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Equity Markets/Economy
Article My credentials are legit, I swear!

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

Equity Markets/Economy
Article Mid-cap momentum

The middle of the stock market is making a comeback.

Equity Markets/Economy
Article Equity overweight raised on improving EM outlook

We think EM stocks are poised for a comeback.

Equity Markets/Economy
Article About that jobs miss

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

Equity Markets/Economy
Article Nothing really matters

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

Fixed Income Markets/Economy
Article High-yield tailwinds continue to outpace headwinds

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

Equity Markets/Economy
Article Crosscurrents fading

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

Equity Markets/Economy
Article Bad memories

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

Liquidity Interest rates
Article Stopping the pendulum's swing

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

Markets/Economy
Infographic Health care's digital transformation

Technology continues to refine and reshape the way Americans get care.

Equity Markets/Economy
Article Q4 GDP: Not so bad after all

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

Equity Markets/Economy
Article Why 'late cycle' thinking is wrong (and why that's good for stocks)

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.

Equity Markets/Economy
Article Positive surprises update: 2 out of 5 ain't bad (so far)

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

Equity Markets/Economy
Article If it's consensus, it's already baked into the market

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

Equity Fiscal Policy
Article Fiscal policy silly season

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

Fixed Income International/Global
Article As global growth slows, there's an upside for international bonds

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.

Equity Markets/Economy
Article The Fed 'put'

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

Equity Markets/Economy
Article Christmas sales plunge

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

International/Global Markets/Economy
Article European hotspots

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

Equity
Video Areas poised for growth in 2019

Which areas of the market are poised for growth this year? Portfolio Manager Steve Chiavarone breaks it down by asset class.

Equity Growth
Article The small-cap story remains compelling

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.

Equity Markets/Economy
Article It's getting late

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

Equity
Article V-bottom January Barometer

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

Fixed Income International/Global
Article 3 reasons the case for emerging markets is strong

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

Fixed Income Markets/Economy
Article 'Risk-on' is back in the credit markets

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.

Equity
Video The rise of a new generation

Portfolio Manager Steve Chiavarone discusses why he believes we’re in the midst of another industrial revolution and how millennials fit in to this changing economic landscape.

Equity
Video What opportunities are investors missing?

Client Portfolio Manager Jordan Stuart describes where he's seeing opportunities in the market.

Consumer spending Markets/Economy
Article 5 trends that are reshaping retail

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.

Equity Markets/Economy
Article Solid January jobs report despite shutdown noise

But expect sharp revisions in coming months as it fades.

Equity Liquidity
Article 'Weather hug' reprised

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

Liquidity Interest rates
Article Powell's puzzle

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

Interest rates Fixed Income
Article Fed will be 'patient'

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

Equity Global Diversification
Article 3 Questions: Federated Hermes SDG Engagement Equity Fund

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.

Equity Markets/Economy
Article Top 5 upside surprises for 2019

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

Equity Markets/Economy
Article Warm sunshine does wonders for your mood

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.

Equity Markets/Economy
Article 'A pox on both your houses'

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

Liquidity Active Management
Article 3 Questions: Cash is an asset class again

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

Markets/Economy
Infographic 5G is here!

The dawn of the fifth generation of wireless technology suggests a bright future for U.S. economic investment and growth.

Equity Markets/Economy
Article It never rains in California

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

Equity Growth
Article 5 reasons 2019 offers opportunity for growth investors

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

Equity Markets/Economy
Article The running of the bears

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

Equity
Article 'It's not supposed to be easy'

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.

Equity
Article Green light to start 2019

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

Fixed Income
Article From 'irrational exuberance' to rational despondence

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.

Fixed Income
Article The credit market is not broken

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

Equity
Article To recession or not to recession? That is the question

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

Equity
Article What recession?

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

Equity
Article Contrary to popular belief

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

Liquidity
Article Money markets: 3 things to watch in 2019

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

Markets/Economy
White Paper Volatility may not kill the Bull in 2019

December’s steep sell-off suggested markets were pricing in a U.S. economic recession sometime this year. The only problem is, the macro fundamentals indicate it’s just a slowing, nothing worse.

