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 […]
Trade Finance whitepaper
Uncorrelated alpha potential
Global Equity ESG, Annual Report 2025
Physical risk: Turning climate uncertainty into investment insight As climate pressures reshape energy, food and water systems, physical risk is becoming more financially material, and integrating data, governance and adaptation into investment strategies is now essential. Here, the Global Equity team at Federated Hermes outline their approach to assessing physical risk – at both a […]
The wall of worry gets another brick
Markets generally need walls of worry to climb gradually higher, and this weekend US equity markets received another brick. Add that to the collection we have been watching, particularly AI disruption, valuation concerns around asset-light businesses, private credit, renewed tariff uncertainty, and the direction of inflation. While the war in Iran seems likely to end […]
Market Snapshot
Escalating Iran war rocks markets
Has the floor been raised for the money markets?
There are essentially two ways an extraordinary development can play out: reverting to the mean or creating a new status quo. In finance, the latter is rare, but we believe 2026 is shaping up to be just that for the money markets. Many would agree that the collective performance of stable value products since mid-2022 […]
Market Snapshot
Nvidia: the canary that didn’t sing?
