Private Equity in einer Netto-Null-Welt
Management von Klimarisiken
und -chancen
Market mayhem bolsters appeal of liquidity products
Money market funds sometimes get a bad rap – they can be viewed as boring. Across the whole investment universe, investors have a vast array of choices: any number of asset classes that seek to balance risk with reward and offer the potential for higher returns. All money markets aim to do is provide a […]
7 Minuten, die die Märkte veränderten
Chartology
Geldmärkte auf stabilem Kurs
Die Auswirkungen von US-Präsident Trumps „Liberation Day“-Zöllen auf den breiten Finanzmarkt sowie die darauffolgenden Änderungen und jüngsten Verzögerungen waren von seismischem Ausmaß, aber nicht unbedingt für den Liquiditätsbereich. Die Zölle mögen zu einer massiven Volatilität an den Aktien- und Anleihemärkten geführt haben, aber sie hatten nicht dieselben Auswirkungen auf die Geldmärkte, die sich inmitten der […]
Global Equity ESG, Annual Report 2024
Fast reading Market and performance review, 2024 Engagement overview ESG outcomes Nature in focus: How we’re investing in biodiversity Case studies: Hitachi and Amazon Global Equity ESG, Annual Report 2024 Download Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now […]
Die Konturen einer neuen Handelswelt
Die kurzfristigen Bewegungen bei Aktien und Währungen haben die Märkte in einen Schockzustand versetzt und Investoren bemühen sich nun, die Zollnachrichten einzuordnen und das relative Wirtschaftswachstum sowie Gewinnschätzungen und den Marktzugang neu zu bewerten. Obwohl der Zollüberhang nicht verschwunden ist, sind wir dem Anfang vom Ende bereits viel näher. Die totale Marktunsicherheit wurde nun zumindest […]
Avoiding the thorns
US President Trump announced his reciprocal tariffs Wednesday in the Rose Garden, but they are unlikely to come up roses for the US and global economies. At a base of 10%, with much higher rates on many other countries, the tariffs are far more sweeping than expected. While most of the world is scrambling to […]
Two ways of being wrong
There are at least two ways of being wrong in investing, and each has its own means of mitigation. One is to be flat-out wrong. Perhaps the most spectacular example of this (among many contenders) may be found in the hapless words of Professor Irving Fisher, a distinguished economist at Yale, who announced in mid-October […]
Worst case
[Editor’s note: Federated Hermes investment professionals are reviewing the Trump administration’s tariff announcement and will be providing further commentary in the coming days.] Every email in my inbox this morning starts with some form of, “this is worse than the worst-case scenario.” And, well, it’s hard to disagree. Going into the press conference, the consensus […]
The new Magnificent Seven
The growth of money market mutual funds since the US Federal Reserve first hiked rates in 2022 has be something to behold. Not as thrilling as Akira Kurasawa’s film Seven Samurai and John Sturges’ beloved adaptation, The Magnificent Seven, or as trendy as the ‘Mag 7’ tech behemoths. But with total US assets under management […]