International/Global
Article International: 3 things to watch 2019

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

Fixed Income
Article High yield: 3 things to watch in 2019

Equity market behavior is strongly correlated with high yield performance.

Fixed Income
Article Fixed income: 3 things to watch in 2019

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?).

Liquidity Cash Management
Article Cash markets not concerned about a government shutdown

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

Equity International/Global
Article Global markets: 3 things to watch in 2019

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

Equity
Article U.S. markets: 3 things to watch in 2019

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

Fixed Income
Video Three reasons to own muni bonds

Portfolio Manager Ann Ferentino outlines the reasons why muni bonds are attractive now.

Liquidity Cash Management
Article Fed: One and not yet done

Policymakers hike rates and signal two more in 2019.

Taxes Income
Video Tax reform's impact on muni bonds

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

Equity
Video Opportunities in a volatile market

Senior Portfolio Manager Ryan Bend discusses risks and opportunities in a volatile market.

Fixed Income
Article Deja vu all over again

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

Equity
Article Will stock market Grinch steal holiday spending?

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

Equity
Article May you have very happy holidays

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

Equity Markets/Economy
Article Volatile year ahead likely to end well

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.

Equity Markets/Economy
Article I've asked Santa to do something about the algos, please!

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

Equity
Article Cooler jobs report restrains Fed

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

Fixed Income
Article The near-term bias on Treasury yields may be higher

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

Equity Markets/Economy
Article The bulls hit the trifecta

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

Markets/Economy
White Paper A Softer, Friendlier 2019?

It’s fair to say 2018 didn’t go as planned. But there are reasons to believe 2019 will be different and better.

Interest rates Cash Management
Article Neutral November

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

Equity Markets/Economy
Article Will soft patch derail Santa Claus rally? No, no, no!

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

Equity Politics
Article As long as neither storms out, we're good

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

Equity Interest rates
Article Powell does his part; now it's up to Trump and Xi

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

Consumer spending Markets/Economy
Infographic Holiday shopping outlook is bright

An anticipated surge in retail sales and seasonal hiring look to boost spirits and the economy.

Equity Markets/Economy
Article But Cramer said there is always a bull market somewhere!

There are reasons to be optimistic.

Equity Markets/Economy
Article Shaken, not stirred

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

Equity Politics
Article Immigration reform needed to sustain economic growth

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

International/Global
Article Internationally speaking, a little caution may be merited

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

Equity Politics
Article Crude oil pendulum swings to extremes

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

Equity Politics
Article I'm told Buenos Aires is beautiful this time of year

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

Equity Growth
Article Q&A: Innovation is fueling growth

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

Fixed Income
Article Strong economy and credit quality continue to buoy high yield

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

Equity Politics
Article Amen! The midterm election is over and we can get to work

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

Equity Politics
Article Is gridlock good?

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

Fixed Income Interest rates
Article Fed stays put

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

Equity Politics
Article Midterm redux: Partial 'Goldilocks' outcome, though Fed and China still loom

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

Politics Markets/Economy
Article A quick take on the midterms: Gridlock

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

Active Management Portfolio Stability
Article 3 Questions: Federated MDT

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

Equity Markets/Economy
Article Powerful October jobs rebound

The labor market posted terrific job gains despite extreme weather.

Equity
Article Proceed with caution

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

Equity Politics
Video 'Blue Wave' may be just a ripple

Chief Equity Strategist Phil Orlando outlines three important swing factors that could help decide the outcome of the midterm elections.

Liquidity Cash Management
Article Nothing spooky about stability

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

Equity Growth
Article Strong consumer drives solid Q3 GDP

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

Equity International/Global
Article If you're stressed about the correction, visit New York City

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.

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

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

Equity Markets/Economy
Article The 'New Normal' is a different normal these days

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

Markets/Economy
White Paper How the digital revolution and millennials will keep driving the secular bull

The growing use of data-driven technology and the increasing numbers of millennials in their prime years are converging to play a vital role in reshaping the U.S. and global economy. A primary beneficiary? The stock market.

Equity Growth
Video Companies of the future, today

Senior Portfolio Manager John Ettinger discusses long-term technology trends and where he's finding investment opportunities within the sector.

