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Markets/Economy
September 20 2021
Markets/Economy . Equity .
Article Should he stay or should he go?
September 17 2021

Biden’s decision on Powell and others risks market volatility

September 16 2021
Markets/Economy .
Infographic Infrastructure bill's effect on economy? September 16 2021

Spending extends beyond roads and bridges.

September 16 2021
Equity . Politics .
Article Delays ... don't you hate them?
September 16 2021

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

September 13 2021
Responsible Investing . Markets/Economy .
Article Will ESG prevent the next Enron?
September 14 2021

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

September 10 2021
Politics . Equity .
Article You wanna bet on Joe?
September 10 2021

A tax and spending bonanza looms.

September 10 2021
Markets/Economy . Equity .
Article Could stagflation spark a correction?
September 10 2021

The economy is slowing amid a host of headwinds.

September 7 2021
Markets/Economy . Interest Rates .
Video Seeking return when spreads are tight
September 9 2021

Several factors put upward pressure on yields.

September 3 2021
Markets/Economy . Interest Rates .
Podcast Bread crumbs


September 3 2021

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

September 3 2021
Politics . Equity .
Article You wanna bet against Nancy?
September 3 2021

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

September 3 2021
Markets/Economy . Equity .
Article Labor Day blues
September 3 2021

The August jobs report is a huge miss.

August 27 2021
Markets/Economy . Equity .
Article Fed's journey to taper could start later this year
August 27 2021

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

August 27 2021
Equity . Markets/Economy .
Article Will nothing brake this market?!
August 27 2021

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

September 2 2021
Markets/Economy .
Video Infrastructure bill presents fixed-income opportunities
August 26 2021

Muni bonds especially poised to benefit.

August 23 2021
Markets/Economy . Equity .
Article The next wave of innovation: Are we ready and willing?
August 24 2021

And most important, who decides?

August 20 2021
Markets/Economy . Equity .
Article Maybe inflation is not transitory after all?
August 20 2021

We see inflation as a sustainable trend.

August 20 2021
Markets/Economy . Consumer Spending .
Infographic Back-to-school August 20 2021

Back-to-school means back to shopping

August 20 2021
Equity . Markets/Economy .
Article There's a reason Christian Louboutin heels are 4 inches
August 20 2021

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

September 8 2021
Fixed Income . Markets/Economy .
Video Emerging from the wilderness
August 19 2021

Dividend-paying stocks offer value across sectors.

September 3 2021
International/Global . Equity .
Article A solid first half for international equities
August 17 2021

Can the pattern hold?

August 13 2021
Equity . Markets/Economy .
Article Everything rallies
August 13 2021

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

August 10 2021
Fixed Income . Markets/Economy .
Video Are dividend stocks positioned for inflation?
August 10 2021

It depends on each company's pricing power.

August 9 2021
Markets/Economy . Equity .
Article Investing in education
August 10 2021

Will free college and absolving student loans make a difference?

August 9 2021
Equity . Active Management .
Article IPO momentum continues in a big way
August 9 2021

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

August 6 2021
Markets/Economy . Equity .
Article Great jobs headline, but ...
August 6 2021

Uncertainties linger when you dig into the weeds.

August 6 2021
Equity . Markets/Economy .
Article Vaccine panic
August 6 2021

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

September 3 2021
Equity . Monetary Policy .
Article Heads I win, tails I win
August 4 2021

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

August 9 2021
Equity . Markets/Economy .
Article To vax, or not to vax?
August 3 2021

Vaccinations are complicating students' return to campus.

August 20 2021
International/Global . Markets/Economy .
Article Gauging China's tech crackdown
August 2 2021

After sentiment plummets, China appears keen to reassure investors.

July 30 2021
Markets/Economy . Equity .
Article Supply-chain bottlenecks
July 30 2021

Low supply across many sectors impaired GDP growth.

August 17 2021
Markets/Economy . Fixed Income .
Video Finding favor again
July 28 2021

Valuations suggest it's time to consider dividend stocks.

July 27 2021
Markets/Economy . Fixed Income .
Video Is another taper tantrum possible?
July 27 2021

Bond markets can look to precedent for reassurance

July 21 2021
Inflation . Markets/Economy .
Article We NEED inflation
July 27 2021

A higher-price regime can offer benefits.

