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Equity
January 22 2021
2021 Outlook . International/Global .
Article What's up across the pond?
January 21 2021

German elections, recovery and, finally, an end to Brexit saga.

January 19 2021
Markets/Economy . Equity .
Article Looking past the present
January 19 2021

Headwinds persist, but we forecast healthy 5.3% GDP growth in 2021.

January 15 2021
Equity . Markets/Economy .
Article Fiscal sticker shock
January 15 2021

Will rising inflation and bond yields spoil the party?

January 15 2021
2021 Outlook . Politics .
Video What will a Biden presidency mean for markets?
January 15 2021

A strong cyclical recovery should cause politics to take a back seat this year.

January 12 2021
Markets/Economy . Equity .
Article Night the lights went out in Georgia
January 12 2021

Yet the 'January Barometer' suggests 2021 could be positive for equities.

January 8 2021
Markets/Economy . Equity .
Article Labor market descends in December
January 8 2021

Covid-19 surge and delay in stimulus led to first decline in jobs in eight months. 

January 8 2021
2021 Outlook . Equity .
Video Optimistic on 2021
January 8 2021

Market conditions look unusually positive for the new year.

January 8 2021
Equity . Markets/Economy .
Article The Roaring 2020s
January 8 2021

Market melt-ups can last a long time.

January 7 2021
2021 Outlook . Equity .
Article A Blue Ripple, not a Blue Wave
January 6 2021

With the slimmest of margins, Democrats will have to compromise.

January 8 2021
2021 Outlook . Equity .
Article Home (cars and cannabis, too) is where the growth is
January 5 2021

Three things to watch in 2021.

January 4 2021
2021 Outlook . Markets/Economy .
Article It's always darkest before the dawn
December 30 2020

Three things to watch in 2021.

December 28 2020
2021 Outlook . Equity .
Article Easy money
December 28 2020

Three things to watch in 2021.

December 21 2020
Markets/Economy . Equity .
Article How the 'Congrinch' Stole Christmas
December 18 2020

Congress' delay in reaching a new fiscal stimulus deal has hurt consumer spending.

December 18 2020
Equity . Markets/Economy .
Article Euphoria?
December 18 2020

It's not just Santa that has the market in a holiday mood.

December 17 2020
2021 Outlook . Equity .
Article Buy the rumor, sell the news
December 16 2020

Federated Hermes adds equity exposure, sets 4,500 and 5,000 targets for S&P 500 in 2021 and 2022.

December 22 2020
2021 Outlook . Equity .
Article The bull gets the vaccine
December 15 2020

It's a 'heads I win, tails I win' setup for 2021.

December 11 2020
Equity . Markets/Economy .
Article Movie night
December 11 2020

What might the markets do as we all hunker down?

January 4 2021
Markets/Economy . Equity .
Article No double-dip recession on the horizon
December 9 2020

We continue to think the S&P will reach 3,800 this year and 4,200 in 2021.

January 4 2021
Equity . Markets/Economy .
Article Sometimes, it's not that complicated
December 9 2020

2021 risks are far more to the upside than downside.

December 15 2020
Equity . Markets/Economy .
Article Sentiment, schentiment
December 4 2020

As Wall Street searches for worries, stocks keep climbing.

December 6 2020
Markets/Economy . Equity .
Article Lump of coal for the labor market
December 4 2020

Lawmakers deserve coal in their stockings for not passing a new stimulus bill.

November 25 2020
International/Global . Equity .
Video New phase for international markets
November 25 2020

Emerging markets will benefit from U.S. dollar weakness

November 25 2020
Equity . Markets/Economy .
Article DJ30K
November 25 2020

Manufacturing, consumers help drive Dow, other indexes to new highs.

December 9 2020
Equity . Markets/Economy .
Article Gift ideas?
November 25 2020

The market is offering a lot of options.

December 9 2020
Equity . Active Management .
Article Value's smorgasbord
November 24 2020

3 varieties of value stocks offer opportunities.

