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October 22 2021
Equity . Inflation .
Article The '70s. Good times, although...
October 22 2021

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

October 22 2021
Markets/Economy . Equity .
Article Peak everything?
October 22 2021

Economy slows noticeably, while inflation remains elevated.

October 21 2021
Markets/Economy . Consumer Spending .
Infographic Electric-vehicle sales are soaring, driving changes in the market October 21 2021

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

October 20 2021
Equity . Markets/Economy .
Article Attention holiday shoppers!
October 20 2021

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

October 14 2021
Responsible Investing .
Article ESG entry points
October 19 2021

Top 5 career paths in sustainability.

October 15 2021
Equity . Markets/Economy .
Article Stagflation ... Pshaw!
October 15 2021

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

October 15 2021
Markets/Economy . Equity .
Article Christmas in October?
October 15 2021

Ships that stole Christmas

October 8 2021
Fixed Income . Markets/Economy .
Article Context is key
October 8 2021

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

October 21 2021
Fixed Income . Inflation .
Article Grinding it out
October 8 2021

Bond market plods ahead amid looming uncertainties.

October 8 2021
Markets/Economy . Equity .
Article Stagflation hits labor market in September
October 8 2021

Job gains miss while wages soar.

October 4 2021
Markets/Economy . Equity .
Article The future
October 6 2021

And now for something completely different ...

October 1 2021
Equity . Politics .
Article Washington's rough week
October 1 2021

Fiscal policy uncertainty adds to market volatility.

October 1 2021
International/Global . Equity .
Article Is Xi crazy?
October 1 2021

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

October 20 2021
Liquidity . Politics .
Article Capitol expenditures
October 1 2021

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

September 29 2021
International/Global . Equity .
Article What in the world is going on in China?
September 29 2021

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

October 13 2021
Monetary Policy . Liquidity .
Article Servicing the debt
September 27 2021

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

September 24 2021
Equity . Markets/Economy .
Article The Wall of 'I'm Not Worried'
September 24 2021

The arrival of favorable seasonality supports bullish forces.

September 24 2021
Markets/Economy . Equity .
Article Will strong back-to-school sales continue into Christmas?
September 24 2021

Typically yes, but headwinds might diminish them.

September 22 2021
Monetary Policy . Interest Rates .
Article A hawkish Fed tilt
September 22 2021

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

October 8 2021
Equity . Markets/Economy .
Article Coping with the Wall of Worry

September 22 2021

3 sectors may help investors deal with market obstacles.

October 20 2021
Equity . Markets/Economy .
Article Correction odds rise but long-term outlook strong
September 20 2021

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

September 20 2021
Markets/Economy . Equity .
Article Should he stay or should he go?
September 17 2021

Biden’s decision on Powell and others risks market volatility

September 16 2021
Markets/Economy .
Infographic Infrastructure bill's effect on economy? September 16 2021

Spending extends beyond roads and bridges.

September 16 2021
Equity . Politics .
Article Delays ... don't you hate them?
September 16 2021

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

September 13 2021
Responsible Investing . Markets/Economy .
Article Will ESG prevent the next Enron?
September 14 2021

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

September 10 2021
Politics . Equity .
Article You wanna bet on Joe?
September 10 2021

A tax and spending bonanza looms.

September 10 2021
Markets/Economy . Equity .
Article Could stagflation spark a correction?
September 10 2021

The economy is slowing amid a host of headwinds.

September 7 2021
Markets/Economy . Interest Rates .
Video Seeking return when spreads are tight
September 9 2021

Several factors put upward pressure on yields.

September 8 2021
International/Global . Politics .
Article Is it the end of political stability in Germany? Will it tilt left?
September 8 2021

With Merkel exiting, the center-right CDU suddenly looks vulnerable.

September 3 2021
Markets/Economy . Interest Rates .
Podcast Bread crumbs


September 3 2021

Our equity team examines the Fed’s clues to forecast when tapering will begin.

September 3 2021
Politics . Equity .
Article You wanna bet against Nancy?
September 3 2021

Markets will be watching closely as the House speaker orchestrates reconciliation.

September 3 2021
Markets/Economy . Equity .
Article Labor Day blues
September 3 2021

The August jobs report is a huge miss.

October 1 2021
Fixed Income . Markets/Economy .
Article A high-yield pause that refreshed
September 2 2021

Brief summer lull didn't derail solid fundamentals.

September 22 2021
Liquidity . Monetary Policy .
Article No surprises this time
August 31 2021

Fed Chair Powell stuck to the script at the central bank symposium.

August 27 2021
Markets/Economy . Equity .
Article Fed's journey to taper could start later this year
August 27 2021

Policymakers likely want to see a few more developments before announcing it.

