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June 26 2019
Politics . Fiscal Policy .
Article Election Special: Democrats take center stage June 25 2019

A long list of Democratic presidential hopefuls will be debating the next 2 nights.

June 20 2019
Monetary Policy . Interest Rates .
Article Amid uncertainties, Fed loses 'patience' June 19 2019

Fed holds off for now but signals rate cuts are at the ready.

June 14 2019
Equity . Markets/Economy .
Article He's got it going on June 14 2019

All the angst over tariffs and trade belies a consumer who is doing just fine.

June 11 2019
Equity . Markets/Economy .
Article Opportunities abound as automakers go green June 11 2019

Increasingly smarter, eco-friendly cars require continuous tech updates.

June 10 2019
Markets/Economy . Politics .
Article Revisit immigration reform June 10 2019

Major changes must be made to address the decreasing birth and fertility rate in the U.S.

June 7 2019
Equity . Markets/Economy .
Article Bizarro investment world June 7 2019

May's jobs report was a downer, so why are the markets so upbeat?

June 7 2019
Equity . Markets/Economy .
Article An 'insurance' cut? June 7 2019

Profits, margins and valuations look attractive regardless of what the Fed may or may not do.

June 21 2019
Fixed Income .
Article Where do yields go from here? June 6 2019

Events in coming weeks may determine if yields have further to fall.

June 21 2019
Equity . Global Diversification .
Article 3 Questions: Federated Hermes Global Equity Fund June 6 2019

The fund favors developed and emerging-markets companies with competitive advantages, sustainable business models and responsible governance.

June 26 2019
Liquidity . Monetary Policy .
Article Investors shouldn't go looking for trouble June 1 2019

Investors are overreacting to the flattening of the short end of the yield curve.

June 10 2019
Markets/Economy . Politics .
Article The slow boat to China develops a leak May 31 2019

Using tariffs to address a non-trade issue with Mexico creates a destabilizing undertow.

May 31 2019
Markets/Economy . Equity .
Article Geopolitical risks abound May 31 2019

But we reject the pervading pessimistic view about the U.S. economy.

May 17 2019
Politics . Fiscal Policy .
Article I'm loading up on the popcorn! May 29 2019

The coming Democratic debates kick off what promises to be a very interesting 2020 presidential election season.

May 24 2019
Markets/Economy . Equity .
Article Amid a flurry of risks, U.S. GDP should chug along May 24 2019

Despite slowing manufacturing, ugly U.S.-China trade talks, Brexit mess and more, 2019 GDP likely to be solid.

May 17 2019
Politics . International/Global .
Article Will populism remain popular? May 22 2019

This week's European Parliament elections could provide guidance on the question.

May 21 2019
Equity . Markets/Economy .
Article The slow boat to China May 21 2019

Our melt-up scenario has melted with the prolonged trade talks, but not our longer bullish view on the year.

June 6 2019
Equity . Markets/Economy .
Article Mid-caps: The Goldilocks asset class? May 21 2019

When it comes to stocks, the "middle ground'' doesn't have to mean ho-hum.

May 17 2019
Markets/Economy . Consumer Spending .
Article Consumers stronger than they appear May 17 2019

Shoppers shrugged off several issues causing 'Mapril' retail sales to be solid.

May 31 2019
Markets/Economy . Fixed Income .
Article Credit markets (relatively) calm May 16 2019

The U.S.-China trade fracas has not roiled credit markets.

May 31 2019
Monetary Policy . Interest Rates .
Article I had a major crush on Davy Jones May 14 2019

Many reasons to expect inflation to remain low for longer (... Jones? Think The Monkees).

June 10 2019
Equity . International/Global .
Article What's next? May 14 2019

"Trust but verify," an iconic message of the Reagan era, is just as apt today when it comes to the U.S.-China trade war.

May 17 2019
Markets/Economy . Politics .
Article He said, Xi said May 10 2019

U.S.-China trade negotiations have gotten testy, but a resolution likely will be reached, calming market angst.

May 10 2019
Markets/Economy . Politics .
Article Take a breath May 10 2019

We still expect an eventual trade deal and view interim market messiness as an opportunity.

