China Equity Q4 2025 report
The rewards of a disciplined and dynamic approach
What is driving EM corporate debt outperformance?
Chartology
Can more analyst coverage help predict stock performance?
In 2016, academic researchers Charles M. C. Lee and Eric C. So found that companies with abnormally high analyst coverage outperformed those with abnormally low coverage. But why should something seemingly so simple make any difference, especially considering that a count of analysts doesn’t even consider whether that coverage is positive, neutral, or negative? If […]
MDT: Your questions answered
1. Why would an investor include MDT US Equity in a portfolio today? MDT US Equity is designed to perform across a wide range of market environments without relying on macroeconomic forecasts or style biases. The strategy intentionally avoids directional bets, aiming instead for consistent excess returns through diversified stock selection. This makes it a […]
The income conundrum (and a potential solution)
The Federal Reserve (Fed) has resumed its rate-cutting posture after a lengthy pause. While we expect the easing cycle’s impact on the economy to be beneficial, lowering rates comes at a cost: many savers who depend on income-oriented financial instruments will have challenges meeting their living expenses. The timing is particularly vexing when you consider […]
US-Aktien und Quant Investing: Die Macht der Daten
Deutsches Transkript Der Anlageansatz von MDT unterscheidet sich deutlich von dem vieler anderer aktiver Manager, die derzeit auf dem Markt zu finden sind. Es gibt einige Punkte, in denen sich MDT meiner Meinung nach ganz klar von Konkurrenzprodukten abhebt. An erster Stelle steht unsere Erfahrung. Wir verwalten unseren Anlageprozess nun seit über 30 Jahren. In […]
SDG Engagement High Yield Credit, H1 2025
Fast reading The investment and engagement team provide a full overview of how their interactions with portfolio companies have created positive outcomes. We break down the engagement statistics for the first six months of 2025, and our investment commentary explores how risk assets performed over the same period. Our engagement review delivers in-depth detail on […]
Spectrum: A quiet revolution
In the changing world of finance, where instinct, emotion, and experience have often held sway, quantitative investing has emerged as both a disruptor and a guidepost since its conception in the mid to late twentieth century. It’s a field of investing where data doesn’t just support decision-making – it drives it. As we stand at […]
Behind the red-hot rebound in emerging markets
Chartology
Our new AI assessment of engagement sentiment
The Global Equity ESG has long integrated EOS at Federated Hermes Limited, our dedicated stewardship and engagement team, into our investment process. EOS provides both qualitative insights from thousands of company meetings and quantitative metrics that enhance ESG analysis and decision-making. These insights feed directly into our proprietary QESG Score, which blends data from voting […]
