Market Views - Videos

Our portfolio managers deliver insights on economic news, investment topics and events spanning the equity, fixed and money markets. Hear what they have to say in our latest videos.

Video: Is the emerging-market rally a harbinger? 
May 6, 2016 :: Ruggero de'Rossi
Senior Portfolio Manager Ruggero de'Rossi shares his outlook on emerging markets.
Video: Negative yields: beneficial or detrimental? 
May 6, 2016 :: Donald T Ellenberger
Senior Portfolio Manager Don Ellenberger weighs in on the effect negative yields have on investors and an economy as a whole.
Video: What happens when interest rates go below zero? 
Apr. 29, 2016 :: Donald T Ellenberger
Senior Portfolio Manager Don Ellenberger explains the purpose of negative short-term interest rates and why investors would buy these bonds.
Video: What would "Brexit" mean for the economy? 
Apr. 29, 2016 :: Ruggero de'Rossi
Senior Portfolio Manager Ruggero de’Rossi weighs in on the implications of the United Kingdom withdrawing from the European Union.
Video: The case for short-biased investing in volatile markets 
Mar. 22, 2016 :: P. Ryan Bend
Senior Portfolio Manager Ryan Bend explains why 2016 markets are likely to experience a higher level of volatility and how an allocation to a short-biased strategy may support portfolios.
Video: Why do companies operate with high debt levels? 
Mar. 22, 2016 :: Gene B Neavin
Portfolio manager Gene Neavin explains why debt is often an intentional choice used to benefit shareholders and how risk is managed when investing in leveraged company stocks
Video: High-yield bond risk/return tradeoff for 2016 
Mar. 22, 2016 :: Gene B Neavin
Portfolio Manager Gene Neavin shares his thoughts on why high-yield bonds are likely to continue rewarding investors in 2016.
Video: Why invest in leveraged company stocks? 
Mar. 22, 2016 :: Gene B Neavin
Portfolio manager Gene Neavin provides the investment case for a lesser-known asset class: the stocks of high-yield bond companies.
Video: How have high-yield bonds performed in rising-rate periods? 
Mar. 22, 2016 :: Gene B Neavin
Portfolio Manager Gene Neavin offers perspective on the overall positive performance of high-yield bonds during the past nine rising-rate periods.
Video: Pursuing income in a volatile market 
Mar. 14, 2016 :: Linda Bakhshian
Portfolio manager Linda Bakhshian summarizes what income-oriented investors should consider in a volatile or rising-rate market environment.
Video: Opportunities in energy 
Mar. 14, 2016 :: Linda Bakhshian
Portfolio manager Linda Bakhshian shares her thoughts on the energy sector.
Video: Concerns for the financial sector 
Mar. 14, 2016 :: Linda Bakhshian
Portfolio manager Linda Bakhshian shares her thoughts on the financial sector.
Video: Leveraged loans for fixed-income portfolio diversification 
Mar. 14, 2016 :: Steven J Wagner
Portfolio manager Steve Wagner discusses the role leveraged loans can play in a broader fixed-income portfolio.
Video: Fixed-income investing in a rising-rate environment 
Mar. 14, 2016 :: Steven J Wagner
Portfolio manager Steve Wagner explains floating-rate securities and how investors should position themselves in a rising-rate environment.
Video: A better outlook for rates in 2016 
Dec. 23, 2015 :: Deborah A Cunningham
Chief Investment Officer for Global Money Markets Debbie Cunningham discusses her outlook for rates in 2016 and what factors may affect them.
Video: Making sense of liquid alternative strategies 
Nov. 13, 2015 :: Dana L Meissner
Senior Portfolio Manager Dana Meissner discusses important considerations for investors seeking an alternative approach.
Video: What’s happening with emerging-market bonds? 
Nov. 13, 2015 :: Ruggero de'Rossi
Portfolio Manager Ruggero de’Rossi discusses the current environment and opportunities in emerging-market bonds.
Video: Emerging-market equities outlook 
Oct. 2, 2015 :: Geoffrey C Pazzanese
Given concern over China and the Fed’s rate decision, has the worst passed for emerging markets? Senior Portfolio Manager Geoffrey Pazzanese provides his insight.
Video: When will the Fed be ready for liftoff? 
Oct. 2, 2015 :: Philip J Orlando
Chief Equity Strategist Phil Orlando explains the Fed’s rationale for raising rates – or not.
Video: Equity Outlook 
Aug. 14, 2015 :: Linda A Duessel
What’s the outlook for equities in the second half of 2015? Senior Equity Strategist Linda Duessel provides her insight.
Video: Headwinds and tailwinds affecting the high-yield market 
Aug. 13, 2015 :: Mark E Durbiano
What are the major headwinds and tailwinds facing the high-yield markets? Senior Portfolio Manager Mark Durbiano provides his insight.
Video: High-yield bonds and rising rates 
Aug. 13, 2015 :: Mark E Durbiano
Senior Portfolio Manager Mark Durbiano provides his insight on how rising rates will impact high-yield bonds.
Video: Outlook for dividend-paying stocks 
Aug. 13, 2015 :: John L Nichol
How will dividend-paying stocks fare in a rising-rate environment? Senior Portfolio Manager John Nichol provides his insight.