July 23 2021
Inflation . Markets/Economy .
Infographic Inflation's all around July 23 2021

Inflation is accelerating and constantly changing.

July 23 2021
Equity . Inflation .
Article Inflection point
July 23 2021

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

July 23 2021
Equity . Markets/Economy .
Article Don't be a hero
July 23 2021

Seasonality and uncertainties are lurking.

July 20 2021
Inflation . Markets/Economy .
Video Do not fear a return to '70s-era inflation
July 20 2021

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

July 20 2021
Inflation . Markets/Economy .
Video How can investors seek to protect their portfolios from inflation?
July 20 2021

Where to look when anticipating inflation

July 19 2021
Fixed Income . Markets/Economy .
Article Muni story remains a good one
July 19 2021

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

July 16 2021
Equity . Inflation .
Article Unprecedented unprecedented
July 16 2021

It's easy money all over despite rising inflation.

July 16 2021
Markets/Economy . Equity .
Article Perfect summer storm brewing?
July 16 2021

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

July 14 2021
Interest Rates . Markets/Economy .
Video Explaining interest rates’ mysterious reaction to Fed policy  
July 14 2021

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

August 4 2021
Equity . Markets/Economy .
Article Good news for secular bull: fundamentals on a stampede
July 14 2021

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

August 4 2021
Inflation . Fixed Income .
Article It better be transitory
July 13 2021

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

July 9 2021
Equity . Markets/Economy .
Article 'Buy in July, make an all-time high'
July 9 2021

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

July 9 2021
Markets/Economy .
Video Dot plot surprises
July 9 2021

FOMC's unofficial projection suggests acceleration, but remains dovish

July 9 2021
Markets/Economy . Equity .
Article Dark clouds hanging over fiscal policy?
July 9 2021

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

August 4 2021
Inflation . Markets/Economy .
Podcast Classic economics vs. new paradigm


July 2 2021

Our equity team discusses differing views on inflation.

July 2 2021
Markets/Economy . Equity .
Article Strong headline job gains
July 2 2021

But underlying metrics are mixed.

July 2 2021
Equity . Markets/Economy .
Article Beneath the surface
July 2 2021

Equity market's new highs mask issues lurking underneath.

June 30 2021
Markets/Economy . Equity .
Article Housing: A tale of two markets
July 1 2021

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

June 25 2021
Politics . Markets/Economy .
Article What role will EVs play in infrastructure deal?
June 25 2021

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

June 25 2021
Markets/Economy . Consumer Spending .
Infographic The summer for travel June 25 2021

Americans are eager to resume pre-pandemic vacation habits...with a few changes.

June 25 2021
Politics . Markets/Economy .
Article Ticktock, gridlock
June 25 2021

Goings-on in the sausage factory aren't bothering the markets.

June 23 2021
Inflation . Equity .
Article Secular bull outlook improves as the Fed begins to think again
June 22 2021

As the central bank awakens to inflation risks, our policy-error fear fades.

July 13 2021
Inflation . Markets/Economy .
White Paper Inflation is here June 21 2021

What should investors do?

July 9 2021
Markets/Economy . Equity .
Article Are demographics economic destiny?
June 18 2021

After Covid, revising immigration policy is urgent.

June 18 2021
Inflation . Equity .
Article Rocking my Jimmy Choo's and I spy the punch bowl
June 18 2021

America's back and the troubles are (arguably) fleeting ... in the nearer term.

June 17 2021
Markets/Economy . Equity .
Video What to choose in a stock picker’s market?
June 17 2021

Quality cyclicals and dividend growers may be attractive options.

June 16 2021
Interest Rates . Monetary Policy .
Article No small matter
June 16 2021

The Fed's slight adjustments to overnight rates should have a big impact.

June 11 2021
Inflation . Equity .
Article Inflation is always and everywhere ...
June 11 2021

But what creates and drives it is what matters for the markets.

June 11 2021
Equity . Inflation .
Article Rising energy prices pace CPI surge
June 11 2021

Supply and demand in the oil market contributing to inflation.

June 11 2021
Markets/Economy .
Video Should investors expect volatility?
June 11 2021

Yes, but it’s not necessarily a bad thing.

