Insights

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June 24 2022
Equity .
Video Reasons for optimism
June 24 2022

Patience and diversification are key.

June 24 2022
Markets/Economy .
Article Collateral damage
June 24 2022

Fed policy shift should cool the housing market.

June 22 2022
Equity .
Video Conditions of uncertainty
June 22 2022

Dividends have withstood market volatility.

June 13 2022
Responsible Investing .
Article The ESG dual mandate
June 22 2022

What do the Fed and impact investing have in common?

June 23 2022
Inflation .
Article There will be pain
June 22 2022

Unfortunately for workers, wage inflation at heart of Fed tightening.

June 17 2022
Markets/Economy .
Article Power up
June 17 2022

Nuclear could see a resurgence as world turns to cleaner energy.

June 17 2022
Equity .
Article This too shall pass
June 17 2022

Markets are adjusting to the new Fed regime.

June 15 2022
Monetary Policy .
Article Since you offered
June 15 2022

The market’s late shift in expectations gave the Fed the opportunity for a 0.75% hike.

June 16 2022
Equity .
Video The usual suspects
June 15 2022

Dividend-paying sectors have remained steady through good times and bad.

June 13 2022
Inflation .
Video Dousing the inflation fire
June 13 2022

Can the Fed negotiate a soft landing?

June 10 2022
Markets/Economy .
Article Passing the buck on inflation
June 10 2022

Consumer Price Index surges to a new 40-year high.

June 10 2022
Equity .
Article Genteel and a survivor
June 10 2022

Helpful qualities in a market that's distributing so much pain.

June 10 2022
Active Management .
Article Defense still rules in this market
June 10 2022

Fed should give investors no reason to stray from short-duration, value strategies.

June 16 2022
Markets/Economy .
Video A return to dividends
June 9 2022

Investors seek to reduce risk.

June 3 2022
Monetary Policy .
Video Great expectations
June 3 2022

Watch for maximum hawkishness from the Fed.

June 3 2022
Equity .
Article I'm a glass half-full kind of girl
June 3 2022

Contradictory data offers something for optimists and pessimists.

June 6 2022
Markets/Economy .
Article Labor market begins to retrench
June 3 2022

Fed remains on track for more half-point hikes.

June 1 2022
Fixed Income .
Article Where do yields go from here?
June 1 2022

Up, but until there is more clarity, maybe not much.

May 27 2022
Equity .
Article Are you a 'Have' or 'Have-not?'
May 27 2022

Consumers powered the recovery and markets. Will they hold up? 

May 27 2022
Active Management .
Infographic Investing through the ages May 27 2022

How do different generations manage their money?

May 26 2022
Markets/Economy .
Article Economic slowdown
May 26 2022

Stagflation and recession risks growing.

June 13 2022
Equity .
Article Stay strong, but defensive
May 26 2022

A near-term bottom may be in sight.

May 20 2022
Markets/Economy .
Article Solid 'Mapril' retail sales
May 23 2022

No recession on the immediate horizon.

May 23 2022
Equity .
Article Won't anyone go shopping with me?
May 20 2022

Consumers may hold the key to whether it's a recession or "softish" landing. 

May 16 2022
Markets/Economy .
Article Day late and a ruble short
May 16 2022

The U.S. should ramp up energy production.

May 13 2022
Equity .
Article Capitulation
May 13 2022

Cash tops shopping list but other possibilities starting to look promising.

May 26 2022
Equity .
Article Hold the fort
May 11 2022

Our bias is to add to risk. We’re just not there … yet.

June 1 2022
Fixed Income .
Article Excellent credit
May 11 2022

The asset-backed securities market continues to shine.

June 1 2022
International/Global .
Article Planting the seeds for Arab Spring 2.0
May 10 2022

War-driven food crisis could spawn destabilizing uprisings all over.

May 6 2022
Inflation .
Article Take a breath
May 6 2022

The news on earnings and the economy is good. Markets don't care.