November 20 2020
Markets/Economy . Equity .
Article Seeing a glass half full
November 20 2020

Plenty of reasons to be optimistic.

November 20 2020
International/Global . Equity .
Video Bullish on international equities
November 20 2020

Martin Schulz sees global recovery lifting stocks in 2021.

December 21 2020
Equity . Markets/Economy .
Article 'With food, we can get a lot more'
November 20 2020

With more fiscal stimulus, the market can too.

November 13 2020
Equity . Politics .
Article Leavin' on the midnight train
November 13 2020

We're going to be hearing about Georgia ad nauseam in coming weeks.

November 13 2020
Markets/Economy . Politics .
Article Post-election postmortem
November 13 2020

Market’s attention shifts to the Senate.

November 10 2020
Equity . Coronavirus .
Article Raising, again, our equity exposure
November 10 2020

Vaccination hopes add to factors favoring stocks.

November 9 2020
Politics . International/Global .
Article What the election means for international stocks
November 10 2020

The promise of more normalized relations. Combined with Covid optimism, it’s positive.

November 25 2020
Politics . Equity .
Article It's all bullish
November 9 2020

Election outcome 1 of 5 reasons risk assets are on a tear.

November 25 2020
Politics . Markets/Economy .
Article What lies ahead? November 7 2020

Key Federated Hermes investment professionals weigh in on election's implications.

November 6 2020
Markets/Economy . Politics .
Article Solid October jobs report
November 6 2020

The labor market continues its positive momentum.

November 9 2020
Politics . Equity .
Article Georgia on our minds
November 6 2020

There's a non-zero risk we're celebrating the crash of the Blue Wave prematurely.

November 6 2020
Politics . Equity .
Article It's temporary!!!
November 6 2020

A razor-thin margin outcome is enough to make the market dance.

November 6 2020
Equity . Markets/Economy .
Video Tilting toward value
November 6 2020

Linda Bakhshian explains her thinking behind why she favors value.

November 5 2020
Politics . Equity .
Article Gridlock is good
November 5 2020

More favorable risk environment prompts an increase in our equity overweight. 

November 9 2020
Politics . Equity .
Article Divided we stand
November 4 2020

Presidential result could take days but Senate holds Red and divided government assured.

November 2 2020
Politics . Equity .
Article Election likely to highlight near-term vulnerabilities
November 2 2020

Try to stay focused on long view, which is good in almost any outcome.

October 30 2020
Equity . Markets/Economy .
Video Why value now?
October 30 2020

As the U.S. economy recovers, value might offer the best opportunities.

October 30 2020
Politics . Equity .
Article Crickets
October 30 2020

Might a silent majority favoring Trump pull another election surprise? 

October 30 2020
Markets/Economy . Equity .
Article 'Zarnowitz Rule' lives on
October 30 2020

Despite Q3's blowout GDP figure, the U.S. likely will need a few more quarters to break even.

October 28 2020
Equity . Politics .
Article What's behind the sell-off?
October 28 2020

Spiking Covid cases, no extra stimulus and a possible contested election.

November 4 2020
Equity . Politics .
Article This year's election winner? Next year's equity market
October 26 2020

2021 is setting up nicely for stocks regardless of who wins.

October 24 2020
Politics . Equity .
Article Pumpkin spice popcorn ... m'm, m'm, m'm
October 23 2020

The race could tighten but whatever happens, the market should be fine.

October 23 2020
Monetary Policy . Equity .
Article Economic redemption
October 23 2020

We expect third-quarter GDP growth to be the strongest in U.S. history.

October 16 2020
Markets/Economy . Equity .
Article Consumer bounce
October 16 2020

A strong end to Back-to-School sales bodes well for the holiday shopping season.

October 16 2020
Equity . International/Global .
Article Is anyone nonpartisan?
October 16 2020

Dollar weakness could make for opportunities overseas.

October 26 2020
Equity . Markets/Economy .
Article As market claws back, near-term worry list grows
October 13 2020

Pullback could be in offing against promising long-term outlook.