May 10 2019
Equity . Markets/Economy .
Article Ballast May 10 2019

With volatility rising on trade uncertainty, investors may desire some stability.

May 3 2019
Markets/Economy . Equity .
Article Strongest labor market in half a century? May 3 2019

April sees surprisingly strong jobs gain, near 50-year low in jobless rate.

May 6 2019
Equity . Markets/Economy .
Article You're either a Disnoid or you're not May 3 2019

Linda, who isn't (her sister is), sees potential trade-war surprises as risks to an otherwise bullish backdrop.

May 8 2019
Liquidity . Monetary Policy .
Article Investors also must be patient May 1 2019

The markets are looking (too hard) for guidance from the Fed.

May 2 2019
Monetary Policy . Interest Rates .
Article Slow news day at the Fed May 1 2019

Policymakers hewed to their policy of 'patience.'

May 2 2019
Equity . Markets/Economy .
Article First-quarter growth much better than feared April 26 2019

Q1 GDP growth was driven by stronger inventory and net trade.

April 26 2019
Equity . Markets/Economy .
Article Bad axe women April 26 2019

Some sectors face headwinds but earnings and the economy remain supportive.

May 14 2019
Equity . Global Diversification .
Article 3 Questions: Federated Hermes Global Small Cap Fund April 25 2019

The fund searches the world for companies with enduring competitive advantages for its concentrated portfolio.

April 17 2019
Markets/Economy . Equity .
Article Soaring retail sales point to GDP rebound April 18 2019

On continued benign inflation and strong P/E multiples, we are sticking to our full-year S&P target of 3,100.

April 18 2019
Equity . Markets/Economy .
Article Kindred spirits April 18 2019

It may not feel like it to some, but most Americans did get a tax cut.

April 16 2019
Interest Rates . Fixed Income .
Article Federated adopts neutral view on yields in the near term April 16 2019

Risks between upward and downward moves appear relatively balanced.

May 6 2019
Equity . Markets/Economy .
Article Look out above, a melt-up may be underway April 15 2019

Fundamentals and news flow suggest the stock market may be heading to new highs.

April 12 2019
Equity . Markets/Economy .
Article The Bank of Mom and Dad April 12 2019

Earnings, economy and technicals supportive of stocks.

April 12 2019
Equity . Markets/Economy .
Article Spring is coming April 12 2019

Even if Q1 earnings decline, a year-end target of 3,100 on the S&P 500 remains our forecast.

April 29 2019
Fixed Income . Interest Rates .
Article For fixed income, it's steady as she goes April 11 2019

After a strong first quarter, high yield and other credit securities settle into a clip-the-coupon environment.

April 5 2019
Equity . Markets/Economy .
Article Got to love these odds April 5 2019

April tends to be kind, not cruel, to stocks.

April 5 2019
Equity . Markets/Economy .
Article March jobs rebound erases aberrant February April 5 2019

After all the concern, Q1 ended up having a solid average monthly gain of 180,000 jobs.

April 2 2019
Equity . Politics .
Article 'Medicare-for-All' uncertainty creates opportunity April 2 2019

Single-payer buzz is hurting managed-care stocks. That's good for value investors.

April 24 2019
Liquidity . Interest Rates .
Article Reset and assess April 1 2019

The Fed essentially used the March meeting to reboot its message after its dramatic policy shift over the last two quarters.

March 29 2019
Equity . Markets/Economy .
Article Did you hear that? March 29 2019

Concerns about an inverted curve may be cast in a paradigm that no longer exists.

March 29 2019
International/Global . Markets/Economy .
Article Brexit: What now? March 29 2019

As the saga drags on, there's one outcome the markets almost certainly wouldn't like—a no-deal Brexit.

March 28 2019
Equity . Markets/Economy .
Article Follow the money March 27 2019

Corporate earnings and GDP growth got tangled in several temporary issues in Q1 and should bounce back.

March 29 2019
Equity . Markets/Economy .
Article Don't sweat the yield-curve inversion March 26 2019

By most measures, a recession isn't in the cards anytime soon.

March 22 2019
Equity . Markets/Economy .
Article Do the right thing March 22 2019

The Federal Reserve was 3-for-3 in correct policy responses at its recent meeting.

