Insights

Explore Insights

Fixed Income
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.

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.

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.

Interest rates Fixed Income
Article Fed will be 'patient'

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

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.

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?).

Fixed Income
Video Three reasons to own muni bonds

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

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.

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.

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.

Fixed Income Interest rates
Article Fed stays put

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

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

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

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.

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.

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.

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.

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.

Fixed Income Income
Article A 'strong' statement

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

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.

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.

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.

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.

Fixed Income Income
Article Beware the secular bond-bear pundits

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

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.

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

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

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

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

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

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

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.

Fixed Income Retirement
Video Why invest in leveraged company stocks?

Portfolio Manager Gene Neavin provides an investment case for a lesser-known asset class: the stocks of leveraged companies.

Fixed Income Retirement
Video Strong fundamentals support high yield in 2018

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

Fixed Income Retirement
Video Low default rates bode well for high yield in 2018

Portfolio Manager Gene Neavin explains how the strong economy and stretch of low interest rates are keeping default rates low and supporting high-yield bonds in 2018.

Fixed Income Retirement
Video A strong case for ultra-short bonds

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

DISCLOSURES

2848197615