- White papers
Investing in the future: The power of microfinance
Private credit can be a powerful tool in promoting economic growth and fostering prosperity in the world, while providing investors with income potential over a fixed term. Set up in 2005, the European Fund for Southeast Europe (EFSE), seeks to make a positive impact on society by providing finance to underserved geographies. The fund helps support businesses and individuals on revenue generation, improving living conditions, and creating employment.
- White papers
Identifying Recovery Catalysts in China
As the performance of China’s equity markets remains uneven and unpredictable, portfolio manager Hardy Zhu and Chief Investment Officer Sean Taylor highlight the potential growth agents that could improve long-term investment returns.
- White papers
Equities in elections time
“With equity markets at record highs and election uncertainty looming, a balanced approach in equity with a focus on fundamentals is key.”
- White papers
Can China’s Economy Overcome Xi’s Stubbornness?
While recent policy adjustments signal progress, China Strategist Andy Rothman argues that Xi must further restore confidence among China’s entrepreneurs and consumers to unlock China’s growth potential. Will Xi overcome his stubbornness and make the necessary changes?
- White papers
Financing Europe’s push for energy security
Federated Hermes was part of a lending consortium involved in a more than US$1bn loan facility signed with a European oil and gas group to finance drilling in Danish waters.
- White papers
Stewardship case study: AstraZeneca
EOS identified robust succession planning for both the CEO and the chair as integral to the achievement of a long-term strategy.
- White papers
Can Beijing do enough to maintain the rally?
The Chinese government has prioritised rebooting the country’s flagging economy and unveiled a dramatic stimulus package last month. But initial investor enthusiasm may be tapering off amid follow-up announcements that have been short on specifics.
- White papers
Impact Opportunities Equity, Annual Report 2023
As the debate over animal testing intensifies, the Impact Opportunities Equity team explain why companies must establish robust governance and risk management frameworks to ensure ethical practices in ongoing testing. In this report, we explore why embracing the transition to alternatives not only addresses ethical concerns but also presents unique opportunities for innovation.
- White papers
Rates never sleep
A strong quarter for bonds as a patient, diversified approach is rewarded.
- White papers
Surge of the Secondaries: Financing Growth in an Undercapitalized Industry
With the secondary market growing in leaps and bounds, raising capital remains top of mind for managers. It also underscores the importance of being able to access alternative sources of financing—a key, and sometimes overlooked, variable in the capital overhang equation.