March 22 2019
Equity . Markets/Economy .
Article 'I can't wait 'til noon' March 22 2019

Uncertainty climbs as investors interpret a dovish Fed and rally in long Treasury bonds as a possible recession signal. Might it be an opportunity?

April 11 2019
Equity . Markets/Economy .
Article The bull: younger and stronger than you think March 22 2019

With the secular bull marking its sixth birthday, there's plenty of room left to run. Helping it along are the still-deep scars from 2008-09's near-Armageddon experience.

April 1 2019
Liquidity . Interest Rates .
Article Fed says it's done for the year March 20 2019

The FOMC statement confirms the dramatic shift in Fed expectations since late 2018.

March 20 2019
Equity . Markets/Economy .
Article Mid-cap momentum March 15 2019

The middle of the stock market is making a comeback.

March 15 2019
Equity . Markets/Economy .
Article My credentials are legit, I swear! March 15 2019

In a week of lies and disappointments, the market continued to run, hitting a high for the year.

March 20 2019
Liquidity . Interest Rates .
Article Just how patient will the Fed be? March 15 2019

With no hike expected, markets will look to changes in the dot plot and balance sheet taper for answers.

March 11 2019
Equity . Markets/Economy .
Article Equity overweight raised on improving EM outlook March 12 2019

We think EM stocks are poised for a comeback.

March 8 2019
Equity . Markets/Economy .
Article About that jobs miss March 8 2019

There was a lot of noise surrounding February's jobs number, but the bottom line is, the labor market remains healthy.

March 7 2019
Equity . Markets/Economy .
Article Nothing really matters March 8 2019

A pullback not only is expected, it will be welcomed by many.

March 7 2019
Fixed Income . Markets/Economy .
Article High-yield tailwinds continue to outpace headwinds March 7 2019

At this later stage of the cycle, Federated views this asset class primarily as a good 'clip the coupon' story.

March 22 2019
Equity . International/Global .
Article The bull in the China shop March 6 2019

China-U.S. trade outcomes range from very good to not good at all.

March 25 2019
Fixed Income . Interest Rates .
Article Why are long-term rates stuck? March 5 2019

Inflation shows little sign of breaking out. Until it does, it's difficult to see long rates breaking up in any significant manner.

March 1 2019
Equity . Markets/Economy .
Article Crosscurrents fading March 1 2019

If they do, stocks could float to our 3,100 year-end target.

March 1 2019
Equity . Markets/Economy .
Article Bad memories March 1 2019

A number of trends are impacting the way this market operates, and that's not necessarily healthy for investors.

March 15 2019
Liquidity . Interest Rates .
Article Stopping the pendulum's swing March 1 2019

Fed's Powell wants the markets to forget his vacillations of late 2018.

March 1 2019
Equity . Markets/Economy .
Article Q4 GDP: Not so bad after all February 28 2019

Capex and consumer spending beat expectations, helping to drive GDP growth of 2.6%.

March 6 2019
Equity . Markets/Economy .
Article Why 'late cycle' thinking is wrong (and why that's good for stocks) February 26 2019

This expansion is on track to become the nation’s longest, yet it’s behaving as if it’s closer to the middle than late innings.

March 15 2019
Equity . Markets/Economy .
Article Positive surprises update: 2 out of 5 ain't bad (so far) February 22 2019

Developments are breaking the way we thought they may, boding well for our year-end forecast of 3,100 on the S&P

March 15 2019
Equity . Markets/Economy .
Article If it's consensus, it's already baked into the market February 22 2019

Rising optimism suggests the market is overbought, but momentum suggests that any pullback may prove short-lived.

March 15 2019
Equity . Fiscal Policy .
Article Fiscal policy silly season February 21 2019

Democratic tax proposals might hurt everyone if they pull the U.S. into recession.

March 15 2019
Fixed Income . International/Global .
Article As global growth slows, there's an upside for international bonds February 20 2019

Portfolio manager John Sidawi sees opportunities as headwinds in three key areas—Fed rate policy, the dollar's direction and idiosyncratic risks—shift to potential tailwinds.

February 15 2019
Equity . Markets/Economy .
Article The Fed 'put' February 15 2019

The Fed is supporting the market. Might China be next?

