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July 31 2020
Liquidity . Monetary Policy .
Article No shortage of smart
August 1 2020

The Fed keeps making good decisions to support the economy.

July 31 2020
Active Management . Growth .
Article Initial public offerings are back
July 31 2020

And that robust comeback is good for growth investing.

July 24 2020
Equity . Markets/Economy .
Article We see what we want to see
July 31 2020

Our humanness can trip us up when it comes to investing. 

July 29 2020
Monetary Policy . Markets/Economy .
Article Boring can be good
July 29 2020

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

July 28 2020
Equity . Active Management .
Video Where are you finding opportunities?
July 28 2020

Vivian Wohl, of the Kaufmann team, looks for companies that are flexible, innovative and accessible online.

July 24 2020
Politics . Equity .
Article The strangest election in history
July 24 2020

Election Day may be nearing but the market doesn't seem all that invested.

July 24 2020
Markets/Economy . Equity .
Article Tug of war
July 24 2020

Opposing forces are pulling at the economy, but we expect recovery to win. 

July 23 2020
Equity . Growth .
Video Investing in a Covid world
July 23 2020

Despite challenges, the Kaufmann team says there’s still much to be excited about.

July 23 2020
International/Global . Coronavirus .
Article At last, the European Union agrees on a recovery fund
July 21 2020

After a heated summit, the bloc commits to a stimulus package.

July 17 2020
Equity . Growth .
Video What does a 'doctor watcher' do when she can't go to tradeshows?
July 17 2020

Vivian Wohl explains how she’s keeping up with medical technology trends.

July 17 2020
Markets/Economy . Equity .
Article Sustainable economic rebound?
July 17 2020

Good start to earnings season is just one reason we are optimistic despite the rise in Covid cases.

July 17 2020
Equity . Markets/Economy .
Article The strangest earnings season in history
July 17 2020

It's hard to have visibility when nearly 4 in 10 companies don't provide guidance.

July 17 2020
Responsible Investing . Active Management .
Article Authentic responsible investing is not one size fits all
July 17 2020

Effective integration of environmental, social and governance factors requires a customized approach.

July 17 2020
Fixed Income . Coronavirus .
Article Munis still attractive but headwinds emerge
July 13 2020

New spike in Covid-19 cases threatens recovery's path.

July 10 2020
Equity . Coronavirus .
Article The strangest recession in history
July 10 2020

Numbers are still pretty awful; the consumers' moods aren't.

July 13 2020
Equity . Markets/Economy .
Article Fiscal policy matters
July 10 2020

Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.

July 30 2020
Fixed Income . Active Management .
Article For fixed income, it's a tale of two walls
July 10 2020

A wall of worry vs. a wall of liquidity is limiting back-half options.

July 21 2020
Responsible Investing . Coronavirus .
Article Remember the environmental
July 7 2020

Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.

July 21 2020
International/Global . Equity .
Article International equities have room to run
July 6 2020

Despite strong returns off March lows, we see more opportunity ahead.

July 2 2020
Equity . Markets/Economy .
Article More job report fireworks
July 2 2020

The labor market continues to heal in remarkable fashion.

July 2 2020
Equity . Markets/Economy .
Article Now what?
July 2 2020

After spring's big rally, a possible pause in a still-bullish scenario.

July 7 2020
Coronavirus . Equity .
Article Always pursuing 'a more perfect Union'
July 1 2020

2020's challenges and responses reflect Americans' indelible spirit.

July 10 2020
Liquidity . Monetary Policy .
Article Ebb and flow
July 1 2020

June prime example of how liquidity asset flows benefit investors and the economy.

June 26 2020
Fixed Income . Coronavirus .
Video Seeking opportunities in a 'crooked U' recovery
June 26 2020

Dramatic dislocations offer selective potential upside in fixed-income credit.

June 26 2020
Consumer Spending . Markets/Economy .
Infographic The consumer returns June 26 2020

As the economy recovers, where spending is picking up.

June 25 2020
Equity . Markets/Economy .
Article The easy part
June 26 2020

It's over. Now investors will have to deal with rising challenges.

June 26 2020
Responsible Investing . Active Management .
Infographic A guide to responsible investing June 26 2020

The term ESG (environmental, social and governance) investing is used to cover a wide spectrum of goals and strategies.

June 25 2020
Markets/Economy . Coronavirus .
Article June swoon
June 25 2020

Equity overweight lowered as coming months may be choppy.

July 9 2020
Equity . Markets/Economy .
Article Remaining optimistic but incrementally more cautious
June 24 2020

We trimmed our equity overweight a tad on likely choppiness ahead.

July 1 2020
Responsible Investing . Coronavirus .
Article It's halftime and sustainability holds the lead

June 24 2020

Environmental, social and governance factors are dominant drivers at midyear.

June 19 2020
Markets/Economy . Equity .
Article Does federal debt matter?
June 19 2020

Proponents of Modern Monetary Theory do not think so.

June 19 2020
Equity . Markets/Economy .
Article It's very dangerous to be a bear here
June 19 2020

Unprecedented sums are at the ready to prop up markets.

July 1 2020
Active Management . Equity .
Article Why we're active
June 18 2020

This crisis illustrates our faith in picking stocks, not mimicking indexes.

June 24 2020
Active Management . Equity .
Article What's up with value?
June 17 2020

The outlook, as a recovering economy tends to lift cyclical stocks.

June 12 2020
Equity . Markets/Economy .
Article Healthy correction
June 12 2020

By clearing underbrush, the week's sell-off should make the market stronger.

June 12 2020
Coronavirus . Equity .
Article People are funny
June 12 2020

Just as in life, emotions and biases can distort the way we invest.

June 24 2020
Consumer Spending . Coronavirus .
Podcast In retail, scale matters now more than ever

June 11 2020

As virus accelerates changes, the toughest place to be is in the middle.

June 10 2020
Monetary Policy . Liquidity .
Article Fed not even thinking about raising rates
June 10 2020

Majority of FOMC participants project the range to remain at 0-0.25% through at least 2022.

June 17 2020
Coronavirus . Equity .
Article Help for those 'struggling to understand' the market
June 9 2020

A review of 5 myths that are tripping up the bears.

June 5 2020
Coronavirus . Equity .
Article Herding is the strongest trading bias
June 5 2020

And right now, fear of missing out is driving the herd.

June 9 2020
Markets/Economy . Coronavirus .
Article Labor market starting to heal
June 5 2020

The job market in May blew out expectations with a gain of more than 2.5 million jobs.

June 6 2020
Coronavirus . Equity .
Article Why Wall Street isn't crazy
June 4 2020

It's looking 3 to 6 months out and sees clearing skies.