May 6 2022
Equity .
Article April jobs report a mixed bag
May 6 2022

Is the labor market slowing?

May 9 2022
Liquidity .
Podcast Ahead of expectations

May 4 2022

The Fed moves to curb inflation.

May 6 2022
Monetary Policy .
Article Driving the point home
May 4 2022

With a 50 basis-point hike, the Fed hopes to stick it to inflation. 

May 2 2022
Liquidity .
Article The table is set
May 2 2022

The Fed rate cycle and the SEC money fund reform process are ready to begin in earnest.

April 29 2022
Inflation .
Article Invest for inflation, not recession
April 29 2022

Unrelenting demand presents challenges as Fed seeks to unwind price pressures.

April 29 2022
Markets/Economy .
Article Ignore first-quarter GDP miss
April 29 2022

Fed still on track for a half-point hike.

April 28 2022
Monetary Policy .
Article Investors should stay defensive if the Fed follows its rhetoric
April 28 2022

More rate hikes would favor cash, floating-rate securities and value stocks.

May 13 2022
Interest Rates .
Article Federal Open Mouth Committee
April 26 2022

The Fed's abundant messaging has the market doing its work for it.

April 25 2022
Equity .
Article Prices are rising everywhere ...
April 22 2022

Consumers and businesses don't seem to mind too much ... yet.

May 11 2022
Equity .
Article Revisionist history
April 22 2022

Washington policies helped to create runaway inflation.

April 26 2022
Politics .
Video Political pendulum swing from midterms could bring a strong stock rally in Q4
April 20 2022

The stock market has historically viewed divided government favorably. 

May 2 2022
Equity .
Article Green shoots on the horizon
April 20 2022

5 reasons growth investors can take heart in 2022.

April 22 2022
Markets/Economy .
Infographic Future of the U.S. energy market April 18 2022

Demand for power continues to climb.

April 22 2022
Markets/Economy .
Article Dominos falling
April 14 2022

Russia’s invasion, higher energy costs, soaring inflation, hawkish Fed…

April 14 2022
Equity .
Article Persistent trumps peak
April 14 2022

Inflation that moderates but stays elevated can be a problem.

April 13 2022
Inflation .
Video Throwing in the towel on transitory
April 13 2022

Inflation likely to peak in 2022. 

May 10 2022
Fixed Income .
Article Mosaic of uncertainties merits caution
April 11 2022

Bonds wrestle with pricing Fed, war and inflation outcomes.  

April 8 2022
Equity .
Article The Fed WILL succeed
April 8 2022

The only question for investors: at what cost?

April 26 2022
Markets/Economy .
Article Is the equity head fake over?
April 7 2022

A host of negative factors could end the recent rally.

April 6 2022
Markets/Economy .
Infographic A seller's market? April 6 2022

High demand and low supply creates a fierce housing market.

April 25 2022
Fiscal Policy .
Video Quantitative tightening on the agenda in 2022
April 6 2022

The inflation genie is out of the bottle and the Fed will take action.

April 4 2022
Equity .
Article Why small-cap value now
April 5 2022

Today's challenges play into this asset class' strengths.

April 25 2022
Equity .
Article Call us 'cautious bulls'
April 5 2022

Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.

April 1 2022
Ukraine Crisis .
Video Sanctions on Russian exports present challenges
April 1 2022

U.S. and other swing producers will have to step up energy production.

April 1 2022
Markets/Economy .
Article Labor market not slowing down
April 1 2022

Fed on pace for half-point hike in May.

April 4 2022
Equity .
Article Never wise to fight ...
April 1 2022

Russia-Ukraine conflict taking its toll.

April 11 2022
Markets/Economy .
Podcast Undeniably hawkish
April 1 2022

R.J. Gallo, Susan Hill and Phil Orlando weigh in on the latest Fed action and inflation expectations. 