March 15 2019
Equity . Markets/Economy .
Article Christmas sales plunge February 14 2019

Retail sales were solid in October and November; what happened in December?

March 15 2019
International/Global . Markets/Economy .
Article European hotspots February 13 2019

A look at economic and political stress in Britain, Italy and ... well ... really the entire EU.

March 15 2019
Equity . Growth .
Article The small-cap story remains compelling February 11 2019

The brutal end-of-year sell-off in risk assets didn't change the reasons why small-cap stocks should still be an option for risk-oriented long-term investors.

March 15 2019
Equity . Markets/Economy .
Article It's getting late February 8 2019

The next few weeks could prove significant as the market awaits signs of progress on U.S.-China trade and the global economy.

March 15 2019
Equity .
Article V-bottom January Barometer February 8 2019

Yes, we’re forecasting a 32% rally from Christmas Eve 2018 to New Year’s Eve 2019.

March 15 2019
Fixed Income . International/Global .
Article 3 reasons the case for emerging markets is strong February 7 2019

A Fed on pause, an easing of trade worries and the pricing in of most geopolitical worries make for EM tailwinds.

March 15 2019
Fixed Income . Markets/Economy .
Article 'Risk-on' is back in the credit markets February 6 2019

January's rally was particularly strong across fixed-income credit sectors. With spreads narrowing, momentum could ease in the months ahead. But the outlook remains positive.

March 15 2019
Consumer Spending . Markets/Economy .
Article 5 trends that are reshaping retail February 5 2019

It's not just online shopping. Retailers are using big data in all its forms to anticipate and meet customers' needs ... and to operate more efficiently, too.

March 15 2019
Equity . Markets/Economy .
Article Solid January jobs report despite shutdown noise February 1 2019

But expect sharp revisions in coming months as it fades.

March 15 2019
Equity . Liquidity .
Article 'Weather hug' reprised February 1 2019

The Fed adds to reasons to believe in this rally, making inevitable pullbacks potential buying opportunities.

March 15 2019
Liquidity . Interest Rates .
Article Powell's puzzle February 1 2019

Fed Chair Powell should have let the statement do the talking.

March 15 2019
Interest Rates . Fixed Income .
Article Fed will be 'patient' January 30 2019

The Fed kept rates steady, making markets happy with a dovish pause.

March 15 2019
Equity . Global Diversification .
Article 3 Questions: Federated Hermes SDG Engagement Equity Fund January 29 2019

By working collaboratively with companies to achieve UN Sustainable Development Goals, this fund seeks to capitalize on new market opportunities while also making the world a better place.

March 15 2019
Equity . Markets/Economy .
Article Top 5 upside surprises for 2019 January 25 2019

A conversational shift by midyear from "synchronized global slowdown" to "synchronized global stimulus" heads the list.

March 15 2019
Equity . Markets/Economy .
Article Warm sunshine does wonders for your mood January 25 2019

China and the unwinding of post-crisis policies likely will weigh on markets for some time. But short of a recession, it's still a bullish story for stocks.

January 28 2019
Equity . Markets/Economy .
Article 'A pox on both your houses' January 25 2019

The White House and Congress must come to terms on full immigration reform to avoid another shutdown.

February 1 2019
Liquidity . Active Management .
Article 3 Questions: Cash is an asset class again January 25 2019

Liquidity products offer access, stability and, now, return.

January 25 2019
Equity . Markets/Economy .
Article It never rains in California January 18 2019

There's a lot of pessimism as earnings season is set to go full bore. That may be a good thing.

January 14 2019
Equity . Growth .
Article 5 reasons 2019 offers opportunity for growth investors January 15 2019

Because growth strategies aren't necessarily dependent on the economy, late 2018's sell-off could provide the potential for some upside this year.

January 18 2019
Equity . Markets/Economy .
Article The running of the bears January 11 2019

The Fed, China and earnings appear set to break the bulls' way, but the bears should still have their moments in coming months.

January 18 2019
Equity .
Article 'It's not supposed to be easy' January 11 2019

No one really knows the reason for Q4's falloff. What we do know is if this is just a soft patch, then there should be more upside for investors.