June 18 2020
Coronavirus . Responsible Investing .
Article Are environmental factors about to take a back seat?
June 4 2020

Possibly, at least in the early stages of the post-Covid recovery.

June 4 2020
Coronavirus . Fixed Income .
Article Still a tad cautious on high yield
June 4 2020

The dichotomy between market tranquility and abundant uncertainty has us remaining highly selective.

June 17 2020
Responsible Investing .
Article Peaceful protest is a cornerstone of democracy

June 3 2020

Racism in all its forms has no place in any civilized society and is something we condemn without hesitation.

June 1 2020
Coronavirus . Active Management .
Article Turbulent times call for a little ballast
June 2 2020

And investors may find some by including a balanced approach in their portfolios.

June 3 2020
Liquidity . Monetary Policy .
Article Less of zero
June 1 2020

The Fed has been outspoken against negative rates, and a U-shaped recovery could shorten the period they are pinned to zero.

June 4 2020
Active Management . Equity .
Article 'Where is it?'
May 29 2020

The money, that is. Despite massive stimulus, lending and spending have yet to perk up.

June 5 2020
Liquidity . Coronavirus .
Video Relative safety, liquidity and stability
May 29 2020

Three reasons to invest in cash.

May 29 2020
Liquidity . Coronavirus .
Video How have money markets fared during Covid-19 volatility?
May 29 2020

Fed actions spurred confidence in, and inflows into, liquidity sector.

May 29 2020
Markets/Economy . Equity .
Article Glass half full
May 29 2020

We are optimistic at this critical juncture for the U.S. economy.

June 9 2020
Coronavirus . International/Global .
Article 5 reasons to think international now
May 28 2020

With the bottom appearing to be in, there's nowhere to go but up.

May 27 2020
Coronavirus . Responsible Investing .
Article The ESG emperor has clothes

May 27 2020

In times of crisis, human capital and stewardship matter even more.

May 27 2020
International/Global . Fixed Income .
Article Entry points for emerging markets

May 27 2020

Attractive valuations exist across IG and high-yield credit segments.

May 26 2020
Coronavirus . Active Management .
Article In search of tomorrow's winning stocks
May 26 2020

The approach is the same regardless of the environment.

May 22 2020
Coronavirus . Active Management .
Article The strange irony of Covid-19
May 22 2020

The pandemic is exposing opportunities and the benefits of active management.

May 22 2020
Liquidity . Coronavirus .
Video We're expecting a U-shaped recovery
May 22 2020

And that should be good for the liquidity markets.

May 22 2020
Equity . Markets/Economy .
Article Fiscal policy moral hazards
May 22 2020

Any new stimulus must only target economic recovery.

June 2 2020
Equity . Active Management .
Article Major retest of March lows in as bears complain stocks are 'detached from reality'
May 20 2020

Company fundamentals far more important now than macro analysis.

June 2 2020
Coronavirus . Equity .
Article What might the post-Covid commercial real estate market look like?
May 19 2020

Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.

May 18 2020
Monetary Policy . Interest Rates .
Article Negative rates not on the table
May 19 2020

The Fed has made it very clear it isn't interested.

May 19 2020
Coronavirus . Fixed Income .
Article How is the pandemic affecting ABS investing?
May 18 2020

Volatility comes and goes, but in the end, it’s about doing your homework.

May 18 2020
Markets/Economy . Equity .
Article Covid crushes retail sales
May 15 2020

But there is a sharp dividing line between the winners and losers.

May 20 2020
Coronavirus . Equity .
Article If the consumer won't cooperate, we've got a problem
May 15 2020

The virus and unemployment rate will dictate consumer behavior. Plus human nature.

May 14 2020
Responsible Investing . Active Management .
Video Integrating ESG into the investment process
May 14 2020

Materiality and engagement are most important.

May 28 2020
Liquidity . Coronavirus .
Podcast Most of the way back to normal

May 13 2020

Fed actions ease strains and boost confidence in liquidity markets.

May 19 2020
Coronavirus . Equity .
Article Bull stumbles to feet as stock picking drives market
May 8 2020

Being in the right stocks starting to matter more than being in stocks.

May 11 2020
Markets/Economy . Equity .
Article Labor market nadir?
May 8 2020

The news is dismal, but stocks appear to be looking past it to a potential rebound in the year's second half.

May 8 2020
Coronavirus . Equity .
Video Opportunities for dividend investors
May 8 2020

Information technology and health care are attractive now.

May 8 2020
Responsible Investing . Active Management .
Video Why is ESG important in high-yield credit analysis?
May 8 2020

Here are four main reasons.

May 8 2020
Coronavirus . Equity .
Article My pet peeve is people like you ...
May 8 2020

As troubling data pours forth, the pain trade is to the upside.

May 15 2020
Coronavirus . Fixed Income .
Article Summer can't come soon enough
May 6 2020

Data over the next few weeks and months will be ugly, but better times lie ahead.

May 15 2020
Equity . Markets/Economy .
Article A new era for growth stocks
May 5 2020

Companies that continuously innovate should continue to lead.

May 3 2020
Coronavirus . Equity .
Article A breadth of fresh air
May 1 2020

Market internals saw some promising developments but patience is warranted.

May 4 2020
Coronavirus . International/Global .
Article What might a post-Covid world look like?
May 1 2020

More regionalization, digitalization and taxes.

May 1 2020
Coronavirus . Active Management .
Video Looking to protect the dividend
May 1 2020

Income investors shift goals from growth to security.

May 8 2020
Coronavirus . Equity .
Podcast Dark clouds to clearer skies


May 1 2020

A torrent of events in 2020’s first quarter rattled the global economy and markets. What’s the outlook for investors for the rest of the year? Join Phil Orlando, R.J. Gallo and Linda Duessel as they share insights.

May 6 2020
Liquidity . Monetary Policy .
Article The Fed fine-tunes its response
May 1 2020

That the Fed has been adjusting its policy action is impressive and important.

April 30 2020
Coronavirus . Markets/Economy .
Article U.S. recession has begun
April 30 2020

GDP fell 4.8% in the first quarter, but expect economic growth by the third.

April 29 2020
Monetary Policy . Liquidity .
Article Fed still putting out fires
April 29 2020

The FOMC statement reiterated it will not hold anything back to aid the economy.

May 5 2020
Coronavirus . Fixed Income .
Article State bankruptcies? An odd and misplaced idea
April 27 2020

Suffering states aren't seeking this option and, under current law, can't anyway.

April 24 2020
Coronavirus . Equity .
Article Virtual girl
April 24 2020

As Linda settles in at home, she ponders if we're getting ahead of ourselves.

April 27 2020
Equity . Coronavirus .
Video What's driving your outlook?
April 23 2020

Massive policy response and a crisis-fed acceleration of positive macro trends.