August 27 2021
Equity . Markets/Economy .
Article Will nothing brake this market?!
August 27 2021

'Buy the dips' continues to be the prevailing philosophy.

September 2 2021
Markets/Economy .
Video Infrastructure bill presents fixed-income opportunities
August 26 2021

Muni bonds especially poised to benefit.

August 23 2021
Markets/Economy . Equity .
Article The next wave of innovation: Are we ready and willing?
August 24 2021

And most important, who decides?

August 20 2021
Markets/Economy . Equity .
Article Maybe inflation is not transitory after all?
August 20 2021

We see inflation as a sustainable trend.

August 20 2021
Markets/Economy . Consumer Spending .
Infographic Back-to-school August 20 2021

Back-to-school means back to shopping

August 20 2021
Equity . Markets/Economy .
Article There's a reason Christian Louboutin heels are 4 inches
August 20 2021

Like a quality stock, I can count on these fabulous shoes.

September 8 2021
Fixed Income . Markets/Economy .
Video Emerging from the wilderness
August 19 2021

Dividend-paying stocks offer value across sectors.

September 3 2021
International/Global . Equity .
Article A solid first half for international equities
August 17 2021

Can the pattern hold?

August 13 2021
Equity . Markets/Economy .
Article Everything rallies
August 13 2021

If everyone expects a pullback, maybe it doesn't come.

August 10 2021
Fixed Income . Markets/Economy .
Video Are dividend stocks positioned for inflation?
August 10 2021

It depends on each company's pricing power.

August 9 2021
Markets/Economy . Equity .
Article Investing in education
August 10 2021

Will free college and absolving student loans make a difference?

August 9 2021
Equity . Active Management .
Article IPO momentum continues in a big way
August 9 2021

Pursuit of returns fuels risk appetite and broader array of new issues.

August 6 2021
Markets/Economy . Equity .
Article Great jobs headline, but ...
August 6 2021

Uncertainties linger when you dig into the weeds.

August 6 2021
Equity . Markets/Economy .
Article Vaccine panic
August 6 2021

Stocks, for now, are looking past unknowns and seasonality.

September 3 2021
Equity . Monetary Policy .
Article Heads I win, tails I win
August 4 2021

Uncertainties and vacations may feed volatility but bull trend carries on.

August 4 2021
Responsible Investing . Fixed Income .
Article Bonds can play a key role in ESG investing
August 4 2021

Holding debt can be an effective complement to owning stocks. 

August 9 2021
Equity . Markets/Economy .
Article To vax, or not to vax?
August 3 2021

Vaccinations are complicating students' return to campus.

August 20 2021
International/Global . Markets/Economy .
Article Gauging China's tech crackdown
August 2 2021

After sentiment plummets, China appears keen to reassure investors.

July 30 2021
Liquidity . Monetary Policy .
Article Looking like a trillion bucks
July 30 2021

Usage of the Fed’s Reverse Repo Program keeps growing.

July 30 2021
Markets/Economy . Equity .
Article Supply-chain bottlenecks
July 30 2021

Low supply across many sectors impaired GDP growth.

August 17 2021
Markets/Economy . Fixed Income .
Video Finding favor again
July 28 2021

Valuations suggest it's time to consider dividend stocks.

July 29 2021
Monetary Policy . Fixed Income .
Article Talking taper, but not much else
July 28 2021

While curtailing bond purchases were discussed, the FOMC today offered little additional insight.

July 27 2021
Markets/Economy . Fixed Income .
Video Is another taper tantrum possible?
July 27 2021

Bond markets can look to precedent for reassurance

July 21 2021
Inflation . Markets/Economy .
Article We NEED inflation
July 27 2021

A higher-price regime can offer benefits.

July 23 2021
Inflation . Markets/Economy .
Infographic Inflation's all around July 23 2021

Inflation is accelerating and constantly changing.

July 23 2021
Equity . Inflation .
Article Inflection point
July 23 2021

With recession over, it's time to pare fiscal and monetary stimulus.

July 23 2021
Equity . Markets/Economy .
Article Don't be a hero
July 23 2021

Seasonality and uncertainties are lurking.

July 20 2021
Inflation . Markets/Economy .
Video Do not fear a return to '70s-era inflation
July 20 2021

Inflation not completely transitory, but won’t trigger a tantrum

July 20 2021
Inflation . Markets/Economy .
Video How can investors seek to protect their portfolios from inflation?
July 20 2021

Where to look when anticipating inflation

July 19 2021
Fixed Income . Markets/Economy .
Article Muni story remains a good one
July 19 2021

Improving credit dynamics and rising demand make for solid 1-2 punch.