October 13 2020
Equity . Markets/Economy .
Article Inflation's worst enemies? Innovation and adaptability
October 13 2020

The accelerating and global use of new technologies are keeping prices in check.

October 9 2020
Politics . Equity .
Article Now what's priced in??
October 9 2020

A contested election is consensus, with little worry about who ultimately wins.

October 9 2020
Markets/Economy . Equity .
Article Inversion reversion?
October 9 2020

Why are stocks rising in the face of a potential Blue Wave?

October 24 2020
International/Global . Equity .
Article Not your parents' emerging markets
October 5 2020

Many developing economies are home to global technology leaders.

October 2 2020
Politics . Equity .
Article An October surprise
October 2 2020

It may not matter all that much to the market.

October 2 2020
Markets/Economy . Equity .
Article Looking beyond the headlines
October 2 2020

Jobs report better than headline number, and Trump's illness might prompt fiscal aid.

October 13 2020
Politics . Equity .
Article Our election framework
October 2 2020

A simple guide to a very complicated set of possibilities.

October 1 2020
Active Management . Equity .
Article What's the deal with SPACs?
September 29 2020

Why these vehicles are rivaling IPOs as an option to go public.

September 25 2020
Politics . Markets/Economy .
Article 'The Republic will live.' So said Tilden
September 25 2020

Virus and election risks weigh on investors.

September 28 2020
Markets/Economy . Politics .
Article Buckle your seatbelt
September 25 2020

A presidential debate primer.

September 18 2020
Markets/Economy . Equity .
Article Retail sales slow
September 18 2020

Quirky back-to-school shopping contributed. 

September 14 2020
Politics . Taxes .
Article I'm going to need more than popcorn!
September 15 2020

With polls tightening and debates around the corner, it's getting very interesting.

September 29 2020
Equity . Active Management .
Article The rotation begins as the waiting game continues
September 11 2020

Why we think the rotation out of tech could have legs over the next 6 months.

September 10 2020
Equity . Active Management .
Article 'The markets are in a raging mania'
September 11 2020

Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.

September 11 2020
Monetary Policy . Equity .
Article Economic recovery accelerates
September 11 2020

A rebound led by the labor market, housing, autos, manufacturing and consumers.

September 4 2020
Equity . Markets/Economy .
Article 'Hyperinflation is coming. I guarantee it'
September 4 2020

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

September 4 2020
Markets/Economy . Equity .
Article Halfway home
September 4 2020

Led by the household survey, the labor market continues to heal.

September 11 2020
Equity . Markets/Economy .
Article Now what?
September 1 2020

Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.

August 28 2020
Equity . Markets/Economy .
Article Double dovish
August 28 2020

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.

August 28 2020
Interest Rates . Monetary Policy .
Article Lower for longer?
August 28 2020

No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.

August 26 2020
International/Global . Equity .
Video Opportunities for international dividends
August 26 2020

Jared Hoff, of the Strategic Value Dividend team, on the characteristics he looks for in international market sectors.

August 25 2020
International/Global . Equity .
Article No travel restrictions on your investments
August 26 2020

Dollar weakness adds to appeal of overseas assets.

November 11 2020
International/Global . Active Management .
Video A distinct advantage for active managers
August 21 2020

In the midst of pandemic and shutdown, sustainability of the dividend is what matters.

August 21 2020
Active Management . Equity .
Article You've got to ask yourself one question
August 21 2020

Is it a bubble?

August 26 2020
Equity . Active Management .
Article Looking beyond 'Big Tech'
August 18 2020

Emerging innovators, and not the behemoths, may point way to long-term growth.

August 24 2020
Equity . Markets/Economy .
Article Shangri-la
August 14 2020

An all-in Fed covers a lot of potential worries and issues.

August 24 2020
Markets/Economy . Politics .
Article Immigrants key drivers of U.S. economy
August 13 2020

Create a safe, legal immigration framework for foreign workers.

