Insights

Patience and diversification are key.

Fed policy shift should cool the housing market.

Dividends have withstood market volatility.

Unfortunately for workers, wage inflation at heart of Fed tightening.

Nuclear could see a resurgence as world turns to cleaner energy.

Markets are adjusting to the new Fed regime.

Dividend-paying sectors have remained steady through good times and bad.

Can the Fed negotiate a soft landing?

Consumer Price Index surges to a new 40-year high.

Helpful qualities in a market that's distributing so much pain.

Investors seek to reduce risk.

Contradictory data offers something for optimists and pessimists.

Fed remains on track for more half-point hikes.

Consumers powered the recovery and markets. Will they hold up? 

Stagflation and recession risks growing.

A near-term bottom may be in sight.

No recession on the immediate horizon.

Consumers may hold the key to whether it's a recession or "softish" landing. 

The U.S. should ramp up energy production.

Cash tops shopping list but other possibilities starting to look promising.

Our bias is to add to risk. We’re just not there … yet.

The asset-backed securities market continues to shine.

War-driven food crisis could spawn destabilizing uprisings all over.

Is the labor market slowing?

Unrelenting demand presents challenges as Fed seeks to unwind price pressures.

Fed still on track for a half-point hike.

Washington policies helped to create runaway inflation.

Demand for power continues to climb.

Russia’s invasion, higher energy costs, soaring inflation, hawkish Fed…

Inflation that moderates but stays elevated can be a problem.

Inflation likely to peak in 2022. 

Bonds wrestle with pricing Fed, war and inflation outcomes.  

The only question for investors: at what cost?

A host of negative factors could end the recent rally.

High demand and low supply creates a fierce housing market.

The inflation genie is out of the bottle and the Fed will take action.

Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.

Fed on pace for half-point hike in May.

Russia-Ukraine conflict taking its toll.

R.J. Gallo, Susan Hill and Phil Orlando weigh in on the latest Fed action and inflation expectations. 

Still cautiously favoring equities as unpredictable Putin plays under his own rules. 

The U.S. must pursue a dual-track energy policy.

Greenspan supported U.S. markets. Now it's President Xi Jinping's turn in China.

It may feel similar, but the differences are many.

But is the equity rally a head fake?

Like the NCAA tourney, uncertainty reigns in markets.

Facing inflation and other market headwinds, defensive dividend-paying stocks may offer some protection.

Federated Hermes stands on the side of freedom, independence and democracy.

Hard to call a bottom when investor fear is missing.

Scenarios vary but on a 12-month view, stocks should be higher from here.

Companies ignore the ESG movement at their own risk. 

Health-care innovation continues to accelerate.

Ukraine, energy, inflation and Fed driving markets.

Second consecutive sharp gain puts Fed on track to hike.

Germany's vow to ramp up military spending is a long-term game-changer

Where is consumer spending going?

Remaking of the Fed’s board and rate hikes could be in flux.

Is the market putting in a bottom on peak everything?

The Ukraine situation likely accelerates recent sell-off.

Its offense (dividends) and defense (lower multiples) play well in current environment.

Holiday sales were surprisingly robust

A better back-half looms for equity investors. Getting there could be rocky.

Shortages shed light on role of microchips in unlocking information's value.

Fed must juggle inflation versus recession risks.

Midterm election years are particularly challenging.

The sector continues to lead through broader market turmoil.

The labor market ignored omicron and winter weather in January.

Megatrends and secular shifts continue to create long-term opportunities.

If there's no recession in sight, stay bullish.

What it costs to host the Olympics.

The long wait is over.

Inflation spiking while job growth and consumer spending have slowed.

Our outlook across asset classes.

Fortune favors companies that can pass on cost increases.

Ratings upgrades and rebounding economy create favorable backdrop.

Munis may hit bumps on the Fed's path but should have much to offer in 2022.

And if it does, the world becomes a more dangerous place for investors. 

It's all about inflation expectations.

New year presents new opportunities across sectors.

Three things to watch in 2022.

Two early-year stock market indicators point in different directions.

Fed tightening and evaporating fiscal stimulus should make for a bumpy road.

Fed poised to hike rates in March

Federated Hermes' 2022 outlook.

Timing of Fed’s rate moves will impact bank-loan market.

We’re constructive based on several factors.

Season is bright for retailers, despite headwinds.

Omicron is weighing on psyches, but not so much markets ... yet.

Three things to watch in 2022.

Passive target-date funds can be vulnerable to ESG risks.

Despite global supply chain issues, U.S. shoppers are spending more.

Several paths to pursue more yield in short-duration bonds.

Three things to watch in 2022.

Shorter-duration investments are worth a look.

Omicron is a nonevent for the markets.

Overcoming limitations of third-party data providers.

The omicron variant is driving the markets now.