July 16 2021
Equity . Inflation .
Article Unprecedented unprecedented
July 16 2021

It's easy money all over despite rising inflation.

July 16 2021
Markets/Economy . Equity .
Article Perfect summer storm brewing?
July 16 2021

Inflation, debt ceiling, Covid-19 and politics are among the reasons. 

July 15 2021
Monetary Policy . Inflation .
Article Powell calm despite inflation storm
July 15 2021

The Chair's trip to Capitol Hill showed just how patient the Fed intends to be.

July 14 2021
Interest Rates . Markets/Economy .
Video Explaining interest rates’ mysterious reaction to Fed policy  
July 14 2021

Short-term rates more tied to monetary policy than long-term rates

August 4 2021
Equity . Markets/Economy .
Article Good news for secular bull: fundamentals on a stampede
July 14 2021

Policy errors and Fed could pose problems later but it’s full steam ahead for now.

August 4 2021
Inflation . Fixed Income .
Article It better be transitory
July 13 2021

Bond market is priced, somewhat, for the Fed to get inflation right.

July 9 2021
Equity . Markets/Economy .
Article 'Buy in July, make an all-time high'
July 9 2021

There are reasons it doesn't feel like a market on a roll.

July 9 2021
Markets/Economy .
Video Dot plot surprises
July 9 2021

FOMC's unofficial projection suggests acceleration, but remains dovish

July 9 2021
Markets/Economy . Equity .
Article Dark clouds hanging over fiscal policy?
July 9 2021

The impact of the U.S. census on midterm elections and spending. 

August 4 2021
Inflation . Markets/Economy .
Podcast Classic economics vs. new paradigm


July 2 2021

Our equity team discusses differing views on inflation.

July 2 2021
Markets/Economy . Equity .
Article Strong headline job gains
July 2 2021

But underlying metrics are mixed.

July 2 2021
Equity . Markets/Economy .
Article Beneath the surface
July 2 2021

Equity market's new highs mask issues lurking underneath.

July 14 2021
Liquidity . Monetary Policy .
Article About time
July 1 2021

The Fed finally raised the overnight reverse repo rate.

June 30 2021
Markets/Economy . Equity .
Article Housing: A tale of two markets
July 1 2021

Red-hot housing exposes a growing divide between buyers and builders.

June 25 2021
Politics . Markets/Economy .
Article What role will EVs play in infrastructure deal?
June 25 2021

A lot, perhaps. But the bipartisan package has to clear Congress first.

June 25 2021
Markets/Economy . Consumer Spending .
Infographic The summer for travel June 25 2021

Americans are eager to resume pre-pandemic vacation habits...with a few changes.

June 25 2021
Politics . Markets/Economy .
Article Ticktock, gridlock
June 25 2021

Goings-on in the sausage factory aren't bothering the markets.

June 23 2021
Inflation . Equity .
Article Secular bull outlook improves as the Fed begins to think again
June 22 2021

As the central bank awakens to inflation risks, our policy-error fear fades.

July 13 2021
Inflation . Markets/Economy .
White Paper Inflation is here June 21 2021

What should investors do?

July 9 2021
Markets/Economy . Equity .
Article Are demographics economic destiny?
June 18 2021

After Covid, revising immigration policy is urgent.

June 18 2021
Inflation . Equity .
Article Rocking my Jimmy Choo's and I spy the punch bowl
June 18 2021

America's back and the troubles are (arguably) fleeting ... in the nearer term.

June 17 2021
Markets/Economy . Equity .
Video What to choose in a stock picker’s market?
June 17 2021

Quality cyclicals and dividend growers may be attractive options.

June 16 2021
Interest Rates . Monetary Policy .
Article No small matter
June 16 2021

The Fed's slight adjustments to overnight rates should have a big impact.

June 11 2021
Inflation . Equity .
Article Inflation is always and everywhere ...
June 11 2021

But what creates and drives it is what matters for the markets.

June 11 2021
Equity . Inflation .
Article Rising energy prices pace CPI surge
June 11 2021

Supply and demand in the oil market contributing to inflation.

June 11 2021
Markets/Economy .
Video Should investors expect volatility?
June 11 2021

Yes, but it’s not necessarily a bad thing.

June 11 2021
Markets/Economy .
Podcast Time for value


June 11 2021

Why we think this cycle is different.

July 9 2021
Inflation . Interest Rates .
Article What's (not) up with long-term yields?
June 8 2021

They continue to confound as growth surges and prices accelerate.

June 22 2021
Equity . Inflation .
Article Free lunches, policy errors and the secular bull
June 4 2021

For now, the bull is fine. But we're monitoring for potential longer-term health issues.

