Insights

6 minute read

Sticking with our 6,500 year-end S&P 500 forecast.

10 minute read

Stock market returning to normal sailing conditions as we emerge from the Straits.

10 minute read

Maintaining our moderate equity overweight as we slip past the reefs.

8 minute read

Adding to stocks, trusting the sailors.

8 minute read

As a soft patch emerges, opportunity to add to stocks is getting closer.

6 minute read

A near-term slowdown may be emerging, but the longer-term upside is keeping the bears at bay…so far.

10 minute read

Staying long-term positive through choppy waters.

7 minute read

Preparing for volatility while staying positioned for a positive long-term outcome.

13 minute read

Potential surprises for the market in 2025 seem balanced; staying tilted toward stocks, with cash in reserve for a correction if it comes.

5 minute read

Moving more money out of Europe/Japan to US and emerging markets.

4 minute read

Markets should rise toward 7,500 in 2026 as Trump’s growth agenda plays out and the chess game moves forward.

10 minute read

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

2 minute read

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

9 minute read

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

6 minute read

Remaining cautiously bullish as market grinds into fourth quarter.

8 minute read

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

6 minute read

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

1 minute read

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

8 minute read

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

10 minute read

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

4 minute read

Holding to rotation call as thesis playing out.

3 minute read

Selectively taking profits in stocks but maintaining positive stance.

6 minute read

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

2 minute read

At the end of the day, it'll be a gift for competitors.