April 7 2022
Liquidity .
Article Balancing expectations
April 1 2022

The Treasury yield curve isn't matching the futures market’s view of rate hikes.

April 5 2022
Ukraine Crisis .
Article 'Don't play Hearts with someone who doesn't know the rules'
March 28 2022

Still cautiously favoring equities as unpredictable Putin plays under his own rules. 

March 25 2022
Equity .
Article All of the above?
March 25 2022

The U.S. must pursue a dual-track energy policy.

March 22 2022
International/Global .
Article The 'Beijing put'
March 22 2022

Greenspan supported U.S. markets. Now it's President Xi Jinping's turn in China.

March 21 2022
Inflation .
Article '70s redux
March 22 2022

It may feel similar, but the differences are many.

March 20 2022
Markets/Economy .
Article Stocks greet Fed's hawkish turn with bullish embrace
March 18 2022

But is the equity rally a head fake?

March 18 2022
Equity .
Article Do you think the madness will end when March is over?
March 18 2022

Like the NCAA tourney, uncertainty reigns in markets.

March 18 2022
Monetary Policy .
Article Fed takeaway: yields are heading higher
March 17 2022

Policymakers don't want to undo 40 years of restrained inflation expectations.

April 4 2022
Monetary Policy .
Article An aggressive Fed
March 16 2022

The Fed hiked rates and put inflation on notice with hawkish projections.

April 29 2022
Markets/Economy .
Podcast The tortoise moves forward

March 16 2022

Facing inflation and other market headwinds, defensive dividend-paying stocks may offer some protection.

April 4 2022
Ukraine Crisis .
Article In support of Ukraine
March 11 2022

Federated Hermes stands on the side of freedom, independence and democracy.

March 11 2022
Ukraine Crisis .
Article 'The usuals' aren't calling
March 11 2022

Hard to call a bottom when investor fear is missing.

March 28 2022
Ukraine Crisis .
Article Revising our framework to incorporate Ukraine war
March 10 2022

Scenarios vary but on a 12-month view, stocks should be higher from here.

March 11 2022
Responsible Investing .
Article Change for the better
March 8 2022

Companies ignore the ESG movement at their own risk. 

March 7 2022
Equity .
Article Biotech down but far from out
March 8 2022

Health-care innovation continues to accelerate.

March 17 2022
Ukraine Crisis .
Article Geopolitical risks
March 7 2022

Ukraine, energy, inflation and Fed driving markets.

March 4 2022
Markets/Economy .
Article Labor market stays hot
March 4 2022

Second consecutive sharp gain puts Fed on track to hike.

March 4 2022
Ukraine Crisis .
Article The best offense ...
March 4 2022

Defensive stocks can offer refuge and potential rewards.

March 10 2022
Ukraine Crisis .
Article Last weekend changed everything
March 2 2022

Germany's vow to ramp up military spending is a long-term game-changer

March 1 2022
Markets/Economy .
Infographic State of the consumer March 1 2022

Where is consumer spending going?

March 1 2022
Monetary Policy .
Article Rates' projected path looms large
March 1 2022

The FOMC 'dot plot' will be as important as an actual hike.

March 2 2022
Markets/Economy .
Article Will the Ukraine crisis keep the Fed in limbo?
February 28 2022

Remaking of the Fed’s board and rate hikes could be in flux.

February 25 2022
Equity .
Article Peak (fill in the blank)
February 25 2022

Is the market putting in a bottom on peak everything?

March 8 2022
Ukraine Crisis .
Article Another 'F' falls
February 25 2022

Foreign crisis joins two other "Fs" affecting markets: fiscal policy and Fed.

March 7 2022
Ukraine Crisis .
Article Conflict may slow Fed's plans
February 24 2022

The crisis in Ukraine likely takes a 50 basis-point hike in March off the table. 

February 25 2022
Ukraine Crisis .
Article What's next for international equities?
February 24 2022

The Ukraine situation likely accelerates recent sell-off.