June 4 2021
Equity . Markets/Economy .
Video Rocking the boat
June 4 2021

Unprecedented global economic conditions may skew monthly numbers.

June 4 2021
Markets/Economy . Equity .
Article Delayed gratification
June 4 2021

The labor market recovery is tantalizingly close, but not here yet.

June 4 2021
Politics . Inflation .
Article '9-1-1: What is your emergency?'
June 4 2021

The unelected, nonpartisan Senate parliamentarian may be the most important person in D.C.

June 4 2021
Inflation . Markets/Economy .
Video The inflation dilemma
June 4 2021

Should the Fed be more concerned?

June 2 2021
Markets/Economy . Responsible Investing .
Article Keeping your seat at the table
June 2 2021

Divesting means losing your voice for change. 

June 21 2021
Liquidity . Inflation .
Article A temporary dilemma
June 1 2021

The Fed's view of 'transitory' might be too long.

May 28 2021
Inflation . Equity .
Article If inflation is such a problem ...
May 28 2021

Why are bond yields range-bound?

May 28 2021
Markets/Economy . Inflation .
Article Summer melt-up
May 28 2021

The U.S. economy has the wind at its back.

May 28 2021
Monetary Policy . Interest Rates .
Video MMT’s impact on the dollar
May 28 2021

One day, we must pay the piper.

June 1 2021
International/Global . Equity .
Article Send the word over there
May 25 2021

The recovery is coming to Europe. Latin America may be next.

June 22 2021
Markets/Economy . Inflation .
Article Whistling past the inflation graveyard
May 21 2021

Prices might be stickier than the Fed thinks.

May 24 2021
Equity . Markets/Economy .
Video Constructive on equities
May 21 2021

The strongest growth in 37 years should propel earnings higher.

June 8 2021
Equity . Inflation .
Article What have you done for me lately?
May 21 2021

Perhaps a market hung up on stimulus should appreciate what it has.

May 19 2021
Active Management . Markets/Economy .
Article Why we're (still) positive on biotech
May 19 2021

While its performance is currently on pause, this sector's innovation is unstoppable.

June 4 2021
Fixed Income . Markets/Economy .
Article High-yield fundamentals remain solid
May 18 2021

Asset class continues to offer investors favorable relative returns.

May 14 2021
Markets/Economy . Equity .
Article The consumer is healthy
May 14 2021

And ready to run with the recovery.

May 14 2021
Taxes . Markets/Economy .
Video What could Biden’s tax plans mean for markets?
May 14 2021

Higher rates represent potential headwinds for markets and the economy.

May 14 2021
Equity . Markets/Economy .
Article Slow down the 'V!'
May 14 2021

A slower recovery could make for a longer one, too.

May 13 2021
Consumer Spending . Markets/Economy .
Infographic A big year for e-commerce May 13 2021

Covid-19 accelerated shifts to online shopping in 2020.

May 12 2021
Markets/Economy . Equity .
Article 'Transitory' being put to the test
May 12 2021

April’s unexpectedly large jump in CPI adds to worries higher inflation may stick around.

May 7 2021
Equity . Markets/Economy .
Article Disincentive to work
May 7 2021

Generous emergency benefits, seasonal quirks likely behind big April jobs miss.

May 21 2021
Equity . Inflation .
Article Can there be a free lunch?
May 7 2021

We're about to find out as the fiscal and monetary spigots keep pouring.

May 11 2021
International/Global . Equity .
Video European recovery delayed, not canceled
May 6 2021

As vaccine rollout accelerates, the service sector should benefit.

May 24 2021
Markets/Economy . Fixed Income .
Article Housing is not in a bubble
May 4 2021

A decade of disinvestment is causing affordability issues, not rampant speculation.

June 21 2021
Liquidity . Monetary Policy .
Article Not so smooth
May 3 2021

It's time for the Fed to raise overnight rates.

April 30 2021
Politics . Equity .
Article Divided we stand
April 30 2021

Might political realities trip up Biden's massive agenda?

April 30 2021
Markets/Economy . Equity .
Article GDP gets a shot in the arm
April 30 2021

Driven by stimulus and vaccines, the U.S. economy soared in the first quarter. 

April 29 2021
Fixed Income . Politics .
Video How might Biden’s infrastructure plan affect munis?
April 29 2021

The municipal bond market stands to benefit from many of its components.

May 21 2021
Equity . Active Management .
Article Enter the stock picker
April 28 2021

Though the environment has shifted dramatically, security selection again comes to the fore.

June 21 2021
Monetary Policy . Liquidity .
Article Stubborn Fed
April 28 2021

The FOMC didn't budge on policy or alleviate pressure in the overnight market.

