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Stewardship 2026 Outlook
Leon Kamhi
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sunrise over mountains

FEATURED ARTICLE

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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Newsletter
9 January 2026
| Macro
Market Snapshot 
Venezuela shock puts oil in focus
A weekly view from our portfolio managers into the trends shaping markets right now.
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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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Aerial shot of Belo Horizonte in Brazil, South America
Report
6 January 2026
| Active ESG
GEMs ESG Materiality, H2 2025 
Olivia Lankester
COP30 reflections.
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a view of a car going over a bridge in the mountains
Article
5 January 2026
| Liquidity
Maintaining momentum 
Deborah Cunningham, CFA
How investors view money funds this year will probably be influenced by recency bias.
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Power and transmission station
Case study
23 December 2025
| Stewardship
Centrica case study 
How we engaged with a British integrated energy company.
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Close-up shot of the Eccles Building, home of the US Federal Reserve
Video
22 December 2025
| Macro
Inside the Fed’s rate cut: The Fixed Income view 
RJ Gallo, CFA
Robert Ostrowski, CFA
What does the latest move on rates mean for bond markets?
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a man stands on the cliff edge in Norway overlooking the water.
Article
16 December 2025
| Active ESG
Why our improved credit outlook explains tight spread levels 
360°, Q4
Mitch Reznick, CFA
Our confidence in moderate, credit-friendly growth on a global basis has improved.
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Article
16 December 2025
| Active ESG
The Bull, the Bear and the Bubble 
Steven Chiavarone, CFA
Stephen Auth, CFA
Damian McIntyre, CFA
Many bull markets lead to bubbles, then bears, but the present bull is no bubble…yet.
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Picture of the roof of the skyscrapers
Article
15 December 2025
| Alternatives
Taking the measure of private equity 
Karen Sands
Investors have multiple metrics to assess performance.
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Report
11 December 2025
| Active ESG
Will EMD outperformance continue in 2026? 
EMD Q4 report
Mohammed Elmi, CFA
Jason DeVito, CFA
EMD is heading into 2026 bolstered by a supportive backdrop.
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Article
11 December 2025
| Active ESG
Return to quality 
Chartology
Charlotte Daughtrey
Mark Sherlock, CFA, FCA
These names are entering a sweet spot.
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clouds reflected in the glass windows of a skyscraper
Article
10 December 2025
| Active ESG
Glass box quant at MDT Advisers 
Daniel Mahr, CFA
What happens when a love of numbers meets the power of machine learning?
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