Insights

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

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

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

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

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

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

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

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

Dollar weakness could make for opportunities overseas.

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

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

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

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

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

Untangling investment risks through an ESG lens.

Many developing economies are home to global technology leaders.

It may not matter all that much to the market.

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

A simple guide to a very complicated set of possibilities.

The money market industry is too focused on the trees.

Phil Orlando reacts to the first presidential debate.

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

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

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

Virus and election risks weigh on investors.

A presidential debate primer.

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

2020 elections have significant ESG implications.

Quirky back-to-school shopping contributed. 

The sector presents some entry points.

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

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

It starts with the Fed.

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

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

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

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

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

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

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

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

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

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

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

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

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

Polls and prediction markets are calling for a Democratic takeover.

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

The advantage of engagement over exclusion.

Dollar weakness adds to appeal of overseas assets.

Securitized credit sectors appear to be holding up well so far.

In the midst of pandemic and shutdown, sustainability of the dividend is what matters.

The Fed and money supply make the asset class attractive.

Is it a bubble?

Dems took the first swing; now the GOP gets its chance.

Emerging innovators, and not the behemoths, may point way to long-term growth.

Celebrating a democracy milestone—100 years of women’s voting rights

An all-in Fed covers a lot of potential worries and issues.

Create a safe, legal immigration framework for foreign workers.

Stock-bond model keeps 2% equity overweight but shifts from growth bias.

His moves to help workers fill a void of Congress' own making.

Vulnerabilities emerge at a potential turning point in its relations with the world.

Some aspects of life and the economy are getting back to normal quicker than others.

Kick-starting tourism will be key for a recovering global economy.

The nation's job market continues to mend.

Liquidity is abundant but fundamentals remain iffy.

Back to school won't be business as usual this year.

When it comes to ESG integration, active engagement is the key differentiator.

The Fed keeps making good decisions to support the economy.

And that robust comeback is good for growth investing.

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

GDP's collapse for the ages in the second quarter could lead to record rise in the third.

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

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

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

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

Was this week's agreement the bloc's big breakthrough? Maybe. Maybe not.

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

Of 4 possible trade deals, an updated Nafta is the only one on the books.

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

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

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

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

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

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

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

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

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

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

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

The labor market continues to heal in remarkable fashion.

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

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

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

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

As the economy recovers, where spending is picking up.

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

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

Equity overweight lowered as coming months may be choppy.

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

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

Proponents of Modern Monetary Theory do not think so.

Unprecedented sums are at the ready to prop up markets.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Three reasons to invest in cash.

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

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

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

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

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

The approach is the same regardless of the environment.

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

And that should be good for the liquidity markets.

Any new stimulus must only target economic recovery.

Company fundamentals far more important now than macro analysis.

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

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

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

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

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

Materiality and engagement are most important.

Fed actions ease strains and boost confidence in liquidity markets.

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

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

Information technology and health care are attractive now.

Here are four main reasons.

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

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

Companies that continuously innovate should continue to lead.

Market internals saw some promising developments but patience is warranted.

More regionalization, digitalization and taxes.

Income investors shift goals from growth to security.

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.

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

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

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

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

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

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

The length of the crisis will decide.

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

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

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

Our director of responsible investing discusses ESG with the publication.

Portfolios should be worth more in 18-24 months.

A pullback is not unusual after a strong rally.

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

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

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

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

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

Unprecedented stimulus is putting some investors' minds at ease.

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

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

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

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

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

Perspectives on the impact the pandemic is having on companies.

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

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

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

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

ESG implications of an increasingly virtual economy.

Federated Hermes strategists remain overweight equities but make adjustments.

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

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

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

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

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