Equity International/Global
Video International equities outlook improves

Portfolio Manager Tom Banks outlines the reasons why the outlook for international equities is improving despite Brexit and trade war concerns.

Consumer spending Growth
Video Secular growth themes: shopping, health

Portfolio Manager Tom Banks explores two secular growth themes for international investors.

Equity Politics
Video Election Watch: What the 'Blue Wave' means for fiscal policy

Chief Equity Market Strategist Phil Orlando discusses what impact the 2018 elections may have on the markets and identifies two important swing factors investors should watch for in the midterms.

Equity
Video Bullish thesis still intact

Chief Investment Officer of Equities Steve Auth outlines the reasons why he's sticking to his call of 3,100 on the S&P by year-end and 3,400 or higher in 2019.

Equity Markets/Economy
Article An unforeseen event, typically one with extreme consequences

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

Politics Markets/Economy
Infographic Midterm elections could be bullish for stocks

Political outcomes aside, markets historically have rallied strongly once the elections end.

Equity Markets/Economy
Article No Black Monday deja vu

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

Equity Global Diversification
Article Time to add to equities as the lows are likely in

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

Fixed Income
Article Don't be wary of a BBB-rating

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

Equity
Article Small caps compelling despite, and because of, recent rough patch

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

Equity Growth
Article Risk of 'Blue Wave' roils markets, creates buying opportunity

Economy is strong, despite recent market volatility.

Equity
Article If you're stressed about a correction, visit Wisconsin

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

Fixed Income International/Global
Article Inching closer to neutral

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

Equity
Article 'I'm going to Pittsburgh for fun'

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

International/Global Global Diversification
Article Q&A: Idiosyncratic issues mask-and create-opportunities in the EM

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

Liquidity Cash Management
Article Coming around to our way of thinking

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

Equity Growth
Article 'Particularly bright moment'

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

Markets/Economy Active Management
Article 3 Questions: Federated Bond Fund

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

Infographic Gaming for growth

Video games market is booming

Interest rates Cash Management
Article Fed takes one more step toward normal

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

Fixed Income Income
Article Mortgages on way to becoming a true market again

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

Equity
Article Here's why we think the growth story will continue

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

Equity
Article They were talking DEE-fence in Chicago and it wasn't about Da Bears

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

Fixed Income Global Diversification
Video Volatility = opportunity in emerging markets

Portfolio Manager Jason DeVito offers insights on how tariffs and trade talks are affecting global and fixed income currency investments and where he's finding investing opportunities now.

Equity Income
Video Why should investors still consider dividend 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.

Equity
Article So long, Telcom. Hello, Communication Services

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

Equity
Article Fundamentals matter

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

Equity Global Diversification
Article Holding pattern

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

International/Global Income
Article EM idiosyncratic, not contagious

Macro pressures are exacerbating problem pockets, not spreading them.

Equity Markets/Economy
Article What can end the long cycle?

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

Liquidity
Article Numbers game at the Fed

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

Equity Income
Article Don't call me old

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

Infographic M&As' frenzied pace

A trifecta of rising share prices, strong balance sheets and tax reform spurs U.S. companies to make deals, deals, deals.

Fixed Income Income
Article Same as it ever was

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

Equity Income
Article Stocks thrilled with Powell's first Jackson Hole speech

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

Equity Global Diversification
Article It depends on what the meaning of the word 'is' is

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

International/Global Global Diversification
Article Trade headlines may be scary; the impact on trade finance is not

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.

Consumer spending
Infographic Ready, set...spend!

Students may not be thrilled but retailers love the back-to-school season.

Equity Global Diversification
Article It's the dog days of August--last chance to chill

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

Equity Growth
Article Will Social Security go bust?

There are several options to shore up its diminishing reserves.

Equity Growth
White Paper The long-standing case for a high and growing dividend equity strategy

With volatility returning to the market, it's worth taking a look how a strategy that focuses on high-dividend and dividend-growing stocks can offer the potential to reduce portfolio risk while also pursuing competitive performance for the diversified investor with a long-term time horizon.

United States
Infographic Why 'Made in America' may be a misnomer

It took a world to build 2017's top 3 selling SUVs in the U.S.

Equity Portfolio Stability
Article All anyone is talking about, except for the 'stable genius' of course

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

Equity Global Diversification
Article Is there slack in the labor market?

