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The 3 reasons we still feel good about tech
Tej Sthankiya, CFA
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FEATURED ARTICLE

Short duration: the advantages of a global remit
Ihab Salib
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the top half of a globe

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Real estate debt: uncorrelated returns throughout the cycle
Vincent Nobel
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Team
Solitary pagoda on top of mound in lush green field
Video
30 July 2025
| Active ESG
What’s next for Asia ex-Japan?
Jonathan Pines, CFA
The key factors shaping our view.
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Wheel of a red car taking a corner at speed.
Article
30 July 2025
| Stewardship
Wheels of fortune
Lisa Lange
Justin Bazalgette
Shoa Hirosato
Which auto companies have the most robust strategies to capture EV growth opportunities?
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Article
29 July 2025
| Macro
Cracking the code: Quant Investing’s Secret to Finding Alpha
The magnificent 7 accounted for over 50% of S&P 500 gains in 2024. Today, valuations arguably look stretched.
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The Reichstag building in Berlin, Germany, and its reflection at night
Article
28 July 2025
| Macro
Future looks brighter for Germany
Martin Schulz
Rebuilding Europe's economic growth engine.
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A motorist charges a yellow electric vehicle using a large plug.
Report
28 July 2025
| Stewardship
Public Engagement Report Q2 2025 
EOS at Federated Hermes Limited has just published its Q2 Public Engagement Report.
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Article
25 July 2025
| Macro
A tech transformation for China?
: market snapshot
Sandy Pei, CFA
Lewis Grant
Hang Seng hits three-year high with EVs and renewables leading the way.
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Report
22 July 2025
| Alternatives
Diversifying direct lending portfolios through sponsor-less lending
: Private Markets Insight
Damien Hedderwick
Navigating the challenges of a maturing asset class.
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Video
21 July 2025
| Macro
Fixed Income Fund Selector Masterclass
Andrew Lennox
Fixed Income webinar featuring a panel of experts.
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multi-coloured wooden blocks on white wooden background, in tetris formation
Video
21 July 2025
| Alternatives
The Art of Diversification: effective portfolio creation in real estate
Vincent Nobel
Does ‘modern portfolio theory’ work in private markets?
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a woman is standing in a supermarket and reading her receipt
Article
18 July 2025
| Macro
US inflation hits 2.7%
: market snapshot
Karen Manna
Damian McIntyre, CFA
Consumer prices climbed higher in June amid concerns that trade levies are pushing up cost of goods.
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Newsletter
17 July 2025
| Active ESG
GEMs ESG Materiality, H1 2025
: Examining biodiversity risk
Olivia Lankester
Kunjal Gala
We provide an update on our voting and engagement activity over the last 12 months.
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a setting sun in a central position against a red sky with a wooden deck in view at the base.
Article
16 July 2025
| Active ESG
Summertime…but will the Fed be easing?
Karen Manna
With noise levels still high, certainty on policy remains elusive.
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