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Equity
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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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
Video Opportunities in a volatile market

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

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.

Equity Markets/Economy
Article The bulls hit the trifecta

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Equity Growth
Article 'Particularly bright moment'

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

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.

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.

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.

Equity Income
Article Don't call me old

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

Equity Markets/Economy
Article Why the face?

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

Equity Markets/Economy
Article The correction is over; time to add to equities

Federated raises its equity overweight in its stock-bond model to 80% of maximum as sell-off creates more attractive valuations.

Equity Growth
Article March Madness, equity edition

Stocks may be poised to reverse their recent weakness.

Equity Markets/Economy
Article 'This is the first of many'

Market stumbles as Trump ramps up trade actions; might Q1 earnings prove a tonic and fuel an upside breakout?

Equity Growth
Article Trade deficit domino effect

Trump's tariffs come with wide-ranging ramifications.

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