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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 7 2021
Inflation . Interest Rates .
Article What's (not) up with long-term yields?
June 8 2021

They continue to confound as growth surges and prices accelerate.

June 4 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
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.

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

Why are bond yields range-bound?

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

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

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.

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

Might political realities trip up Biden's massive agenda?

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.

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
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 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 31 2021
Active Management . Equity .
Article Lessons from the other 'Oracle'
March 30 2021

A highly successful NFL coach sets an investing example, too.

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 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.

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.

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.

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

Yields are rising for the right reasons.

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

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

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.

March 29 2021
International/Global . Equity .
Article International IPOs: A big market getting bigger
February 17 2021

There’s a healthy spread of deals across the globe.

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 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.

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.

March 29 2021
2021 Outlook . International/Global .
Article What's up across the pond?
January 21 2021

German elections, recovery and, finally, an end to Brexit saga.

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

Will rising inflation and bond yields spoil the party?

January 15 2021
2021 Outlook . Politics .
Video What will a Biden presidency mean for markets?
January 15 2021

A strong cyclical recovery should cause politics to take a back seat this year.

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.

March 29 2021
2021 Outlook . Fixed Income .
Article Agreeing with consensus is hardly comforting
January 13 2021

We’re positioned for “risk on” but worry most everyone else is too.

January 8 2021
2021 Outlook . Equity .
Video Optimistic on 2021
January 8 2021

Market conditions look unusually positive for the new year.

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

Market melt-ups can last a long time.

January 7 2021
2021 Outlook . Equity .
Article A Blue Ripple, not a Blue Wave
January 6 2021

With the slimmest of margins, Democrats will have to compromise.

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 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
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.

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
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 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 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 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. 

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
Politics . Equity .
Article Crickets
October 30 2020

Might a silent majority favoring Trump pull another election surprise? 

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 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.

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 24 2020
International/Global . Equity .
Article Not your parents' emerging markets
October 5 2020

Many developing economies are home to global technology leaders.

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.

October 1 2020
Active Management . Equity .
Article What's the deal with SPACs?
September 29 2020

Why these vehicles are rivaling IPOs as an option to go public.

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 21 2020
Monetary Policy . Interest Rates .
Article Looking forward
September 16 2020

The Fed sharpens its new policy framework with strong forward guidance. 

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 29 2020
Equity . Active Management .
Article The rotation begins as the waiting game continues
September 11 2020

Why we think the rotation out of tech could have legs over the next 6 months.

September 10 2020
Equity . Active Management .
Article 'The markets are in a raging mania'
September 11 2020

Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.

September 11 2020
Monetary Policy . Equity .
Article Economic recovery accelerates
September 11 2020

A rebound led by the labor market, housing, autos, manufacturing and consumers.

September 4 2020
Equity . Markets/Economy .
Article 'Hyperinflation is coming. I guarantee it'
September 4 2020

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

September 4 2020
Markets/Economy . Equity .
Article Halfway home
September 4 2020

Led by the household survey, the labor market continues to heal.

September 4 2020
Liquidity . Markets/Economy .
Article Prime reasons for money markets
September 4 2020

They provide short-term funding that oils the economy's gears.

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.

September 11 2020
Liquidity . Monetary Policy .
Article Encouraging elements of new Fed framework
September 1 2020

If the Fed's strategy to spur inflation works better than expected, hikes might come sooner.

August 28 2020
Equity . Markets/Economy .
Article Double dovish
August 28 2020

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.

August 28 2020
Interest Rates . Monetary Policy .
Article Lower for longer?
August 28 2020

No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.

August 27 2020
Monetary Policy . Fixed Income .
Article Subtle but substantive Fed shift may let inflation build
August 27 2020

Policy change to let labor market run hot as long as prices don’t.

September 8 2020
Fixed Income . Coronavirus .
Article ABS in a Covid economy
August 24 2020

Securitized credit sectors appear to be holding up well so far.

August 21 2020
Active Management . Equity .
Article You've got to ask yourself one question
August 21 2020

Is it a bubble?

August 21 2020
Markets/Economy . Liquidity .
Article Dueling conventions
August 21 2020

Dems took the first swing; now the GOP gets its chance.

August 26 2020
Equity . Active Management .
Article Looking beyond 'Big Tech'
August 18 2020

Emerging innovators, and not the behemoths, may point way to long-term growth.