June 11 2021
Markets/Economy .
Podcast Time for value


June 11 2021

Why we think this cycle is different.

June 22 2021
Equity . Inflation .
Article Free lunches, policy errors and the secular bull
June 4 2021

For now, the bull is fine. But we're monitoring for potential longer-term health issues.

June 4 2021
Equity . Markets/Economy .
Video Rocking the boat
June 4 2021

Unprecedented global economic conditions may skew monthly numbers.

June 4 2021
Markets/Economy . Equity .
Article Delayed gratification
June 4 2021

The labor market recovery is tantalizingly close, but not here yet.

June 4 2021
Politics . Inflation .
Article '9-1-1: What is your emergency?'
June 4 2021

The unelected, nonpartisan Senate parliamentarian may be the most important person in D.C.

June 4 2021
Inflation . Markets/Economy .
Video The inflation dilemma
June 4 2021

Should the Fed be more concerned?

June 2 2021
Markets/Economy . Responsible Investing .
Article Keeping your seat at the table
June 2 2021

Divesting means losing your voice for change. 

May 28 2021
Inflation . Equity .
Article If inflation is such a problem ...
May 28 2021

Why are bond yields range-bound?

May 28 2021
Markets/Economy . Inflation .
Article Summer melt-up
May 28 2021

The U.S. economy has the wind at its back.

June 1 2021
International/Global . Equity .
Article Send the word over there
May 25 2021

The recovery is coming to Europe. Latin America may be next.

June 22 2021
Markets/Economy . Inflation .
Article Whistling past the inflation graveyard
May 21 2021

Prices might be stickier than the Fed thinks.

May 24 2021
Equity . Markets/Economy .
Video Constructive on equities
May 21 2021

The strongest growth in 37 years should propel earnings higher.

June 8 2021
Equity . Inflation .
Article What have you done for me lately?
May 21 2021

Perhaps a market hung up on stimulus should appreciate what it has.

May 19 2021
Active Management . Markets/Economy .
Article Why we're (still) positive on biotech
May 19 2021

While its performance is currently on pause, this sector's innovation is unstoppable.

June 4 2021
Fixed Income . Markets/Economy .
Article High-yield fundamentals remain solid
May 18 2021

Asset class continues to offer investors favorable relative returns.

May 14 2021
Markets/Economy . Equity .
Article The consumer is healthy
May 14 2021

And ready to run with the recovery.

May 14 2021
Taxes . Markets/Economy .
Video What could Biden’s tax plans mean for markets?
May 14 2021

Higher rates represent potential headwinds for markets and the economy.

May 14 2021
Equity . Markets/Economy .
Article Slow down the 'V!'
May 14 2021

A slower recovery could make for a longer one, too.

May 13 2021
Consumer Spending . Markets/Economy .
Infographic A big year for e-commerce May 13 2021

Covid-19 accelerated shifts to online shopping in 2020.

May 12 2021
Markets/Economy . Equity .
Article 'Transitory' being put to the test
May 12 2021

April’s unexpectedly large jump in CPI adds to worries higher inflation may stick around.

May 7 2021
Equity . Markets/Economy .
Article Disincentive to work
May 7 2021

Generous emergency benefits, seasonal quirks likely behind big April jobs miss.

May 21 2021
Equity . Inflation .
Article Can there be a free lunch?
May 7 2021

We're about to find out as the fiscal and monetary spigots keep pouring.

May 11 2021
International/Global . Equity .
Video European recovery delayed, not canceled
May 6 2021

As vaccine rollout accelerates, the service sector should benefit.

May 24 2021
Markets/Economy . Fixed Income .
Article Housing is not in a bubble
May 4 2021

A decade of disinvestment is causing affordability issues, not rampant speculation.

June 21 2021
Liquidity . Monetary Policy .
Article Not so smooth
May 3 2021

It's time for the Fed to raise overnight rates.

April 30 2021
Politics . Equity .
Article Divided we stand
April 30 2021

Might political realities trip up Biden's massive agenda?

April 30 2021
Markets/Economy . Equity .
Article GDP gets a shot in the arm
April 30 2021

Driven by stimulus and vaccines, the U.S. economy soared in the first quarter. 

