Insight | Federated Hermes Limited

The wall of worry gets another brick

Damian McIntyre, CFA

Steven Chiavarone, CFA

Stephen Auth, CFA

Iran war fallout reinforces our cautious stance.

FEATURED ARTICLE

: Escalating Iran war rocks markets

Mohammed Elmi, CFA

Kunjal Gala

FEATURED ARTICLE

Renta variable asiática ex-Japón: Carta a los inversores

: Las acciones de Corea del Sur subieron un 83% el año pasado: ¿qué hacemos ahora?

Jonathan Pines, CFA

FEATURED ARTICLE

What’s behind the rising demand for liquidity products?

: Chartology

Joanne Bartell

Father and daughter enjoying a stunning mountain backdrop

FEATURED ARTICLE

GEMs ESG Materiality, H2 2025

Olivia Lankester

Aerial shot of Belo Horizonte in Brazil, South America

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Article

3 March 2026

The wall of worry gets another brick

Damian McIntyre, CFA

Steven Chiavarone, CFA

Stephen Auth, CFA

Iran war fallout reinforces our cautious stance.

Newsletter

3 March 2026

| Macro

: Escalating Iran war rocks markets

Mohammed Elmi, CFA

Kunjal Gala

A weekly view from our portfolio managers into the trends shaping markets right now.

Has the floor been raised for the money markets?

a series of overlapping bank notes of different currencies

Article

2 March 2026

| Liquidity

Deborah Cunningham, CFA

Yields may settle at more competitive levels.

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.

Newsletter

27 February 2026

| Macro

: 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.

Video

27 February 2026

Looking beyond mainstream bonds

Chengjun Chris Wu, CFA

Out-of-index sectors, such as trade finance, offer alternative investment opportunities.

Article

24 February 2026

The good news and the bad news

Steven Chiavarone, CFA

Stephen Auth, CFA

Damian McIntyre, CFA

Lowering return expectations even while ’macro’ looks solid.

Newsletter

20 February 2026

| Macro

: AI fears overshadow strong Q4 earnings

Damian McIntyre, CFA

A weekly view from our portfolio managers into the trends shaping markets right now.

AI optimism, not exuberance

printed circuit board being assembled with robotic arm

Video

16 February 2026

| Macro

Steven Chiavarone, CFA

Steven Chiavarone shares our latest thinking on AI and the 'broadening out' trade.

Report

13 February 2026

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

Article

13 February 2026

China: The year of the fire horse

James Cook

Five reasons to be bullish on China (and one key risk to be aware of).

Newsletter

13 February 2026

| Macro

: Broadening-out trade gathers momentum

Charlotte Daughtrey

Steven Chiavarone, CFA

A weekly view from our portfolio managers into the trends shaping markets right now.