Content (1017)
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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.
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White papersClosing the loop: Why circularity is now a strategic imperative
Once considered a sustainability buzzword, the circular economy has become central to the energy transition. The Sustainable Global Equity team outline why, in an era of increasing resource scarcity, the shift to a circular model is essential to helping governments and companies build resilience.
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White papersWhat is driving EM corporate debt outperformance?
Emerging market (EM) corporate debt has delivered robust returns YTD and has outperformed its developed market (DM) counterparts. What factors are at play and where do we see value?
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White papersHigh contrast in Fed Policy Signals
The contrast between the Federal Reserve’s policy-setting meeting in September and the one that ended Wednesday is striking. In the former, Chair Jerome Powell seemed to have a jump in his step as he announced the Federal Open Market Committee (FOMC) had lowered rates by a quarter percentage point with only one, very expected, dissent by White House economist turned Governor Stephen Miran for a half-point cut. Powell had rallied the troops to make a policy decision the traditional way—based on economic data and not political pressure.
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White papersOcean pledges create waves of opportunity
At a UN ocean conference in June, dozens of countries promised to ratify the High Seas Treaty to bring it into force. The aim is to protect marine life by curbing overfishing, and ensure that the ocean is managed sustainably. What are the implications for companies and investors? By Ming Yang, Shoa Hirosato and Xinyu Pei.
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White papersCan more analyst coverage help predict stock performance?
On the MDT quant team, we cast our net far and wide to try to discover underexplored factors that might help us forecast equity outperformance. These factors may sometimes appear only loosely related to company performance, yet we believe some of our best ideas have come from seemingly extrinsic considerations. Previously, for instance, we’ve written about company age and company moats as two factors we view as being able to help predict performance. Another such factor is analyst coverage.
