All White papers articles – Page 13
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White papersEquities 2026 Outlook
Learn the views of our equities CIO and key portfolio managers. One big, beautiful world – or a correction ahead?
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White papersThe Federated Hermes 2026 Outlook
For the Federated Hermes 2026 outlooks series, we brought in our three CIOs – in liquidity, fixed income and equities and our head of private markets – as well as key portfolio managers across the business for their sector-specific views.
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White papersClosing the loop: Why circularity is now a strategic imperative
Once considered a sustainability buzzword, the circular economy has become central to the energy transition. The Sustainable Global Equity team outline why, in an era of increasing resource scarcity, the shift to a circular model is essential to helping governments and companies build resilience.
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White papersHow Banks and Private Markets Are Redefining Credit
The U.S. banking industry is entering a new era in which regulated banks and private lenders are increasingly intertwined. We believe this trend will continue to open attractive opportunities for dynamic allocation across the credit spectrum.
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White papersSeptember jobs report: Finally, some data
The report provides updated labour-market data (non-farm payrolls etc.) reflecting underlying economic and employment trends in the U.S., which have broader implications for CRE demand and overall real-estate fundamentals via consumption, income and employment stability
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White papersWhy investors are moving in on South Korea’s rental boom
With swelling rental demand in key Asia Pacific cities, the residential landscape continues to grow for institutional capital, providing the opportunity to help increase high quality housing supply and benefit from the attractive potential risk-adjusted returns that the sector can offer.
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White papersSustainable investing in 2026: The continuing path to a more resilient future
Recent years have seen investors operate in an environment shaped by conflicts, inflationary pressures, extreme weather events, and growing digital disruption. These events, coupled with the longer-term sustainability themes shaping our decade – climate change, biodiversity loss, and rising inequality – are redefining risks in capital markets and placing long-term investment resilience under scrutiny.
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White papersGlobal pension trends: What to expect in 2026
The world’s pension assets are concentrated in 22 major markets and total some US$58.5trn, as at the end of 2024, with the US accounting for 65%. In all, the top seven markets – the US, UK, Japan, Netherlands, Switzerland, Australia, and Canada - account for US$53.5trn.
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White papersInsurance outlook: Managing change is business as usual
We live in a fast-changing world, where organisations need to adapt in order to thrive – and this is especially true for insurance companies. Insurers are impacted by economic cycles and fundamentals, but unlike many other sectors, they must also navigate financial market risks and ongoing developments in regulatory frameworks. In the current fluid environment, agility and risk management are key.
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White papersOutlook 2026: Core investment implications
While the global economy demonstrated remarkable resilience in 2025, the true impact of US tariffs – one of the year’s dominant stories - remains uncertain. However, the International Monetary Fund has raised its 2025 global growth forecast to 3.2% from the 3.0% it projected in July and has kept its 2026 estimate at 3.1%.
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White papersMarket Outlook - Fixed income: Monetary policy should bolster markets
Fixed income markets should benefit from continued central bank easing in 2026. We expect lower interest rates in the US as policymakers respond to weaker labour market trends, and lower rates in Europe because of further declines in inflation.
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White papersFixed Income Outlook: Why flexibility will be key for fixed income investors in 2026
Despite no shortage of challenges and obstacles, returns across fixed income asset classes have been largely positive in 2025, with income levels a major contributing factor.
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White papersInsurance outlook: Managing change is business as usual
Curve steepening combined with compressed equity and credit risk premia could pose a challenge for insurers, requiring skilful management of duration and risk.
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White papersGlobal pension trends: What to expect in 2026
Pension reforms are at an inflection point as UK and Dutch pension systems enter 2026 with high funding ratios, regulatory clarity, and the scope to re-risk in controlled ways. We expect much wider adoption of cash-flow driven investing (CDI) strategies for defined benefit (DB) plans and some re-risking for the forthcoming Dutch collective defined contribution (DC) system.
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White papersEuropean strategic autonomy: A long-term investment opportunity
Europe is deepening its quest for strategic autonomy. What began as a post-pandemic policy slogan has evolved into a financial reality, with tangible investment implications – Europe now allocates billions annually to defence, industrial resilience, and key technology sectors.
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White papersArtificial intelligence: Not a bubble… yet
Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of ChatGPT in November 2022 catalysed a wave of investment and innovation that continues to build momentum. As excitement about the potential for this new technology builds toward very high expectations, investors and industry participants are questioning if we are entering a bubble. Our current conclusion is that AI is not a bubble… yet. We are carefully monitoring risks and similarities to the Internet and telecom bubble (the ‘dotcom era’).
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White papersSustainable investing in 2026: The continuing path to a more resilient future
Despite a turbulent period of sustainable investing, commitment to sustainability remains strong across Europe and Asia.
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White papersReal assets outlook: Widening investment opportunities
The logistics sector continues to lead the way within the real assets universe, in both the US and Europe. High-quality offices are seeing an improvement in pricing as the ‘return to office’ mandate gathers pace.
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White papersAlternative credit outlook: Stability amid global shifts
Global markets have shown remarkable resilience despite persistent geopolitical tensions and evolving trade dynamics. Since the implementation of the ‘Liberation Day’ tariff measures, risk assets – particularly credit – have remained strong, supported by resilient economic growth and increasingly accommodative monetary conditions.
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White papersWhy flexibility will be key for fixed income in 2026
Despite no shortage of challenges and obstacles, returns across fixed income asset classes have been largely positive in 2025, with income levels a major contributing factor.
