Insights

Patience and diversification are key.

Fed policy shift should cool the housing market.

Dividends have withstood market volatility.

What do the Fed and impact investing have in common?

Unfortunately for workers, wage inflation at heart of Fed tightening.

Nuclear could see a resurgence as world turns to cleaner energy.

Markets are adjusting to the new Fed regime.

The market’s late shift in expectations gave the Fed the opportunity for a 0.75% hike.

Dividend-paying sectors have remained steady through good times and bad.

Can the Fed negotiate a soft landing?

Consumer Price Index surges to a new 40-year high.

Helpful qualities in a market that's distributing so much pain.

Fed should give investors no reason to stray from short-duration, value strategies.

Investors seek to reduce risk.

Watch for maximum hawkishness from the Fed.

Contradictory data offers something for optimists and pessimists.

Fed remains on track for more half-point hikes.

Up, but until there is more clarity, maybe not much.

Consumers powered the recovery and markets. Will they hold up? 

How do different generations manage their money?

Stagflation and recession risks growing.

A near-term bottom may be in sight.

No recession on the immediate horizon.

Consumers may hold the key to whether it's a recession or "softish" landing. 

The U.S. should ramp up energy production.

Cash tops shopping list but other possibilities starting to look promising.

Our bias is to add to risk. We’re just not there … yet.

The asset-backed securities market continues to shine.

War-driven food crisis could spawn destabilizing uprisings all over.

The news on earnings and the economy is good. Markets don't care.

Is the labor market slowing?

The Fed moves to curb inflation.

With a 50 basis-point hike, the Fed hopes to stick it to inflation. 

The Fed rate cycle and the SEC money fund reform process are ready to begin in earnest.

Unrelenting demand presents challenges as Fed seeks to unwind price pressures.

Fed still on track for a half-point hike.

More rate hikes would favor cash, floating-rate securities and value stocks.

The Fed's abundant messaging has the market doing its work for it.

Consumers and businesses don't seem to mind too much ... yet.

Washington policies helped to create runaway inflation.

The stock market has historically viewed divided government favorably. 

5 reasons growth investors can take heart in 2022.

Demand for power continues to climb.

Russia’s invasion, higher energy costs, soaring inflation, hawkish Fed…

Inflation that moderates but stays elevated can be a problem.

Inflation likely to peak in 2022. 

Bonds wrestle with pricing Fed, war and inflation outcomes.  

The only question for investors: at what cost?

A host of negative factors could end the recent rally.

High demand and low supply creates a fierce housing market.

The inflation genie is out of the bottle and the Fed will take action.

Today's challenges play into this asset class' strengths.

Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.

U.S. and other swing producers will have to step up energy production.

Fed on pace for half-point hike in May.

Russia-Ukraine conflict taking its toll.

R.J. Gallo, Susan Hill and Phil Orlando weigh in on the latest Fed action and inflation expectations. 

The Treasury yield curve isn't matching the futures market’s view of rate hikes.

Still cautiously favoring equities as unpredictable Putin plays under his own rules. 

The U.S. must pursue a dual-track energy policy.

Greenspan supported U.S. markets. Now it's President Xi Jinping's turn in China.

It may feel similar, but the differences are many.

But is the equity rally a head fake?

Like the NCAA tourney, uncertainty reigns in markets.

Policymakers don't want to undo 40 years of restrained inflation expectations.

The Fed hiked rates and put inflation on notice with hawkish projections.

Facing inflation and other market headwinds, defensive dividend-paying stocks may offer some protection.

Federated Hermes stands on the side of freedom, independence and democracy.

Hard to call a bottom when investor fear is missing.

Scenarios vary but on a 12-month view, stocks should be higher from here.

Companies ignore the ESG movement at their own risk. 

Health-care innovation continues to accelerate.

Ukraine, energy, inflation and Fed driving markets.

Second consecutive sharp gain puts Fed on track to hike.

Defensive stocks can offer refuge and potential rewards.

Germany's vow to ramp up military spending is a long-term game-changer

Where is consumer spending going?

The FOMC 'dot plot' will be as important as an actual hike.

Remaking of the Fed’s board and rate hikes could be in flux.

Is the market putting in a bottom on peak everything?

Foreign crisis joins two other "Fs" affecting markets: fiscal policy and Fed.

The crisis in Ukraine likely takes a 50 basis-point hike in March off the table. 

The Ukraine situation likely accelerates recent sell-off.

Invasion fallout does some of the Fed's work for it.

Its offense (dividends) and defense (lower multiples) play well in current environment.

Holiday sales were surprisingly robust

A better back-half looms for equity investors. Getting there could be rocky.

Shortages shed light on role of microchips in unlocking information's value.

Fed must juggle inflation versus recession risks.

Midterm election years are particularly challenging.

As rates rise, look for opportunities on the shorter end.