April 27 2020
Equity . Coronavirus .
Video Will the recovery favor value or growth stocks?
April 23 2020

The length of the crisis will decide.

May 6 2020
Responsible Investing . Markets/Economy .
Article Seeking shelter means being active
April 23 2020

As investors navigate this storm, ESG is becoming a leading quality factor.

April 30 2020
Coronavirus . Equity .
Article 'Corona Crisis' update: Enter the stock picker
April 21 2020

With market likely stuck in trading range, finding winners & losers becomes key.

April 21 2020
Coronavirus . Equity .
Article Locking in near-term profits
April 21 2020

Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.

June 12 2020
Responsible Investing .
Video InvestmentNews poses 3 questions
April 20 2020

Our director of responsible investing discusses ESG with the publication.

April 24 2020
Coronavirus . Equity .
Article 'Do you think there will be a retest?'
April 17 2020

A pullback is not unusual after a strong rally.

April 27 2020
Coronavirus . Markets/Economy .
Video Hold your ground
April 17 2020

Portfolios should be worth more in 18-24 months.

May 4 2020
Coronavirus . Markets/Economy .
Article This too shall pass
April 17 2020

We see through this technical recession to a sharp recovery in the second half of 2020 and beyond.

April 27 2020
Responsible Investing . Markets/Economy .
Infographic Millennials lead the charge in responsible investing April 16 2020

The coming USD 30 trillion wealth transfer from baby boomers to 75 million millennials is expected to drive the growth of responsible investing.

April 30 2020
Coronavirus . Fixed Income .
Article Bet on American ingenuity and entrepreneurial spirit
April 13 2020

As bad as it may seem, history suggests better days and opportunities lie ahead.

April 13 2020
Coronavirus . International/Global .
Article EU fiscal deal finally arrives
April 13 2020

U.K. also announced a new plan, but both might not go far enough.

April 24 2020
Coronavirus . Equity .
Article Crude oil crossroads
April 9 2020

New OPEC and Russia reductions should raise prices, but demand must rise to stabilize the market.

April 24 2020
Coronavirus . Equity .
Article 'I'm going back to sleep'
April 9 2020

Unprecedented stimulus is putting some investors' minds at ease.

April 24 2020
Coronavirus . Equity .
Article The bull roars back
April 9 2020

And returns to secular bull uptrend as investors see light at end of tunnel.

April 27 2020
Coronavirus . Fixed Income .
Article It helps that we know the unknowns
April 8 2020

We're in somewhat of a holding pattern as we await clarity ... and opportunity

May 4 2020
Coronavirus . International/Global .
Article When will the peak come?
April 6 2020

China’s seeming success in containing Covid-19 may hold lessons for rest of world.

April 24 2020
Coronavirus . Equity .
Article They're going to find me out
April 3 2020

As she adjusts to working from home, Linda wonders what happens when all the bills come due.

April 24 2020
Coronavirus . Markets/Economy .
Article It will get worse
April 3 2020

The disastrous March jobs report didn't even factor in the terrible last two weeks.

April 2 2020
Coronavirus . Equity .
Article What is the outlook for dividends and dividend strategies?
April 2 2020

Perspectives on the impact the pandemic is having on companies.

April 24 2020
Coronavirus . Fixed Income .
Article In munis, as elsewhere, signs of improved market functioning
April 1 2020

Unprecedented Fed and government support helps restore semblance of normalcy amid crisis.

April 27 2020
Coronavirus . Liquidity .
Article Liquidity market meets the challenge
April 1 2020

With the Fed as a partner, the cash markets overcame stress in March.

April 9 2020
Coronavirus . Equity .
Article 'Corona Crisis' update: The bull gets the virus
March 30 2020

It's looking like a U-shaped recovery is the most likely outcome.

April 8 2020
Coronavirus . Markets/Economy .
Article Rising to the challenge
March 30 2020

Insights on the innovation and opportunities that arise out of difficult times.

March 30 2020
Coronavirus . Markets/Economy .
Article Now you're just somebody I conference call!
March 30 2020

ESG implications of an increasingly virtual economy.

March 27 2020
Coronavirus . Markets/Economy .
Article Market drives a technical PRISM recalibration
March 27 2020

Federated Hermes strategists remain overweight equities but make adjustments.

April 1 2020
Coronavirus . Volatility .
Podcast Patience and long-term view required

March 27 2020

Navigating volatile markets may take calming breaths, averaging in and time.

April 24 2020
Coronavirus . Equity .
Article The bad, the ugly and the good
March 27 2020

With so much still unknown, it seems too early to call a market bottom.

March 24 2020
Coronavirus . Fixed Income .
Article What's throwing markets out of whack?
March 24 2020

Fear, social distancing and avoidance of anything with a hint of risk.

April 17 2020
Coronavirus . Equity .
Article Stand pat into quarter-end
March 24 2020

Now is not the time to rebalance, Federated Hermes strategists say.

April 24 2020
Coronavirus . Fixed Income .
Article As Congress debates stimulus, Fed marches forward
March 23 2020

Policymakers keep coming up with more ways to support markets and economy.

April 1 2020
Coronavirus . International/Global .
Article Taking measure in a fast-moving crisis
March 23 2020

Perspectives on international investing in this volatile environment.

April 24 2020
Coronavirus . Equity .
Article 'Corona Crisis' framework update: Sizing up the mountain, the valley and the Sherpa
March 20 2020

Bottoming process continues.

April 16 2020
Coronavirus . Equity .
Article Three-legged stool
March 20 2020

Monetary, fiscal and social policy must work in concert to manage crisis.

April 20 2020
Coronavirus . Equity .
Article 'Last call ... for a long time'
March 20 2020

Social distancing certainly seems necessary but it comes at a steep near-term price.

March 31 2020
Coronavirus . Liquidity .
Article Fed steps up to support prime money markets
March 20 2020

The loan facility, broader than in 2008-09, includes short-term muni securities.

March 23 2020
Coronavirus .
Article 'Our strength lies in working together'
March 19 2020

Federated Hermes CEO provides insight on these unprecedented times.

March 20 2020
Coronavirus . Monetary Policy .
Article ECB, Bank of England ramp up stimulus
March 19 2020

The robust programs are aimed at combating the impact of Covid-19.

March 24 2020
Coronavirus . Fixed Income .
Article Low-duration impacts at a high-risk time
March 18 2020

A perspective on the volatility gripping short-term fixed-income markets and the outlook ahead.

April 24 2020
Coronavirus . Liquidity .
Article Fed lends a hand to businesses

March 18 2020

Primary dealers and the short end of the commercial paper market are the latest to get support.

