FEATURED ARTICLE

Market Snapshot
: Escalating Iran war rocks markets
Mohammed Elmi, CFA
Kunjal Gala
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FEATURED ARTICLE

Asia ex-Japan Equity: Letter to Investors
: South Korean stocks rose 83% last year – now what do we do?
Jonathan Pines, CFA
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South Korea bridge at night with lights

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What’s behind the rising demand for liquidity products?
: Chartology
Joanne Bartell
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Father and daughter enjoying a stunning mountain backdrop

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GEMs ESG Materiality, H2 2025
Olivia Lankester
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Aerial shot of Belo Horizonte in Brazil, South America
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a brick wall with a crack in it
Article
3 March 2026
| Active ESG
The wall of worry gets another brick 
Damian McIntyre, CFA
Steven Chiavarone, CFA
Stephen Auth, CFA
Iran war fallout reinforces our cautious stance.
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Newsletter
3 March 2026
| Macro
Market Snapshot 
Escalating Iran war rocks markets
Mohammed Elmi, CFA
Kunjal Gala
A weekly view from our portfolio managers into the trends shaping markets right now.
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a series of overlapping bank notes of different currencies
Article
2 March 2026
| Liquidity
Has the floor been raised for the money markets? 
Deborah Cunningham, CFA
Yields may settle at more competitive levels.
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Field of purple tulips, early morning mist lying over field
Report
2 March 2026
| Stewardship
EOS 2025 Annual Review 
EOS at Federated Hermes Limited publishes 2025 Annual Review, with full engagement and voting highlights.
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Newsletter
27 February 2026
| Macro
Market Snapshot 
Nvidia: the canary that didn't sing?
Martin Todd, CFA
Damian McIntyre, CFA
A weekly view from our portfolio managers into the trends shaping markets right now.
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The bridge
Video
27 February 2026
| Active ESG
Looking beyond mainstream bonds 
Chengjun Chris Wu, CFA
Out-of-index sectors, such as trade finance, offer alternative investment opportunities.
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Article
24 February 2026
| Active ESG
The good news and the bad news 
Steven Chiavarone, CFA
Stephen Auth, CFA
Damian McIntyre, CFA
Lowering return expectations even while ’macro’ looks solid.
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Newsletter
20 February 2026
| Macro
Market Snapshot 
AI fears overshadow strong Q4 earnings
Damian McIntyre, CFA
A weekly view from our portfolio managers into the trends shaping markets right now.
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printed circuit board being assembled with robotic arm
Video
16 February 2026
| Macro
AI optimism, not exuberance 
Steven Chiavarone, CFA
Steven Chiavarone shares our latest thinking on AI and the 'broadening out' trade.
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Report
13 February 2026
| Active ESG
Global Emerging Markets Equity: Outlook 2026 
Behind the EM rebound
Kunjal Gala
Vivek Bhutoria, CFA
Christopher Clube
We believe the EM rally has the potential to be prolonged and significant
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Article
13 February 2026
| Active ESG
China: The year of the fire horse 
James Cook
Five reasons to be bullish on China (and one key risk to be aware of).
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Newsletter
13 February 2026
| Macro
Market Snapshot 
Broadening-out trade gathers momentum
Charlotte Daughtrey
Steven Chiavarone, CFA
A weekly view from our portfolio managers into the trends shaping markets right now.
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