January 18 2019
Equity .
Article Green light to start 2019 January 11 2019

The "January Barometer" suggests 2019 could be a strong year.

January 24 2019
Fixed Income .
Article From 'irrational exuberance' to rational despondence January 9 2019

It was a no good, very bad fourth quarter for the credit bond markets, too. It's hard to see the first quarter being the same.

January 11 2019
Fixed Income .
Article The credit market is not broken January 8 2019

The majority of BBB-rated debt is issued deliberately by healthy companies, not those on the brink.

January 11 2019
Equity .
Article To recession or not to recession? That is the question January 7 2019

Yes, the economy is slowing but an outright recession just doesn't seem to be in the cards.

January 18 2019
Equity .
Article What recession? January 4 2019

Will the robust labor report keep the Fed actively engaged in tightening monetary policy?

January 11 2019
Equity .
Article Contrary to popular belief January 4 2019

There are a lot of scary economic and market headlines out there. They don't always reflect reality.

January 15 2019
Liquidity .
Article Money markets: 3 things to watch in 2019 December 31 2018

Look for cash to be key, if not king, in 2019.

March 15 2019
International/Global .
Article International: 3 things to watch 2019 December 27 2018

Trade friction, political instability and contrarian opportunities could shape the global investing environment in the new year.

January 4 2019
Fixed Income .
Article High yield: 3 things to watch in 2019 December 27 2018

Equity market behavior is strongly correlated with high yield performance.

January 4 2019
Fixed Income .
Article Fixed income: 3 things to watch in 2019 December 26 2018

3 factors may dictate how bonds do in 2019: the Fed (is it close to neutral?), the economy (how slow will it grow?) and inflation (will it remain muted?).

December 21 2018
Liquidity . Cash Management .
Article Cash markets not concerned about a government shutdown December 21 2018

Cash markets will not be affected if President Trump forces a partial government shutdown.

January 7 2019
Equity . International/Global .
Article Global markets: 3 things to watch in 2019 December 20 2018

Concerns about liquidity, recession and a trade war are certain to weigh on markets next year.

January 8 2019
Equity .
Article U.S. markets: 3 things to watch in 2019 December 20 2018

Phil Orlando is keeping a close eye on equity market technicals and potential Fed policy changes.

December 21 2018
Liquidity . Cash Management .
Article Fed: One and not yet done December 19 2018

Policymakers hike rates and signal two more in 2019.

December 21 2018
Fixed Income .
Article Deja vu all over again December 17 2018

There are many parallels between the markets and economy today and in 2015-16. For those fearing recession, that's a good thing.

December 21 2018
Equity .
Article Will stock market Grinch steal holiday spending? December 14 2018

We won't know for certain until January, but think consumer spending may trump market volatility.

December 21 2018
Equity .
Article May you have very happy holidays December 14 2018

Stocks must work through headwinds to accomplish the typical end-of-year rally.

December 21 2018
Equity . Markets/Economy .
Article Volatile year ahead likely to end well December 13 2018

Once 2018's messiness subsides, the market and economy should take a turn for the better, with the S&P 500 eventually hitting new highs in 2019.

December 11 2018
Equity . Markets/Economy .
Article I've asked Santa to do something about the algos, please! December 7 2018

Algorithmic-driven trading associated with massive passive investing is abetting volatility in the market.

December 21 2018
Equity .
Article Cooler jobs report restrains Fed December 7 2018

It's possible a Fed rate hike this month could be its last in this cycle.

December 6 2018
Fixed Income .
Article The near-term bias on Treasury yields may be higher December 4 2018

Several factors that drove yields lower have turned more favorable, but a lack of clarity still clouds the outlook.

January 9 2019
Equity . Markets/Economy .
Article The bulls hit the trifecta December 3 2018

Fed, Trump-Xi and OPEC line up for a potentially bullish finish to the year.

May 28 2019
Interest Rates . Cash Management .
Article Neutral November November 30 2018

Fed Chair Powell shifts his view on interest-rate levels.

December 6 2018
Equity . Markets/Economy .
Article Will soft patch derail Santa Claus rally? No, no, no! November 30 2018

We see a year-end Santa Claus rally taking stocks up to their September high.

