Insights

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.

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

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.

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.

Martin Jarzebowski discusses ESG investing with Investment News.

A pullback is not unusual after a strong rally.

Portfolios should be worth more in 18-24 months.

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.

Perspectives on international investing in this volatile environment.

Bottoming process continues.

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

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

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

Federated Hermes CEO provides insight on these unprecedented times.

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

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

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

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

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

The Federal Reserve slashed rates to near zero Sunday evening.

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

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

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

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

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

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

3 preconditions should help determine when the worst has passed.

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

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.

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

How Federated Hermes puts ESG integration and engagement to work.

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

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

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

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

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

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

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

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

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

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

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

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

Six indicators can be predictive of the election outcome.

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

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

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

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

Steve Chiavarone doesn’t think so.

Measured from October to January, holiday retail sales impressed.

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

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

The past week's spike belies signs of improvement.

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

The material risks facing pharma go beyond reputational harm.

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

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

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

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

Some reforms actually could benefit businesses and the economy.

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

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

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

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

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

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

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

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

Why 2020 may herald a rebound in global growth.

WeWork fiasco illustrates how governance matters.

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

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

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

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

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

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

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

Senior Portfolio Manager Linda Bakhshian offers ideas for income investors.

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

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

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

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

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

What should investors expect from the markets this year?

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

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

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

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

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

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

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

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

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

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

The labor market juggernaut rolls on.

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

We view pullbacks as opportunities to add.

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

CIO Deborah Cunningham walks through the process.

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

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

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

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

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

November and December retail sales are looking bright this year.

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

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

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

Here are three reasons.

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

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

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

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

Dividend stocks can provide durability in an unpredictable market.

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

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

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

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

Don't overlook the income potential of dividend stocks.

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

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

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

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

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

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