May 21 2021
Equity . Active Management .
Article Enter the stock picker
April 28 2021

Though the environment has shifted dramatically, security selection again comes to the fore.

June 21 2021
Monetary Policy . Liquidity .
Article Stubborn Fed
April 28 2021

The FOMC didn't budge on policy or alleviate pressure in the overnight market.

April 28 2021
Responsible Investing . Markets/Economy .
Article Read the labels closely
April 27 2021

Shopping for responsible asset management

April 26 2021
Markets/Economy . Equity .
Article Race to the bottom
April 26 2021

The debate on taxes has just begun.

April 23 2021
Equity . Markets/Economy .
Article 'Can't we just enjoy it?'
April 23 2021

A bear's gonna worry but the underlying story still bullish.

May 21 2021
International/Global . Markets/Economy .
Article Investing without boundaries


April 21 2021

Federated Hermes international investing professionals weigh in on opportunities ahead.

April 16 2021
Markets/Economy . Equity .
Article Turning a battleship in the ocean
April 19 2021

The juggernaut U.S. economy is pointed in the right direction with engines pumping.

May 21 2021
Equity . Inflation .
Article Got to talk about inflation again, sorry
April 16 2021

It continues to be the issue consensus is worried about.

April 16 2021
Equity . Active Management .
Article Why still value now
April 16 2021

Because conditions and history suggest it has further to run.

April 9 2021
Equity . Politics .
Article I wonder, though ...
April 9 2021

What if Biden gets most all of what he wants? Is the market ready?

May 11 2021
International/Global . Equity .
Podcast International growth opportunities

April 9 2021

EVs, biotech and e-commerce in emerging markets exemplify broadening global innovation.

April 9 2021
Markets/Economy . Equity .
Article Leap of faith
April 9 2021

Will production boosts by OPEC and company pay off?

April 28 2021
Equity . Markets/Economy .
Article Earnings season arrives and guidance will be key
April 7 2021

As 2022 comes into focus, room for upside remains but stock picking will be key.

April 23 2021
Fixed Income . Interest Rates .
Article There's more than one way to generate alpha
April 7 2021

Rate strategies lead the way for bonds in challenging first quarter.

April 7 2021
Markets/Economy . Active Management .
Article The energy-inflation connection can't be ignored
April 6 2021

There's only so much innovation can do as accelerating growth drives up demand.

April 2 2021
Markets/Economy . Equity .
Article Good jobs Friday
April 2 2021

March blowout a sign of better things to come.

May 21 2021
Equity . Inflation .
Article There are only 2 things certain in this world
April 1 2021

Taxes are one of them. Increases to fund infrastructure could prove disruptive.

May 11 2021
International/Global . Equity .
Video International investing ideas
March 31 2021

Luxury goods, spirits and renewable energy present opportunities.

March 29 2021
Markets/Economy . Equity .
Article Pig in the python
March 29 2021

 Unchecked inflation could put the squeeze on the economy.

March 29 2021
International/Global . Equity .
Video DIG into international small caps
March 29 2021

Diversification, inefficiencies and growth make the asset class an attractive play any time.

March 28 2021
Equity . Markets/Economy .
Article Did you hear that?
March 26 2021

A rather boring few weeks in the market might be leading to a boom.

March 22 2021
Responsible Investing . Markets/Economy .
Article Is data governance the next ESG battleground?
March 24 2021

A company's risk profile must include its approach to data protection.

March 23 2021
Fixed Income . Interest Rates .
Article Strong tailwinds for high yield but ride may be bumpy
March 23 2021

A strengthening economy should smooth rising-rate headwinds.

March 29 2021
Fixed Income . Interest Rates .
Article Bond land far from homogeneous
March 22 2021

Rising yields mean different things for different sectors of the market.

March 22 2021
Markets/Economy . Equity .
Article Moral hazards ahead?
March 22 2021

The $1.9 trillion stimulus bill is too large and not targeted well.

April 7 2021
Equity . Markets/Economy .
Article Where the puck is heading
March 19 2021

2022 outlook extremely positive despite temporary indigestion from rising yields.

March 19 2021
Equity . Politics .
Article Is this the real life, is this just fantasy?
March 19 2021

It sure seems as if our world is moving toward MMT.

March 29 2021
International/Global . Markets/Economy .
Infographic A world of opportunity March 18 2021

5 reasons to invest internationally.

