Content (906)
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White papersSustainable Global Equity Annual Report 2024
Since the turn of the millennium, considerable progress has been made in improving economic wellbeing. However, proper financial inclusion remains out of reach for billions worldwide. Bridging the gap represents a potentially major opportunity for companies, says the team behind our Sustainable Global Equity Strategy.
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White papersTrade Finance: Uncorrelated alpha potential
Trade finance – short-term loans to facilitate physical cross-border transactions – plays a vital role in facilitating global trade flows. It is estimated that 80% of world trade is dependent on some form of financing. This can be attributed to tighter credit conditions for obtaining alternative sources of capital. In this paper, we outline why more investors are turning towards this asset class as a diversifier in their portfolios.
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White papersThe evolution of investor stewardship
With the publication by EOS at Federated Hermes Limited of its 2024 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on 20 years of stewardship at EOS, and the need to drive real world change.
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White papersGenAI heralds potential revolution in productivity
Productivity growth across the world is in decline. However, the boom in Generative AI heralds a potential revolution in productivity – in areas such as customer operations, marketing and sales, and software engineering. How should EM investors respond?
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White papersThe emergence of Gen-Z
The ageing global population throws up a number of social, economic and healthcare implications. However, another cohort is emerging into a dominant economic force in EM.
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White papersArtificial intelligence and investing: it’s all about the data
Teaching machines how to “think” has been a tantalizing goal since the early days of computing, and recent advances in generative AI have brought us closer to achieving it. However, whether AI-generated “buy/sell/hold” signals can be used for investing is partly a question of whether the value outweighs the risk. One only needs to read a few passages of AI-written content to notice that it is a simulacrum.
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White papers360° Fixed Income Report: Is the market pricing in a ‘Trump tantrum’ of its own?
Read our latest 360° fixed income report to learn more about our credit team’s outlook for macro, fundamental and technical forces.
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VideoStrapped to the mast
With short-term noise threatening to pull us off course, it’s crucial to stay ‘strapped to the mast’, says Stephen Auth, CIO, Equities.
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White papersSteering through the fog of policy uncertainty
Why a short-term economic soft patch should give way to a strong second half for markets.
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WebinarPrivate Credit: Not all banking partnerships are created equal
In an increasingly competitive direct lending landscape, deal origination is critical to achieving consistent returns across the asset class.
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VideoBeneath the surface: a deep dive into liquidity
In our latest video series, Deborah Cunningham and Tara Dougherty explore the key topics impacting liquidity markets, including the outlook on rates, a comparison of sterling vs. euro-denominated liquidity, how to integrate ESG into cash management, and more.
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White papersBiodiversity: A year in review
A stock take of current environmental trends makes for a litany of waste, mismanagement and unsustainable consumption. Our annual report illustrates explains how investors have both the means and the opportunity to make a difference.