March 2 2022
Ukraine Crisis .
Article Bias remains up (slightly) on longer rates
February 24 2022

Invasion fallout does some of the Fed's work for it.

February 18 2022
Equity .
Article Stars aligning for Team Value
February 18 2022

Its offense (dividends) and defense (lower multiples) play well in current environment.

February 17 2022
Markets/Economy .
Article Gift cards power January retail sales
February 17 2022

Holiday sales were surprisingly robust

February 24 2022
Equity .
Article 'Good news,' 'Bad news' and 'Not news'
February 15 2022

A better back-half looms for equity investors. Getting there could be rocky.

February 15 2022
Markets/Economy .
Article Information is the new oil
February 15 2022

Shortages shed light on role of microchips in unlocking information's value.

February 11 2022
Equity .
Article Walking a tightrope
February 11 2022

Fed must juggle inflation versus recession risks.

February 8 2022
Markets/Economy .
Article January Barometer sinks
February 9 2022

Midterm election years are particularly challenging.

February 24 2022
Fixed Income .
Article What's a fixed-income investor to do?
February 8 2022

As rates rise, look for opportunities on the shorter end.

February 4 2022
Equity .
Article Energy doesn't care
February 4 2022

The sector continues to lead through broader market turmoil.

February 4 2022
Markets/Economy .
Article Surprisingly strong jobs report
February 4 2022

The labor market ignored omicron and winter weather in January.

February 24 2022
Monetary Policy .
Article Ready, set...
February 1 2022

Rate normalization is almost a go.

February 15 2022
Equity .
Article The path for growth investing hasn't changed
January 31 2022

Megatrends and secular shifts continue to create long-term opportunities.

February 2 2022
Fixed Income .
Podcast Munis and infrastructure
January 28 2022

Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.

 

January 28 2022
Equity .
Article The golden rule
January 28 2022

If there's no recession in sight, stay bullish.

January 28 2022
Markets/Economy .
Infographic The price of gold January 28 2022

What it costs to host the Olympics.

January 28 2022
Markets/Economy .
Article Inventory restocking boosts Q4 GDP
January 28 2022

The long wait is over.

April 7 2022
Monetary Policy .
Article A hawkish clarification
January 26 2022

The Fed didn't raise rates today, but Chair Powell let the markets know it's coming.

January 21 2022
Equity .
Article Omicron soft patch
January 21 2022

Inflation spiking while job growth and consumer spending have slowed.

February 8 2022
2022 Outlook .
Podcast Themes to watch, forecasts and potential surprises January 21 2022

Our outlook across asset classes.

January 21 2022
Equity .
Article Profit margins, an oasis in volatile markets
January 21 2022

Fortune favors companies that can pass on cost increases.

February 1 2022
2022 Outlook .
Article High yield has more to give
January 20 2022

Ratings upgrades and rebounding economy create favorable backdrop.

January 12 2022
Fixed Income .
Article Local attractions
January 18 2022

Munis may hit bumps on the Fed's path but should have much to offer in 2022.

February 1 2022
Fixed Income .
Article 10 reasons inflation may stay elevated
January 18 2022

And if it does, the world becomes a more dangerous place for investors. 

January 14 2022
Equity .
Article The key risk
January 14 2022

It's all about inflation expectations.

January 25 2022
2022 Outlook .
White Paper 2022 Outlook: No time to hunker down January 13 2022

New year presents new opportunities across sectors.

January 12 2022
Markets/Economy .
Article Recovery from Covid-induced recession continues more slowly
January 12 2022

Three things to watch in 2022.

January 12 2022
Markets/Economy .
Article Batting .500
January 12 2022

Two early-year stock market indicators point in different directions.

January 25 2022
2022 Outlook .
Article The hits keep coming
January 11 2022

Stubborn inflation and hawkish Fed pivot add to bond market challenges.

March 11 2022
2022 Outlook .
Article Toward ESG clarity
January 10 2022

Three things to watch in 2022.