September 8 2020
Active Management . Equity .
Article Federated Hermes tilts toward value
August 12 2020

Stock-bond model keeps 2% equity overweight but shifts from growth bias.

August 20 2020
Equity . Markets/Economy .
Article I've never worn my new Pradas
August 7 2020

Some aspects of life and the economy are getting back to normal quicker than others.

August 6 2020
Coronavirus . Markets/Economy .
Article The old college try
August 6 2020

Back to school won't be business as usual this year.

July 31 2020
Active Management . Growth .
Article Initial public offerings are back
July 31 2020

And that robust comeback is good for growth investing.

September 8 2020
Equity . Markets/Economy .
Article We see what we want to see
July 31 2020

Our humanness can trip us up when it comes to investing.

August 24 2020
Equity . Markets/Economy .
Article 'Historic' can work both ways
July 30 2020

GDP's collapse for the ages in the second quarter could lead to record rise in the third.

July 28 2020
Equity . Active Management .
Video Where are you finding opportunities?
July 28 2020

Vivian Wohl, of the Kaufmann team, looks for companies that are flexible, innovative and accessible online.

September 8 2020
Politics . Equity .
Article The strangest election in history
July 24 2020

Election Day may be nearing but the market doesn't seem all that invested.

July 24 2020
Markets/Economy . Equity .
Article Tug of war
July 24 2020

Opposing forces are pulling at the economy, but we expect recovery to win.

July 23 2020
Equity . Growth .
Video Investing in a Covid world
July 23 2020

Despite challenges, the Kaufmann team says there’s still much to be excited about.

August 7 2020
International/Global . Equity .
Article What's the holdup?
July 21 2020

Of 4 possible trade deals, an updated Nafta is the only one on the books.

July 17 2020
Equity . Growth .
Video What does a 'doctor watcher' do when she can't go to tradeshows?
July 17 2020

Vivian Wohl explains how she’s keeping up with medical technology trends.

July 17 2020
Markets/Economy . Equity .
Article Sustainable economic rebound?
July 17 2020

Good start to earnings season is just one reason we are optimistic despite the rise in Covid cases.

July 17 2020
Equity . Markets/Economy .
Article The strangest earnings season in history
July 17 2020

It's hard to have visibility when nearly 4 in 10 companies don't provide guidance.

July 10 2020
Equity . Coronavirus .
Article The strangest recession in history
July 10 2020

Numbers are still pretty awful; the consumers' moods aren't.

September 8 2020
Equity . Markets/Economy .
Article Fiscal policy matters
July 10 2020

Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.

July 21 2020
International/Global . Equity .
Article International equities have room to run
July 6 2020

Despite strong returns off March lows, we see more opportunity ahead.

July 2 2020
Equity . Markets/Economy .
Article More job report fireworks
July 2 2020

The labor market continues to heal in remarkable fashion.

September 1 2020
Equity . Markets/Economy .
Article What's next?
July 2 2020

After spring's big rally, a possible pause in a still-bullish scenario.

July 7 2020
Coronavirus . Equity .
Article Always pursuing 'a more perfect Union'
July 1 2020

2020's challenges and responses reflect Americans' indelible spirit.

June 25 2020
Equity . Markets/Economy .
Article The easy part
June 26 2020

It's over. Now investors will have to deal with rising challenges.

June 25 2020
Markets/Economy . Coronavirus .
Article June swoon
June 25 2020

Equity overweight lowered as coming months may be choppy.

July 9 2020
Equity . Markets/Economy .
Article Remaining optimistic but incrementally more cautious
June 24 2020

We trimmed our equity overweight a tad on likely choppiness ahead.

June 19 2020
Markets/Economy . Equity .
Article Does federal debt matter?
June 19 2020

Proponents of Modern Monetary Theory do not think so.

June 19 2020
Equity . Markets/Economy .
Article It's very dangerous to be a bear here
June 19 2020

Unprecedented sums are at the ready to prop up markets.

July 1 2020
Active Management . Equity .
Article Why we're active
June 18 2020

This crisis illustrates our faith in picking stocks, not mimicking indexes.

