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Stewardship 2026 Outlook
Leon Kamhi
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sunrise over mountains

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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
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Mohammed Elmi, CFA
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a close-up view of a server rack, which houses multiple computer servers typically found in a data center
Video
3 December 2025
| Active ESG
Beyond the Magnificent Seven: How US SMID caps are riding the AI wave
Charlotte Daughtrey
US SMID companies are emerging as quiet powerhouses in the AI economy.
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Federal reserve building
Article
1 December 2025
| Liquidity
Wheels in motion at the Fed
Deborah Cunningham, CFA
The Fed is looking out for complications stemming from the end of QT.
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a pen is touching a screen displaying a line chart
Article
1 December 2025
| Active ESG
Why tokenise money market funds?
Unlocking new efficiencies for MMF investors.
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Newsletter
28 November 2025
| Macro
Market Snapshot
Investors weigh up implications of UK Budget
A weekly view from our portfolio managers into the trends shaping markets right now.
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A white ferry boat travels down the Amazon river at dusk.
Article
28 November 2025
| Stewardship
What was achieved at COP30?
Will Farrell
Key takeaways from COP30 for investors and companies.
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A sculpture depicting an ancient animal
Article
26 November 2025
| Active ESG
Fiorino: CoCo confusion – the new debt-equity duality
Filippo Alloatti
CoCo bonds are the ultimate ‘quantum’ capital instrument.
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sunrise over mountains
Article
25 November 2025
| Stewardship
Stewardship 2026 Outlook
Leon Kamhi
A systemic shift in a changing world?
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Rainbow Mountain (also known as Vinicunca or Montaña de Siete Colores) in Peru
Video
25 November 2025
| Active ESG
Where do we see opportunity in emerging markets debt in 2026?
Mohammed Elmi, CFA
Views from the EMD desk.
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a woman is walking down the street with several bags in her right hand
Article
24 November 2025
| Active ESG
Black Friday sale has come early for the stock market
Stephen Auth, CFA
We are in the midst of a technical, overdue correction in search of a narrative.
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Article
18 November 2025
| Alternatives
Private Markets 2026 Outlook
Steve McGoohan
Patrick Marshall
Brooks Harrington, CFA
Vincent Nobel
Perry Noble
Mobilising new sources of capital and democratising private markets.
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Article
18 November 2025
| Liquidity
Liquidity 2026 Outlook
Deborah Cunningham, CFA
John Sidawi
Will the Fed retain its independence?
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Article
18 November 2025
| Macro
Fixed Income 2026 Outlook
Robert Ostrowski
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Mohammed Elmi, CFA
Where now for the yield curve?
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