January 9 2019
Equity . Politics .
Article As long as neither storms out, we're good November 29 2018

If Trump and Xi just kick the can down the road, the markets should be fine with that.

January 9 2019
Equity . Interest Rates .
Article Powell does his part; now it's up to Trump and Xi November 28 2018

Fed chair signals that policymakers will go slowly on further rate increases.

December 6 2018
Equity . Markets/Economy .
Article Shaken, not stirred November 21 2018

It's a little messy for the markets right now but the longer-term outlook remains bright.

December 6 2018
Equity . Politics .
Article Immigration reform needed to sustain economic growth November 21 2018

Immigration reform should be a "common-ground" item for our political parties.

March 22 2019
Equity . Markets/Economy .
Article But Cramer said there is always a bull market somewhere! November 21 2018

There are reasons to be optimistic.

December 6 2018
International/Global .
Article Internationally speaking, a little caution may be merited November 20 2018

The longer-term outlook remains positive but there are some stones in the road along the way.

December 6 2018
Equity . Politics .
Article Crude oil pendulum swings to extremes November 16 2018

We expect OPEC will reverse its recent increase in production at its meeting in December.

December 6 2018
Equity . Politics .
Article I'm told Buenos Aires is beautiful this time of year November 15 2018

That's where Presidents Trump and Xi are scheduled to meet, and what happens there may well determine what happens here with the market.

December 6 2018
Equity . Growth .
Article Q&A: Innovation is fueling growth November 14 2018

Promising new technologies, and new applications of existing technologies, are creating a wealth of opportunities.

December 6 2018
Fixed Income .
Article Strong economy and credit quality continue to buoy high yield November 12 2018

Volatile period doesn't change solid fundamentals, indicating potential upside if markets settle down as expected.

December 6 2018
Equity . Politics .
Article Amen! The midterm election is over and we can get to work November 9 2018

Gridlock? If history is a guide, the stock market will be fine with that.

December 6 2018
Equity . Politics .
Article Is gridlock good? November 9 2018

A split Congress might find common ground on several key issues.

December 6 2018
Fixed Income . Interest Rates .
Article Fed stays put November 8 2018

The FOMC left policy rates and most language of its policy statement unchanged.

December 6 2018
Equity . Politics .
Article Midterm redux: Partial 'Goldilocks' outcome, though Fed and China still loom November 7 2018

Results provide three good reasons why we think investors should remain bullish on stocks.

May 29 2019
Politics . Markets/Economy .
Article A quick take on the midterms: Gridlock November 7 2018

Federated's trio of CIOs thinks a split Congress won't undo Trumponomics but won't build on it, either.

December 6 2018
Active Management . Portfolio Stability .
Article 3 Questions: Federated MDT November 6 2018

A quantitative approach that seeks to eliminate behavioral influences is at the heart of this diversified stock-selection strategy.

December 6 2018
Equity . Markets/Economy .
Article Powerful October jobs rebound November 2 2018

The labor market posted terrific job gains despite extreme weather.

December 6 2018
Equity .
Article Proceed with caution November 2 2018

Federated's base case is there's still a good amount of upside in stocks but it could be sloppy for awhile.

December 6 2018
Liquidity . Cash Management .
Article Nothing spooky about stability November 1 2018

In October, the cash sector watched the market volatility from solid ground.

December 6 2018
Equity . Growth .
Article Strong consumer drives solid Q3 GDP October 26 2018

Personal consumption expenditures rose stronger-than-expected in the third quarter.

March 22 2019
Equity . International/Global .
Article If you're stressed about the correction, visit New York City October 26 2018

It may not be clear why the market is selling off and when it may end, but in the Big Apple, this is not even a topic of discussion at the dinner table.

January 10 2019
Equity . Markets/Economy .
Article Secular bull call intact but 3,100 on the S&P may have to wait till 2019 October 25 2018

Technical damage and time may prevent breach of longstanding target this year.

December 6 2018
Equity . Markets/Economy .
Article The 'New Normal' is a different normal these days October 23 2018

The digital revolution is impacting inflation, interest rates and the economy in ways that have yet to be appreciated fully by the markets.

December 6 2018
Equity . Markets/Economy .
Article An unforeseen event, typically one with extreme consequences October 19 2018

Ten years later, many investors have yet to shake their financial crisis jitters.

