- White papers
Sustainable 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.
- White papers
Trade 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.
- White papers
The 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.
- White papers
Corporate Hybrids: What Are They?
A short introduction to a unique and fast-growing asset class.
- White papers
GenAI 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?
- White papers
The 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.
- White papers
“Wait and Worry” or “Wait and See”?
U.S. consumers aren’t happy, but U.S. executives don’t share their gloom.
- White papers
German Infrastructure: Catalyst for European High Yield?
We believe the new German government’s infrastructure plans have the potential to materially benefit the European high yield market.
- White papers
Navigating climate risk: Solvency II revision, stress tests and strategic adaptation
A critical challenge: climate change represents a major challenge for insurers, driven by the increasing frequency of natural disasters and the need to manage risks associated with the transition to a low-carbon economy.