On not responding to events

The war with Iran has once again placed geopolitical risk as the major topic in most investment discussions. At times like these, some investors try to move opportunistically — buying asset classes or sectors that they expect to benefit while shedding those that look set to lose. Others aim to time the market. Others, still, […]
360°, H1 2026:

Is this what it sounds like when doves cry?
What are the long-term implications of the Iran war?

GEMs Equity
Market Snapshot

Testing the resilience of the global economy
Sustainable Global Equity, Annual Report 2025

Fast reading The next generation of generative and agentic AI has the potential to benefit both sustainability and development, driving efficiencies across a wide range of sectors that can significantly reduce resource use and emissions while helping deliver on key UN SDGs. However, the technology itself has a growing environmental footprint, and companies must manage […]
The long and the short of it in Iran

Markets rarely move in a straight line during geopolitical crises, but they do follow patterns. At the outset of the conflict, the Trump administration positioned military action against Iran as a short, targeted operation: degrade nuclear and missile capabilities and accelerate regime change in the region. Yet as we approach the three-week mark, the timeline […]
Five questions: Sustainable Global Investment Grade Credit

1. What’s the fund’s focus? The Federated Hermes Sustainable Global Investment Grade Credit Strategy invests in global investment‑grade corporate bonds issued by companies that demonstrate either sustainability leadership or credible improvement trajectories. We build the investable universe using a combination of values‑based exclusions and positive sustainability screening. We exclude issuers involved in activities inconsistent with […]
Metals rally provides extra shine to EM debt

EMD Q1 report
Global SMID Equity Engagement: 2025 annual report

Creating long-term shareholder value
Ensuring food security in Egypt

Trade finance case study