December 6 2018
Equity . Markets/Economy .
Article No Black Monday deja vu October 19 2018

Our year-end S&P 500 target of 3,100 has not changed despite the turbulence.

March 15 2019
Equity . Global Diversification .
Article Time to add to equities as the lows are likely in October 18 2018

Worries behind the latest are likely to fade, prompting Federated to raise the equity overweight in its PRISM&reg stock-bond model.

March 22 2019
Fixed Income .
Article Don't be wary of a BBB-rating October 17 2018

Contrary to their reputation BBB-rated corporate debt has much to recommend itself.

February 11 2019
Equity .
Article Small caps compelling despite, and because of, recent rough patch October 16 2018

Mean reversion, valuations and a prolonged economic cycle provide favorable arguments for small caps.

December 6 2018
Equity . Growth .
Article Risk of 'Blue Wave' roils markets, creates buying opportunity October 12 2018

Economy is strong, despite recent market volatility.

December 6 2018
Equity .
Article If you're stressed about a correction, visit Wisconsin October 12 2018

It was all systems go everywhere I went this week in the dairy state.

December 6 2018
Fixed Income . International/Global .
Article Inching closer to neutral October 11 2018

Federated seeks to lessen potential fixed-income volatility amid rising rates, midterm election uncertainty and a Fed that's trying to stick the landing.

December 6 2018
Equity .
Article 'I'm going to Pittsburgh for fun' October 5 2018

Sweat about the spike in Treasury yields if you must, but the reasons for it are very bullish.

December 6 2018
International/Global . Global Diversification .
Article Q&A: Idiosyncratic issues mask-and create-opportunities in the EM October 3 2018

Recent sell-off has driven valuations down to potentially attractive levels among selected securities.

June 10 2019
Liquidity . Cash Management .
Article Coming around to our way of thinking October 1 2018

The press is finally realizing that money funds are again "attractive."

December 6 2018
Equity . Growth .
Article 'Particularly bright moment' September 28 2018

Fed chair Powell voiced considerable optimism at the policy-setting meeting.

March 15 2019
Markets/Economy . Active Management .
Article 3 Questions: Federated Bond Fund September 27 2018

The fund combines a focus on investment-grade bonds with a strategic high-yield allocation.

December 6 2018
Interest Rates . Cash Management .
Article Fed takes one more step toward normal September 26 2018

An uneventful meeting followed expectations with a rate hike to a range of 2-2.25%.

December 6 2018
Fixed Income . Income .
Article Mortgages on way to becoming a true market again September 26 2018

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

January 10 2019
Equity .
Article Here's why we think the growth story will continue September 25 2018

Growth stocks continue to benefit from a robust earnings, a solid economy, tax reform and IPOs.

March 15 2019
Equity .
Article They were talking DEE-fence in Chicago and it wasn't about Da Bears September 19 2018

Advisors are turning defensive even as stocks flirt with new highs.

March 1 2019
Equity .
Article So long, Telcom. Hello, Communication Services September 18 2018

Confident market is not impressed by the litany of near-term risks.

March 15 2019
Equity .
Article Fundamentals matter September 13 2018

Confident market is not impressed by the litany of near-term risks.

December 6 2018
Equity . Global Diversification .
Article Holding pattern September 13 2018

The market could hem and haw for awhile but fundamentals and valuations continue to suggest longer-term upside.

December 6 2018
International/Global . Income .
Article EM idiosyncratic, not contagious September 13 2018

Macro pressures are exacerbating problem pockets, not spreading them.

January 10 2019
Equity . Markets/Economy .
Article What can end the long cycle? September 12 2018

If you listen to the bears, the list of worries is long. It's also wrong.

December 6 2018
Liquidity .
Article Numbers game at the Fed September 1 2018

Why we need more governors than regional presidents on the FOMC.

March 15 2019
Equity . Income .
Article Don't call me old August 31 2018

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

December 6 2018
Fixed Income . Income .
Article Same as it ever was August 28 2018

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

March 15 2019
Equity . Income .
Article Stocks thrilled with Powell's first Jackson Hole speech August 24 2018

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

December 6 2018
Equity . Global Diversification .
Article It depends on what the meaning of the word 'is' is August 24 2018

History suggests Trump's troubles won't necessarily carry over to the market.