June 24 2020
Active Management . Equity .
Article What's up with value?
June 17 2020

The outlook, as a recovering economy tends to lift cyclical stocks.

June 12 2020
Equity . Markets/Economy .
Article Healthy correction
June 12 2020

By clearing underbrush, the week's sell-off should make the market stronger.

June 12 2020
Coronavirus . Equity .
Article People are funny
June 12 2020

Just as in life, emotions and biases can distort the way we invest.

June 17 2020
Coronavirus . Equity .
Article Help for those 'struggling to understand' the market
June 9 2020

A review of 5 myths that are tripping up the bears.

June 5 2020
Coronavirus . Equity .
Article Herding is the strongest trading bias
June 5 2020

And right now, fear of missing out is driving the herd.

June 9 2020
Markets/Economy . Coronavirus .
Article Labor market starting to heal
June 5 2020

The job market in May blew out expectations with a gain of more than 2.5 million jobs.

June 6 2020
Coronavirus . Equity .
Article Why Wall Street isn't crazy
June 4 2020

It's looking 3 to 6 months out and sees clearing skies.

August 24 2020
Coronavirus . Responsible Investing .
Article Are environmental factors about to take a back seat?
June 4 2020

Possibly, at least in the early stages of the post-Covid recovery.

June 4 2020
Active Management . Equity .
Article 'Where is it?'
May 29 2020

The money, that is. Despite massive stimulus, lending and spending have yet to perk up.

May 29 2020
Markets/Economy . Equity .
Article Glass half full
May 29 2020

We are optimistic at this critical juncture for the U.S. economy.

June 9 2020
Coronavirus . International/Global .
Article 5 reasons to think international now
May 28 2020

With the bottom appearing to be in, there's nowhere to go but up.

May 26 2020
Coronavirus . Active Management .
Article In search of tomorrow's winning stocks
May 26 2020

The approach is the same regardless of the environment.

May 22 2020
Coronavirus . Active Management .
Article The strange irony of Covid-19
May 22 2020

The pandemic is exposing opportunities and the benefits of active management.

May 22 2020
Equity . Markets/Economy .
Article Fiscal policy moral hazards
May 22 2020

Any new stimulus must only target economic recovery.

June 2 2020
Equity . Active Management .
Article Major retest of March lows in as bears complain stocks are 'detached from reality'
May 20 2020

Company fundamentals far more important now than macro analysis.

June 2 2020
Coronavirus . Equity .
Article What might the post-Covid commercial real estate market look like?
May 19 2020

Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.

May 18 2020
Markets/Economy . Equity .
Article Covid crushes retail sales
May 15 2020

But there is a sharp dividing line between the winners and losers.

August 25 2020
Coronavirus . Equity .
Article If the consumer won't cooperate, we've got a problem
May 15 2020

The virus and unemployment rate will dictate consumer behavior. Plus human nature.

May 19 2020
Coronavirus . Equity .
Article Bull stumbles to feet as stock picking drives market
May 8 2020

Being in the right stocks starting to matter more than being in stocks.

May 11 2020
Markets/Economy . Equity .
Article Labor market nadir?
May 8 2020

The news is dismal, but stocks appear to be looking past it to a potential rebound in the year's second half.

May 8 2020
Coronavirus . Equity .
Video Opportunities for dividend investors
May 8 2020

Information technology and health care are attractive now.

May 8 2020
Coronavirus . Equity .
Article My pet peeve is people like you ...
May 8 2020

As troubling data pours forth, the pain trade is to the upside.

May 15 2020
Equity . Markets/Economy .
Article A new era for growth stocks
May 5 2020

Companies that continuously innovate should continue to lead.

May 3 2020
Coronavirus . Equity .
Article A breadth of fresh air
May 1 2020

Market internals saw some promising developments but patience is warranted.

May 4 2020
Coronavirus . International/Global .
Article What might a post-Covid world look like?
May 1 2020

More regionalization, digitalization and taxes.