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

Equity Portfolio Stability
Article Stocks running out of excuses for not going up

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

Equity Portfolio Stability
Article Stable? Genius? Either would suffice

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.

Equity Portfolio Stability
Article Geoffrey the giraffe hijacks jobs report

A poor headline number belies strength in the job market.

Fixed Income Income
Article Three reasons, beyond just tax reform, to consider munis

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

Liquidity Cash Management
Article Trump challenges Fed's independence

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

Fixed Income Income
Article A 'strong' statement

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

Equity Global Diversification
Article Late cycle, late schmycle

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

Equity
Article Robust second-quarter GDP

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

Equity Global Diversification
Article How's your summer going?

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

Equity
Article Second-quarter fundamentals strengthen

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

Equity Markets/Economy
Article Earnings to the rescue?

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

Fixed Income Income
Article High yield maintains its edge

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

Equity Portfolio Stability
Video Why small-caps may be the Goldilocks asset class for 2018's second half

Chief Equity Market Strategist Phillip Orlando offers insights on why small-cap stocks may offer an advantage in the months ahead.

Equity Portfolio Stability
Video Small caps a sweet spot in a challenging market

Chief Equity Market Strategist Phillip Orlando outlines the factors that may favor small caps given the likely opportunities and challenges in 2018's second half.

Equity Portfolio Stability
Article 'People will be happy'

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

Equity
Article Immigration can supplement declining fertility

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

Fixed Income Income
Article Fixed Income Outlook: Something ... or nothing

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

Fixed Income Tax Aware
Video The opportunity in municipal bonds

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

Equity Portfolio Stability
Video What will support stocks in 2018's second half?

Senior Equity Strategist Linda Duessel discusses opportunities for investors in 2018's second half and the potential challenges she is watching.

Equity Portfolio Stability
Video Equity market challenges & opportunities

Senior Equity Strategist Linda Duessel offers insights on what is likely to power the equity market in the months ahead and the sectors that may benefit.

Equity Global Diversification
Article It's on

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

Fixed Income Tax Aware
Video Fed policy, trade tensions and what it all means for bonds

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.

Fixed Income Income
Video What impact will rising Treasury yields and inflation have on bonds?

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.

Equity
Article Goldilocks jobs report could ease Fed pressure

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

Equity
Article Small caps might be today's Goldilocks investment

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

Liquidity Cash Management
Article No more normal?

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

Equity
Article Lighten up and lock in some profits

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

Equity Global Diversification
Article Calling it as they see it in Minneapolis

History suggests the back end of midterm election years are good for the market; getting there is another matter.

Equity Global Diversification
Article Don't go away MAD

There's more at stake with a trade war than the markets may appreciate.

Equity
Article Oil policy reversal

Concerned about production drops in several troubled countries, OPEC and Russia will increase oil output.

Markets/Economy Active Management
Article 3 Questions: Federated Kaufmann Small Cap Fund

A surge in IPOs adds to opportunities already available in strong growth environment.

Equity Markets/Economy
Article Patience is a virtue

Uncertainty over the trade war back-and-forth may create some resistance but the longer-term view still looks solid.

Equity Global Diversification
Article If everybody's euphoric on Main Street, then ...

It may be worth reminding ourselves that this is a secular bull market for equities.

Liquidity
Article A plain spoken, slightly hawkish message

Policymakers deliver expected hike and signal 2 more likely this year.

International/Global Global Diversification
Article Three more reasons to "think international"

Behind all the global geopolitical noise are opportunities.

Equity Global Diversification
Video Global equities to grind higher with gradual rate hikes

Senior Portfolio Manager Rich Winkowski explains how lower central bank support and the strengthening dollar might affect international markets.

Equity Global Diversification
Article 'War, what is it good for?'

As the wall of worry builds, the market keeps inching higher.

Equity Growth
Video Can brick-and-mortar retail survive?

Yes, says Portfolio Manager Barbara Miller, if stores embrace technology that lets customers get what they want when and where and how they want.

Equity Growth
Video Opportunities for growth investors

Portfolio Manager Barbara Miller discusses where she sees the strongest growth opportunities and the common attributes of a successful growth stock.

