Content (1051)
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White papers
Defining the lower mid-market: the benefits of a more focused approaching private equity
We believe private equity’s lower mid-market is rich with opportunity, yet it remains inconsistently defined. Investors exploring the segment in search of improved returns are faced with varying interpretations of what the lower mid market encompasses.
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White papers
Market Commentary: Looking across the valley
If the Iran war does not derail it, the US economy should remain strong.
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White papers
Not everything that counts can be counted: Rethinking real estate credit underwriting
Our latest Private Markets Insight explores why traditional metrics like LTV, debt yield and ICR, while useful, can distort true risk when relied on in isolation. Real estate isn’t homogenous, and neither are the risks behind each asset.
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White papers
Trade Finance: Unlock 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 papers
Global Equity ESG Annual Report: Navigating Volatility with Purpose
As climate change reshapes energy, food and water systems, physical risk is becoming ever more financially material. In this report, the Global Equity team discuss their approach to assessing physical risk – at a company and portfolio level – and outline where they see future opportunities.
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White papers
Stewardship in a Fractured World: EOS Annual Review 2025
EOS at Federated Hermes Limited publishes 2025 Annual Review, with full engagement and voting highlights.
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Video
Looking beyond mainstream bonds
Out-of-index sectors, such as trade finance, offer alternative investment opportunities.
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White papers
The good news and the bad news
Lowering return expectations even while ’macro’ looks solid.
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Video
AI optimism, not exuberance
In our latest video, Steven Chiavarone, Deputy CIO of Global Equities, outlines why we see rational optimism – and not irrational exuberance – driving the artificial intelligence (AI) theme. Elsewhere, he revisits our market predictions for the year ahead and shares our latest thinking on the ‘broadening out’ trade.
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White papers
Global Emerging Markets Equity: Outlook 2026
Emerging markets (EM) outperformed developed markets (DM) last year on the back of a variety of tailwinds. We believe the EM rally has the potential to be prolonged and significant as we outline in this report.
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White papers
China: The year of the fire horse
Improving earnings, an ongoing economic transformation and benign valuations all add up to a positive outlook for the year ahead.
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White papers
A healthy correction underway
Market broadening accelerates as software gets its ‘DeepSeek’ moment.


