Investors size up far-reaching implications of AI boom
market snapshot
What gives, corporate hybrids?
Chartology
Meet the Manager: Sandy Pei
What’s your role at Federated Hermes? I’m deputy portfolio manager of the Federated Hermes Asia ex-Japan Equity Strategy and co-portfolio manager of the Federated Hermes China Equity Strategy. What did you want to be when you were younger, and how did you get started in your career? When I was a little girl, I wanted […]
Raising the roof
market snapshot
The seven pillars of AT1 wisdom
Chart of the month
Collapse frequency: deposits, liquidity, and the new bank-body problem
‘Black-body radiation’ – a phrase first dreamed up by Gustav Kirchoff in 1862 – is both a marvel of classic physics and a signal player in its undoing. The multi-talented Kirchoff was the first to mathematically formalise the relationship between radiation falling on an idealised black body and the subsequent frequencies of heat energy emitted […]
The case for Chinese equities
in charts
Falling inflation brightens US outlook
market snapshot
Federated Hermes China Equity Strategy webcast
Stock picking through the noise
The Meeting Room: Asia ex-Japan, March 2023
Hear from Jonathan Pines, CFA, Lead Portfolio Manager and Sandy Pei, CFA, Deputy Portfolio Manager, as they reflect on recent performance and discuss the outlook for the region from both a market and portfolio positioning perspective.
