At the mid-year point, we examine where investors can find opportunity and resilience – from emerging market resurgence to the practical challenges of aviation decarbonisation and the rising need to address AI risks for younger users. Together, these insights reinforce the value of disciplined investment thinking paired with active stewardship in a rapidly changing landscape.
Credit quality, structuring and diversification can support resilient, risk-adjusted returns.
While regulations have sought to increase SAF use, relying on SAF alone to curb carbon emissions is neither realistic nor cost-optimal.
Report
20 May 2026
With markets pulled in multiple directions in 2026, it is important to look beyond near-term noise.
EOS has engaged on digital rights for over a decade, but during the last 12 months we have intensified our efforts on child-safe AI.
Webcast: Rethinking factor investing
Factor investing is evolving as markets grow more complex. In this session, the Federated Hermes MDT team explores how moving beyond traditional models, using less obvious signals and understanding their interactions, can unlock new sources of alpha, and where they see opportunities today.
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Short-term Investment Committee
Insights from our meeting on the 0-3-year segment of the yield curve.
