Biotechs and the potential AI advantage
The explosive growth of artificial intelligence (AI) has presented investors with both extraordinary opportunity and material risk since it burst onto the mainstream in the early 2020s. It has streamlined workflows, automated tasks and, in many cases, posed a direct threat to entire industries and workforces. But, for those looking to actively participate in the […]
Behind South Korea’s spectacular surge
South Korea ended 2025 as the best‑performing major equity market in the world – KOSPI index surged 83%1 that delivered a significant tailwind to Federated Hermes’ Asia ex‑Japan Equity Strategy, which had a big overweight to the country. But after such a stellar year, the question for investors is obvious: what happens next? The Strategy […]
SDG Engagement High Yield Credit annual report, 2025
Converting potential to realised impacts
360°, H1 2026:
Is this what it sounds like when doves cry?
What are the long-term implications of the Iran war?
GEMs Equity
Sustainable Global Equity, Annual Report 2025
Fast reading The next generation of generative and agentic AI has the potential to benefit both sustainability and development, driving efficiencies across a wide range of sectors that can significantly reduce resource use and emissions while helping deliver on key UN SDGs. However, the technology itself has a growing environmental footprint, and companies must manage […]
Metals rally provides extra shine to EM debt
EMD Q1 report
MDT: A day in the life of a quant investor
Q: What does a working day at MDT look like? At MDT Advisers1, portfolio construction is a daily, data-driven process powered by proprietary machine learning tools. Each night, the team downloads data from vendors, recalculates company characteristics, and runs every stock in the domestic equity universe through our ‘decision tree’2 model to generate fresh forecasts. These […]
Asia ex-Japan outlook 2026: A tale of two markets
What stands out about China and South Korea in 2026? Video transcript As we look across Asia in early 2026, one of the clearest stories is the sharp divergence in market performance. South Korea has been the standout. The market rose 76% in 2025 and added another 47% year‑to‑date as of late February. This follows […]
Meet the Manager: Chris Wu
VIDEO EMBED How did you get started in investment management? I tried a few different careers earlier in my life. I was a PhD candidate in molecular biology, where I researched Alzheimer’s disease. After that, I worked as a software engineer. Eventually, I became a bond portfolio manager. So, my career path has taken a […]
