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: Opportunities in a volatile market 
Dec. 18, 2018 :: P. Ryan Bend
Senior Portfolio Manager Ryan Bend discusses risks and opportunities in a volatile market.
Video: Three reasons to own muni bonds 
Dec. 18, 2018 :: Ann Ferentino
Portfolio Manager Ann Ferentino outlines the reasons why muni bonds are attractive now.
Video: Tax reform’s impact on muni bonds 
Dec. 18, 2018 :: Ann Ferentino
How did 2018 tax reform impact the municipal bond market? Portfolio Manager Ann Ferentino explains.
Video: 'Blue Wave' may be just a ripple 
Nov. 1, 2018 :: Philip Orlando
Chief Equity Strategist Phil Orlando outlines three important swing factors that could help decide the outcome of the midterm elections.
What a 'Blue Wave' could mean for fiscal policy 
Oct. 22, 2018 :: Philip Orlando
Chief Equity Market Strategist Phil Orlando discusses what impact the 2018 elections may have on the markets and identifies two important swing factors investors should watch for in the midterms.
Video: Globally, health and retail intrigue 
Oct. 22, 2018 :: Thomas Banks
Portfolio Manager Tom Banks explores two secular growth themes for international investors.
Video: International equities outlook improves 
Oct. 22, 2018 :: Thomas Banks
Portfolio Manager Tom Banks outlines the reasons why the outlook for international equities is improving despite Brexit and trade war concerns.
Video: Companies of the future, today 
Oct. 22, 2018 :: John Ettinger
Senior Portfolio Manager John Ettinger discusses long-term technology trends and where he’s finding investment opportunities within the sector.
Video: Volatility = opportunity in emerging markets 
Sept. 18, 2018 :: Jason DeVito
Portfolio Manager Jason DeVito offers insights on how tariffs and trade talks are affecting global and fixed income currency investments and where he’s finding investing opportunities now.
Video: Why should investors still consider dividend investing? 
Sept. 18, 2018 :: Daniel Peris
Senior Portfolio Manager Daniel Peris outlines the reasons why investors should consider dividend investing even as rates rise and other income sources become attractive.
Video: Small caps a sweet spot in a challenging market 
Jul. 16, 2018 :: Philip Orlando
Chief Equity Market Strategist Phillip Orlando outlines the factors that may favor small caps given the likely opportunities and challenges in 2018’s second half.
Video: Why small-caps may be the Goldilocks asset class for 2018’s second half 
Jul. 16, 2018 :: Philip Orlando
Chief Equity Market Strategist Phillip Orlando offers insights on why small-cap stocks may offer an advantage in the months ahead.
Video: Equity market challenges & opportunities 
Jul. 9, 2018 :: Linda Duessel
Senior Equity Strategist Linda Duessel offers insights on what is likely to power the equity market in the months ahead and the sectors that may benefit.
Video: What will support stocks in 2018’s second half? 
Jul. 9, 2018 :: Linda Duessel
Senior Equity Strategist Linda Duessel discusses opportunities for investors in 2018’s second half and the potential challenges she is watching.
Video: The opportunity in municipal bonds 
Jul. 6, 2018 :: R.J. Gallo
Senior Portfolio Manager R.J. Gallo explains why municipal bonds have largely outperformed their taxable investment-grade counterparts in 2018.
Video: What impact will rising Treasury yields and inflation have on bonds? 
Jul. 6, 2018 :: R.J. Gallo
Senior Portfolio Manager R.J. Gallo offers his perspective on potential impact on fixed income from increasing interest rates, inflation and 10-year Treasury yields.
Video: Fed policy, trade tensions and what it all means for bonds 
Jul. 6, 2018 :: R.J. Gallo
Senior Portfolio Manager R.J. Gallo discusses how Federal Reserve policy and global trade issues may impact the fixed-income markets in 2018’s second half.
Video: Global equities to grind higher with gradual rate hikes 
Jun. 12, 2018 :: Richard Winkowski
Senior Portfolio Manager Rich Winkowski explains how lower central bank support and the strengthening dollar might affect international markets.
Video: The long cycle 
Jun. 6, 2018 :: Stephen Auth
CIO for Global Equities Steve Auth explains why he believes the market will continue to expand.
Video: Recent market volatility will fuel the next advance 
Jun. 6, 2018 :: Stephen Auth
CIO for Global Equities Steve Auth discusses his bullish market thesis.
Video: Opportunities for growth investors 
Jun. 6, 2018 :: Barbara Miller
Portfolio Manager Barbara Miller discusses where she sees the strongest growth opportunities and the common attributes of a successful growth stock.
Video: Can brick-and-mortar retail survive? 
Jun. 6, 2018 :: Barbara Miller
Yes, says Portfolio Manager Barbara Miller, if stores embrace technology that lets customers get what they want when and where and how they want.
Video: Green shoots and robust performance in emerging markets 
May 3, 2018 :: Ihab Salib
Senior Portfolio Manager Ihab Salib provides analysis of markets in Latin America and Africa.
