White papers - all assets – Page 37
-
White papers
Pension Funds Letter 19 - The twists and turns of responsible investing across the pension landscape
The twists and turns of responsible investing across the pension landscape
-
White papers
Tin: a hidden beneficiary of semiconductor demand
Tin is an important commodity in the universe of our Transition Materials strategy1. The ancient metal is instrumental in manufacturing semiconductors, solar panels, 5G technologies and electric vehicles (EVs), helping drive a robust demand outlook.
-
White papers
US bonds: Thinking beyond rates
In an economic environment characterized by rising interest rates and slowing growth, our investment professionals see fixed income as a beacon of opportunity.
-
White papers
The Mortgage-Backed Moment
Securitized credit, and especially mortgage-backed securities, can be an attractive source of income while waiting for volatile bond markets to settle.
-
White papers
Private Credit: European special situations outlook
The opportunity set in European special situations credit is gearing up to be as fertile and attractive as it has been since the global financial crisis for a number of reasons, according to BSP-Alcentra.
-
White papers
Expert insights on 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.
-
White papers
Recent economic data confirms our outlook
”With softer economic growth ahead and the Fed expected to cut rates in 2024, this supports our positive stance on developed and emerging market bonds.”
-
White papers
The AI evolution: Where are we heading?
Artificial Intelligence (AI) has dominated headlines this year and sparked a rally in technology stocks. Jeffrey Lin and Thomas Lee, Fund Managers, Global Artificial Intelligence (Thematic Technology), believe that generative AI represents a significant technological advancement, with potential benefits extending across a broad range of industries. So how is this disruptive technology translating into exciting new investment opportunities?
-
White papers
The tiger that lost its roar: the mystery of South Korea’s underperforming equities
Two countries in the MSCI Asia ex-Japan Index – China and South Korea – have performed noticeably poorly over the last decade and a half. One can explain China’s struggles, amid tensions with the West. But what is going on with South Korea?
-
White papers
Beyond renewables – what’s next in greenhouse gas reduction?
Renewable energy has been one of the most popular target sectors for infrastructure investors in recent years. With the rising maturity of renewables, returns of traditional projects such as wind and solar have compressed significantly, typically offering single digit Internal Rate of Returns (IRR) in mature markets.
-
White papers
Managing infrastructure safety requires long-term focus
In complex infrastructure environments, a commitment to safety must be lived every day in order to provide a safe workplace, write Shannon O’Keeffe, Director, Social Sustainability, William Phillips and Nicholas Rivera, Senior Associates, Asset Management at IFM Investors
-
White papers
Tune out of the noise and into the trends to capitalise on Asia’s real estate potential
With commercial real estate in developed markets facing challenges, investors are increasingly considering other options.
-
White papers
Markets bounce on waning inflation
Markets reacted positively to stronger-than-expected US and UK inflation data this week.
-
White papers
Moment of truth
A hard or soft landing could throw a harsh light on corporate fundamentals in 2024. In the second set of breakout sessions from our Fixed Income Forum in London on 14 November, attendees learned of the potential in unconstrained credit, the opportunity in investment grade and the crucial role fixed income can play in the sustainability transition.
-
White papers
Insight across the fixed income spectrum
Federated Hermes’ Fixed Income Forum in London on 14 November, included sessions on the future of money markets, the prospects for emerging market debt, and the attraction of private credit.
-
White papers
Not your average credit cycle
Geopolitics, hard landings, falling consumer confidence and corporate belt-tightening could all be part of the investment picture in 2024. That was the message from Federated Hermes’ Fixed Income Forum in London on 14 November.
-
White papers
Rethinking retail: centre:mk
Our Q4 real estate case study looks at how centre:mk in Milton Keynes – managed by Federated Hermes – is looking to set a new standard for community engagement and sustainability.
-
White papers
Emerging markets: Where do we go from here?
China’s myriad medium- to long-term issues present investors with a challenge. For bondholders in particular, the question of investibility in the world’s second-largest economy is a pressing concern. In this update we consider which other markets might offer an attractive alternative.
-
White papers
Up then (marginally) down again
Markets rose earlier in the week on hopes of an interest rate freeze from the world’s central banks; only to reverse course on the back of less dovish outlooks from the US Federal Reserve and the Bank of England.
-
White papers
2024 Outlook Public Fixed Income
With heightened uncertainty and widespread risks blurring the outlook, our credit market experts explore the future prospects for asset classes ranging from high yield, to investment grade credit, to emerging markets debt.