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 […]
Uncut gems: The evolution of ESG in EM sovereign debt
The lack of a systematic means of integrating ESG factors into the processes that underpin EM sovereign debt investment has led to a widespread overdependence on exclusions and quantitative data – which is often backwards looking – and typically fails to reflect the realities on the ground. In this paper, we look at challenges EM […]
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