Equity Portfolio Stability
Video Recent market volatility will fuel the next advance

CIO for Global Equities Steve Auth discusses his bullish market thesis.

Equity Portfolio Stability
Video The long cycle

CIO for Global Equities Steve Auth explains why he believes the market will continue to expand.

Equity
Article With worry comes opportunity

There could be noise in the coming weeks, but second-quarter earnings released in mid-July should be strong.

Liquidity Cash Management
Article Same ol', same ol' and that's OK

The Fed gives no reason to doubt it will hike rates in June.

Equity
Article Surprisingly robust May jobs report

Lots to like in the labor report and little to keep the Fed from a June hike.

Equity Global Diversification
Article 'Who needs 'em!'

Amid all the noise, the equity markets could be setting up for a run.

Fixed Income Income
Article Too early to worry a lot about Italy

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

Equity Global Diversification
Article Shall we discuss politics or shoes?

Putting worries in perspective, what is there really to worry about now?

Equity
Article Delayed gratification for small caps

The recent small-cap rally has legs.

Equity Markets/Economy
Article Bearish market myths make for a buying opportunity

When fundamentals debunk market myths, investors stand to gain.

Equity Income
Article Pretty faces

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

Equity
Article Strong 'Mapril' retail sales rebound

Retail sales rebounded in the combined March and April months.

Fixed Income Income
Article Beware the secular bond-bear pundits

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

Equity
Article Inflation firming, not spiking

This upward move of inflation is nothing to fear.

Equity Global Diversification
Article My delightful colleague dropped me off at the airport and went for barbecue

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

Equity
Article Mixed bag for April labor

Sluggish job creation and wage growth suggest just two more Fed hikes this year.

Equity Global Diversification
Article Mayday, mayday!

There are many reasons to worry, but are they good reasons

Fixed Income Retirement
Video Green shoots and robust performance in emerging markets

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

Liquidity Cash Management
Video Free from the constraints of the debt ceiling

Senior Portfolio Manager Susan Hill explains the recent surge in Treasury issuance and its effect on yields.

Markets/Economy Cash Management
Video Will the FOMC's 'Power Three' make waves?

Senior Portfolio Manager Susan Hill discusses what's happening at the Fed.

Liquidity Cash Management
Article Alphabet soup

Some info on relatively new abbreviations in cash management.

Equity Markets/Economy
Article I envision a perennial tan in 2028

3% and "cyclical peak" stirred the waters early this week, but it's hard to get too bothered when earnings keep coming in like they have been.

Equity
Article GDP stronger than expected

The Q1 economy had the best first-quarter growth in three years.

Fixed Income Income
Article 3% is noteworthy but it's not signaling a spike

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

Equity Markets/Economy
Article If we all know it, isn't it already priced in?

Rosy expectations for first-quarter earnings have been around so long that beats are considered ho-hum unless they are really big beats.

Equity
Article Separate the wheat from the chaff

The big picture is still good for the U.S. economy suggesting that equities could rally.

Fixed Income Income
Article After tax reform, muni bonds remain attractive

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

Equity Markets/Economy
Article They all think he's 'crazy' but would still make a trade

Canadians don't much care for Trump but they care for their prime minster even less.

Equity Growth
Article Equity market roller-coaster heading higher

Earnings take center stage and they are expected to be very good.

Fixed Income Income
Article Fixed Income Outlook: Well, this is interesting

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

Equity Growth
White Paper The case for small-cap growth is solid

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.

Equity Markets/Economy
Article Time and hope

A lot of reasons to see a new uptrend but will the president's trade threats get in the way?

Equity Growth
Article Four'easters slow March jobs

The silver lining to the storms that impaired employment in March is that the Fed might slow its pace of hikes.

Liquidity
Article Return voyage

The new Fed chief must be careful not to rock the boat.

Article Month in Cash: Return voyage

The new Fed chief must be careful not to rock the boat.

Fixed Income Income
Article Risk-return profile still positive for high-yield bonds, leveraged company stocks

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

Equity Markets/Economy
Article Why the face?

Fundamentals, technicals and seasonality suggest the worst is behind for the equity market.

Fixed Income Retirement
Video Why invest in leveraged company stocks?