Insights

2 minute read

Three things to watch in 2025

3 minute read

Rate cuts and deregulation could help lead the segment higher.

6 minute read

Since the election, consumer and business sentiment has improved.

7 minute read

The US is doing quite well, especially when seen in perspective. 

6 minute read

Labor market rebounds from October weather and strikes.

3 minute read

Weekly Global Market Snapshot

3 minute read

One reason is rate cuts.

3 minute read

Money market assets have reached a new mark.

5 minute read

If your Thanksgiving guests violate the no-politics discussion rule, shut it down with policy.

5 minute read

The themes that matter for the coming year.

4 minute read

The themes that matter for the coming year.

6 minute read

Confidence high and stocks higher as election gives way to holidays.

7 minute read

The Aloha Spirit, "the breath of life," may be just what the doctor ordered.

2 minute read

Will weakness in Europe open the gate to a second Draghi moment?

4 minute read

Will rising post-election confidence boost holiday sales?

6 minute read

A look at the impact Trump's potential policies might have on international markets. 

4 minute read

They may be coming, but their supposed benefits are a mirage.

7 minute read

The market may be a little giddy but be careful of snap decisions. 

3 minute read

Global Market Snapshot

5 minute read

Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain.

2 minute watch

The math of dividend investing is one that works out over years.

10 minute read

Deciphering the outlook will depend on understanding we are in a chess game.

7 minute read

With an equally divided electorate, what happened?!

3 minute read

Republicans closing in on 'Red Trifecta.'  

3 minute read

Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.

2 minute read

Federated Hermes CIOs react to the U.S. election.

8 minute read

An exhausted electorate wonders what the post-election future holds.

7 minute read

Investors, voters and the Fed will likely look past the October jobs report distorted by hurricanes and strikes.

3 minute read

Labour budget outlined plans to fill fiscal ‘black hole’ and invest for economic recovery.

3 minute read

Noisy data and election uncertainty might slow Fed easing.

2 minute read

A trade war could have unexpected consequences.

7 minute read

Bonds sold off, stocks held on and the election drew one week closer.

7 minute read

Wild swings in election prospects impact financial markets

5 minute read

Monetary and fiscal policy are at the forefront of investors’ minds.

2 minute read

The video game industry is on a winning streak.

3 minute read

Beijing goes for growth.

9 minute read

All five worries on the wall are fading as year-end approaches.

4 minute read

The implications for foreign policy could be far-reaching

2 minute watch

2025 will come with clarity on interest rates and politics.

7 minute read

Which depend on revenues, which depend on employed consumers.

7 minute read

Will Fed’s data dependency generate market volatility? 

4 minute read

With inflation at a 3-year low, the Bank of England might cut rates further by year-end.

2 minute read

Auto ABS delinquency and charge-off rates are rising, but fundamentals remain strong.

4 minute read

A strong quarter for bonds as a patient, diversified approach is rewarded

3 minute watch

Prepare for volatility leading up to the election before a year-end rally.

6 minute read

The bullish stock market seems to be overlooking deteriorating fundamentals.

8 minute read

Amid many uncertainties and difficulties, this market keeps its chin up. 

3 minute read

MDT’s recently created Industry Moat factor helps identify under-appreciated companies. Here’s how it works in practice.

4 minute read

Investors look to third quarter results for guidance.

4 minute read

Frontier countries fuel emerging market debt

6 minute read

Remaining cautiously bullish as market grinds into fourth quarter.

8 minute read

Recent good news augurs well for more of the same. 

2 minute read

Robust September jobs report supports view the economy is headed for rotation, not recession.

3 minute read

The case for a strategic long-term allocation remains strong.

3 minute read

The brief dockworkers' strike re-kindled inflation concerns this week.

3 minute read

Homebuilding stocks are rising, and the housing market may be springing back too.

4 minute read

The longshoremen strike could have far-reaching consequences for the economy and markets.

4 minute read

Interest rates have fallen, but in the liquidity space, the sky has not.

7 minute read

With so much to worry about, it's easy to forget how much is going right.

7 minute read

Weakest Back-to-School spending in 15 years.

3 minute read

Does the rally in Chinese equities from its new stimulus program have legs?