Reiterating 4,800 and 5,300 '21 and '22 targets and value tilt

Americans using pocketbooks to fight back against Covid weariness.

The November jobs report's low headline number belies its internal strength. 

Investment decisions require synthesis of many inputs

Powell's nomination provides stability as uncertainty lingers.

Lots to be thankful for amid the divisiveness.

But Thanksgiving will be more expensive this year.

Market risks stay skewed to upside but inflation and possible policy errors lurk.

Earnings and solid fundamentals appear ready to spread some holiday cheer.

Were off-year results a wake-up call?

Robust spending and low delinquencies bode well for yields.

With inflation soaring and tapering starting, President Biden's choices for Fed seats are crucial.

It seems some may be earning plenty, for now, just trading crypto. 

The infrastructure bill benefits municipalities and muni investors alike.

Financial advisors need ESG fluency to connect with the next generation of inheritors.

Popular meme seems perfect for this market.

Solid gains across the board in October.

The case for an active approach to the short end of the bond market.

The success of the Fed’s first taper gives us confidence it will work well again.

We see a variety of reasons for the pullback in Q3 GDP growth.

Market marches forward as Dems scale back.

We could do without leisure suits (maybe) and stagflation (definitely).

Economy slows noticeably, while inflation remains elevated.

Still room to run, with a tilt toward cyclical companies with pricing power. 

Electric vehicles are becoming more popular, but changing the market with each purchase.

Aisle 3 is already sold out and it’s only October.

This is not the 1970s ... not even close.

Ships that stole Christmas

Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.

Semiconductor shortage is an all-around positive for these asset-backed securities.

Recent moves in bond yields make sense with a closer look.

Bond market plods ahead amid looming uncertainties.

Job gains miss while wages soar.

And now for something completely different ...

Fiscal policy uncertainty adds to market volatility.

Like a fox. China knows what it's doing.

The arrival of favorable seasonality supports bullish forces.

Typically yes, but headwinds might diminish them.

3 sectors may help investors deal with market obstacles.

A near-term pullback could represent an opportunity for long-term investors.

Biden’s decision on Powell and others risks market volatility

Spending extends beyond roads and bridges.

Dem plans for corporate tax hikes look favorable but there's a ways to go. 

Non-financial evaluation can play a pivotal role in averting business disasters.

A tax and spending bonanza looms.

The economy is slowing amid a host of headwinds.

Several factors put upward pressure on yields.

Our equity team examines the Fed’s clues to forecast when tapering will begin.

Markets will be watching closely as the House speaker orchestrates reconciliation.

The August jobs report is a huge miss.

Brief summer lull didn't derail solid fundamentals.

Fed Chair Powell stuck to the script at the central bank symposium.

Policymakers likely want to see a few more developments before announcing it.

'Buy the dips' continues to be the prevailing philosophy.

Muni bonds especially poised to benefit.

And most important, who decides?

We see inflation as a sustainable trend.

Back-to-school means back to shopping

Like a quality stock, I can count on these fabulous shoes.

Dividend-paying stocks offer value across sectors.

Can the pattern hold?

If everyone expects a pullback, maybe it doesn't come.

It depends on each company's pricing power.

Will free college and absolving student loans make a difference?

Pursuit of returns fuels risk appetite and broader array of new issues.

Uncertainties linger when you dig into the weeds.

Stocks, for now, are looking past unknowns and seasonality.

Uncertainties and vacations may feed volatility but bull trend carries on.

Vaccinations are complicating students' return to campus.

After sentiment plummets, China appears keen to reassure investors.

Low supply across many sectors impaired GDP growth.

Valuations suggest it's time to consider dividend stocks.

Bond markets can look to precedent for reassurance

A higher-price regime can offer benefits.

Inflation is accelerating and constantly changing.

With recession over, it's time to pare fiscal and monetary stimulus.

Seasonality and uncertainties are lurking.

Inflation not completely transitory, but won’t trigger a tantrum

Where to look when anticipating inflation

Improving credit dynamics and rising demand make for solid 1-2 punch.

It's easy money all over despite rising inflation.

Inflation, debt ceiling, Covid-19 and politics are among the reasons. 

Short-term rates more tied to monetary policy than long-term rates

Policy errors and Fed could pose problems later but it’s full steam ahead for now.

Bond market is priced, somewhat, for the Fed to get inflation right.

There are reasons it doesn't feel like a market on a roll.

FOMC's unofficial projection suggests acceleration, but remains dovish

The impact of the U.S. census on midterm elections and spending. 

Our equity team discusses differing views on inflation.

But underlying metrics are mixed.

Equity market's new highs mask issues lurking underneath.

Red-hot housing exposes a growing divide between buyers and builders.

A lot, perhaps. But the bipartisan package has to clear Congress first.