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

Asset class continues to offer investors favorable relative returns.

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 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.

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
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 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 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.

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 25 2020
Politics . Markets/Economy .
Article What lies ahead? November 7 2020

Key Federated Hermes investment professionals weigh in on election's implications.

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

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

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

It starts with the Fed.

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.

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.

September 8 2020
Fixed Income . Markets/Economy .
Article Still 'hmm' on high yield
August 6 2020

Liquidity is abundant but fundamentals remain iffy.

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 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.