8 minute read

China bazooka follows Fed's big cut, fueling the cyclical trade; U.S. elections on deck.

3 minute read

Fed easing means fixed-income investments should benefit from both factors of total return: price and income.

8 minute read

An early, soft-landing Christmas present with a bow on it?

2 minute watch

The outlook for money market funds remains buoyant.

6 minute read

Federal Reserve ‘recalibrates’ monetary policy.

4 minute read

The Fed announced a punchy 50 basis-point rate. 

3 minute read

The data did not support the large cut, but the Fed did not want to seem behind the curve.

2 minute read

The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.

7 minute read

Loneliness is bad, but solitude is amazing!

3 minute read

Equities regained ground this week amid volatile trading and last week's tech-led sell-off.

6 minute read

On the cusp of cutting rates, the only unknowns are the pace and magnitude.

2 minute read

The Employee Retirement Income Security Act led to 401(k)s and IRAs.

3 minute read

Rate cuts seem imminent. How might investors adapt their portfolios?

6 minute read

‘R’otation continues, even as ‘R’ecession now in play.

8 minute read

Bouts of volatility need a good tonic. 

7 minute read

Fed on track to begin cutting rates later this month.

3 minute read

Five things spooking markets this week.

4 minute read

The markets’ first test is Friday’s August jobs report.

3 minute read

The election likely will determine the fate of the Tax Cut and Jobs Act. 

1 minute read

Sticking with our broadening-out call as market moves our way.

6 minute read

And it has parallels to the present day.

5 minute read

Presidential elections typically gather steam after Labor Day.

4 minute read

Markets are yet again pricing in too many Fed cuts.

4 minute read

It's not flying like it would in a recession.

4 minute read

For investors looking for a change in direction, China's Third Plenum was underwhelming.

5 minute read

Powell adopts dovish tone in his Jackson Hole keynote

6 minute read

The Fed says the time has come.

4 minute read

Four possible causes of the public's sour mood.

3 minute read

The predictive strength of the curve’s inversion has waned, but not disappeared.

7 minute read

The market has regained its composure - for now.

5 minute read

Will politicians finally address the ballooning U.S. debt and deficit?

8 minute read

Reasons why we think the market will remain volatile and 'The Great Rotation' will continue.

3 minute read

As rate cuts are up for debate, focus on the impact on the short end of the yield curve.

6 minute read

Can electric vehicle sales grow enough to meet the government’s target?

2 minute watch

More goes into the bond selection process than price.

7 minute read

And then what?

3 minute read

According to the major rating agencies, the high-yield market has migrated higher in quality in recent years.

10 minute read

Holding to overweights in value and small cap stocks; too early to add back to growth.

3 minute read

The sell-off was sparked by the latest U.S. jobs data, but other things were in the mix.

7 minute read

At historic discounts to large company stocks, small is beautiful unless ... the "R" word.

7 minute read

Weak jobs report should prompt Fed to cut rates in September.

4 minute read

Mid-cap companies can combine the beneficial features of both large and small companies.

2 minute watch

Congress’s choice to maintain or lapse the TCJA could impact munis.

4 minute read

The FOMC is back to considering both the labor market and inflation equally as it weighs cuts.

3 minute read

Investors are shifting away from mega-cap tech. Will the small-cap rally last?

4 minute read

Holding to rotation call as thesis playing out.

8 minute read

And if so, into early-cycle small caps or late-cycle defensive dividend payers?

7 minute read

Combination could chill the Fed longer than the consensus believes.

3 minute watch

Municipal bonds are priced with tax protection in mind.

2 minute watch

Investors may balance the dramatic outperformance of a select few stocks with a diversified portfolio. 

7 minute read

I'm waiting up here in the cart.

2 minute read

Strong dollar entices Americans across the pond, boosting economies.

3 minute read

Investors are pricing in a Donald Trump victory.

1 minute watch

The Fed is historically reticent to change policy before an election.

4 minute read

Markets are already pricing in potential November scenarios.

2 minute watch

Rates won’t be higher forever.

9 minute read

Compare Biden and Trump in terms of policies and the potential investment implications.

6 minute read

The U.S. economy is slowing and inflation declining, but when will the Fed cut rates?