April 28 2021
Responsible Investing . Markets/Economy .
Article Read the labels closely
April 27 2021

Shopping for responsible asset management

April 26 2021
Markets/Economy . Equity .
Article Race to the bottom
April 26 2021

The debate on taxes has just begun.

April 23 2021
Fixed Income . Politics .
Video How the Biden administration might impact munis
April 23 2021

Higher taxes should be good for higher value municipal bonds.

April 23 2021
Equity . Markets/Economy .
Article 'Can't we just enjoy it?'
April 23 2021

A bear's gonna worry but the underlying story still bullish.

October 7 2021
Liquidity . Fixed Income .
Podcast Opportunities across the yield curve


April 21 2021

What’s the impact of new stimulus on the market and consumer?

May 21 2021
International/Global . Markets/Economy .
Article Investing without boundaries


April 21 2021

Federated Hermes international investing professionals weigh in on opportunities ahead.

April 16 2021
Markets/Economy . Equity .
Article Turning a battleship in the ocean
April 19 2021

The juggernaut U.S. economy is pointed in the right direction with engines pumping.

April 16 2021
Responsible Investing . Consumer Spending .
Infographic Duality of the pandemic April 16 2021

Despite staggering loss and ongoing challenges, the light at the end of the tunnel illuminates surprising environmental impact.

April 16 2021
Fixed Income . Politics .
Video What does the American Rescue Plan mean for munis?
April 16 2021

New stimulus should be a tailwind for relative performance.

May 21 2021
Equity . Inflation .
Article Got to talk about inflation again, sorry
April 16 2021

It continues to be the issue consensus is worried about.

April 16 2021
Equity . Active Management .
Article Why still value now
April 16 2021

Because conditions and history suggest it has further to run.

April 9 2021
Equity . Politics .
Article I wonder, though ...
April 9 2021

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

May 11 2021
International/Global . Equity .
Podcast International growth opportunities

April 9 2021

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

April 9 2021
Markets/Economy . Equity .
Article Leap of faith
April 9 2021

Will production boosts by OPEC and company pay off?

April 28 2021
Equity . Markets/Economy .
Article Earnings season arrives and guidance will be key
April 7 2021

As 2022 comes into focus, room for upside remains but stock picking will be key.

April 23 2021
Fixed Income . Interest Rates .
Article There's more than one way to generate alpha
April 7 2021

Rate strategies lead the way for bonds in challenging first quarter.

April 7 2021
Markets/Economy . Active Management .
Article The energy-inflation connection can't be ignored
April 6 2021

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

April 2 2021
Markets/Economy . Equity .
Article Good jobs Friday
April 2 2021

March blowout a sign of better things to come.

May 21 2021
Equity . Inflation .
Article There are only 2 things certain in this world
April 1 2021

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

June 21 2021
Liquidity . Monetary Policy .
Article Questions, questions
April 1 2021

Liquidity investors have lots to consider, but nothing as pressing as it might seem.

May 11 2021
International/Global . Equity .
Video International investing ideas
March 31 2021

Luxury goods, spirits and renewable energy present opportunities.

March 31 2021
Active Management . Equity .
Article Lessons from the other 'Oracle'
March 30 2021

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

March 29 2021
Markets/Economy . Equity .
Article Pig in the python
March 29 2021

 Unchecked inflation could put the squeeze on the economy.

March 29 2021
International/Global . Equity .
Video DIG into international small caps
March 29 2021

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

March 28 2021
Equity . Markets/Economy .
Article Did you hear that?
March 26 2021

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

March 22 2021
Responsible Investing . Markets/Economy .
Article Is data governance the next ESG battleground?
March 24 2021

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

March 23 2021
Fixed Income . Interest Rates .
Article Strong tailwinds for high yield but ride may be bumpy
March 23 2021

A strengthening economy should smooth rising-rate headwinds.

March 29 2021
Fixed Income . Interest Rates .
Article Bond land far from homogeneous
March 22 2021

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

March 22 2021
Markets/Economy . Equity .
Article Moral hazards ahead?
March 22 2021

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

April 7 2021
Equity . Markets/Economy .
Article Where the puck is heading
March 19 2021

2022 outlook extremely positive despite temporary indigestion from rising yields.

March 19 2021
Equity . Politics .
Article Is this the real life, is this just fantasy?
March 19 2021

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

March 29 2021
Equity . Active Management .
Video Time to go on offense
March 18 2021

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

March 29 2021
International/Global . Markets/Economy .
Infographic A world of opportunity March 18 2021

5 reasons to invest internationally.

April 7 2021
Interest Rates . Fixed Income .
Article The Fed is watching MORE than rates
March 18 2021

And broader markets are not sounding alarms.