February 7 2022
2022 Outlook .
Article Thinking green and biotech (and a little less inflation)
January 7 2022

Three things to watch in 2022.

January 7 2022
2022 Outlook .
Article 'It's going to be a volatile year'
January 7 2022

Fed tightening and evaporating fiscal stimulus should make for a bumpy road.

January 7 2022
Equity .
Article Another jobs disconnect
January 7 2022

Fed poised to hike rates in March

January 5 2022
2022 Outlook .
Infographic What's in store for 2022? January 5 2022

Federated Hermes' 2022 outlook.

January 5 2022
2022 Outlook .
Article One country's pain is another's opportunity
January 5 2022

Three things to watch in 2022.

January 25 2022
2022 Outlook .
Article Base-case forecast: Solid, though more muted, gains ahead
January 4 2022

Better returns likely in value stocks but keep an eye out for 'The Four Fs.'

January 24 2022
2022 Outlook .
Article As the economy goes, so goes high yield
January 4 2022

Three things to watch in 2022.

February 8 2022
2022 Outlook .
Article Onward and upward
January 3 2022

Three things to watch in 2022.

January 11 2022
2022 Outlook .
Article Navigating crosscurrents of Fed policy, growth and spreads
January 3 2022

Three things to watch in 2022.

January 4 2022
2022 Outlook .
Video Inflation indicators may be harbinger of strengthening economy
December 31 2021

Timing of Fed’s rate moves will impact bank-loan market.

January 4 2022
2022 Outlook .
Video Outlook on high-yield and loan markets
December 29 2021

We’re constructive based on several factors.

January 4 2022
2022 Outlook .
Article I'm going to need a bigger closet (dancing emoji)
December 27 2021

Three things to watch in 2022.

December 22 2021
Markets/Economy .
Article Good tidings for holiday spending
December 22 2021

Season is bright for retailers, despite headwinds.

December 17 2021
Equity .
Article Do you suppose Santa is wearing a mask?
December 17 2021

Omicron is weighing on psyches, but not so much markets ... yet.

January 3 2022
2022 Outlook .
Article Volatility on the horizon
December 16 2021

Three things to watch in 2022.

March 11 2022
Responsible Investing .
Article Hazards of the glide path
December 16 2021

Passive target-date funds can be vulnerable to ESG risks.

January 3 2022
Consumer Spending .
Infographic What will make it home for the holidays? December 15 2021

Despite global supply chain issues, U.S. shoppers are spending more.

December 15 2021
Monetary Policy .
Article Acceleration
December 15 2021

The Fed increases the pace of taper and expectations for rate hikes.

December 15 2021
Markets/Economy .
Video Opportunities in multi-asset, high-yield and bank-loan markets
December 15 2021

Several paths to pursue more yield in short-duration bonds.

January 3 2022
2022 Outlook .
Article Walking the tightrope
December 15 2021

Three things to watch in 2022.

December 10 2021
Markets/Economy .
Video Navigating rate pressure
December 10 2021

Shorter-duration investments are worth a look.

December 10 2021
Equity .
Article The boy who cried 'variant'
December 10 2021

Omicron is a nonevent for the markets.

December 9 2021
Markets/Economy .
Video Engagement in action

December 9 2021

Overcoming limitations of third-party data providers.

December 7 2021
Markets/Economy .
Article Passing the Covid baton
December 7 2021

The omicron variant is driving the markets now.

December 17 2021
Equity .
Article Market poised for Santa rally as near-term risks fade.
December 6 2021

Reiterating 4,800 and 5,300 '21 and '22 targets and value tilt

December 3 2021
Equity .
Article Revenge spend
December 3 2021

Americans using pocketbooks to fight back against Covid weariness.

December 3 2021
Markets/Economy .
Article A headscratcher
December 3 2021

The November jobs report's low headline number belies its internal strength. 

