Seizing climate-related opportunities
Climate Change High Yield Credit, Annual Report 2025
How has quant investing evolved over time?
Over the past century, quantitative, or ‘quant’, investing has evolved from a purely theoretical concept to a practical approach to investing in financial markets. Ideas that were once confined to the world of academia have been implemented by numerous investment strategies – some with remarkable success. Quant models have undergone a significant evolution in […]
Portfolio manager Q&A: MDT Market Neutral
MDT has been managing a market neutral approach for nearly 30 years, correct? Yes, we started managing a market neutral portfolio in 1997. It evolved from the observation that our quantitative approach, which seeks to predict the relative performance of all stocks in the US equity market, lent itself not only to selecting stocks with […]
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