Video: Will the FOMC’s 'Power Three' make waves? 
May 2, 2018 :: Susan Hill
Senior Portfolio Manager Susan Hill discusses what’s happening at the Fed.
Video: Free from the constraints of the debt ceiling 
May 2, 2018 :: Susan Hill
Senior Portfolio Manager Susan Hill explains the recent surge in Treasury issuance and its effect on yields.
Video: Pursuing alpha through leveraged company stocks 
Mar. 27, 2018 :: Gene Neavin
Portfolio Manager Gene Neavin explains why the stocks of strong-performing companies with leveraged balance sheets may present a solid alpha-generating opportunity.
Video: Why invest in leveraged company stocks? 
Mar. 27, 2018 :: Gene Neavin
Portfolio Manager Gene Neavin provides an investment case for a lesser-known asset class: the stocks of leveraged companies.
Video: A strong case for ultra-short bonds 
Mar. 23, 2018 :: Randall Bauer
Senior Portfolio Manager Randy Bauer outlines how the limited interest rate risk and low volatility of ultra-short bonds can support investors, especially during periods of rising interest rates.
Video: Low default rates bode well for high yield in 2018 
Mar. 23, 2018 :: Gene Neavin
Portfolio Manager Gene Neavin explains how the strong economy and stretch of low interest rates are keeping default rates low and supporting high-yield bonds in 2018.
Video: Strong fundamentals support high yield in 2018 
Mar. 23, 2018 :: Gene Neavin
Portfolio Manager Gene Neavin discusses how fundamentals remain solid for high-yield bonds, benefiting yield-seeking investors.
Video: Outlook for small caps in 2018 
Feb. 8, 2018 :: Gregory Sterzel
Client Portfolio Manager Greg Sterzel discusses the factors favoring small caps in 2018.
Video: Fertile ground for growth investing 
Feb. 8, 2018 :: Stephen DeNichilo
Portfolio Manager Stephen DeNichilo discusses opportunities for growth investors in 2018 and shares his outlook on the IPO market.
Video: Flattening yield curve = recession in 2018? 
Jan. 23, 2018 :: Donald Ellenberger
Senior Portfolio Manager Donald Ellenberger explains the yield curve and what its movements mean for the markets and broader economy.
Video: Look for dividends in the necessities of life 
Jan. 23, 2018 :: Deborah Bickerstaff
Portfolio Manager Deborah Bickerstaff discusses where in the markets to look for dividends.
Video: Uncovering dividends in foreign equities 
Jan. 23, 2018 :: Jared Hoff
Portfolio manager Jared Hoff discusses how investors may find dividend opportunities through international investing.
Video: Positive outlook for dividend investors in 2018 
Jan. 23, 2018 :: Deborah Bickerstaff
Portfolio Manager Deborah Bickerstaff discusses the attractive and hostile areas of the market for dividend investors.
Video: 2018 outlook for equities 
Jan. 3, 2018 :: Philip Orlando
Chief Equity Market Strategist Phil Orlando provides Federated's 2018 outlook for equities.
Video: How tax reform may affect muni bonds 
Jan. 3, 2018 :: R.J. Gallo
How will tax reform affect muni bonds? Senior Portfolio Manager RJ Gallo provides his take on tax reform and key issues for muni bonds in 2018.
Video: How important will duration management be for bonds in 2018? 
Jan. 3, 2018 :: R.J. Gallo
Senior Portfolio Manager RJ Gallo discusses strategies for bond duration management in 2018.
Video: How could rising rates and tax reform impact dividends? 
Nov. 9, 2017 :: Linda Bakhshian
Portfolio Manager Linda Bakhshian explains why gradual Federal Reserve rate hikes due to a strengthening economy along with a more favorable tax climate for corporations bodes well for dividend prospects.
Video: Outlook and opportunities for dividend stocks 
Nov. 9, 2017 :: Linda Bakhshian
Portfolio Manager Linda Bakhshian provides her take on prospects for dividend-paying stocks in the months to come as well as sectors poised to deliver strong opportunities.
Video: Can the emerging-markets bond rally continue? 
Nov. 9, 2017 :: Jason DeVito
Portfolio Manager Jason DeVito outlines factors that continue to support emerging-markets bonds, impacts from global central bank tightening as well as opportunities on the horizon.
Video: Why credit and auto debt now? 
Oct. 12, 2017 :: Nicholas Tripodes
Portfolio manager Nick Tripodes shares his outlook for asset-backed securities.
Video: What's next for the auto industry? 
Oct. 12, 2017 ::
What’s next for the auto industry? Senior investment analyst Mary Ellen Tesla gives her take.
Video: Cash managers find value in auto debt 
Oct. 12, 2017 ::
Senior investment analyst Mary Ellen Tesla discusses the three keys for success in a competitive auto industry.
Video: Greater returns, not greater risk 
Oct. 2, 2017 :: Nicholas Tripodes
Portfolio manager Nick Tripodes discusses how bond investors can get better yields without exposing themselves to more risk.