March 17 2020
Coronavirus . Fixed Income .
Article Valuations the key indicator in high yield
March 17 2020

Past episodes of spiking spreads suggest opportunities await on the horizon.

March 17 2020
Coronavirus . Fixed Income .
Article Seeing opportunity amid the chaos
March 17 2020

Virus-related disruptions hitting munis (and other asset classes) eventually will end.

April 23 2020
Coronavirus . Monetary Policy .
Article A Fed flood
March 15 2020

The Federal Reserve slashed rates to near zero Sunday evening.

March 19 2020
Volatility . Markets/Economy .
Article Two-front war
March 15 2020

Shock from virus and oil lead us to drop GDP estimates, but recession averted.

March 20 2020
Coronavirus . Equity .
Article Coronavirus framework update: Markets plumbing for a bottom
March 15 2020

News flow improves but bottoming is a process so expect continuing volatility.

March 14 2020
Coronavirus . Equity .
Article What will bring buyers in?
March 13 2020

A peak in virus cases outside of China, more stimulus and a lot of test kits.

March 12 2020
Coronavirus . Fixed Income .
Article No end in sight for flight-to-safety trade
March 12 2020

Short-term government securities benefit as virus fears sidetrack global risk markets.

March 13 2020
Coronavirus . Fixed Income .
Article Why munis now?
March 12 2020

As investors seek not only relative safety, but liquidity via Treasuries, muni valuations have benefited.

March 13 2020
Coronavirus . Equity .
Article Markets in 'show-me' mode
March 12 2020

It's all about the policy response and so far, policymakers are coming up short.

March 12 2020
Coronavirus . Fixed Income .
Article More a crisis of confidence than credit
March 11 2020

3 preconditions should help determine when the worst has passed.

March 10 2020
Fixed Income . Volatility .
Article Oil was in a funk before Russo-Saudi price war
March 9 2020

High yield has been underweight energy for some time on its roller-coaster past.

March 13 2020
Coronavirus . Equity .
Article Our framework for thinking about Covid-19
March 9 2020

There are many unknowns but reasonable assumptions for now suggest short-term pain should give way eventually to long-term gains. But risks are real and need to be monitored.

March 13 2020
Coronavirus . Liquidity .
Article Money market plumbing in sound shape
March 9 2020

The overnight and short-term markets have been performing well during the volatility.

March 20 2020
Active Management .
Podcast Helping to make companies more sustainable

March 9 2020

How Federated Hermes puts ESG integration and engagement to work.

March 12 2020
Coronavirus . Equity .
Article You can't quarantine me!
March 6 2020

A lot of unknowns but in the end, Linda expects consumers will save the day.

March 6 2020
Markets/Economy . Equity .
Article Job market solid ahead of coronavirus impact
March 6 2020

While in all likelihood future payroll reports will see pullback due to the virus, February's figures should not be ignored.

March 12 2020
Coronavirus . Interest Rates .
Article Where will U.S. yields go from here?
March 4 2020

We run down 2 scenarios: falling further or bouncing higher.

March 3 2020
International/Global . Volatility .
Article Emerging markets should offer value amid volatility

March 3 2020

EM economies are in better shape than in previous crises and could benefit from policy responses to the coronavirus.

March 9 2020
Liquidity . Monetary Policy .
Article Fed makes a bold move
March 3 2020

The 50 basis-point cut in the fed funds rate range to address the coronavirus outbreak is the largest since 2008.

March 6 2020
Equity . Active Management .
Article Virus angst shines light on biotech opportunities
March 2 2020

Efforts to treat and find a cure for Covid-19 likely to spur more innovation.

March 27 2020
Equity . Markets/Economy .
Article Coronavirus double whammy
February 28 2020

Might the virus slow the U.S. economy enough to boost Bernie's chances?

February 27 2020
International/Global . Equity .
Podcast Positive outlook for international investing

February 28 2020

Martin Schulz says the end is near for U.S. outperformance.

March 6 2020
Equity . Markets/Economy .
Article A long-needed correction finds 2 good excuses
February 28 2020

Coronavirus and possible Sanders victory are washing out the "weak hands."

April 9 2020
Liquidity . Monetary Policy .
Article Is it 'material'?
February 28 2020

The Fed must decide, on its own, if the coronavirus outbreak qualifies as such.

April 9 2020
Equity . Markets/Economy .
Article Sorry for the coughing
February 28 2020

The week started just fine in North Carolina...then I came back late Thursday.

March 5 2020
Interest Rates . Markets/Economy .
Article U.S. yields may be getting close to as low as they'll go
February 27 2020

A move off these record lows will depend on if and when there's any positive virus news.

February 24 2020
Politics . Markets/Economy .
Video How will politics impact the markets?
February 26 2020

Six indicators can be predictive of the election outcome.

February 24 2020
International/Global . Equity .
Article Tough start doesn't necessarily mean a bad year for Japan
February 24 2020

Virus fallout adds to temporary hits the economy already is taking from October's tax hike.

April 16 2020
Equity . Markets/Economy .
Podcast Bullish enough on 2020

February 20 2020

The real upside, Steve Auth says, could come post-election.

February 20 2020
Equity . Markets/Economy .
Article I never get sick...
February 20 2020

As news about the virus vacillates, so does the bond and stock markets' reactions.

February 28 2020
International/Global . Growth .
Video Why should investors consider emerging markets?
February 20 2020

Martin Schulz sees better growth profiles and valuation with less risk.

February 20 2020
Equity . Markets/Economy .
Video Is the market expensive right now?
February 20 2020

Steve Chiavarone doesn’t think so.

April 9 2020
Markets/Economy . Equity .
Article A four-month shopping spree
February 19 2020

Measured from October to January, holiday retail sales impressed.

February 24 2020
Equity . International/Global .
Article Going for global income
February 19 2020

Jared Hoff explains why investors may benefit by expanding their dividend horizons.

February 14 2020
Equity . Markets/Economy .
Article A coronavirus curveball for January barometer
February 14 2020

Looking through the virus' late January impact, we still see strong year for S&P.

February 24 2020
Markets/Economy . International/Global .
Article Virus headlines worse than reality
February 14 2020

The past week's spike belies signs of improvement.

February 21 2020
Equity . Markets/Economy .
Article I always figured the market was smart
February 14 2020

So far, it doesn't seem to be worrying much about the coronavirus.

February 21 2020
Equity . Fixed Income .
Article Sustainable prices: a bitter pill for drugmakers?
February 14 2020

The material risks facing pharma go beyond reputational harm.

April 16 2020
Markets/Economy .
Infographic 2020 Market Outlook February 10 2020

What industry money managers are thinking about stocks and the economy as a new year gets underway.

