Insights

What if Biden gets most all of what he wants? Is the market ready?

EVs, biotech and e-commerce in emerging markets exemplify broadening global innovation.

Will production boosts by OPEC and company pay off?

There's only so much innovation can do as accelerating growth drives up demand.

March blowout a sign of better things to come.

Taxes are one of them. Increases to fund infrastructure could prove disruptive.

Luxury goods, spirits and renewable energy present opportunities.

A highly successful NFL coach sets an investing example, too.

 Unchecked inflation could put the squeeze on the economy.

Diversification, inefficiencies and growth make the asset class an attractive play any time.

A rather boring few weeks in the market might be leading to a boom.

A company's risk profile must include its approach to data protection.

A strengthening economy should smooth rising-rate headwinds.

Rising yields mean different things for different sectors of the market.

The $1.9 trillion stimulus bill is too large and not targeted well.

2022 outlook extremely positive despite temporary indigestion from rising yields.

It sure seems as if our world is moving toward MMT.

Why we like small cap, cyclical value, international and dividend stocks.

5 reasons to invest internationally.

And broader markets are not sounding alarms.

The FOMC observed the economy is improving, but left it at that.  

The strong rebound in GDP could power the S&P to 4,500 by year-end.

Investing responsibly in a volatile world.

Yields are rising for the right reasons.

The faster we get vaccinations done, the faster we recover.

A recovering U.S. and ‘modestly’ growing China are good for the EM and everyone.

A steady Fed leaves worries about inflation and yields to the market.

Accommodative policy and pent-up consumer demand suggest economic snapback looms.

Reasons why global markets are poised to outpace the U.S. this year.

Leisure & hospitality led the comeback.

When it comes to wealth, careers and financial decision-making, women are the future.

Minimum wage is too low, but strategy to raise it should be bipartisan.

Short on days, February was long on anxiety for some.

Now it's the Senate's turn to shape the Covid relief bill.

There may be tiny bubbles but this is not the year 2000.

Powell reaffirms commitment to easy money policies to support still-young recovery.

As non-physical assets grow in importance, so do the role of ESG standards.

They don't see inflation tripping up the economy anytime soon.

They played an outsized role in 2020 holiday retail spending.

And that's just another reason the setup for stocks remains strong.

SEC focuses on how companies deal with arguably their greatest assets—their people.

There’s a healthy spread of deals across the globe.

Inflation shouldn't be disruptive this year, but watch for surprises to the upside.

A return to normalcy and opportunities.

And because it's consensus, it may not be that big a worry.

Ongoing monetary, fiscal support amid emerging recovery make for a challenging search.

Normalizing economic activity and wide-open fiscal and monetary spigots should lift prices higher.

History suggests a rotation from ‘growth’ may be at hand.

The Reddit rebellion forces an adjustment to the January Barometer.

The weakness gives President Biden more clout for new stimulus.

As perception catches up with reality, add another catalyst to the fire.

A patient Fed means first pullback in asset purchases unlikely until 2022.

To necessities for some; to savings for others.

Federated Hermes adds to stock-bond model equity overweight.

Accelerated digitization was just the beginning.

The transition to SOFR is picking up steam.

Housing, corporate spending and inventory restocking led the way.

Frothy pockets popping up but it's too early to cut back equity overweight.

A Democratic White House and Congress should feed fiscal expansion.

Municipal credit quality should improve as the economy recovers.

Excess euphoria? Politics? Inflation? Always good to ponder.

German elections, recovery and, finally, an end to Brexit saga.

How Covid is spawning changes and accelerating trends in the sector.

Is it too early to talk about midterm elections?

Headwinds persist, but we forecast healthy 5.3% GDP growth in 2021.

Will rising inflation and bond yields spoil the party?

A strong cyclical recovery should cause politics to take a back seat this year.

A year of “unprecedenteds” sets stage for an unexpectedly strong move higher in stocks.

Three things to watch in 2021.

We’re positioned for “risk on” but worry most everyone else is too.

Yet the 'January Barometer' suggests 2021 could be positive for equities.

Covid-19 surge and delay in stimulus led to first decline in jobs in eight months. 

Market conditions look unusually positive for the new year.

Market melt-ups can last a long time.

Three things to watch in 2021.

With the slimmest of margins, Democrats will have to compromise.

Three things to watch in 2021.

The new year revives old optimism.

Widespread vaccinations and a Biden presidency are among major market movers to watch.

Three things to watch in 2021.

Three things to watch in 2021.

Three things to watch in 2021.

What were the best and worst things to happen to liquidity markets this year?

Catalysts lining up for promising year ahead.

Congress' delay in reaching a new fiscal stimulus deal has hurt consumer spending.

Supply in short-term markets, vaccine distribution and President-elect Biden’s impact on liquidity markets.

It's not just Santa that has the market in a holiday mood.

Federated Hermes adds equity exposure, sets 4,500 and 5,000 targets for S&P 500 in 2021 and 2022.