April 7 2021
Interest Rates . Fixed Income .
Article The Fed is watching MORE than rates
March 18 2021

And broader markets are not sounding alarms.

March 19 2021
Equity . Markets/Economy .
Article Jailbreak
March 15 2021

The strong rebound in GDP could power the S&P to 4,500 by year-end.

May 21 2021
Equity . Inflation .
Article Escape velocity
March 12 2021

Yields are rising for the right reasons.

April 7 2021
Coronavirus . Markets/Economy .
Video It’s all about needles in arms
March 12 2021

The faster we get vaccinations done, the faster we recover.

March 29 2021
International/Global . Markets/Economy .
Article It's a twofer
March 10 2021

A recovering U.S. and ‘modestly’ growing China are good for the EM and everyone.

March 5 2021
Equity . Interest Rates .
Article Fiscal policy tantrum
March 5 2021

A steady Fed leaves worries about inflation and yields to the market.

March 5 2021
Coronavirus . Markets/Economy .
Video Will weather disruptions put a chill on recovery?
March 5 2021

Accommodative policy and pent-up consumer demand suggest economic snapback looms.

March 29 2021
Markets/Economy . International/Global .
Article International recovery ready for liftoff
March 5 2021

Reasons why global markets are poised to outpace the U.S. this year.

March 5 2021
Equity . Markets/Economy .
Article Labor market sizzles despite February freeze
March 5 2021

Leisure & hospitality led the comeback.

March 3 2021
Markets/Economy . Consumer Spending .
Infographic She’s a growing financial force March 4 2021

When it comes to wealth, careers and financial decision-making, women are the future.

March 2 2021
Markets/Economy . Equity .
Article Minimum wage hot potato
March 1 2021

Minimum wage is too low, but strategy to raise it should be bipartisan.

May 11 2021
Liquidity . Markets/Economy .
Article Worry list
March 1 2021

Short on days, February was long on anxiety for some.

March 1 2021
Politics . Markets/Economy .
Article Far from over
March 1 2021

Now it's the Senate's turn to shape the Covid relief bill.

February 26 2021
Equity . Fixed Income .
Article Bubble bath
February 26 2021

There may be tiny bubbles but this is not the year 2000.

March 16 2021
Interest Rates . Monetary Policy .
Article Rates rising for 'good reasons' but don't fight the Fed
February 25 2021

Powell reaffirms commitment to easy money policies to support still-young recovery.

February 22 2021
Responsible Investing . Markets/Economy .
Article Quantifying the intangible
February 24 2021

As non-physical assets grow in importance, so do the role of ESG standards.

February 19 2021
Equity . Markets/Economy .
Article Follow the 'economists'
February 19 2021

They don't see inflation tripping up the economy anytime soon.

February 19 2021
Markets/Economy . Equity .
Article Gift cards to the rescue
February 19 2021

They played an outsized role in 2020 holiday retail spending.

March 16 2021
Equity . Markets/Economy .
Article Good news: nearly everyone is worried
February 18 2021

And that's just another reason the setup for stocks remains strong.

February 17 2021
Responsible Investing . Markets/Economy .
Article Human capital drives value
February 17 2021

SEC focuses on how companies deal with arguably their greatest assets—their people.

February 25 2021
Fixed Income . Markets/Economy .
Article Be vigilant and watch for vigilantes
February 17 2021

Inflation shouldn't be disruptive this year, but watch for surprises to the upside.

May 21 2021
Equity . Inflation .
Article Inflation worries are all the rage
February 12 2021

And because it's consensus, it may not be that big a worry.

February 11 2021
Equity . Active Management .
Article Another reason to think 'value'
February 12 2021

History suggests a rotation from ‘growth’ may be at hand.

February 10 2021
Markets/Economy . Equity .
Article Easy come, easy go
February 10 2021

The Reddit rebellion forces an adjustment to the January Barometer.

February 5 2021
Markets/Economy . Equity .
Article Job market hits air pocket
February 5 2021

The weakness gives President Biden more clout for new stimulus.

February 5 2021
Equity . Coronavirus .
Article As plentiful as face masks
February 5 2021

As perception catches up with reality, add another catalyst to the fire.