February 10 2020
Markets/Economy . Equity .
Article Robust jobs bounce in January
February 7 2020

Banner batch of reports show strength of the U.S. labor market.

February 7 2020
Equity . Markets/Economy .
Article 'Do not be afraid'
February 7 2020

As long as investors remain nervous, this market should run.

February 14 2020
International/Global . Markets/Economy .
Article Might a V-shaped recovery be in store for China?
February 6 2020

The coronavirus may cause short-term pain but underlying drivers of growth remain intact.

March 10 2020
Markets/Economy . Politics .
Article With health care, change doesn't have to be a 4-letter word
February 5 2020

Some reforms actually could benefit businesses and the economy.

February 27 2020
Active Management .
Video Federated Hermes' new brand featured on Bloomberg TV

February 3 2020

Chris Donahue and Saker Nusseibeh discuss responsible investing and their visions for Federated Hermes, Inc. with Bloomberg Television.

February 14 2020
Liquidity . Monetary Policy .
Article Range-bound
February 3 2020

The Fed tries to corral several key rates to keep overnight markets in line.

February 3 2020
Markets/Economy . Equity .
Article Fourth-quarter GDP a mixed bag
January 31 2020

Housing, trade and holiday spending did their part, but Q1 could be sloppy.

January 31 2020
Politics . Markets/Economy .
Article Can we change the subject? I know what we can talk about!
January 31 2020

Let others focus on the coronavirus; Linda wants to talk about Iowa.

April 9 2020
Monetary Policy . Interest Rates .
Article Dwelling on the details
January 29 2020

With no change in rates, technical adjustments the only news from the Fed today.

February 6 2020
Equity . Markets/Economy .
Article Remaining bullish as virus scare likely overblown
January 28 2020

The coronavirus should prove more short-lived than debilitating for the market.

January 24 2020
Equity . Markets/Economy .
Article Dining with 'Deplorables'
January 24 2020

It was a pro-Trump crowd in Naples, although the subject of impeachment did come up.

January 23 2020
Equity . Markets/Economy .
Article Stocks scale Wall of Worry to start 2020
January 23 2020

The 'Early January Barometer' suggests they will continue to climb.

February 5 2020
International/Global . Equity .
Article Time for international equities to shine?
January 23 2020

Why 2020 may herald a rebound in global growth.

February 21 2020
Equity . Fixed Income .
Article Do your 'G' work
January 23 2020

WeWork fiasco illustrates how governance matters.

January 21 2020
Equity . Markets/Economy .
Article A 'Mind, Body, Spirit' meeting...
January 17 2020

Linda shares how it's different in California. And when it comes to expectations, how it's not.

January 21 2020
Markets/Economy . Equity .
Article Another air pocket
January 15 2020

Boeing's woes may slow GDP growth this quarter but it should rebound soon after.

February 21 2020
Fixed Income . Markets/Economy .
Article Encore! Encore? 2019 a tough act to follow
January 14 2020

It was a really good year for fixed income. 2020 may prove more challenging.

January 21 2020
Equity . Markets/Economy .
Article What could we worry about?
January 10 2020

Inflation isn't an issue yet; neither is the economy. Maybe investors are too bullish?

January 21 2020
Markets/Economy . Equity .
Article Labor market cools in December
January 10 2020

But there's too much noise in the data to make any bold claims.

February 21 2020
Equity . Markets/Economy .
Article Top surprises of 2020
January 9 2020

Our annual rundown of out-of-consensus views sees substantial upside for equities this year.

January 21 2020
Politics . Equity .
Video Market-friendly election results expected
January 8 2020

How might the outcome of the 2020 election affect the outlook for equities?

January 21 2020
Equity . Income .
Video Why do balanced allocation strategies make sense now?
January 8 2020

Senior Portfolio Manager Linda Bakhshian offers ideas for income investors.

January 21 2020
Equity . Volatility .
Article Iran just a headline risk ... for now
January 6 2020

Monetary accommodation, benign inflation and easing trade tensions should drive markets.

January 21 2020
Equity . International/Global .
Video 2020 outlook for equities
January 3 2020

Federated sees no recession in 2020, but China/trade remains a potential pitfall for the economy.

January 21 2020
Equity . Markets/Economy .
Video Focus on fundamentals
January 3 2020

Senior Portfolio Manager Linda Bakhshian explains why fundamentals are key in picking dividend-paying securities.

January 21 2020
Equity . Volatility .
Article Liquidity trumps the economy, which in turn trumps whatever you think of Trump
January 3 2020

With markets awash with money, stocks should have more room to run in 2020.

January 21 2020
Markets/Economy . Equity .
Article Modest equity encore in 2020
January 3 2020

2019 is a hard act to follow, but we expect 8-10% growth on the S&P 500.

March 2 2020
Markets/Economy . International/Global .
Podcast China and U.S. election threaten positive 2020 outlook

January 3 2020

What should investors expect from the markets this year?

February 21 2020
Liquidity . Monetary Policy .
Article 2020 Outlook: Optimism and opportunities
January 2 2020

The liquidity space should continue to grow in popularity in 2020.

January 21 2020
Liquidity . Markets/Economy .
Article Fed well prepared to corral repo at year-end
December 18 2019

The central bank's full attention is on mitigating potential dislocations, and we think it will be successful.

February 21 2020
Equity . Markets/Economy .
Article All the dominoes fall
December 13 2019

Trade deals, Brexit clarity and a Fed hold cap a bullish week for stocks.

January 21 2020
International/Global . Politics .
Article A big cloud lifts on 'Brexit election' result. Now what?
December 13 2019

Prime Minister Johnson's overwhelming victory allows him to deal with the EU with a much stronger hand.

January 21 2020
Markets/Economy . Equity .
Article Late Thanksgiving skews early holiday sales
December 13 2019

November's mediocre retail sales must be seen in context.

January 21 2020
Equity . Markets/Economy .
Article I should be embarrassed to show up in these old heels
December 13 2019

Everywhere Linda went this week, advisors were in a festive mood (except for Pats fans in Hartford!)

February 24 2020
Equity . Fixed Income .
Article Protecting the 'blind side'
December 12 2019

Identifying environmental, social and governance risks may help avoid hard-to-see pitfalls.

January 21 2020
Liquidity . Monetary Policy .
Article Fed pledges a steady hand
December 11 2019

The Federal Reserve is confident it can support the overnight market through year-end; leaves rates unchanged.

January 21 2020
Equity . Markets/Economy .
Article Might small be beautiful ... again?

December 10 2019

A small-cap stock rebound could be riding in on seasonality and a re-accelerating economy.