December 2 2021
Markets/Economy .
Video Integrating ESG factors in portfolio management

December 2 2021

Investment decisions require synthesis of many inputs

December 17 2021
Liquidity .
Article Continuity is critical
December 1 2021

Powell's nomination provides stability as uncertainty lingers.

November 26 2021
Equity .
Article Inflation not a conversation starter at my dinner table
November 24 2021

Lots to be thankful for amid the divisiveness.

November 23 2021
Equity .
Article Life is getting back to normal
November 23 2021

But Thanksgiving will be more expensive this year.

December 17 2021
Equity .
Article There's a reason it's called the 'Wall of Worry'
November 22 2021

Market risks stay skewed to upside but inflation and possible policy errors lurk.

December 6 2021
Equity .
Article Santa's got an 'everything rally' in his bag
November 19 2021

Earnings and solid fundamentals appear ready to spread some holiday cheer.

November 19 2021
Equity .
Article Election lessons learned
November 19 2021

Were off-year results a wake-up call?

November 18 2021
Inflation .
Infographic This year's dinner is stuffed with inflation November 18 2021

From turkey to sides and desserts, how much will you spend this Thanksgiving?

November 16 2021
Fixed Income .
Article Resilient consumers put holiday bow on credit card ABS
November 16 2021

Robust spending and low delinquencies bode well for yields.

November 12 2021
Markets/Economy .
Article Threading the needle
November 12 2021

With inflation soaring and tapering starting, President Biden's choices for Fed seats are crucial.

November 12 2021
Equity .
Article Where are all the workers?
November 12 2021

It seems some may be earning plenty, for now, just trading crypto. 

November 9 2021
Markets/Economy .
Article Road work ahead
November 10 2021

The infrastructure bill benefits municipalities and muni investors alike.

November 23 2021
Inflation .
Article Inflation isn't killing the bull ... yet
November 10 2021

Companies with pricing power still offering potential.

March 11 2022
Markets/Economy .
Podcast Future-proofing for intergenerational wealth transfer

November 9 2021

Financial advisors need ESG fluency to connect with the next generation of inheritors.

November 5 2021
Equity .
Article Buy in November and HODL
November 5 2021

Popular meme seems perfect for this market.

November 5 2021
Markets/Economy .
Article Labor market rebounds
November 5 2021

Solid gains across the board in October.

November 3 2021
Monetary Policy .
Article Taper is on; rate hikes TBD
November 3 2021

The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.

November 3 2021
Markets/Economy .
Article Navigating fixed-income's roiling waters
November 3 2021

The case for an active approach to the short end of the bond market.

December 1 2021
Liquidity .
Article A familiar course
November 1 2021

The success of the Fed’s first taper gives us confidence it will work well again.

October 29 2021
Markets/Economy .
Article GDP's stunning slump
October 29 2021

We see a variety of reasons for the pullback in Q3 GDP growth.

October 29 2021
Equity .
Article How do you suppose they became billionaires?
October 29 2021

Market marches forward as Dems scale back.

November 16 2021
Fixed Income .
Article Student loan ABS, beyond the headlines
October 27 2021

Finding value in a frequently misunderstood sector.

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

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

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

Economy slows noticeably, while inflation remains elevated.

November 23 2021
Equity .
Article Lots to worry about ... fueling the bull forward
October 22 2021

Still room to run, with a tilt toward cyclical companies with pricing power. 

October 26 2021
Markets/Economy .
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 .
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 .
Article Stagflation ... Pshaw!
October 15 2021

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

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

Ships that stole Christmas

November 10 2021
Fixed Income .
Article Maybe markets should forget about 'transitory'
October 14 2021

Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.

November 5 2021
Fixed Income .
Article Chips are down but auto ABS opportunity is up
October 12 2021

Semiconductor shortage is an all-around positive for these asset-backed securities.

October 8 2021
Fixed Income .
Article Context is key
October 8 2021

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

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

Bond market plods ahead amid looming uncertainties.

