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

Plenty of reasons to be optimistic.

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 9 2020
Markets/Economy . Fixed Income .
Article Vaccine news boosting markets
November 9 2020

Pfizer’s announcement has had a major effect on global markets.

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 19 2020
Responsible Investing . Politics .
Article A win for ESG
November 7 2020

Biden presidency looks to innovation to combat climate change.

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

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

November 4 2020
Politics .
Video Extra innings
November 4 2020

Voting is closed, but counting continues.

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 9 2020
Politics . Volatility .
Article No decision!
November 4 2020

Lack of presidential outcome leads to market uncertainty.

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.

November 2 2020
Liquidity . Politics .
Article Plenty on the plate
November 2 2020

After the election, cash managers have much to consider.

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

Might a silent majority favoring Trump pull another election surprise? 

October 29 2020
Politics . Responsible Investing .
Article Election's implications for the ESG world
October 29 2020

Climate change and Big Tech’s outsized influence are top of mind.

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.

October 27 2020
Politics . Fiscal Policy .
Article No matter the winner, more stimulus is coming
October 27 2020

A fiscal policy win regardless of outcome has markets looking past Nov. 3.

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
Politics . Markets/Economy .
Podcast Parties, policies and portfolios part 2


October 23 2020

Linda Duessel, Phil Orlando and RJ Gallo continue their discussion of the 2020 election.

November 9 2020
Markets/Economy . Politics .
Podcast Parties, policies and portfolios


October 23 2020

How will the 2020 election results impact markets and the economy?

October 23 2020
Politics .
Video Significant improvement
October 23 2020

Phil Orlando calls the second debate more substantive than the first, but will it make a difference at the polls?

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 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 8 2020
Politics .
Video That's more like it
October 8 2020

Phil Orlando calls the vice presidential debate a “refreshing return to normalcy.”

November 4 2020
Fixed Income . Politics .
Article Be ready for anything
October 8 2020

A disputed election headlines potential risks heading into year-end.

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

It may not matter all that much to the market.

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

A simple guide to a very complicated set of possibilities.

September 30 2020
Politics .
Video Chaos in Cleveland
September 30 2020

Phil Orlando reacts to the first presidential debate.

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.

October 2 2020
Responsible Investing . Politics .
Article Energy is on the ballot
September 22 2020

2020 elections have significant ESG implications.

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 21 2020
Fixed Income . Interest Rates .
Article 6 reasons yields may stay range-bound
September 11 2020

It starts with the Fed.

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.

November 11 2020
Fixed Income . Politics .
Video How might the election impact corporate bonds?
August 26 2020

Polls and prediction markets are calling for a Democratic takeover.

August 20 2020
Politics .
Article American stars
August 18 2020

Celebrating a democracy milestone—100 years of women’s voting rights

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.

August 11 2020
Politics . Fiscal Policy .
Article Trump takes action for economic stimulus
August 10 2020

His moves to help workers fill a void of Congress' own making.

August 24 2020
International/Global . Markets/Economy .
Article Demographics: China's biggest Achilles' heel
August 10 2020

Vulnerabilities emerge at a potential turning point in its relations with the world.

August 7 2020
Markets/Economy . Coronavirus .
Article It's off to work we go ...
August 7 2020

The nation's job market continues to mend.

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.

August 10 2020
International/Global . Politics .
Article Europe marches two steps forward ... for now
July 23 2020

Was this week's agreement the bloc's big breakthrough? Maybe. Maybe not.

July 23 2020
International/Global . Coronavirus .
Article At last, the European Union agrees on a recovery fund
July 21 2020

After a heated summit, the bloc commits to a stimulus package.

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.

May 5 2020
Coronavirus . Fixed Income .
Article State bankruptcies? An odd and misplaced idea
April 27 2020

Suffering states aren't seeking this option and, under current law, can't anyway.

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 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
Politics . Markets/Economy .
Video How will politics impact the markets?
February 26 2020

Six indicators can be predictive of the election outcome.

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.

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.

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.

January 24 2020
Equity . Markets/Economy .
Article Dining with 'Deplorables'
January 24 2020

It was a pro-Trump crowd in Naples, although the subject of impeachment did come up.

January 21 2020
Politics . Equity .
Video Market-friendly election results expected
January 8 2020

How might the outcome of the 2020 election affect the outlook for equities?

January 21 2020
Equity . Volatility .
Article Iran just a headline risk ... for now
January 6 2020

Monetary accommodation, benign inflation and easing trade tensions should drive markets.

February 21 2020
Equity . Markets/Economy .
Article All the dominoes fall
December 13 2019

Trade deals, Brexit clarity and a Fed hold cap a bullish week for stocks.

January 21 2020
International/Global . Politics .
Article A big cloud lifts on 'Brexit election' result. Now what?
December 13 2019

Prime Minister Johnson's overwhelming victory allows him to deal with the EU with a much stronger hand.

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