January 21 2020
Equity . Markets/Economy .
Article 'Stop killing volcanoes to make lava lamps'
December 6 2019

Linda heard a lot of worries during her Phoenix visit. But the one above? Hmm.

January 21 2020
Equity . Markets/Economy .
Article Employment surges amid November noise
December 6 2019

The labor market juggernaut rolls on.

April 16 2020
Interest Rates . Volatility .
Video The Fed addresses repo concerns
December 4 2019

From TOMO to POMO and a lower fed funds target range, it’s taking measures to keep the markets on a steady keel.

January 21 2020
Equity . Markets/Economy .
Article The pain trade is higher
December 4 2019

We view pullbacks as opportunities to add.

January 21 2020
Interest Rates . Fixed Income .
Article Uncovering the yield opportunity in ultrashorts
December 4 2019

Shorter-duration bonds can still be an attractive option in a low-rate environment.

February 21 2020
Liquidity . Active Management .
Video Integrating ESG into liquidity management
December 3 2019

CIO Deborah Cunningham walks through the process.

January 21 2020
Monetary Policy . Liquidity .
Article Could Fed voters finally be on the same page?
December 2 2019

Speeches in November indicate consensus for a pause in rate action.

January 21 2020
Equity . Markets/Economy .
Article Such a long list, but room for one more
November 27 2019

The market's run should make for happy holidays even if it's a short shopping season.

January 21 2020
Markets/Economy . Consumer Spending .
Article Recipe for a happy Thanksgiving
November 27 2019

A strong labor market, rising wages and lower gas prices represent a trifecta for consumer spending.

January 21 2020
Active Management . Equity .
Podcast Rate swings needn't rattle dividend investors

November 26 2019

Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.

January 21 2020
Consumer Spending . Markets/Economy .
Article What's in store for holiday shopping?
November 26 2019

Barbara Miller says stores that best match online with traditional should keep doing well.

January 21 2020
Consumer Spending . Markets/Economy .
Infographic Hope for the Holidays November 25 2019

November and December retail sales are looking bright this year.

January 21 2020
Markets/Economy . International/Global .
Video Slower growth ahead
November 22 2019

What can investors expect in 2020? CIO Deborah Cunningham explains her economic outlook.

January 21 2020
Markets/Economy . Equity .
Article Economy dichotomy
November 22 2019

What's the best indicator of the economy's health: strong consumers or weak manufacturing?

January 21 2020
Equity . Markets/Economy .
Article The 'Land of Big Hair'
November 22 2019

Reminiscing as she made the rounds in New Jersey, Linda wonders if a melt-up is developing.

January 21 2020
Fixed Income . Taxes .
Video Why should investors consider munis?
November 21 2019

Here are three reasons.

February 21 2020
International/Global . Markets/Economy .
Article 2020 outlook: Mindful of the risks but confident about the opportunities


November 20 2019

Three Hermes portfolio managers share their views of the coming year.

January 21 2020
Equity . Markets/Economy .
Article At 3,100, we're now 4 out of 5 on the year
November 15 2019

A review of where we stand on our top 5 surprises for this year is, well, surprisingly good!

January 21 2020
Politics . Equity .
Article Doesn't anyone want to talk about impeachment??
November 15 2019

Not where Linda Duessel goes, including this week's audience in Vancouver.

January 21 2020
Interest Rates . Fixed Income .
Video Lower rates allow for extended duration
November 13 2019

Portfolio Manager Nick Tripodes explains how he’s positioning portfolios for the current rate environment.

January 21 2020
Volatility . Equity .
Video Defending against volatility
November 13 2019

Dividend stocks can provide durability in an unpredictable market.

January 21 2020
Taxes . Fixed Income .
Article Munis' time to shine
November 13 2019

Their credit quality, tax-exempt income and diversification can stand out in uncertain times.

January 21 2020
Equity . Markets/Economy .
Article Meet Me in St. Louis?
November 12 2019

It doesn't matter where Presidents Trump and Xi meet as long as they do before Dec. 15.

January 21 2020
Equity . Markets/Economy .
Article Throwing bankers under the bus ... sorry
November 8 2019

As long as investor sentiment remains subdued, this uptrend could continue.

January 21 2020
Fixed Income . Interest Rates .
Video Why are investors so interested in ultrashorts?
November 8 2019

Access to credit markets with reduced rate risk, for starters.

January 21 2020
Interest Rates . Equity .
Video Hiding in plain sight
November 8 2019

Don't overlook the income potential of dividend stocks.

January 21 2020
Equity . Markets/Economy .
Article Consumer drives strong third-quarter GDP
November 7 2019

Combined with healthy services growth and first phase of trade deal, stocks have surged.

January 21 2020
Equity . Markets/Economy .
Article Investor cheer may extend beyond the holidays
November 5 2019

Storm clouds that have been hanging over the market are dissipating.

January 21 2020
Liquidity . Monetary Policy .
Article The Fed catches its breath
November 1 2019

But with pressing issues such as the repo market to address, it can't relax.

January 21 2020
Equity . Markets/Economy .
Article Plugging my ears (as I bet his wife does regularly)
November 1 2019

Sports and investing are a lot alike: They stir passions and are obsessed with performance.

January 21 2020
Equity . Markets/Economy .
Article Robust October jobs report surprises
November 1 2019

It only makes us more confident the S&P 500 will hit our long-standing year-end target of 3,100.

January 21 2020
Monetary Policy . Interest Rates .
Article Fed sets bar higher for future cuts
October 30 2019

The Federal Reserve cut rates by a quarter point but it will take more negative news to do so again this year.

January 21 2020
Markets/Economy . Equity .
Article What if we are not 'late cycle' but actually 'early cycle?'
October 29 2019

There are a lot of reasons to think the economy is catching a second wind.

January 21 2020
Equity . Markets/Economy .
Article Trick or treat for consumers?
October 25 2019

With confidence and dry powder, consumers won't be spooked this fall.

January 21 2020
Equity . Markets/Economy .
Article Easy duty this week (don't tell my boss)
October 25 2019

Dramatic headlines aside, market data is lining up for a potential run in equities.

January 21 2020
International/Global . Equity .
Article 2 out of 3 ain't bad
October 24 2019

Markets get a little relief with progress on U.S-China trade front and Brexit. Next up, EU.

January 21 2020
Equity . Markets/Economy .
Article 'America's too stupid to be a country.'
October 18 2019

In Nashville and Kansas meetings with bankers, impeachment and Syria never came up.

January 21 2020
Markets/Economy . Equity .
Article What a difference a year makes
October 18 2019

Geopolitical and economic developments are turning positive and should drive stocks higher this year.

January 21 2020
Equity . Interest Rates .
Video Don't let recession fears spook you
October 18 2019

Portfolio Manager Steve Chiavarone offers investment ideas for the current low-rate environment.