The sector continues to lead through broader market turmoil.

The labor market ignored omicron and winter weather in January.

Rate normalization is almost a go.

Megatrends and secular shifts continue to create long-term opportunities.

Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.

If there's no recession in sight, stay bullish.

What it costs to host the Olympics.

The long wait is over.

The Fed didn't raise rates today, but Chair Powell let the markets know it's coming.

Inflation spiking while job growth and consumer spending have slowed.

Our outlook across asset classes.

Fortune favors companies that can pass on cost increases.

Ratings upgrades and rebounding economy create favorable backdrop.

Munis may hit bumps on the Fed's path but should have much to offer in 2022.

And if it does, the world becomes a more dangerous place for investors. 

It's all about inflation expectations.

New year presents new opportunities across sectors.

Three things to watch in 2022.

Two early-year stock market indicators point in different directions.

Stubborn inflation and hawkish Fed pivot add to bond market challenges.

Three things to watch in 2022.

Three things to watch in 2022.

Fed tightening and evaporating fiscal stimulus should make for a bumpy road.

Fed poised to hike rates in March

Federated Hermes' 2022 outlook.

Three things to watch in 2022.

Better returns likely in value stocks but keep an eye out for 'The Four Fs.'

Three things to watch in 2022.

Three things to watch in 2022.

Three things to watch in 2022.

Timing of Fed’s rate moves will impact bank-loan market.

We’re constructive based on several factors.

Three things to watch in 2022.

Season is bright for retailers, despite headwinds.

Omicron is weighing on psyches, but not so much markets ... yet.

Three things to watch in 2022.

Passive target-date funds can be vulnerable to ESG risks.

Despite global supply chain issues, U.S. shoppers are spending more.

The Fed increases the pace of taper and expectations for rate hikes.

Several paths to pursue more yield in short-duration bonds.

Three things to watch in 2022.

Shorter-duration investments are worth a look.

Omicron is a nonevent for the markets.

Overcoming limitations of third-party data providers.

The omicron variant is driving the markets now.

Reiterating 4,800 and 5,300 '21 and '22 targets and value tilt

Americans using pocketbooks to fight back against Covid weariness.

The November jobs report's low headline number belies its internal strength. 

Investment decisions require synthesis of many inputs

Powell's nomination provides stability as uncertainty lingers.

Lots to be thankful for amid the divisiveness.

But Thanksgiving will be more expensive this year.

Market risks stay skewed to upside but inflation and possible policy errors lurk.

Earnings and solid fundamentals appear ready to spread some holiday cheer.

Were off-year results a wake-up call?

From turkey to sides and desserts, how much will you spend this Thanksgiving?

Robust spending and low delinquencies bode well for yields.

With inflation soaring and tapering starting, President Biden's choices for Fed seats are crucial.

It seems some may be earning plenty, for now, just trading crypto. 

The infrastructure bill benefits municipalities and muni investors alike.

Companies with pricing power still offering potential.

Financial advisors need ESG fluency to connect with the next generation of inheritors.

Popular meme seems perfect for this market.

Solid gains across the board in October.

The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.

The case for an active approach to the short end of the bond market.

The success of the Fed’s first taper gives us confidence it will work well again.

We see a variety of reasons for the pullback in Q3 GDP growth.

Market marches forward as Dems scale back.

Finding value in a frequently misunderstood sector.

We could do without leisure suits (maybe) and stagflation (definitely).

Economy slows noticeably, while inflation remains elevated.

Still room to run, with a tilt toward cyclical companies with pricing power. 

Electric vehicles are becoming more popular, but changing the market with each purchase.

Aisle 3 is already sold out and it’s only October.

Top 5 career paths in sustainability.

This is not the 1970s ... not even close.

Ships that stole Christmas

Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.

Semiconductor shortage is an all-around positive for these asset-backed securities.

Recent moves in bond yields make sense with a closer look.

Bond market plods ahead amid looming uncertainties.

Job gains miss while wages soar.

And now for something completely different ...

Fiscal policy uncertainty adds to market volatility.

Like a fox. China knows what it's doing.

The drama over the debt ceiling is a waste of time and energy.

Investors uncertain as country shifts from fighting poverty to fighting inequality.

Investment managers, the finance industry and the Fed have contingencies for the debt ceiling drama.

The arrival of favorable seasonality supports bullish forces.

Typically yes, but headwinds might diminish them.

Taper may start in November, with first rate hike by late next year.

3 sectors may help investors deal with market obstacles.

A near-term pullback could represent an opportunity for long-term investors.

Biden’s decision on Powell and others risks market volatility

Spending extends beyond roads and bridges.

Dem plans for corporate tax hikes look favorable but there's a ways to go. 

Non-financial evaluation can play a pivotal role in averting business disasters.

A tax and spending bonanza looms.