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

Job gains miss while wages soar.

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

And now for something completely different ...

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

Fiscal policy uncertainty adds to market volatility.

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

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

October 20 2021
Liquidity .
Article Capitol expenditures
October 1 2021

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

September 29 2021
International/Global .
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 .
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 .
Article The Wall of 'I'm Not Worried'
September 24 2021

The arrival of favorable seasonality supports bullish forces.

September 24 2021
Markets/Economy .
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 .
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 .
Article Coping with the Wall of Worry

September 22 2021

3 sectors may help investors deal with market obstacles.

October 20 2021
Equity .
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 .
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 .
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 .
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 .
Article You wanna bet on Joe?
September 10 2021

A tax and spending bonanza looms.

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

The economy is slowing amid a host of headwinds.

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

Several factors put upward pressure on yields.

September 8 2021
International/Global .
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 .
Podcast Bread crumbs


September 3 2021

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

September 3 2021
Politics .
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 .
Article Labor Day blues
September 3 2021

The August jobs report is a huge miss.

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

Brief summer lull didn't derail solid fundamentals.

September 22 2021
Liquidity .
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 .
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 .
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 .
Article The next wave of innovation: Are we ready and willing?
August 24 2021

And most important, who decides?

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

We see inflation as a sustainable trend.

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

Back-to-school means back to shopping

August 20 2021
Equity .
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.

June 16 2022
Equity .
Video Emerging from the wilderness
August 19 2021

Dividend-paying stocks offer value across sectors.

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

Can the pattern hold?

August 13 2021
Equity .
Article Everything rallies
August 13 2021

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

June 16 2022
Equity .
Video Are dividend stocks positioned for inflation?
August 10 2021

It depends on each company's pricing power.

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

Will free college and absolving student loans make a difference?

August 9 2021
Equity .
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 .
Article Great jobs headline, but ...
August 6 2021

Uncertainties linger when you dig into the weeds.

August 6 2021
Equity .
Article Vaccine panic
August 6 2021

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

September 3 2021
Equity .
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 .
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 .
Article To vax, or not to vax?
August 3 2021

Vaccinations are complicating students' return to campus.

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

After sentiment plummets, China appears keen to reassure investors.

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

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

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

Low supply across many sectors impaired GDP growth.

June 16 2022
Markets/Economy .
Video Finding favor again
July 28 2021

Valuations suggest it's time to consider dividend stocks.

July 29 2021
Monetary Policy .
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 .
Video Is another taper tantrum possible?
July 27 2021

Bond markets can look to precedent for reassurance

July 21 2021
Inflation .
Article We NEED inflation
July 27 2021

A higher-price regime can offer benefits.

July 23 2021
Inflation .
Infographic Inflation's all around July 23 2021

Inflation is accelerating and constantly changing.

July 23 2021
Equity .
Article Inflection point
July 23 2021

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

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

Seasonality and uncertainties are lurking.

July 20 2021
Inflation .
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 .
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 .
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 .
Article Unprecedented unprecedented
July 16 2021

It's easy money all over despite rising inflation.

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

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

July 15 2021
Monetary Policy .
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 .
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 .
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 .
Article It better be transitory
July 13 2021

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

July 9 2021
Equity .
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 .
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 .
Podcast Classic economics vs. new paradigm


July 2 2021

Our equity team discusses differing views on inflation.

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

But underlying metrics are mixed.

July 2 2021
Equity .
Article Beneath the surface
July 2 2021

Equity market's new highs mask issues lurking underneath.

July 14 2021
Liquidity .
Article About time
July 1 2021

The Fed finally raised the overnight reverse repo rate.

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

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

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

Quality cyclicals and dividend growers may be attractive options.

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.

May 24 2021
Equity .
Video Constructive on equities
May 21 2021

The strongest growth in 37 years should propel earnings higher.

DISCLOSURES

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