All White papers articles – Page 18
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White papersSustainable Bonds: Unlocking New Dimensions in ESG Investing
Against a backdrop of rising inflation and interest rates, investors are turning to bonds, with a particular focus on the safest options such as sovereign and investment grade, which are offering the highest yields in a generation.
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White papersMeasuring climate alignment, one temperature at a time
Decarbonisation investment strategies cover many realities on the market as building a portfolio of companies targeting net zero requires specialist analysis while lacking industry standards. What temperature alignment method does LOIM use to differentiate between companies that are on ambitious and credible decarbonisation trajectories and those that are climate laggards?
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White papersWinds of change: Refining the fixed income playbook for 2024
Christy Tan, Investment Strategist at Franklin Templeton Institute explores frameworks that assess the risks and opportunities in different investment pathways, encouraging the building of portfolios oriented around agility, resilience, and growth while navigating the uncertainties and opportunities in global fixed income landscape.
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White papersGateway Markets and Core Property Types: Not What They Used to Be
Two commonly used categorizations of commercial real estate investing that emerged or became formalized in the late 1980s and early 1990s include “gateway markets” and “core property types.” They largely help institutional investors like pensions and sovereign wealth funds to understand the types of investments that could have the best liquidity, transparency and expected stable returns.
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White papersFive insights on institutional investors’ approach to Responsible Investments
There is a wide variation between investors in terms of the degree to which responsible investing and ESG considerations are integrated into investment approaches. Geography is a key factor of differentiation, as the degree of social norms in a country influences local investors’ focus on responsible investment. As an illustration, institutional investors in Europe have a relatively high sensitivity to sustainability investing, while the situation is more heterogeneous in the US, where the debate on ESG matters is politically tainted.
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White papersCredit markets in focus in 2024
In what turned out to be another volatile year, credit markets remained resilient in 2023, posting both positive excess and total returns. Looking at 2024, there is room for more optimism in the credit space, with expectations for strong total returns and continued demand from investors seeking high-quality duration and longer-maturity investment solutions, supported by anticipated interest rate cuts by major central banks.
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White papersThe bulls are in control
As equity markets continue to rally, our investment team explains why investors should be looking beyond the headline-making names for greater returns.
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White papersCommodities of the future: the metals vital to energy transition
When investors consider metals exposure in their portfolios, they might once have focused on gold, silver and platinum. Today, more common metals are becoming increasingly important because they will play a vital role in the energy transition.
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White papersETF investing – How AI and 3D printing are shaping the future of healthcare
Genomic engineering is the manipulation of an organism’s genes by introducing, eliminating or rearranging specific genes using the methods of modern molecular biology. The technology will enable the analysis of patients’ DNA, and the diagnosis and treatment of diseases. And what’s good for patients can also be interesting for investors.
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White papersThe unpersuadables?
In his latest article on corporate governance in South Korea, Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity, looks at how to solve the ‘Korea discount’ and why copying Japan’s approach won’t necessarily work.
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White papersESG in China: A hidden opportunity
Done in the right way, ESG investing in China could present responsible investors with an edge.
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White papersGlobal living in focus: Opportunities in housing a generation
Our global living report takes a forensic look at the perennial topic of housing. Housing today’s younger generations is a global challenge that needs to be resolved, but one which offers attractive prospects for investment. We seek to identify where need and opportunity may converge.
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White papersThe importance of engaging for a just transition
With the publication by EOS at Federated Hermes of its 2023 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on our stewardship activity in 2023, the outcome of COP28, and the need for a just transition.
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White papersMeet the Manager: Mitch Reznick
In our first profile of the new year, Mitch Reznick describes falling in love with the world of leveraged finance and high yield during his early career days in New York, and how this led to heading up the Sustainable Fixed Income team at Federated Hermes today.
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White papersWhat’s going on with IG corporate bonds?
New investment grade corporate bond issuance is pouring into the market, says John Gentry, Senior Vice President, Senior Portfolio Manager, Head of Corporate Fixed Income Group, Federated Hermes Inc.
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White papersA year to savour the certainty of coupons (over the guesswork of earnings)
2023 was a year plagued by geopolitical uncertainty and stubborn inflation, fuelling a series of rate hikes and rate market volatility. Markets witnessed a dramatic pivot in Q4, however, which renewed optimism and repaired lacklustre total returns for fixed income. This year, investors are yearning for more certainty.
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White papersSun setting on the tightening cycle
The Fed has removed its tightening bias, opening the door to rate cuts.
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White papersEOS 2023 Annual Review
EOS publishes 2023 Annual Review, with full engagement and voting highlights.
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White papersClimate Change High Yield Credit, Annual Report 2023
This year’s annual report offers a deep dive into a newly augmented data tool that quantifies the progress companies have made towards decarbonisation.
