Global SMID Equity Engagement: 2025 annual report

Creating long-term shareholder value
Market Snapshot

Weighing up the knock-on effects of the Iran conflict
Ensuring food security in Egypt

Trade finance case study
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 […]
Market Snapshot

Strategic reserves deployed as oil volatility unnerves markets
Defining the lower mid-market: the benefits of a more focused approach

Here, we discuss why we look at the segment through a more focused definition and how this allows us to target what we believe to be its most exciting opportunities. Our latest insight report covers: Why defining the lower mid‑market matters How Federated Hermes defines the segment What drives opportunity in this part of the […]
Looking across the valley

The Strait of Hormuz in the Middle East is a critical choke point through which 20% of the world’s oil flows daily. The US and Israel attack on Iran and its retaliation has effectively shut that corridor down. To unlock the bottleneck, US President Donald Trump has offered a naval escort for oil tankers, with […]
Not everything that counts can be counted:

Rethinking real estate credit underwriting
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 […]