3 minute read

Investors in ‘wait and see’ mode following shocking French election result.

3 minute read

Higher pricing reflects supply and demand in a changing world.

3 minute read

Selectively taking profits in stocks but maintaining positive stance.

2 minute read

Spectators are back in Paris for the 2024 games.

3 minute read

In fixed income, there’s quite a difference between current yield and yield-to-maturity.

7 minute read

Were you able to keep the fireworks strictly to the sky?

8 minute read

Headline payroll strength hides weaker details.

4 minute read

The UK Labour Party’s landslide victory election result was largely priced in.

1 minute watch

It could be years before the Fed reaches its 2% target.

3 minute read

Both Biden and Trump failed to address the Treasury’s debt at the debate.

7 minute read

The market is standing tall at the end of Q2, but it's hard not to have a few worries.

4 minute read

A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.

5 minute read

The presidential debate may be the only one in the election cycle.

3 minute read

Fears grow that Brazil will fail to eliminate its deficit.

4 minute read

IG-rated banks are well-positioned to handle the increase in office vacancies.

6 minute read

We bulls expect the rally to finally broaden … but not just yet.

3 minute read

The market for GLP-1 drugs is vast because it's not just weight they alleviate. 

4 minute read

After years of negative sentiment, the outlook for Chinese equities finally appears to be improving.

6 minute read

Our optimistic market outlook has been right, but our 'broadening out' thesis has yet to work.

6 minute read

Filling up at the pump matters to voters.

7 minute read

Despite dovish inflation data, Fed issues hawkish dots.

4 minute read

Can you guess the common threads in each of these four recent news categories?

3 minute read

The small-cap opportunity investors have been waiting for may be at hand.

3 minute read

The Fed penciled in a cut this year even as it forecast higher inflation.

1 minute read

Without a majority, Prime Minister Modi must assemble a coalition.

4 minute read

Can you guess the common threads in each of these four recent news categories?

8 minute read

Nonfarm payroll strength belies weakness in other areas.

3 minute read

The impact of office CRE woes on most cities is mitigated by their diversification of revenue.

2 minute read

We expect a strong summer note season in the municipal markets ahead of the election. 

4 minute read

It’s all about the data.

5 minute read

With the Fed on hold and tax collection over, assets resume flowing into liquidity products. 

6 minute read

Fed likely to take the summer off.

6 minute read

If so, which decade are we reliving?

3 minute read

If so, it could lead to policy divergence between the ECB and the Fed.

3 minute read

EU elections could result in its first center-right coalition.

7 minute read

The economy is sending confusing messages, but the market keeps lurching ahead due to FOMO.

7 minute read

Baby bust fuels need for immigration and Social Security reform.

3 minute read

Global Market Snapshot

2 minute read

Two women are dueling to be the next president of Mexico, but the front-runner represents status quo.

8 minute read

Staying overweight stocks and small caps, even as election looms.

7 minute read

Next year looks far away from here.

6 minute read

Stocks soar as CPI eases despite declining retail sales and confidence.

3 minute read

Encouraging inflation data put rate cuts in key global economies back on the table.

3 minute read

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

3 minute read

Sticky inflation might slow the Fed, but not the timeliness of extending duration.

7 minute read

It depends on whom you ask.

4 minute read

Other inflation metrics remain sticky and persistent.

2 minute read

This month's election in the Rainbow Nation likely will be the most contested of its democratic era.

2 minute read

If so, they—and investors—stand to benefit.

8 minute read

The Fed may be dovish just by not being hawkish.

8 minute read

Does today’s soft jobs report successfully change the Fed's narrative?

2 minute read

Global tourism plays a vital role in regional economies.

4 minute read

The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. 

7 minute read

Cooling GDP and accelerating inflation problematic for the Fed.

8 minute read

Inflation, politics and the market's dyspepsia have investors on edge.

1 minute read

What does age have to do with stock performance?

3 minute read

Dividend-oriented stock investing is poised for a resurgence.

5 minute read

With yields rising and P/Es contracting, we need good first-quarter earnings.

7 minute read

Geopolitics, seasonality, interest rates and stubborn inflation have all come calling.