May 1 2020
Coronavirus . Active Management .
Video Looking to protect the dividend
May 1 2020

Income investors shift goals from growth to security.

May 8 2020
Coronavirus . Equity .
Podcast Dark clouds to clearer skies


May 1 2020

A torrent of events in 2020’s first quarter rattled the global economy and markets. What’s the outlook for investors for the rest of the year? Join Phil Orlando, R.J. Gallo and Linda Duessel as they share insights.

April 30 2020
Coronavirus . Markets/Economy .
Article U.S. recession has begun
April 30 2020

GDP fell 4.8% in the first quarter, but expect economic growth by the third.

April 24 2020
Coronavirus . Equity .
Article Virtual girl
April 24 2020

As Linda settles in at home, she ponders if we're getting ahead of ourselves.

April 27 2020
Equity . Coronavirus .
Video What's driving your outlook?
April 23 2020

Massive policy response and a crisis-fed acceleration of positive macro trends.

April 27 2020
Equity . Coronavirus .
Video Will the recovery favor value or growth stocks?
April 23 2020

The length of the crisis will decide.

April 30 2020
Coronavirus . Equity .
Article 'Corona Crisis' update: Enter the stock picker
April 21 2020

With market likely stuck in trading range, finding winners & losers becomes key.

April 21 2020
Coronavirus . Equity .
Article Locking in near-term profits
April 21 2020

Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.

April 24 2020
Coronavirus . Equity .
Article 'Do you think there will be a retest?'
April 17 2020

A pullback is not unusual after a strong rally.

April 27 2020
Coronavirus . Markets/Economy .
Video Hold your ground
April 17 2020

Portfolios should be worth more in 18-24 months.

May 4 2020
Coronavirus . Markets/Economy .
Article This too shall pass
April 17 2020

We see through this technical recession to a sharp recovery in the second half of 2020 and beyond.

April 24 2020
Coronavirus . Equity .
Article Crude oil crossroads
April 9 2020

New OPEC and Russia reductions should raise prices, but demand must rise to stabilize the market.

April 24 2020
Coronavirus . Equity .
Article 'I'm going back to sleep'
April 9 2020

Unprecedented stimulus is putting some investors' minds at ease.

April 24 2020
Coronavirus . Equity .
Article The bull roars back
April 9 2020

And returns to secular bull uptrend as investors see light at end of tunnel.

April 24 2020
Coronavirus . Equity .
Article They're going to find me out
April 3 2020

As she adjusts to working from home, Linda wonders what happens when all the bills come due.

April 24 2020
Coronavirus . Markets/Economy .
Article It will get worse
April 3 2020

The disastrous March jobs report didn't even factor in the terrible last two weeks.

April 2 2020
Coronavirus . Equity .
Article What is the outlook for dividends and dividend strategies?
April 2 2020

Perspectives on the impact the pandemic is having on companies.

April 9 2020
Coronavirus . Equity .
Article 'Corona Crisis' update: The bull gets the virus
March 30 2020

It's looking like a U-shaped recovery is the most likely outcome.

April 8 2020
Coronavirus . Markets/Economy .
Article Rising to the challenge
March 30 2020

Insights on the innovation and opportunities that arise out of difficult times.

March 30 2020
Coronavirus . Markets/Economy .
Article Now you're just somebody I conference call!
March 30 2020

ESG implications of an increasingly virtual economy.

March 27 2020
Coronavirus . Markets/Economy .
Article Market drives a technical PRISM recalibration
March 27 2020

Federated Hermes strategists remain overweight equities but make adjustments.

April 1 2020
Coronavirus . Volatility .
Podcast Patience and long-term view required

March 27 2020

Navigating volatile markets may take calming breaths, averaging in and time.

April 24 2020
Coronavirus . Equity .
Article The bad, the ugly and the good
March 27 2020

With so much still unknown, it seems too early to call a market bottom.

