Ensuring food security in Egypt
Trade finance case study
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 […]
Not everything that counts can be counted
Rethinking real estate credit underwriting
Taking the measure of private equity
The private equity industry has undergone a significant mindset shift with regard to reporting of returns. As traditional exit routes remain gridlocked and liquidity scarce, investors unable to turn portfolio returns into cash are rethinking what successful performance looks like. The competition for capital and investor demand for liquidity has put pressure on traditional metrics, […]
Perspectivas para 2026: Mercados privados
La opinión del Managing Director Steve McGoohan Managing Director, Private Markets ¿Qué novedades significativas podrían producirse en los mercados privados en 2026? Los activos en mercados privados se ven condicionados por las mismas fuerzas macroeconómicas que afectan a sus equivalentes en mercados públicos, aunque el método y el momento de dichos impactos pueden variar. La […]
Defining and refining the lower mid-market opportunity
Private Equity Insights
When down is up and South is North
Trade finance and tariffs
Diversifying direct lending portfolios through sponsor-less lending
Private Markets Insight
The Art of Diversification: effective portfolio creation in real estate
Video transcript Vincent, you’ve recently written a great paper on portfolio construction and real estate debts. What are the key takeaways? The premise (of the paper) was that modern portfolio theory (MPT) by Markowitz1 – which is the popular framework for constructing investment portfolios – is based on the idea that the risk of an […]
EM in trade finance: unmet demand and alpha potential
Fast reading Federated Hermes’ Trade Finance Strategy has a global investment mandate. We seek to maximise the benefits of portfolio diversification and generate higher potential risk-adjusted returns for investors – wherever in the world those opportunities may be. While the Strategy also invests in developed markets (DM), our portfolio of alternative credit assets typically has […]