February 2 2021
Equity . Markets/Economy .
Article Buy on weakness
February 2 2021

Federated Hermes adds to stock-bond model equity overweight.

March 29 2021
International/Global . Markets/Economy .
Article What could a post-Covid world look like?
February 1 2021

Accelerated digitization was just the beginning.

May 11 2021
Liquidity . Markets/Economy .
Article The rise of a rate
February 1 2021

The transition to SOFR is picking up steam.

January 29 2021
Markets/Economy . Equity .
Article Solid growth in Q4
January 29 2021

Housing, corporate spending and inventory restocking led the way.

February 17 2021
Equity . Markets/Economy .
Article Bubble, bubble, oil and trouble
January 29 2021

Frothy pockets popping up but it's too early to cut back equity overweight.

January 27 2021
Equity . Markets/Economy .
Article 'What could go wrong?'
January 27 2021

Excess euphoria? Politics? Inflation? Always good to ponder.

February 17 2021
Coronavirus . Markets/Economy .
Article Real estate is different, not dead
January 21 2021

How Covid is spawning changes and accelerating trends in the sector.

February 1 2021
Politics . Fiscal Policy .
Article Stay calm
January 20 2021

Is it too early to talk about midterm elections?

January 19 2021
Markets/Economy . Equity .
Article Looking past the present
January 19 2021

Headwinds persist, but we forecast healthy 5.3% GDP growth in 2021.

January 15 2021
Equity . Markets/Economy .
Article Fiscal sticker shock
January 15 2021

Will rising inflation and bond yields spoil the party?

March 29 2021
2021 Outlook . Equity .
Article This year's 'Big Surprise' could be the bullish consensus wasn't bullish enough
January 14 2021

A year of “unprecedenteds” sets stage for an unexpectedly strong move higher in stocks.

January 14 2021
2021 Outlook . Fixed Income .
Article Taxes, Treasuries and taper on the mind
January 14 2021

Three things to watch in 2021.

January 12 2021
Markets/Economy . Equity .
Article Night the lights went out in Georgia
January 12 2021

Yet the 'January Barometer' suggests 2021 could be positive for equities.

January 8 2021
Markets/Economy . Equity .
Article Labor market descends in December
January 8 2021

Covid-19 surge and delay in stimulus led to first decline in jobs in eight months. 

January 8 2021
Equity . Markets/Economy .
Article The Roaring 2020s
January 8 2021

Market melt-ups can last a long time.

January 8 2021
2021 Outlook . Equity .
Article Home (cars and cannabis, too) is where the growth is
January 5 2021

Three things to watch in 2021.

May 11 2021
Liquidity . 43863 .
Article Looking forward to 2021
January 4 2021

The new year revives old optimism.

March 29 2021
2021 Outlook . Markets/Economy .
Podcast Bullish year ahead expected


December 31 2020

Widespread vaccinations and a Biden presidency are among major market movers to watch.

January 4 2021
2021 Outlook . Markets/Economy .
Article It's always darkest before the dawn
December 30 2020

Three things to watch in 2021.

December 28 2020
2021 Outlook . International/Global .
Article 2021 will be a year of recovery
December 29 2020

Three things to watch in 2021.

December 28 2020
2021 Outlook . Equity .
Article Easy money
December 28 2020

Three things to watch in 2021.

December 23 2020
Liquidity . Markets/Economy .
Video Positives and negatives of 2020
December 23 2020

What were the best and worst things to happen to liquidity markets this year?

December 21 2020
Markets/Economy . Equity .
Article How the 'Congrinch' Stole Christmas
December 18 2020

Congress' delay in reaching a new fiscal stimulus deal has hurt consumer spending.

December 18 2020
Equity . Markets/Economy .
Article Euphoria?
December 18 2020

It's not just Santa that has the market in a holiday mood.

December 17 2020
2021 Outlook . Equity .
Article Buy the rumor, sell the news
December 16 2020

Federated Hermes adds equity exposure, sets 4,500 and 5,000 targets for S&P 500 in 2021 and 2022.

December 22 2020
2021 Outlook . Equity .
Article The bull gets the vaccine
December 15 2020

It's a 'heads I win, tails I win' setup for 2021.

