Insights

4 minute read

Frustrated by limits on their oil production, the UAE leaves OPEC.

2 minute watch

The longer the geopolitical event, the harder it is for valuation to bounce back from the dislocation.

3 minute watch

Currency can bring diversification, but not if the countries react similarly to events.

5 minute read

China's stock market has lagged peers this year. Why has the country been left behind?

4 minute read

Short answer: that's not likely.

5 minute read

Global bond markets reflect a change in expectations for the macro environment.

3 minute read

The Iran conflict likely will prompt many governments to reassess energy security.

4 minute read

The OECD warns of slower economic expansion because of the Iran conflict.

4 minute read

The recent spike in oil prices is likely to have far-reaching consequences.

2 minute read

How our investment teams are reacting to the fast-moving events in the Middle East.

4 minute read

Could storage, not supply, be the new biggest risk to global energy markets?

4 minute read

Inflation and energy are major unknowns, while other risks are in the mix.

3 minute read

Stocks and bonds sell-off as the escalating Iran war rocks markets.

5 minute read

Five reasons to be bullish on China (and one key risk to be aware of).

4 minute read

Tailwinds point the way for continued emerging market outperformance.

4 minute read

The rally in the precious metal is a symptom of a broader shift in the market.

3 minute read

Foreign exchange markets are not abandoning the reserve currency.

3 minute read

Trump rescinds new tariffs over Greenland and stocks recover in a tumultuous week in Davos.

5 minute read

Reviving the country's oil industry will not be easy.

2 minute watch

Federated Hermes 2026 outlook series.

Federated Hermes 2026 outlook series.

3 minute read

Global Market Snapshot

3 minute read

Global Market Snapshot

5 minute read

Financials may benefit from the continuation of rate cuts in the US and emerging markets.

2 minute read

A global overview of developing trade deals.

3 minute read

The environment is helped by the Bank of England holding rates steady.

3 minute read

Hard hit in 2008, the country's economy is now booming.

3 minute read

Weekly Global Market Snapshot

13 minute read

Introducing our 2027 S&P 500 price target of 8,600.

4 minute read

Fast-developing economies are transforming global markets.

2 minute read

Weekly Global Market Snapshot

3 minute watch

Uncertainty remains, but China's fiscal support suggests waning risk and growing value for equities.

3 minute read

Weekly Global Market Snapshot

3 minute read

Weekly Global Market Snapshot

2 minute read

Weekly Global Market Snapshot

3 minute read

China’s economy has struggled with deflation due to overcapacity, but there is hope.

4 minute read

The new reformist government looks to rebuild Europe's economic growth engine from the ground up.

4 minute read

Global Market Snapshot

3 minute read

The unmet demand for credit in emerging markets creates compelling investment prospects. 

3 minute read

Revision to its Commercial Act represents another step in the right direction.

3 minute read

Global Market Snapshot

2 minute read

Is this the beginning of the end of US exceptionalism?

4 minute read

Global Market Snapshot

2 minute read

Global Market Snapshot

3 minute read

President Javier Milei’s severe austerity package has helped tame the country’s chronic inflation crisis.

2 minute read

US tax bill could hike taxes of foreign holders of US assets.

4 minute read

A beginning of the end of the ‘Korea Discount’?

3 minute read

Competing economic dynamics have made the European Central Bank’s work challenging. 

4 minute read

Some forces that had strengthened the dollar may now be moving the other way.

4 minute read

OPEC members are not on the same page