March 15 2019
International/Global . Global Diversification .
Article Trade headlines may be scary; the impact on trade finance is not August 21 2018

Global trade isn't going away and may even grow between emerging countries if a trade war breaks out between the U.S., China and Europe.

December 6 2018
Equity . Global Diversification .
Article It's the dog days of August--last chance to chill August 17 2018

The market seems to be brushing Turkey aside as it wrestles over what to worry about.

March 15 2019
Equity . Growth .
Article Will Social Security go bust? August 16 2018

There are several options to shore up its diminishing reserves.

March 15 2019
Equity . Portfolio Stability .
Article All anyone is talking about, except for the 'stable genius' of course August 10 2018

Yield curve, dollar strength and Europe's economy headline worries other than trade issues.

December 6 2018
Equity . Global Diversification .
Article Is there slack in the labor market? August 8 2018

We think there is. If it could be shrunk or eliminated, wages should grow.

March 15 2019
Equity . Portfolio Stability .
Article Stocks running out of excuses for not going up August 7 2018

Five reasons-and a possible sixth-why we remain bullish.

May 29 2019
Equity . Portfolio Stability .
Article Stable? Genius? Either would suffice August 3 2018

President Trump's 2020 campaign appears to be well underway, and rhetoric aside, the fundamentals arguably have the odds in his favor at this point.

December 6 2018
Equity . Portfolio Stability .
Article Geoffrey the giraffe hijacks jobs report August 3 2018

A poor headline number belies strength in the job market.

March 15 2019
Fixed Income . Income .
Article Three reasons, beyond just tax reform, to consider munis August 2 2018

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

December 6 2018
Liquidity . Cash Management .
Article Trump challenges Fed's independence August 1 2018

How will the Fed respond to Trump's criticism of the recent hikes?

December 6 2018
Fixed Income . Income .
Article A 'strong' statement August 1 2018

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

December 6 2018
Equity . Global Diversification .
Article Late cycle, late schmycle July 27 2018

While there may be hiccups, technical and fundamental factors suggest this expansion and rally has a ways to go.

December 6 2018
Equity .
Article Robust second-quarter GDP July 27 2018

The GDP report should not hinder the Fed's rate path.

December 6 2018
Equity . Global Diversification .
Article How's your summer going? July 20 2018

Summertime, and the living is easy even if all the geopolitical noise isn't.

December 6 2018
Equity .
Article Second-quarter fundamentals strengthen July 20 2018

Federated expects Q2 growth to come in at a strong 4.1%. The government's initial estimate is due Friday.

December 6 2018
Equity . Markets/Economy .
Article Earnings to the rescue? July 19 2018

There may be some near-term volatility but the longer-term upside story remains strong.

March 15 2019
Fixed Income . Income .
Article High yield maintains its edge July 18 2018

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

December 6 2018
Equity . Portfolio Stability .
Article 'People will be happy' July 13 2018

What if the market and media have it all wrong on Trump and trade?

December 6 2018
Equity .
Article Immigration can supplement declining fertility July 13 2018

The U.S. needs immigrant workers to keep the economy humming.

December 6 2018
Fixed Income . Income .
Article Fixed Income Outlook: Something ... or nothing July 11 2018

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

December 6 2018
Equity . Global Diversification .
Article It's on July 6 2018

As the U.S. and China exchange tariff punches, the global economy and investors await the outcome.

December 6 2018
Equity .
Article Goldilocks jobs report could ease Fed pressure July 6 2018

The jobs report showed more people are re-entering the labor market.

December 6 2018
Equity .
Article Small caps might be today's Goldilocks investment July 3 2018

U.S. small caps continue to benefit from increasing M&A activity, a robust economy and their predominate domestic focus.

December 6 2018
Liquidity . Cash Management .
Article No more normal? July 2 2018

It seems the Fed is nearing a tightening cycle after years of rate normalization.

December 6 2018
Equity .
Article Lighten up and lock in some profits June 28 2018

We expect a powerful Q4 rally that will drive equities to record highs.

DISCLOSURES

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