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.

September 8 2020
Active Management . Equity .
Article Federated Hermes tilts toward value
August 12 2020

Stock-bond model keeps 2% equity overweight but shifts from growth bias.

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 20 2020
Equity . Markets/Economy .
Article I've never worn my new Pradas
August 7 2020

Some aspects of life and the economy are getting back to normal quicker than others.

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
Fixed Income . Markets/Economy .
Article Still 'hmm' on high yield
August 6 2020

Liquidity is abundant but fundamentals remain iffy.

August 6 2020
Coronavirus . Markets/Economy .
Article The old college try
August 6 2020

Back to school won't be business as usual this year.

July 31 2020
Liquidity . Monetary Policy .
Article No shortage of smart
August 1 2020

The Fed keeps making good decisions to support the economy.

September 8 2020
Equity . Markets/Economy .
Article We see what we want to see
July 31 2020

Our humanness can trip us up when it comes to investing.

August 24 2020
Equity . Markets/Economy .
Article 'Historic' can work both ways
July 30 2020

GDP's collapse for the ages in the second quarter could lead to record rise in the third.

August 24 2020
Monetary Policy . Markets/Economy .
Article Boring can be good
July 29 2020

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

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.

July 24 2020
Markets/Economy . Equity .
Article Tug of war
July 24 2020

Opposing forces are pulling at the economy, but we expect recovery to win.

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.

August 7 2020
International/Global . Equity .
Article What's the holdup?
July 21 2020

Of 4 possible trade deals, an updated Nafta is the only one on the books.

July 17 2020
Markets/Economy . Equity .
Article Sustainable economic rebound?
July 17 2020

Good start to earnings season is just one reason we are optimistic despite the rise in Covid cases.

July 17 2020
Equity . Markets/Economy .
Article The strangest earnings season in history
July 17 2020

It's hard to have visibility when nearly 4 in 10 companies don't provide guidance.

July 17 2020
Fixed Income . Coronavirus .
Article Munis still attractive but headwinds emerge
July 13 2020

New spike in Covid-19 cases threatens recovery's path.

July 10 2020
Equity . Coronavirus .
Article The strangest recession in history
July 10 2020

Numbers are still pretty awful; the consumers' moods aren't.

September 8 2020
Equity . Markets/Economy .
Article Fiscal policy matters
July 10 2020

Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.

July 30 2020
Fixed Income . Active Management .
Article For fixed income, it's a tale of two walls
July 10 2020

A wall of worry vs. a wall of liquidity is limiting back-half options.

July 21 2020
International/Global . Equity .
Article International equities have room to run
July 6 2020

Despite strong returns off March lows, we see more opportunity ahead.

July 2 2020
Equity . Markets/Economy .
Article More job report fireworks
July 2 2020

The labor market continues to heal in remarkable fashion.

September 1 2020
Equity . Markets/Economy .
Article What's next?
July 2 2020

After spring's big rally, a possible pause in a still-bullish scenario.

June 9 2021
Coronavirus . Equity .
Article
July 1 2020

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

July 10 2020
Liquidity . Monetary Policy .
Article Ebb and flow
July 1 2020

June prime example of how liquidity asset flows benefit investors and the economy.

June 25 2020
Equity . Markets/Economy .
Article The easy part
June 26 2020

It's over. Now investors will have to deal with rising challenges.

June 25 2020
Markets/Economy . Coronavirus .
Article June swoon
June 25 2020

Equity overweight lowered as coming months may be choppy.

July 9 2020
Equity . Markets/Economy .
Article Remaining optimistic but incrementally more cautious
June 24 2020

We trimmed our equity overweight a tad on likely choppiness ahead.

June 19 2020
Markets/Economy . Equity .
Article Does federal debt matter?
June 19 2020

Proponents of Modern Monetary Theory do not think so.

June 19 2020
Equity . Markets/Economy .
Article It's very dangerous to be a bear here
June 19 2020

Unprecedented sums are at the ready to prop up markets.

July 1 2020
Active Management . Equity .
Article Why we're active
June 18 2020

This crisis illustrates our faith in picking stocks, not mimicking indexes.

June 24 2020
Active Management . Equity .
Article What's up with value?
June 17 2020

The outlook, as a recovering economy tends to lift cyclical stocks.

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

February 20 2020

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