January 21 2020
Volatility . Markets/Economy .
Video Slower growth equals higher volatility
October 18 2019

What should investors expect from the IPO market in 2020?

January 21 2020
International/Global . Markets/Economy .
Article Don't pop the champagne cork just yet
October 17 2019

The devil's in the details of the yet-to-be-signed U.S.-China mini trade deal.

January 21 2020
Politics . Markets/Economy .
Infographic Graveyard of geopolitical risks October 16 2019

Halloween will bring together many global events that may haunt the U.S. economy.

January 21 2020
Equity . Markets/Economy .
Article 'Boo!' It's the secular bull, still running over the bears ...
October 15 2019

A variety of factors, from dovish Fed to a manufacturing bottom, could rally stocks into year-end.

January 21 2020
Equity . Markets/Economy .
Article Progress with China drives stocks higher
October 11 2019

If a trade deal emerges, leading to expectations for GDP and corporate-profit growth, look for a year-end rally.

January 21 2020
Equity . Markets/Economy .
Article 'An innocent person who wanted nothing more out of life than to love ...'
October 10 2019

Trade continues to drive the market as the seasonal tailwinds begin to blow.

January 21 2020
Fixed Income . Interest Rates .
Article Finishing the task with all our players
October 10 2019

In the search for alpha, yield-curve positioning, currency and security selection take center stage.

January 21 2020
Equity . Markets/Economy .
Podcast Growth investing in a low-growth environment: part 2

October 9 2019

What are the hallmarks of an investable IPO?

January 21 2020
Equity . Markets/Economy .
Podcast Growth investing in a low-growth environment

October 9 2019

How to identify opportunities in the growth space.

January 21 2020
Markets/Economy .
Infographic Workplace ghosting October 8 2019

Job-seekers are ghosting employers in one of the tightest labor markets in 50 years.

January 21 2020
Equity . Markets/Economy .
Article 'Extracurricular revenue' - a mood enhancer? I'm just saying
October 4 2019

Sometimes, bad news is good news for the market.

January 21 2020
Equity . Markets/Economy .
Article September jobs report throws a lifeline to investors
October 4 2019

After being rocked by poor manufacturing and service numbers, even a mixed report brings respite.

January 21 2020
Fixed Income . Interest Rates .
Article The bond rally isn't quite done
October 3 2019

Decelerating growth and rising geopolitical worries are bond friendly.

January 21 2020
Monetary Policy . Liquidity .
Article A September to remember
October 1 2019

Not fondly, but so that overnight trading works smoother the next time it is flooded with supply.

January 21 2020
Equity . Markets/Economy .
Article The market is wise
September 27 2019

Impeachment talk and other geopolitical tensions aren't yet weighing down investors.

January 21 2020
Politics . Markets/Economy .
Article Impeachment saga: Smoking gun or nothingburger?
September 27 2019

The chances of Trump being removed from office are negligible.

February 21 2020
Equity . Active Management .
Podcast Weaving the SDGs into investing


September 26 2019

How to translate the Sustainable Development Goals (SDGs) into investing product.

January 21 2020
International/Global . Fixed Income .
Article The dollar: Heads I win, tails you lose
September 25 2019

The dollar has strengthened even as the Fed has cut rates.

January 21 2020
Fixed Income . Interest Rates .
Article Are we Japan (revisited)?
September 24 2019

As was the case when first looking at the issue eight years ago, the answer is no.

January 21 2020
Equity . Markets/Economy .
Article The next move up could be more revaluation than earnings story
September 24 2019

Lower yields should make for higher multiples. It hasn't happened ... yet.

January 21 2020
Markets/Economy . Equity .
Article Coin flip for the Fed
September 20 2019

The Fed itself isn't sure of policy in the rest of 2019.

January 21 2020
Liquidity . Interest Rates .
Article Fed will continue to support overnight markets
September 20 2019

It will inject more cash into the liquidity markets to alleviate trading pressure.

January 21 2020
Equity . Markets/Economy .
Article 'Isn't that what you're supposed to do?'
September 19 2019

Worries about oil shock are overblown as trade, Fed dominate market concerns.

April 9 2020
Monetary Policy . Interest Rates .
Article Fed cuts rates, adds another dissenter
September 18 2019

Will the quarter-point reduction be the last one this year?

January 21 2020
Interest Rates . Fixed Income .
Article What's behind the rapid rise in rates?
September 13 2019

Bond yields have reversed much of the August decline. The reasons are many.

January 21 2020
Equity . Markets/Economy .
Article 'Ain't no shame in a pushy broad'
September 13 2019

There's been a violent shift from momentum to value. Will it continue?

January 21 2020
Equity . Markets/Economy .
Article Recession fears fading
September 13 2019

Probable Fed cuts and healthy consumers suggest the inverted yield curve is crying wolf.

January 21 2020
Equity . Markets/Economy .
Article 'Step away from the television'
September 6 2019

Brainwashed investors think things are really bad. That may be good for stocks.

January 21 2020
Equity . Markets/Economy .
Article Quirky August jobs report strikes again
September 6 2019

Expect the soft August employment figures to be revised upward.

January 21 2020
Liquidity . Monetary Policy .
Article SOFR, so good
September 5 2019

Libor’s heir apparent is making progress but daunting issues remain.

January 21 2020
Equity . Markets/Economy .
Article The 'yin and yang' on the slow, rocky boat to China
September 4 2019

For every action, there is a reaction, a dualism that should prove soothing for investors.

January 21 2020
International/Global . Equity .
Article Are international equities worth a look?
September 3 2019

Beaten-down valuations are creating potentially attractive opportunities in the eurozone.

January 21 2020
Monetary Policy . Liquidity .
Article An intriguing development at the Fed
August 30 2019

Could debate about the rate cut turn into a showdown?

January 21 2020
Monetary Policy . Equity .
Article What is ELB?
August 30 2019

As global market rates move closer to zero, policymakers confront what "effective lower bound'' is for the Fed's benchmark rate.

January 21 2020
Liquidity . Interest Rates .
Podcast Cash is king...again

August 30 2019

How are rate cuts affecting liquidity products?

January 21 2020
Markets/Economy .
Video How would a recession affect emerging markets?
August 29 2019

Senior Portfolio Manager and Head of International Fixed Income Ihab Salib discusses how emerging markets might fare, if a global recession materializes.

January 21 2020
Fixed Income .
Video The risk behind negative-yielding bonds
August 29 2019

One big one: if you hold it to maturity, you'll lose money.

January 21 2020
Interest Rates . International/Global .
Video Opportunities in a negative rate environment
August 29 2019

Corporate bonds in South America, South Korea and India look attractive.

