All White papers articles – Page 48
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White papersJapan’s Corporate Reforms Create a Catalyst for Equity Returns
A new culture of reform at Japanese companies offers exciting potential for equity investors.
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White papersMidyear equity outlook: Staying selective amid volatility
A year that began with a rosy outlook for equities was soon jolted by tariff announcements, sending markets reeling. Looking out for the remainder of 2025, we remain constructive in our outlook on equities. Tariff tumult and a challenging macroeconomic environment remain acute in many regions.
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White papersUnblocking the copper pipeline
Enhancing the role of responsible mining standards to meet the demands of an electrified future
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White papersA 20,000-Foot Perspective: Fiscal Policy Takes the Lead
Recent volatility in traditionally “sleepy” Japanese bonds bears watching as fiscal policy becomes the chief policy lever globally; the country’s role as one of the world’s major creditors means that what happens there could have far-reaching impact.
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White papersQ3 2025 Global Trends and Tactics: Real estate opportunities and risks in the current environment
Global real estate returns positive last four quarters
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White papersWho benefits in a trade war?
Ongoing trade tensions and tariffs are benefiting large-cap, domestically focused U.S. companies and defensive sectors like utilities and real estate. Export-oriented firms, however, remain under pressure, reinforcing the need for diversified portfolios.
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White papersThe evolving world of real assets
Real assets have the potential to offer investors a lot in ‘green’ areas such as renewable energy, green mobility, circular economy, battery storage, hydrogen, and carbon capture. Head of Real Assets Karen Azoulay discusses the features and trends of this dynamic asset class.
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White papersQ1 2025 Taxable Municipals Market Review and Outlook
Q1 returns in the taxable municipal market were strong—but not for the reasons you might expect. While falling Treasury yields boosted performance, policy-related risks and technical pressures raised questions about where valuations go from here.
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White papersFed may do little in this push-me-pull-you market
Bond investors had plenty to consider during May as momentum shifted.
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White papersEquitorial: ESG is here to stay – and we’re better for it
ESG has become a polarising subject in recent years, dividing opinion across economic, political and social lines. For the Federated Hermes Global Equity team, however, ESG has always been about one thing: enhancing returns.
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White papersHas Moody’s downgrade of the US credit rating impacted money market funds?
This is one of those instances when it is best to be direct. As soon as the news hit about Moody’s recent downgrade of the US credit rating, we knew cash managers would be fielding questions about its impact on US money market funds. There are no ramifications: the rating agency has affirmed its Aaa-mf assessment of money funds is unaffected by the “demotion”.
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White papersTrump’s tariff rollout hits roadblock
US court ruled this week that president has overstepped his authority by invoking an emergency law to justify tariff policy.
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White papersTime for Europe
We are at an inflection point for Europe, signalling a promising medium-term outlook for the region, despite modest growth projections for 2025. Upcoming reforms, structural changes, and anticipated investments are expected to foster economic activity across Europe. The region stands at a pivotal moment, navigating a new defence paradigm and a fiscal push in Germany aimed at addressing the shortcomings identified in Draghi’s report.
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White papersUnseen upside: The commercial rebound nobody called
Commercial real estate is outperforming housing, reversing a post-pandemic trend as income-driven returns continue to accelerate. This divergence is expected to persist, presenting compelling opportunities for investors.
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White papersAre Foreign Investors Really “Dumping” US Treasury Bonds?
Amid rising concerns over foreign divestment from U.S. Treasuries, this paper offers a data-driven perspective for investors. It examines the evolving dynamics of global capital flows and their implications for Treasury demand, portfolio strategy, and market stability.
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White papersJune ECB meeting: In a good place to assess the risks
The ECB signaled a cautious, data-driven approach after its June meeting, balancing its first rate cut with ongoing uncertainty around inflation and geopolitical risks. Future policy moves remain flexible as the economic outlook evolves.
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White papersInvestment Perspectives H2 2025 Outlook: Steady sailing in choppy waters
The investment landscape is shifting. Economic, political and financial uncertainty has risen and investors are responding. What lies ahead for investors? In our mid-year edition of Investment Perspectives, CIOs from our Equities, Fixed Income and Private Market teams reveal how they plan to navigate these choppy waters and continue to uncover compelling investment opportunities.
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White papersTwin engines of change: China, India and Asia’s renewable transformation
The path to net zero runs through Asia. As the world accelerates efforts to decarbonise, China and India are emerging not only as critical players in the global energy transition, but also as engines of long-term economic growth in the region.
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White papersAdapting to shifts in a dynamic market
Private credit: Investment opportunities and US consumer credit
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White papersHow Fixed Income can (still) Provide an Anchor to Windward
Fixed income ideas for choppy markets. The bond market has been turbulent this year, calling into question fixed income’s role as a stabilizing force in portfolios. Learn four ways you can position your fixed income allocation to help steady your performance.