Perhaps due to fiscal stimulus talks, the FOMC meeting was quiet.

It's a 'heads I win, tails I win' setup for 2021.

What might the markets do as we all hunker down?

We continue to think the S&P will reach 3,800 this year and 4,200 in 2021.

2021 risks are far more to the upside than downside.

As Wall Street searches for worries, stocks keep climbing.

Lawmakers deserve coal in their stockings for not passing a new stimulus bill.

Gene-editing tools may transform approaches to human disease

The Federal Reserve’s tussle with the White House was something to behold.

Emerging markets will benefit from U.S. dollar weakness

Manufacturing, consumers help drive Dow, other indexes to new highs.

The market is offering a lot of options.

3 varieties of value stocks offer opportunities.

Plenty of reasons to be optimistic.

Martin Schulz sees global recovery lifting stocks in 2021.

With more fiscal stimulus, the market can too.

November and December retail sales look bright.

2020's sure been volatile. 2021 could be better.

We're going to be hearing about Georgia ad nauseam in coming weeks.

Market’s attention shifts to the Senate.

Vaccination hopes add to factors favoring stocks.

The promise of more normalized relations. Combined with Covid optimism, it’s positive.

Post-election ESG signs point to status quo.

Pfizer’s announcement has had a major effect on global markets.

Election outcome 1 of 5 reasons risk assets are on a tear.

Key Federated Hermes investment professionals weigh in on election's implications.

Biden presidency looks to innovation to combat climate change.

The labor market continues its positive momentum.

There's a non-zero risk we're celebrating the crash of the Blue Wave prematurely.

A razor-thin margin outcome is enough to make the market dance.

Linda Bakhshian explains her thinking behind why she favors value.

Low rates, strong demand and limited supply define a robust housing market.

More favorable risk environment prompts an increase in our equity overweight. 

Voting is closed, but counting continues.

Presidential result could take days but Senate holds Red and divided government assured.

Lack of presidential outcome leads to market uncertainty.

Try to stay focused on long view, which is good in almost any outcome.

After the election, cash managers have much to consider.

As the U.S. economy recovers, value might offer the best opportunities.

Might a silent majority favoring Trump pull another election surprise? 

Despite Q3's blowout GDP figure, the U.S. likely will need a few more quarters to break even.

Climate change and Big Tech’s outsized influence are top of mind.

Spiking Covid cases, no extra stimulus and a possible contested election.

A fiscal policy win regardless of outcome has markets looking past Nov. 3.

2021 is setting up nicely for stocks regardless of who wins.

The race could tighten but whatever happens, the market should be fine.

Linda Duessel, Phil Orlando and RJ Gallo continue their discussion of the 2020 election.

How will the 2020 election results impact markets and the economy?

We expect third-quarter GDP growth to be the strongest in U.S. history.

Phil Orlando calls the second debate more substantive than the first, but will it make a difference at the polls?

A strong end to Back-to-School sales bodes well for the holiday shopping season.

Dollar weakness could make for opportunities overseas.

Pullback could be in offing against promising long-term outlook.

The accelerating and global use of new technologies are keeping prices in check.

A contested election is consensus, with little worry about who ultimately wins.

Why are stocks rising in the face of a potential Blue Wave?

Phil Orlando calls the vice presidential debate a “refreshing return to normalcy.”

A disputed election headlines potential risks heading into year-end.

Untangling investment risks through an ESG lens.

Many developing economies are home to global technology leaders.

It may not matter all that much to the market.

Jobs report better than headline number, and Trump's illness might prompt fiscal aid.

A simple guide to a very complicated set of possibilities.

The money market industry is too focused on the trees.

Phil Orlando reacts to the first presidential debate.

So says Mary Green, who sees fixed income as next frontier.

Why these vehicles are rivaling IPOs as an option to go public.

Ingrid Kukuljan, head of impact investing, gives her take.

Virus and election risks weigh on investors.

A presidential debate primer.

Investing with portfolio management teams that include women can be good for your portfolio. 

2020 elections have significant ESG implications.

Quirky back-to-school shopping contributed. 

The sector presents some entry points.

The Fed sharpens its new policy framework with strong forward guidance. 

With polls tightening and debates around the corner, it's getting very interesting.

It starts with the Fed.

Why we think the rotation out of tech could have legs over the next 6 months.

Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.

A rebound led by the labor market, housing, autos, manufacturing and consumers.

Low and stable interest rates tend to be fertile periods for risk assets.

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

Led by the household survey, the labor market continues to heal.

They provide short-term funding that oils the economy's gears.

A growing federal deficit could be concerning if inflation starts to heat up.

Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.

If the Fed's strategy to spur inflation works better than expected, hikes might come sooner.

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.

No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.

Policy change to let labor market run hot as long as prices don’t.

Polls and prediction markets are calling for a Democratic takeover.

Jared Hoff, of the Strategic Value Dividend team, on the characteristics he looks for in international market sectors.