January 21 2020
International/Global . Markets/Economy .
Video The trade war's effect on global bonds
August 29 2019

Senior Portfolio Manager and Head of International Fixed Income Ihab Salib offers insights on how trade tensions are affecting global bonds and what’s driving the strength of the dollar.

January 21 2020
Equity . Politics .
Article Free college comes at a price
August 29 2019

Politicized proposals calling for it don't make the grade.

January 21 2020
Consumer Spending . Cash Management .
Infographic College: the new 'debt sentence' August 26 2019

At nearly $1.6 trillion, student debt is double the size of the Defense budget and is second only to mortgages on the list of the largest household liabilities.

January 21 2020
Monetary Policy . Markets/Economy .
Article Powell threads the needle
August 23 2019

The Fed leader successfully addressed several issues weighing on monetary policy.

January 21 2020
Equity . Monetary Policy .
Article How will this story end???
August 23 2019

With negative-yielding debt at a record and climbing, we're in uncharted waters.

January 21 2020
Equity . International/Global .
Article ESG shopping? Do your homework
August 20 2019

A scarcity of disclosures is creating an information vacuum for ESG investors who rely only on off-the-shelf ratings.

January 21 2020
Markets/Economy .
Infographic Millennials are just getting started August 19 2019

Millennials' biggest impact on consumption and housing will come in the years ahead.

January 21 2020
Markets/Economy . Politics .
Article Is 'Medicare for All' a panacea?
August 16 2019

Some argue a more moderate, incremental approach to fixing health care is better.

January 21 2020
Equity . Markets/Economy .
Article 16 trillion dollars and counting
August 16 2019

There could be many reasons for the yield-curve inversion. More than $16 trillion of negative-yield global debt is certainly among them.

January 21 2020
Equity . Fixed Income .
Article Investing ideas amid the uncertainty


August 14 2019

Federated CIOs see opportunities in cash, yield-curve positioning and growth stocks.

January 21 2020
Interest Rates . Fixed Income .
Article How low can yields go?
August 14 2019

From here, they could break either way. But Federated's base case remains a recession isn't imminent.

January 21 2020
International/Global . Markets/Economy .
Article It promises to be an interesting few months
August 14 2019

U.K.'s path to the Oct. 31 EU exit deadline is fraught with worrisome scenarios.

January 21 2020
Equity . Markets/Economy .
Article The other big deal on global trade
August 13 2019

New rules getting rid of 'dirty' fuel used in shipping could boost refiners.

January 21 2020
Equity . Markets/Economy .
Article Which way will it break?
August 9 2019

Is this soft patch and sell-off an omen of things to come or a pause that refreshes? For now, the evidence suggests the latter.

January 21 2020
Markets/Economy . Politics .
Article Is Social Security a ticking time bomb?
August 7 2019

Solutions for avoiding insolvency involve shared sacrifice and political compromise.

January 21 2020
Politics . Markets/Economy .
Article Myths and other sea monsters on the slow boat to China
August 6 2019

If one does the math, it's difficult to see how U.S. consumers will be hurt by new tariffs on China. It's easier to see how China, with its response, may end up hurting itself.

January 21 2020
Equity . Markets/Economy .
Article Where to from here?
August 6 2019

Fed disappointment and Trump tariff threat spark volatility, but the longer-term story on stocks remains a good one.

January 21 2020
Markets/Economy . Equity .
Article Solid July jobs report
August 2 2019

A healthy report does not dissuade the Fed from another rate cut.

January 21 2020
Fixed Income .
Article What's next for bonds?
August 1 2019

Considerations for a changing rate environment.

January 21 2020
Monetary Policy . Interest Rates .
Article Fed cuts rates by a quarter percentage point
July 31 2019

Rate cut seen as preventative medicine in the face of global uncertainties.

January 21 2020
Equity . Markets/Economy .
Article Sometimes no news is good news
July 29 2019

As breathtaking as the market’s 20%-plus rise has been from December’s panicky low, it seems all the market needs to grind higher is no news.

January 21 2020
Interest Rates . Equity .
Video How would a Federal Reserve rate cut affect equity markets?
July 15 2019

A quarter-point cut is baked in. But a half-point? The market likely would love that.

January 21 2020
Equity . International/Global .
Video What are you watching in the months ahead?
July 15 2019

Senior Equity Strategist Linda Duessel discusses how Brexit, trade wars and China’s slowdown could affect the equity market in the coming months.

January 21 2020
Fixed Income . Interest Rates .
Video What's the case for ultrashort bonds...any time?
July 15 2019

Senior Portfolio Manager Randy Bauer outlines how the limited interest rate risk and low volatility of ultrashort bonds can support investors regardless of market, rate and economic cycles.

January 21 2020
Equity . Markets/Economy .
Video As economic growth slows, where are the opportunities?
July 15 2019

Senior Equity Strategist Linda Duessel offers insights on what is likely to move the equity market in the months ahead and whether tariffs still pose a challenge. She also discusses where investors may find opportunity in this environment.

January 21 2020
Markets/Economy . Interest Rates .
Podcast The outlook for markets into 2020


July 12 2019

How will earnings, tariffs and interest rates affect the markets?

June 22 2020
Markets/Economy .
Infographic An IPO roadmap June 25 2019

2019 is shaping up to be another big year for initial public offerings.

January 21 2020
Interest Rates .
Video How might rate cuts affect cash?
June 20 2019

Would more than one rate cut undermine cash as an attractive asset class? Probably not. Debbie Cunningham explains.

January 21 2020
Fixed Income .
Video Will interest rate volatility continue?
June 20 2019

Senior Portfolio Manager R.J. Gallo discusses his outlook for interest rates.

January 21 2020
Markets/Economy .
Video What to watch in 2019's second half
June 20 2019

CIO for Global Money Markets Debbie Cunningham discusses her outlook for the second half of the year.

January 21 2020
Fixed Income . Liquidity .
Video Why should investors consider cash a core asset class again?
June 20 2019

Here are three key reasons.

January 21 2020
Fixed Income .
Video Do yield-curve inversions portend a recession?
June 20 2019

Not always, and here's why.

January 21 2020
Markets/Economy .
Infographic Small companies, big potential May 8 2019

The best time to consider small caps? Any time.

January 21 2020
Consumer Spending .
Infographic Housing market on the rebound April 1 2019

Housing momentum is building as millennials move in and home prices moderate.

January 21 2020
Markets/Economy .
Infographic Health care's digital transformation February 28 2019

Technology continues to refine and reshape the way Americans get care.

January 21 2020
International/Global . Income .
Article EM idiosyncratic, not contagious
September 13 2018

Macro pressures are exacerbating problem pockets, not spreading them.