Behind the red-hot rebound in emerging markets
Chartology
Our new AI assessment of engagement sentiment
The Global Equity ESG has long integrated EOS at Federated Hermes Limited, our dedicated stewardship and engagement team, into our investment process. EOS provides both qualitative insights from thousands of company meetings and quantitative metrics that enhance ESG analysis and decision-making. These insights feed directly into our proprietary QESG Score, which blends data from voting […]
The MDT factor
Video transcript MDT’s investment approach is quite different to many other active managers you may come across in the market. There are collectively a few things that I think really differentiates MDT from our peers. First off is our experience. We’ve been managing our investment process now for over 30 years. We’ve been able to […]
The US SMID revival: Why this quiet rotation matters
Valuations are attractive, but this time there’s more At the 14-year mark, the current outperformance cycle by US large-cap stocks over small cap is well past the historical 10-year average. US small and mid-cap (SMID) companies have been out of favour since the pandemic due to the high-interest rate environment, growing geopolitical tensions, recessionary concerns […]
Global Equity ESG, H1 2025
Fast reading Market and performance review, H1 2025 Engagement overview and ESG outcomes Thematic focus: Our new AI assessment of engagement sentiment Case studies: Sumitomo Financial Group & UGI Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Download For more information on Global Equity ESG. […]
Meet the Manager: MDT’s Kelly Patel
Video transcript What’s your role at Federated Hermes? My name is Kelly Patel and I’m the Portfolio Analytics Manager for the MDT team at Federated Hermes. I began working at MDT straight out of college, and I’ve spent my entire professional career here since. Throughout my career I’ve worked in a variety of analytical roles […]
Asia ex-Japan Equity: Letter to Investors
It was us and we did it! (we think)
Sustainable Global Equity, H1 2025
Fast reading Investment review, H1 2025 Impact performance Engagement overview Thematic focus: The investment case for electrification Key holdings: Epiroc, TSMC, Trane Technologies, Schneider Electric Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Sustainable Global Equity, H1 2025 Download For information on Sustainable Global Equity. Share: […]
Investing in a changing China
Video transcript Can you provide an overview of China’s current economic landscape? Over the last few years, China has faced multiple challenges: the property market bubble bursting, an ageing population, anticipation of US protectionist trade policies leading to a sharp drop in foreign investment, and increasing onshore investment by Chinese companies. Furthermore, consumer confidence remains […]
Is global high yield a short duration market now?
The duration of the global high yield (GHY) market is below its long-term average and quite a distance from its peak. Figure 1 shows duration at around three years, which is by far the lowest it has ever been. This compares to a long-term average of just over four years. This 25% decline in duration […]