May 11 2021
Liquidity . Monetary Policy .
Article Just looking
March 17 2021

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

March 19 2021
Equity . Markets/Economy .
Article Jailbreak
March 15 2021

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

March 12 2021
Responsible Investing . Active Management .
Podcast Keep your seat at the table

March 12 2021

Investing responsibly in a volatile world.

May 21 2021
Equity . Inflation .
Article Escape velocity
March 12 2021

Yields are rising for the right reasons.

April 7 2021
Coronavirus . Markets/Economy .
Video It’s all about needles in arms
March 12 2021

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

March 29 2021
International/Global . Markets/Economy .
Article It's a twofer
March 10 2021

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

March 5 2021
Equity . Interest Rates .
Article Fiscal policy tantrum
March 5 2021

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

March 5 2021
Coronavirus . Markets/Economy .
Video Will weather disruptions put a chill on recovery?
March 5 2021

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

March 29 2021
Markets/Economy . International/Global .
Article International recovery ready for liftoff
March 5 2021

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

March 5 2021
Equity . Markets/Economy .
Article Labor market sizzles despite February freeze
March 5 2021

Leisure & hospitality led the comeback.

March 3 2021
Markets/Economy . Consumer Spending .
Infographic She’s a growing financial force March 4 2021

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

March 2 2021
Markets/Economy . Equity .
Article Minimum wage hot potato
March 1 2021

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

May 11 2021
Liquidity . Markets/Economy .
Article Worry list
March 1 2021

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

March 1 2021
Politics . Markets/Economy .
Article Far from over
March 1 2021

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

February 26 2021
Equity . Fixed Income .
Article Bubble bath
February 26 2021

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

March 16 2021
Interest Rates . Monetary Policy .
Article Rates rising for 'good reasons' but don't fight the Fed
February 25 2021

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

February 22 2021
Responsible Investing . Markets/Economy .
Article Quantifying the intangible
February 24 2021

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

February 19 2021
Equity . Markets/Economy .
Article Follow the 'economists'
February 19 2021

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

February 19 2021
Markets/Economy . Equity .
Article Gift cards to the rescue
February 19 2021

They played an outsized role in 2020 holiday retail spending.

March 16 2021
Equity . Markets/Economy .
Article Good news: nearly everyone is worried
February 18 2021

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

February 17 2021
Responsible Investing . Markets/Economy .
Article Human capital drives value
February 17 2021

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

March 29 2021
International/Global . Equity .
Article International IPOs: A big market getting bigger
February 17 2021

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

February 25 2021
Fixed Income . Markets/Economy .
Article Be vigilant and watch for vigilantes
February 17 2021

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

February 12 2021
2021 Outlook . Equity .
Infographic 2021 outlook February 16 2021

A return to normalcy and opportunities.

May 21 2021
Equity . Inflation .
Article Inflation worries are all the rage
February 12 2021

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

March 29 2021
Fixed Income . Coronavirus .
Video Seeking opportunities in a low-yield world
February 12 2021

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

February 12 2021
Fixed Income . 2021 Outlook .
Video Inflation expectations on the rise
February 12 2021

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

February 11 2021
Equity . Active Management .
Article Another reason to think 'value'
February 12 2021

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

February 10 2021
Markets/Economy . Equity .
Article Easy come, easy go
February 10 2021

The Reddit rebellion forces an adjustment to the January Barometer.

February 5 2021
Markets/Economy . Equity .
Article Job market hits air pocket
February 5 2021

The weakness gives President Biden more clout for new stimulus.

February 5 2021
Equity . Coronavirus .
Article As plentiful as face masks
February 5 2021

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

February 5 2021
Fixed Income . 2021 Outlook .
Video Too early to worry about a taper tantrum
February 5 2021

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

February 5 2021
Consumer Spending . Coronavirus .
Infographic Where does stimulus aid go? February 3 2021

To necessities for some; to savings for others.

February 2 2021
Equity . Markets/Economy .
Article Buy on weakness
February 2 2021

Federated Hermes adds to stock-bond model equity overweight.

March 29 2021
International/Global . Markets/Economy .
Article What could a post-Covid world look like?
February 1 2021

Accelerated digitization was just the beginning.

May 11 2021
Liquidity . Markets/Economy .
Article The rise of a rate
February 1 2021

The transition to SOFR is picking up steam.

January 29 2021
Markets/Economy . Equity .
Article Solid growth in Q4
January 29 2021

Housing, corporate spending and inventory restocking led the way.

February 17 2021
Equity . Markets/Economy .
Article Bubble, bubble, oil and trouble
January 29 2021

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

January 29 2021
Fixed Income . Politics .
Video Biden’s expected impact on fixed income
January 29 2021

A Democratic White House and Congress should feed fiscal expansion.