December 11 2020
Equity . Markets/Economy .
Article Movie night
December 11 2020

What might the markets do as we all hunker down?

January 4 2021
Markets/Economy . Equity .
Article No double-dip recession on the horizon
December 9 2020

We continue to think the S&P will reach 3,800 this year and 4,200 in 2021.

January 4 2021
Equity . Markets/Economy .
Article Sometimes, it's not that complicated
December 9 2020

2021 risks are far more to the upside than downside.

December 15 2020
Equity . Markets/Economy .
Article Sentiment, schentiment
December 4 2020

As Wall Street searches for worries, stocks keep climbing.

December 6 2020
Markets/Economy . Equity .
Article Lump of coal for the labor market
December 4 2020

Lawmakers deserve coal in their stockings for not passing a new stimulus bill.

December 3 2020
Markets/Economy .
Article Biotech is heralding the future of medicine
December 3 2020

Gene-editing tools may transform approaches to human disease

December 1 2020
Liquidity . Monetary Policy .
Article Fighting the Fed
December 1 2020

The Federal Reserve’s tussle with the White House was something to behold.

November 25 2020
Equity . Markets/Economy .
Article DJ30K
November 25 2020

Manufacturing, consumers help drive Dow, other indexes to new highs.

December 9 2020
Equity . Markets/Economy .
Article Gift ideas?
November 25 2020

The market is offering a lot of options.

December 9 2020
Equity . Active Management .
Article Value's smorgasbord
November 24 2020

3 varieties of value stocks offer opportunities.

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

Plenty of reasons to be optimistic.

November 20 2020
International/Global . Equity .
Video Bullish on international equities
November 20 2020

Martin Schulz sees global recovery lifting stocks in 2021.

December 21 2020
Equity . Markets/Economy .
Article 'With food, we can get a lot more'
November 20 2020

With more fiscal stimulus, the market can too.

November 20 2020
Consumer Spending . Markets/Economy .
Infographic Hope for the holidays November 20 2020

November and December retail sales look bright.

December 9 2020
Fixed Income . Markets/Economy .
Article Cautiously optimistic on high yield
November 19 2020

2020's sure been volatile. 2021 could be better.

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 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 6 2020
Politics . Equity .
Article It's temporary!!!
November 6 2020

A razor-thin margin outcome is enough to make the market dance.

November 6 2020
Equity . Markets/Economy .
Video Tilting toward value
November 6 2020

Linda Bakhshian explains her thinking behind why she favors value.

November 5 2020
Markets/Economy . Consumer Spending .
Infographic The 2020 housing boom November 5 2020

Low rates, strong demand and limited supply define a robust housing market.

April 30 2021
Politics . Equity .
Article Divided our country stands
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.

October 30 2020
Equity . Markets/Economy .
Video Why value now?
October 30 2020

As the U.S. economy recovers, value might offer the best opportunities.

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

Might a silent majority favoring Trump pull another election surprise? 

October 30 2020
Markets/Economy . Equity .
Article 'Zarnowitz Rule' lives on
October 30 2020

Despite Q3's blowout GDP figure, the U.S. likely will need a few more quarters to break even.

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 16 2020
Markets/Economy . Equity .
Article Consumer bounce
October 16 2020

A strong end to Back-to-School sales bodes well for the holiday shopping season.

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 13 2020
Equity . Markets/Economy .
Article Inflation's worst enemies? Innovation and adaptability
October 13 2020

The accelerating and global use of new technologies are keeping prices in check.

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 9 2020
Markets/Economy . Equity .
Article Inversion reversion?
October 9 2020

Why are stocks rising in the face of a potential Blue Wave?

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 2 2020
Markets/Economy . Equity .
Article Looking beyond the headlines
October 2 2020

Jobs report better than headline number, and Trump's illness might prompt fiscal aid.

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

A simple guide to a very complicated set of possibilities.

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.

August 21 2020
Responsible Investing . Coronavirus .
Article Remember the environmental
July 7 2020

Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.

June 9 2021
Coronavirus . Equity .
Article
July 1 2020

2020's challenges and responses reflect Americans' indelible spirit.

April 16 2020
Equity . Markets/Economy .
Podcast Bullish enough on 2020

February 20 2020

The real upside, Steve Auth says, could come post-election.

DISCLOSURES

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