Content (1022)
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White papersBeyond the Magnificent Seven: How US SMID caps are riding the AI wave
US small and mid-cap (SMID) companies are emerging as quiet powerhouses in the AI economy. In this video, Charlotte Daughtrey, Investment Director, Equities, outlines how these companies are using new technologies to innovate faster, streamline operations and reveal exciting opportunities across the entire AI value chain.
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White papersWheels in motion at the Fed
In addition to mulling interest rates, the Fed is looking out for complications stemming from the end of quantitative tapering.
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White papersWhy tokenise money market funds?
This document outlines what tokenisation is and how it can unlock new efficiencies for money market fund (MMF) investors.
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VideoWhere do we see opportunity in emerging markets debt in 2026?
Emerging market fixed income is heading into the new year with strong momentum. With solid YTD performance and favourable macro trends, Mohammed Elmi, Senior Portfolio Manager explains why the team continue to feel optimistic for the asset class in 2026.
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White papersStewardship 2026 Outlook:A systemic shift in a changing world?
The coming year will bring both challenges and opportunities. Artificial intelligence, the climate transition and the shifting sands of geopolitics will all play an outsize role but in 2026, investor stewardship will increasingly focus on systemic economic risks and opportunities alongside the financial performance of individual investments. For universal owners – those widely invested in the economy with long-term horizons – absolute returns will matter and not just relative performance. This means stewardship needs to extend beyond corporate engagement to include active participation in shaping policy and market best practices that create environments for companies to grasp opportunities sustainably and grow profitably.
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White papersWhat makes a Qualifying Money Market Fund unique?
This document outlines what makes a fund ‘qualifying’ and why it’s worth considering a short-term sterling prime fund over bank deposits.
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White papersAI’s insatiable appetite for energy
The rapid expansion of AI datacentres is placing increasing demands on electricity providers and energy grids. Velika Talyarkhan and Michael Yamoah examine the challenges for governments and companies.
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VideoChina Equity Q4 2025 report: The rewards of a disciplined and dynamic approach
When we launched our China Equity Strategy in July 2022 it was during a tough period for the asset class. However, we did not just see risks, we saw opportunities. Despite various headwinds, we saw enduring potential in a market that remains one of the most dynamic in the world – and that conviction has been rewarded.
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White papersPrivate Markets 2026 Outlook
Learn the views of our private markets experts. Mobilising new sources of capital and democratising private markets.
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White papersFixed income 2026 Outlook
Learn the views of our fixed income CIO and key portfolio managers. Where now for the yield curve?
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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.