January 29 2021
Fixed Income . 2021 Outlook .
Video Why we’re constructive on munis
January 29 2021

Municipal credit quality should improve as the economy recovers.

January 27 2021
Equity . Markets/Economy .
Article 'What could go wrong?'
January 27 2021

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

March 29 2021
2021 Outlook . International/Global .
Article What's up across the pond?
January 21 2021

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

February 17 2021
Coronavirus . Markets/Economy .
Article Real estate is different, not dead
January 21 2021

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

February 1 2021
Politics . Fiscal Policy .
Article Stay calm
January 20 2021

Is it too early to talk about midterm elections?

January 19 2021
Markets/Economy . Equity .
Article Looking past the present
January 19 2021

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

January 15 2021
Equity . Markets/Economy .
Article Fiscal sticker shock
January 15 2021

Will rising inflation and bond yields spoil the party?

January 15 2021
2021 Outlook . Politics .
Video What will a Biden presidency mean for markets?
January 15 2021

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

March 29 2021
2021 Outlook . Equity .
Article This year's 'Big Surprise' could be the bullish consensus wasn't bullish enough
January 14 2021

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

January 14 2021
2021 Outlook . Fixed Income .
Article Taxes, Treasuries and taper on the mind
January 14 2021

Three things to watch in 2021.

March 29 2021
2021 Outlook . Fixed Income .
Article Agreeing with consensus is hardly comforting
January 13 2021

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

January 12 2021
Markets/Economy . Equity .
Article Night the lights went out in Georgia
January 12 2021

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

January 8 2021
Markets/Economy . Equity .
Article Labor market descends in December
January 8 2021

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

January 8 2021
2021 Outlook . Equity .
Video Optimistic on 2021
January 8 2021

Market conditions look unusually positive for the new year.

January 8 2021
Equity . Markets/Economy .
Article The Roaring 2020s
January 8 2021

Market melt-ups can last a long time.

January 8 2021
2021 Outlook . Responsible Investing .
Article Countering climate-change
January 6 2021

Three things to watch in 2021.

January 7 2021
2021 Outlook . Equity .
Article A Blue Ripple, not a Blue Wave
January 6 2021

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

January 8 2021
2021 Outlook . Equity .
Article Home (cars and cannabis, too) is where the growth is
January 5 2021

Three things to watch in 2021.

May 11 2021
Liquidity . 43863 .
Article Looking forward to 2021
January 4 2021

The new year revives old optimism.

October 7 2021
43863 . Markets/Economy .
Podcast Bullish year ahead expected


December 31 2020

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

January 4 2021
2021 Outlook . Markets/Economy .
Article It's always darkest before the dawn
December 30 2020

Three things to watch in 2021.

December 28 2020
2021 Outlook . International/Global .
Article 2021 will be a year of recovery
December 29 2020

Three things to watch in 2021.

December 28 2020
2021 Outlook . Equity .
Article Easy money
December 28 2020

Three things to watch in 2021.

December 23 2020
Liquidity . Markets/Economy .
Video Positives and negatives of 2020
December 23 2020

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

December 21 2020
Markets/Economy . Equity .
Article How the 'Congrinch' Stole Christmas
December 18 2020

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

December 18 2020
2021 Outlook . Liquidity .
Video Three things to watch in 2021
December 18 2020

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

December 18 2020
Equity . Markets/Economy .
Article Euphoria?
December 18 2020

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

December 17 2020
2021 Outlook . Equity .
Article Buy the rumor, sell the news
December 16 2020

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

December 16 2020
Monetary Policy . Liquidity .
Article See you next year
December 16 2020

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

December 22 2020
2021 Outlook . Equity .
Article The bull gets the vaccine
December 15 2020

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

December 11 2020
Equity . Markets/Economy .
Article Movie night
December 11 2020

What might the markets do as we all hunker down?

January 4 2021
Markets/Economy . Equity .
Article No double-dip recession on the horizon
December 9 2020

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

January 4 2021
Equity . Markets/Economy .
Article Sometimes, it's not that complicated
December 9 2020

2021 risks are far more to the upside than downside.

December 15 2020
Equity . Markets/Economy .
Article Sentiment, schentiment
December 4 2020

As Wall Street searches for worries, stocks keep climbing.

December 6 2020
Markets/Economy . Equity .
Article Lump of coal for the labor market
December 4 2020

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

December 3 2020
Markets/Economy .
Article Biotech is heralding the future of medicine
December 3 2020

Gene-editing tools may transform approaches to human disease

December 1 2020
Liquidity . Monetary Policy .
Article Fighting the Fed
December 1 2020

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

November 25 2020
International/Global . Equity .
Video New phase for international markets
November 25 2020

Emerging markets will benefit from U.S. dollar weakness

November 25 2020
Equity . Markets/Economy .
Article DJ30K
November 25 2020

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

December 9 2020
Equity . Markets/Economy .
Article Gift ideas?
November 25 2020

The market is offering a lot of options.

