White papers - all assets – Page 70
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White papers
Investing in Chilean farmland
Chile offers investors exposure to high-quality agricultural properties with attractive geographic, market and portfolio characteristics. The country’s location and climate provide ideal growing conditions for permanent crops and help deliver a diversified crop selection which includes hazelnuts, citrus, avocados, cherries, table grapes and walnuts, to name a few.
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White papers
Connecting the Disinflation Dots in Multi-Asset Strategies
The Federal Reserve’s latest 0.25% interest-rate hike has likely capped one of its most aggressive policy-tightening cycles in 40 years. And the cumulative 5% policy rate increase in just over a year is now starting to have an effect on rate-sensitive sectors and inflation.
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What will you do with extra cash as the Fed changes course?
With the Federal Reserve’s rate hikes potentially over, this year is already shaping up to be a favorable one for fixed income returns following a dismal 2022. Investors who rushed for the exits last year, sending money market fund levels soaring to $5.2 trillion, may be wondering if it’s time to retrace their steps.
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What ‘Data-Dependent’ Feels Like
As central banks become more “data-dependent,” will monetary policy become less predictable and markets potentially more volatile?
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CIO views: positioned for a credit crunch?
One fallout from the banking crisis is less credit flowing to the economy amid general risk aversion. What ramifications could tighter lending conditions have on growth and companies? Our CIOs consider how to best position for a potential credit crunch and what attractive options exist other than reducing exposure to risk assets.
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Bridging the Gap: Insurers and Fixed Income
Can insurance investors take advantage of higher yields without crystalizing losses or assuming excessive risk ahead of a turn in the credit cycle?
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New Pension Standards in Effect
New disclosures are in effect for pension plans. This marks a change for public plan sponsors in particular who should understand the new valuation measure, as we believe there are implications for pension bond portfolios.
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European Equities Sustainability Report
With the electric vehicle market close to an inflection point, the European Equities team explain why exposure through suppliers involved in the electric transition is the best way to play the EV theme.
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Green hydrogen - You may not smell it, but it is coming
It is green as well as colourless; vaporous, not vapid; fluid, yet powerful. Green hydrogen is all those things and increasingly it is being seen as a force for good given the promise that it holds as an alternative to fossil fuels. Countries, counties and cities are teaming up as they seek to advance the transition away from ‘dirty’ oil, gas, coal and other energy sources.
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Financial stability concerns back to the fore
In this macroeconomic update, Silvia Dall’Angelo, Senior Economist, reflects on the scenarios that have influenced markets this quarter, including fragility in the banking sector and the US/China tech ’Cold War’.
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Public Engagement Report Q1 2023
The Q1 Public Engagement Report from EOS at Federated Hermes takes an in-depth look at the impact that cattle ranching is having on the Amazon rainforest. Plus, how EOS engages with companies on sexual harassment in the workplace, and why climate accounting is under scrutiny this voting season.
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Mercedes-Benz case study
In seeking to understand the alignment of the company’s public policy positions on climate change with that of the lobbying carried out by the company, we received written assurance that Mercedes would review its associations’ lobbying activities and publish a report.
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Volkswagen case study
Following the 2015 emissions scandal, we have engaged with Volkswagen through numerous meetings, vote recommendations and a site visit. In that time, it has undertaken a comprehensive integrity project to improve its company’s culture.
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White papers
Asset Class Return Forecasts - Q2 2023
The effect of the fast-paced Quantitative Tightening (QT) embraced by Developed Market (DM) central banks (CB) is materialising across two fronts: price dynamics and financial stability.
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Green vs. Social Bond Premium
While responsible investors consider that the environmental and social pillars are highly interconnected when implementing ESG and climate strategies, our research shows that the green and social bond markets are not integrated.
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Fintech has changed finance forever. What comes next?
The disruption caused by fintech has been profound. How will digitalisation continue to alter the financial services landscape? We explore this in the Q2 issue of Futureturns, our quarterly report on trends investing in equity markets.
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Go Time? The Case for Small-Cap Value
This paper reviews the strategic importance of U.S. small-cap value equities for capital accumulation. We explore the historical record for allocations surrounding recessions and offer insight on relative valuations.
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White papers
The Bank of England Buys Itself Time
The Bank of England unsurprisingly raised its policy rate by 25 bps at its May meeting, but the Bank’s messaging distinguished it from the Fed’s and the ECB’s decisions last week.
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Finding the silver linings: Private Equity International interview with Markus Benzler on the future of private equity
Public market corrections, inflation, increasing interest rates and political uncertainty are all having an impact on LPs’ capacity to invest in private equity. This is already leading to a knock-on effect on private equity fundraising, but what might this mean for the industry over the short to medium term? And where are the bright spots for investors in today’s environment and beyond? Markus Benzler, head of multi-managers private equity at UBS Asset Management, gives his take on how the market will evolve.
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Homing in on Quality in Climate Investing Strategies
Stock selection in a climate investing strategy takes more than just avoiding companies exposed to global warming risks. The process should intersect with an active search for diverse opportunities among companies helping to fight climate change, but with high-quality business models, too.