Video: Is Chicago the next Detroit? 
Jun. 18, 2015 :: Lee R. Cunningham II
Senior Portfolio Manager Lee Cunningham discusses the differences between the municipal finances in Chicago and Detroit.
Video: Muni and High-Yield Outlook 
Jun. 18, 2015 :: Lee R. Cunningham II
Senior Portfolio Manager Lee Cunningham discusses the outlook for muni and high yield in this year’s second half.
Video: Emerging-Market Outlook 
Jun. 18, 2015 :: Ihab L. Salib
What’s driving the dichotomy in the outlook for emerging markets? Senior Portfolio Manager Ihab Salib provides his insight.
Video: The case for growth investing 
Apr. 23, 2015 :: Stephen R. DeNichilo
Portfolio Manager Stephen DeNichilo discusses where some of the strongest growth opportunities are.
Video: Why consider IPOs? 
Apr. 23, 2015 :: Stephen R. DeNichilo
What's the role of IPOs in growth investing, and what are the common attributes of a growth stock? Portfolio Manager Stephen DeNichilo offers his insight.
Video: Dividends' role in a rising-rate environment 
Apr. 23, 2015 :: Daniel Peris
How will dividend-paying stocks fare when rates rise? Senior Portfolio Manager Dan Peris provides his take.
Video: Short-side strategies 
Apr. 23, 2015 :: P. Ryan Bend
Portfolio Manager Ryan Bend discusses the components of short exposure, as well as adjustments he is making due to prolonged low interest rates.
Video: Muni Bond Outlook 
Apr. 8, 2015 :: R.J. Gallo
What’s your outlook for the muni bond market after 2014’s solid returns and this year’s sluggish start? Senior Portfolio Manager R.J. Gallo offers his insight.
Video: Slow Growth or a “New Normal”? 
Apr. 8, 2015 :: R.J. Gallo
Senior Portfolio Manager R.J. Gallo discusses monetary policy normalization, his outlook for growth in the next year and global QE.
Video: Interest Rates 
Apr. 8, 2015 :: Linda Bakhshian
How will interest rates impact various equity and fixed-income sectors? Portfolio Manager Linda Bakhshian provides her take.
Video: Crude Oil and Inflation 
Apr. 8, 2015 :: Linda Bakhshian
Portfolio Manager Linda Bakhshian offers her insight on crude oil markets and when inflation is likely to pick up.
Video: Absolute return: A new way of thinking about portfolio diversification 
Mar. 19, 2015 :: Dana L. Meissner
What differentiates absolute return strategies from traditional approaches, and how can investors benefit? Senior Portfolio Manager Dana Meissner provides his insight.
Video: Can emerging markets weather declining oil prices and Fed policy? 
Mar. 19, 2015 :: Ruggero de'Rossi
Senior Portfolio Manager Ruggero de’Rossi discusses the impact of lower oil prices and Fed policy in emerging market countries.
Video: The Upside to Lower Oil 
Feb. 9, 2015 :: Stephen R. DeNichilo
Portfolio Manager Stephen DeNichilo discusses the impact of lower oil in the overall equity markets.
Video: Finding Income 
Feb. 9, 2015 :: Linda A. Duessel
Where can the conservative investor find income without taking on a lot of risk? Senior Equity Strategist Linda Duessel offers her insight.
Video: Appropriately Bullish 
Feb. 9, 2015 :: Linda A. Duessel
What are the biggest headwinds and tailwinds to Federated’s bullish view on the U.S. economy and equity markets? Senior Equity Strategist Linda Duessel provides her take.
Video: 2015 Outlook on Rates 
Dec. 22, 2014 :: Deborah A. Cunningham
What factors will impact rates in 2015? CIO for Money Markets Debbie Cunningham offers her insight.
Video: Investing in the High-Yield Sector 
Dec. 19, 2014 :: Mark E. Durbiano
How should high-yield investors be positioned regarding energy volatility? Senior Portfolio Manager Mark Durbiano provides his take.
Video: How does energy fit into the high-yield sector? 
Dec. 19, 2014 :: Mark E. Durbiano
Senior Portfolio Manager Mark Durbiano discusses the significance of energy in the overall high-yield market.
Video: Finding Value in the Bond Market 
Nov. 12, 2014 :: Donald T. Ellenberger
Senior Portfolio Manager Don Ellenberger discusses favored bond sectors.
Video: Balancing Fixed Income Risk and Reward 
Nov. 12, 2014 :: Robert J. Ostrowski
CIO for Global Fixed Income Bob Ostrowski provides his views on interest rates, economic growth and managing risk.
Video: A Midterm Republican "Tsunami" 
Nov. 6, 2014 :: Philip J. Orlando
Chief Equity Market Strategist Phil Orlando discusses the results of the midterm election.
Video: Can Obama Climb a GOP Hill? 
Oct. 28, 2014 :: Philip J. Orlando
Chief Equity Market Strategist Phil Orlando discusses issues the President will have to face if Republicans win the midterm elections.
Video: Senate Wild Cards 
Oct. 13, 2014 :: Philip J. Orlando
Chief Equity Market Strategist Phil Orlando discusses four wild cards in the Senate for the upcoming mid-term elections.