- White papers
The 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.
- White papers
Q1 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.
- White papers
Fed may do little in this push-me-pull-you market
Bond investors had plenty to consider during May as momentum shifted.
- White papers
Equitorial: 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.
- White papers
Has 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”.
- Video
Riding the storm
In our latest video insight, Steve Chiavarone, Head of Multi-Asset Group, breaks down how we’ve steered through the recent market turbulence, shares his insights on what markets may do next, and reveals the opportunities we’re eyeing in a shifting landscape.
- White papers
Trump’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.
- White papers
Time 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.
- Save articleNews
UK pensions minister adamant government will not mandate investment
The government has included a ‘reserve power’ mechanism in the new Pension Schemes Bill, giving it power to mandate specific asset allocations
- Save articleNews
France’s FRR appoints duo for €1.4bn fixed income mandates
AXA Investment Managers and Ostrum Asset Management were selected
- Save articleNews
Investors urge UK firms to stand by DEI pledges
A coalition of institutional investors, including NEST, Strathclyde Pension Fund and London CIV, has united to support inclusive workplaces amid recent DEI backlash
- Save articleNews
Zest for climate investing down as US investors drop out – survey
However, European and Asian counterparts largely stick to their guns
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New Irish pension strategy will not involve ‘significant change in direction’
The Irish Pensions Authority is set to share its 2025-2029 pension strategy in the ‘coming weeks’
- Save articleOpinion Pieces
Viewpoint: Five trends to watch in the European pension risk transfer market
Rohit Mathur of Prudential Financial says UK de-risking trends are being seen globally, driving demand for PRT and longevity hedging solutions
- Webinar
Webinar replay - Sustainability in the age of Trump: Expert insights for investors
Chris Iggo (Chair of the AXA IM Investment Institute and CIO of AXA IM Core) Jane Wadia (Head of Sustainability, Core Products & Clients, AXA IM Core), Jamison Friedland (Senior Sustainability Analyst, AXA IM Core).
- Save articleNews
UK government sets out indicative timeline for pensions reform
DWP launches roadmap setting out UK’s provisional plan to implement reforms across DC and DB workplace pensions
- Save articleNews
UK launches ‘game changing’ Pension Schemes Bill
DWP says new bill will create a more ‘efficient, resilient pension landscape’, and lay the foundation for the upcoming Pensions Review
- White papers
Emerging Market Green Bonds - Report 2024
Elevated Uncertainty Complicates Short-Term Forecasts, Despite a Robust Long-Term Outlook
- Save articleNews
Nest Sammelstiftung hires new head of responsible investment from central bank
Marc Novara succeeds Ulla Enne, who spent a decade at the fund
- Save articleNews
People moves: Railpen names sustainable ownership co-heads
Plus: Former Alecta’s CEO takes chair role in sustainable finance data group