December 9 2020
Equity . Active Management .
Article Value's smorgasbord
November 24 2020

3 varieties of value stocks offer opportunities.

November 20 2020
Markets/Economy . Equity .
Article Seeing a glass half full
November 20 2020

Plenty of reasons to be optimistic.

November 20 2020
International/Global . Equity .
Video Bullish on international equities
November 20 2020

Martin Schulz sees global recovery lifting stocks in 2021.

December 21 2020
Equity . Markets/Economy .
Article 'With food, we can get a lot more'
November 20 2020

With more fiscal stimulus, the market can too.

November 20 2020
Consumer Spending . Markets/Economy .
Infographic Hope for the holidays November 20 2020

November and December retail sales look bright.

December 9 2020
Fixed Income . Markets/Economy .
Article Cautiously optimistic on high yield
November 19 2020

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

November 13 2020
Equity . Politics .
Article Leavin' on the midnight train
November 13 2020

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

November 13 2020
Markets/Economy . Politics .
Article Post-election postmortem
November 13 2020

Market’s attention shifts to the Senate.

November 10 2020
Equity . Coronavirus .
Article Raising, again, our equity exposure
November 10 2020

Vaccination hopes add to factors favoring stocks.

November 9 2020
Politics . International/Global .
Article What the election means for international stocks
November 10 2020

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

November 11 2020
Responsible Investing .
Article Who will resuscitate health care?
November 10 2020

Post-election ESG signs point to status quo.

November 9 2020
Markets/Economy . Fixed Income .
Article Vaccine news boosting markets
November 9 2020

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

November 25 2020
Politics . Equity .
Article It's all bullish
November 9 2020

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

November 25 2020
Politics . Markets/Economy .
Article What lies ahead? November 7 2020

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

November 19 2020
Responsible Investing . Politics .
Article A win for ESG
November 7 2020

Biden presidency looks to innovation to combat climate change.

November 6 2020
Markets/Economy . Politics .
Article Solid October jobs report
November 6 2020

The labor market continues its positive momentum.

November 9 2020
Politics . Equity .
Article Georgia on our minds
November 6 2020

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

November 6 2020
Politics . Equity .
Article It's temporary!!!
November 6 2020

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

November 6 2020
Equity . Markets/Economy .
Video Tilting toward value
November 6 2020

Linda Bakhshian explains her thinking behind why she favors value.

November 5 2020
Markets/Economy . Consumer Spending .
Infographic The 2020 housing boom November 5 2020

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

November 5 2020
Politics . Equity .
Article Gridlock is good
November 5 2020

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

November 4 2020
Politics .
Video Extra innings
November 4 2020

Voting is closed, but counting continues.

April 30 2021
Politics . Equity .
Article Divided our country stands
November 4 2020

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

November 9 2020
Politics . Volatility .
Article No decision!
November 4 2020

Lack of presidential outcome leads to market uncertainty.

November 2 2020
Politics . Equity .
Article Election likely to highlight near-term vulnerabilities
November 2 2020

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

November 2 2020
Liquidity . Politics .
Article Plenty on the plate
November 2 2020

After the election, cash managers have much to consider.

October 30 2020
Equity . Markets/Economy .
Video Why value now?
October 30 2020

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

October 30 2020
Politics . Equity .
Article Crickets
October 30 2020

Might a silent majority favoring Trump pull another election surprise? 

October 30 2020
Markets/Economy . Equity .
Article 'Zarnowitz Rule' lives on
October 30 2020

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

October 29 2020
Politics . Responsible Investing .
Article Election's implications for the ESG world
October 29 2020

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

October 28 2020
Equity . Politics .
Article What's behind the sell-off?
October 28 2020

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

October 27 2020
Politics . Fiscal Policy .
Article No matter the winner, more stimulus is coming
October 27 2020

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

November 4 2020
Equity . Politics .
Article This year's election winner? Next year's equity market
October 26 2020

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

October 23 2020
Politics . Markets/Economy .
Podcast Parties, policies and portfolios part 2


October 23 2020

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

November 9 2020
Markets/Economy . Politics .
Podcast Parties, policies and portfolios


October 23 2020

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

October 8 2020
Active Management . Portfolio Stability .
Article Alpha women
September 22 2020

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

August 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.

June 9 2021
Coronavirus . Equity .
Article
July 1 2020

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

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.

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

February 20 2020

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

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.

DISCLOSURES

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