Insights

Numerous factors affect our outlook. 

More warnings appear. 

Disasters all over have markets on edge.

Investors may feel winter chill in Europe.

Fed Chair Powell reiterates hawkish Jackson Hole message.

Investors seeking shelter from stormy markets.

Commodity based economies positioned to succeed.

Control results weak, but school shopping solid.

Amid this week's chaos, good vibes in visits to Atlanta and Nashville. 

Queen Elizabeth II was a constant in a world of turmoil. 

There are reasons to think it might.

Perhaps Wall Street can take a cue from Main Street and just chill.

Relatively healthy jobs report keeps Fed hiking rates.

 Cash has become a compelling asset class.

The dollar has been on the rise. What’s the implication for U.S. investors?

Fed Chair uses Jackson Hole keynote to reset investor expectations. 

'70s stagflation made many people grumpy, which is why no one wants a repeat.

The housing market slowdown is a correction, not a crisis.

And with it, the rally in stocks is likely ending, too.

Bears and bulls facing off on what the Fed may do.

Their answers could play a big role in midterm elections.

A lot is riding on a Fed pivot.

Quantitative tightening puts pressure on risk assets.

What will the White House do with student debt?

Hot July jobs report keeps Fed on warpath against inflation.

Ways to position for the market ahead.

Continuing rally hopes face structural inflation headwinds.

Seeking opportunities amid volatility.

Next month will mark a half-year of hikes, time enough to evaluate their impact.

But high inflation and Fed tightening are taking us closer.

Uncertainties casting doubt on the rally.

How supply-chain issues have driven up values.

Battery technology, charging stations, safety and costs among key issues.

It's inflation versus recession with the Fed in the starring role.

Rising recession risk favors defensive dividend stocks, cash and Treasuries.

Hot inflation, stagflation concerns, recession fears and a hawkish Fed.

Investment and life lessons from Stephen Auth.

After years of playing defense, it's time to think offense.

Inflation and recession face off as the market weighs which is worse.

Fed on track for a 0.75% hike in late July.

Markets might be setting up for '70s' era modest returns.

The real impacts come after the elections.

And the storm might not be over.

Could it be setting investors up for a glorious winter?

Where to turn when risk rates rise.

Consumers will play a large role in determining the depth of the global recession.

Selling equities into rally as outlook for 'Rocky Landing' grows more likely.

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.

Bond market plods ahead amid looming uncertainties.

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

FOMC's unofficial projection suggests acceleration, but remains dovish

Our equity team discusses differing views on inflation.