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Stewardship 2026 Outlook
Leon Kamhi
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sunrise over mountains

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The Federated Hermes 2026 Outlook
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Private Markets 2026 Outlook
Steve McGoohan
Patrick Marshall
Brooks Harrington, CFA
Vincent Nobel
Perry Noble
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Liquidity 2026 Outlook
Deborah Cunningham, CFA
John Sidawi
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Fixed Income 2026 Outlook
Robert Ostrowski, CFA
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Mohammed Elmi, CFA
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New York City skyscrapers as viewed from the ground
Article
9 February 2026
| Active ESG
A healthy correction underway 
Stephen Auth, CFA
Steven Chiavarone, CFA
Damian McIntyre, CFA
Market broadening accelerates as software gets its 'DeepSeek' moment.
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Newsletter
6 February 2026
| Macro
Market Snapshot 
The US Federal Reserve at a crossroads?
A weekly view from our portfolio managers into the trends shaping markets right now.
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Article
2 February 2026
| Liquidity
Too much Fed news 
Deborah Cunningham, CFA
From a subpoena to a nomination, the Fed has dominated the headlines.
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South Korea bridge at night with lights
Newsletter
27 January 2026
| Active ESG
Asia ex-Japan Equity: Letter to Investors 
South Korean stocks rose 83% last year – now what do we do?
Jonathan Pines, CFA
The Strategy’s performance last year was boosted by the stellar performance of South Korean stocks.
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Astronomical clock in Prague Czech republic
Article
26 January 2026
| Active ESG
Living in the now 
Karen Manna
If the future keeps bond investors awake at night, the present is complicated too.
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old wooden abacus, shot with shallow depth of field
Video
20 January 2026
| Active ESG
Spreads, value and our credit outlook 
RJ Gallo, CFA
Mitch Reznick, CFA
Robert Ostrowski, CFA
Hear from our three heads of fixed income.
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Article
19 January 2026
| Active ESG
The resilience premium 
James Cook
Why emerging markets stand taller in a fractured world.
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Mountains with water
Article
16 January 2026
| Liquidity
What’s behind the rising demand for liquidity products? 
Chartology
Joanne Bartell
Global money market fund assets hit an all-time high of US$10tn in late 2025, despite falling rates.
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Fed stop sign with beatiful clouds and building as a background
Article
13 January 2026
| Active ESG
Powell takes a stand 
RJ Gallo, CFA
Susan Hill, CFA
The US Department of Justice subpoenas raise more questions.
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Sailing boat on the open sea
Video
12 January 2026
| Liquidity
Liquidity solutions built for today’s money market landscape 
Watch two, new bitesize videos...
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Article
9 January 2026
| Active ESG
Treasury yields reflect a curious equilibrium to start the year 
RJ Gallo, CFA
The Federal Reserve is waiting and watching.
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Birds eye view of a blue lake in a national park
Video
6 January 2026
| Active ESG
Meet the Manager: Nick Tripodes 
Nicholas Tripodes, CFA
The face behind the fund.
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