Defining and refining the lower mid-market opportunity

magnifying glass on top of paper with graphs

Video chapters: How do we define the lower-mid market? What does a Federated Hermes Private Equity portfolio look like? What are some of the reasons why our partners choose to work with us? Why is the lower mid-market attracting growing interest from investors? Why have investors historically under-allocated to the lower mid-market? How do we […]

When down is up and South is North

Trade finance and tariffs

Diversifying direct lending portfolios through sponsor-less lending

three people stand in front of windows while paperwork depicting a bar chart can be seen on a table in the foreground

Private Markets Insight

The Art of Diversification: effective portfolio creation in real estate

multi-coloured wooden blocks on white wooden background, in tetris formation

Video transcript Vincent, you’ve recently written a great paper on portfolio construction and real estate debts. What are the key takeaways? The premise (of the paper) was that modern portfolio theory (MPT) by Markowitz1 – which is the popular framework for constructing investment portfolios – is based on the idea that the risk of an […]

EM in trade finance: unmet demand and alpha potential

image of commercial port at a bay with lots of shipping containers

Fast reading Federated Hermes’ Trade Finance Strategy has a global investment mandate. We seek to maximise the benefits of portfolio diversification and generate higher potential risk-adjusted returns for investors – wherever in the world those opportunities may be. While the Strategy also invests in developed markets (DM), our portfolio of alternative credit assets typically has […]

Real estate debt: uncorrelated returns throughout the cycle

Facade of Parisian freestone building

Video transcript We are in a market where there’s a lot of geopolitical instability, and investor returns from an equity standpoint against real estate have been quite low. Why now for European real estate debt? This is a typical ‘interesting’ market – a lovely euphemism – but in a way there’s nothing much new under […]

Private equity in a net zero world

glass buildings looking up to forest and sunlight

Managing climate risks and opportunities

Trade Finance whitepaper

Uncorrelated alpha potential

How project finance fits into a trade finance strategy

Fast reading Project finance supports the underlying infrastructure that makes trade possible. Federated Hermes focuses on operational and expansionary infrastructure project financing, secured on infrastructure assets that generate steady cash flows. We invest in limited-tenor loans that fund well-established, large-scale projects in emerging as well as developed markets. Trade finance introduces third parties into the […]

Everything you wanted to know about tariffs and trade finance

(but were afraid to ask)