April 17 2020
Coronavirus . Equity .
Article Stand pat into quarter-end
March 24 2020

Now is not the time to rebalance, Federated Hermes strategists say.

April 1 2020
Coronavirus . International/Global .
Article Taking measure in a fast-moving crisis
March 23 2020

Perspectives on international investing in this volatile environment.

April 24 2020
Coronavirus . Equity .
Article 'Corona Crisis' framework update: Sizing up the mountain, the valley and the Sherpa
March 20 2020

Bottoming process continues.

April 16 2020
Coronavirus . Equity .
Article Three-legged stool
March 20 2020

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

April 20 2020
Coronavirus . Equity .
Article 'Last call ... for a long time'
March 20 2020

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

March 19 2020
Volatility . Markets/Economy .
Article Two-front war
March 15 2020

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

March 20 2020
Coronavirus . Equity .
Article Coronavirus framework update: Markets plumbing for a bottom
March 15 2020

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

March 14 2020
Coronavirus . Equity .
Article What will bring buyers in?
March 13 2020

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

March 13 2020
Coronavirus . Equity .
Article Markets in 'show-me' mode
March 12 2020

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

March 13 2020
Coronavirus . Equity .
Article Our framework for thinking about Covid-19
March 9 2020

There are many unknowns but reasonable assumptions for now suggest short-term pain should give way eventually to long-term gains. But risks are real and need to be monitored.

March 12 2020
Coronavirus . Equity .
Article You can't quarantine me!
March 6 2020

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

March 6 2020
Markets/Economy . Equity .
Article Job market solid ahead of coronavirus impact
March 6 2020

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

March 6 2020
Equity . Active Management .
Article Virus angst shines light on biotech opportunities
March 2 2020

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

March 27 2020
Equity . Markets/Economy .
Article Coronavirus double whammy
February 28 2020

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

February 27 2020
International/Global . Equity .
Podcast Positive outlook for international investing

February 28 2020

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

March 6 2020
Equity . Markets/Economy .
Article A long-needed correction finds 2 good excuses
February 28 2020

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

April 9 2020
Equity . Markets/Economy .
Article Sorry for the coughing
February 28 2020

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

February 24 2020
International/Global . Equity .
Article Tough start doesn't necessarily mean a bad year for Japan
February 24 2020

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

April 16 2020
Equity . Markets/Economy .
Podcast Bullish enough on 2020

February 20 2020

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

February 20 2020
Equity . Markets/Economy .
Article I never get sick...
February 20 2020

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

February 20 2020
Equity . Markets/Economy .
Video Is the market expensive right now?
February 20 2020

Steve Chiavarone doesn’t think so.

April 9 2020
Markets/Economy . Equity .
Article A four-month shopping spree
February 19 2020

Measured from October to January, holiday retail sales impressed.

February 24 2020
Equity . International/Global .
Article Going for global income
February 19 2020

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

February 14 2020
Equity . Markets/Economy .
Article A coronavirus curveball for January barometer
February 14 2020

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

February 21 2020
Equity . Markets/Economy .
Article I always figured the market was smart
February 14 2020

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

February 21 2020
Equity . Fixed Income .
Article Sustainable prices: a bitter pill for drugmakers?
February 14 2020

The material risks facing pharma go beyond reputational harm.

February 10 2020
Markets/Economy . Equity .
Article Robust jobs bounce in January
February 7 2020

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

February 7 2020
Equity . Markets/Economy .
Article 'Do not be afraid'
February 7 2020

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

March 10 2020
Markets/Economy . Politics .
Article With health care, change doesn't have to be a 4-letter word
February 5 2020

Some reforms actually could benefit businesses and the economy.

February 3 2020
Markets/Economy . Equity .
Article Fourth-quarter GDP a mixed bag
January 31 2020

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

January 31 2020
Politics . Markets/Economy .
Article Can we change the subject? I know what we can talk about!
January 31 2020

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

February 6 2020
Equity . Markets/Economy .
Article Remaining bullish as virus scare likely overblown
January 28 2020

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

DISCLOSURES

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