling Time for Middle-Market Buyouts
In most contexts, the middle seat is perhaps one of the most loathed places to be. However, if you are facing an investable landscape filled with growing uncertainty – and are (finally) convinced that trying to time the market is a bad idea – then a heightened focus on the middle-market buyout segment may be warranted. That is more than a ‘hunch’ or ‘gut-feeling,’ rather that statement is based on real private market data.
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A November to remember
”The slowdown in inflation and economic growth should support bonds and multi-asset investing moving towards 2024.”
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COP28: Expect Disappointment and You’ll Never Be Disappointed
Four things to look out for amid the pessimism at this year’s climate-change gathering.
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European High Yield: A Clear Case for Active Management
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than you think.