Video: Tailwinds for corporate bonds? 
Sept. 27, 2017 :: Nicholas Tripodes
Portfolio manager Nick Tripodes discusses the factors that are creating a strong corporate credit market.
Video: Throwing gasoline on the fire 
Aug. 16, 2017 :: Stephen Auth
CIO for Global Equity Steve Auth discusses the impact of fed rate hikes on stocks.
Video: Betting on tax reform 
Aug. 14, 2017 :: Stephen Auth
CIO for Global Equities Steve Auth discusses key market drivers and what fiscal reform could mean for the markets.
Video: Time for prime 
Aug. 10, 2017 :: Deborah Cunningham
Is it time to start moving money back to prime funds? CIO for Global Money Markets Debbie Cunningham provides her take.
Video: Bear market strategies in a bull market 
Jul. 5, 2017 :: P. Ryan Bend
Senior Portfolio Manager Ryan Bend discusses opportunities and risks in the current market environment.
Video: Environment remains attractive for high yield 
Jul. 5, 2017 :: Mark Durbiano
Senior Portfolio Manager Mark Durbiano provides his outlook for the U.S. high-yield market.
Video: The rise of ‘better, faster and more efficient’ 
Jun. 13, 2017 :: Stephen DeNichilo
Portfolio Manager Stephen DeNichilo discusses the rise of automation and which industries stand to benefit.
Video: Outlook for European equities 
Jun. 13, 2017 :: Thomas Banks
Portfolio Manager Thomas Banks provides his outlook for economic growth in the Eurozone.
Video: An environment for growth 
Jun. 8, 2017 :: Stephen DeNichilo
Portfolio Manager Stephen DeNichilo discusses opportunities for growth investors under the current administration’s policies.
Video: Countdown to trade talks 
Jun. 7, 2017 :: Thomas Banks
Portfolio Manager Thomas Banks discusses three possible outcomes for trade between the U.K. and Europe as Brexit unfolds.
Video: There's still room for this bull to run 
Apr. 28, 2017 :: Linda Duessel
Senior Equity Strategist Linda Duessel provides her outlook for equities and how a more normal interest rate environment impacts the stock market.
Video: Opportunities in emerging markets 
Apr. 26, 2017 :: John Sidawi
Portfolio Manager John Sidawi discusses the recovery in international bonds and opportunity in emerging markets.
Video: Composition over proposition for global markets 
Apr. 25, 2017 :: John Sidawi
Portfolio Manager John Sidawi explains the impact of the new administration’s proposed policies on global bond markets.
Video: Active management is important in high-yield investing 
Mar. 27, 2017 :: Gene Neavin
Portfolio Manager Gene Neavin discusses the structural components that give active management an advantage in the high-yield space.
Video: Leveraged company stocks offer potential for strong returns 
Mar. 27, 2017 :: Gene Neavin
Portfolio Manager Gene Neavin discusses the advantages and risks of investing in leveraged company stocks.
Video: Putting our chips on credit 
Mar. 23, 2017 :: Donald Ellenberger
Senior Portfolio Manager Don Ellenberger explains which sectors of the bond market are likely to benefit – or not – from the current administration's policies.
Video: Trump's policies could be a game-changer for the bond market 
Mar. 23, 2017 :: Donald Ellenberger
Senior Portfolio Manager Don Ellenberger discusses the how the current administration's policies may affect the bond market.
Video: Rising-rate environment could be ideal for high-yield bonds 
Mar. 23, 2017 :: Gene Neavin
Portfolio Manager Gene Neavin discusses what high-yield bond investors can expect in a rising-rate environment.
Video: Will infrastructure spending affect municipal bonds? 
Feb. 23, 2017 :: R.J. Gallo
Portfolio manager R.J. Gallo discusses what an increased focus on infrastructure spending could mean for muni bonds.
Video: Expected tax reforms and muni bonds 
Feb. 23, 2017 :: R.J. Gallo
Portfolio manager R.J. Gallo separates speculation from reality when it comes to how tax reform may affect municipal bonds.
Video: Key issues for municipal bonds in 2017 
Feb. 22, 2017 :: R.J. Gallo
Senior Portfolio Manager R.J. Gallo discusses factors likely to affect municipal bond performance in 2017 and why sector allocation may be important.
Video: Strong dollar a headwind for dividend growth 
Feb. 1, 2017 :: Daniel Peris
Senior Portfolio Manager Daniel Peris explains how rising interest rates and currency changes may affect dividend investors.
Video: Trade finance remains attractive despite headline risk 
Feb. 1, 2017 :: Christopher McGinley
Portfolio manager Christopher McGinley discusses the outlook for trade finance in a rising-rate environment and in current market conditions.
Video: Dividend-friendly corners of the market remain stable 
Jan. 31, 2017 :: Daniel Peris
Senior Portfolio Manager Daniel Peris discusses where in the markets to look for dividends in 2017.