Content (1030)
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White papersGlobal SMID Equity Engagement*, Q4 2025 case study: Credicorp
Our Global SMID Equity Engagement Q4 2025 case study looks at Credicorp, Peru’s leading financial group, and the vital role it plays in promoting financial inclusion in the country.
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White papersWhy our improved credit outlook explains tight spread levels: 360°, Q4
Our confidence in moderate, credit-friendly growth on a global basis has improved.
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White papersThe Bull, the Bear and the Bubble
Many bull markets lead to bubbles, then bears, but the present bull is no bubble…yet.
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White papersTaking the measure of private equity
Investors have multiple metrics to assess performance.
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White papersWill EMD outperformance continue in 2026?
Emerging market debt (EMD) is heading into 2026 bolstered by a supportive backdrop, underpinned by structural reforms and credible monetary policy at leading EM central banks.
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White papersGlass box quant at MDT Advisers
What happens when a love of numbers meets the power of machine learning? Dan Mahr, Head of Federated Hermes MDT Advisers (MDT), was recently interviewed by Ted Seides for his “Capital Allocators” podcast.
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VideoHow can Money Market Funds ensure liquidity as well as an attractive yield?
In a new video, Joanne Bartell, Portfolio Manager for Liquidity, outlines why money market funds can potentially outperform traditional bank deposits, how combining trader and portfolio manager roles can boost investment decision making, as well as providing a perspective on the current cash management landscape.
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White papersCountdown to the new year: Views from the Global Equity team
The Global Equity team weigh the key opportunities and potential risks driving their thinking for 2026.
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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.
