Insights

How did 2018 tax reform impact the municipal bond market? Portfolio Manager Ann Ferentino explains.

Macro pressures are exacerbating problem pockets, not spreading them.

The Fed leader stood his ground, saying 'gradual' rate normalization remains the strategy.

While yields relative to Treasuries are below historical medians, high yield's higher coupon rate continues to lift returns.

Senior Portfolio Manager R.J. Gallo discusses how Federal Reserve policy and global trade issues may impact the fixed-income markets in 2018's second half.

With all the talk of inflation's return to the U.S, the data has softened.

Senior Portfolio Manager Ihab Salib provides analysis of markets in Latin America and Africa.

A favorable economic climate, the rise of new technologies and historical performance relative to large-cap stocks suggest it could be small-caps' time to shine.

Portfolio Manager Gene Neavin discusses how fundamentals remain solid for high-yield bonds, benefiting yield-seeking investors.

Reduced exposure to longer-term instruments may mitigate the amount of value that rate hikes eat away.

Portfolio Manager Deborah Bickerstaff discusses the attractive and hostile areas of the market for dividend investors.

Senior Portfolio Manager Donald Ellenberger explains the yield curve and what its movements mean for the markets and broader economy.

Expect the Fed to fade and value to return to mortgage market.

Today's dividend stocks are all about the 'new' economy.

Fundamental and long-term forces are shining a positive light on municipal bonds.

When should we really worry about trade? Even the market isn't so sure.

Senior Portfolio Manager R.J. Gallo offers his perspective on potential impact on fixed income from increasing interest rates, inflation and 10-year Treasury yields.

Fixed-income investors would be better served weighing the fundamentals.

The bias on rates remains up, just not as much.

Geopolitics have been, uh, trumping fundamentals in the marketplace.

Senior Portfolio Manager Randy Bauer outlines how the limited interest rate risk and low volatility of ultra-short bonds can support investors, especially during periods of rising interest rates.

Federated updates its duration call in light of inflation, tax reform and the Fed.

Portfolio manager Jared Hoff discusses how investors may find dividend opportunities through international investing.

Senior Portfolio Manager Daniel Peris outlines the reasons why investors should consider dividend investing even as rates rise and other income sources become attractive.

Inflation and rates may rise, but a surge is unlikely.

The Fed keeps rates within a range of 1.75-2%

Senior Portfolio Manager R.J. Gallo explains why municipal bonds have largely outperformed their taxable investment-grade counterparts in 2018.

An exit from the euro is unlikely but even if it comes, it's going to take a long time.

An up-leg may be building for stocks, but watch those yields.

Taxes have changed, but not the role of municipal bonds.

The fundamentals remain favorable despite an aging cycle and rising rates.

There are multiple reasons why yields on the short end of the Treasury curve have risen.

Federated stays short on duration, with plenty to monitor in coming days.

Portfolio Manager Deborah Bickerstaff discusses where in the markets to look for dividends.