Insights

7 minute read

Revisiting the ‘Greenspan Commission’ for a possible solution.

3 minute read

We believe compelling opportunities can be found in China's AI space. 

4 minute read

An inside look at how MDT Advisers' proprietary machine-learning process evaluates companies.

7 minute read

The expected economic bounce from those soccer balls has been surprisingly low.

6 minute read

Combination of fundamentals and seasonal volatility could spark a storm for stocks.

4 minute read

Real-time economic data paints an encouraging picture.

7 minute read

Looks like new Chair Warsh might be 'independent' after all.

3 minute read

Disruption may turn yesterday's winners into tomorrow's also rans.

4 minute read

But can outperformance continue?

6 minute read

In secular bull markets, we buy dips rather than sell rallies.

7 minute read

The Strait of Hormuz standoff continues.

7 minute read

Is a Fed rate hike on the horizon?

6 minute read

US equities looking through the uncertainty of Iran war.

3 minute watch

MDT chooses discipline over reaction in the face of market shocks.

4 minute read

The fragile US-China relationship may have been altered by the recent summit.

6 minute read

The Kevin Warsh Fed is greeted with a dual-mandate dilemma.

4 minute read

Accounting for the Boomers removes some distortions — and perhaps calms the nerves. 

6 minute read

Why we are raising our earnings and market targets despite continued inflation worries.

After an earnings recession, small caps' fortune is set for a positive pivot.

5 minute read

Strong wealth effect and tax refunds offset rising gas prices.

3 minute watch

Resilience, timing and the pipeline have supported a robust IPO market this year.

4 minute read

April payrolls surprise to the upside.

4 minute read

Frustrated by limits on their oil production, the UAE leaves OPEC.

7 minute read

Powerful revenue and earnings gains drive stocks to record highs.

5 minute read

China's stock market has lagged peers this year. Why has the country been left behind?

8 minute read

Despite the bricks of worry, US equity market fundamentals look bright.

5 minute read

Powell’s last FOMC meeting may be next week.

3 minute read

Elegance is an essential part of the process.

5 minute read

Is the AI build-out something to cheer or fear?

4 minute read

Short answer: that's not likely.

8 minute read

Recent equity market rally is one for the record books.

1 minute read

With Middle East peace in sight, the S&P 500 should resume its path to 7,500.

6 minute read

Will the relief rally — and fragile Iran ceasefire — hold?

3 minute read

AI won't replace biotech — it could help supercharge it.

7 minute read

But will the Iran conflict weigh on employment in the coming weeks?

4 minute read

Lower-variance investing in a high-variance world.

3 minute read

Equity market neutral strategies offer potential for shelter amid volatility.

1 minute read

Much depends on how long the Strait of Hormuz is blocked during the Iran conflict.

3 minute read

At times of upheaval, a set process can be a boon.

8 minute read

Maintaining our growth and S&P targets while acknowledging a widening range of outcomes.

5 minute read

How far along are we in the war?

6 minute read

Will its next policy move be another pause, a cut or a hike? It depends.

2 minute read

How our investment teams are reacting to the fast-moving events in the Middle East.

4 minute read

Could storage, not supply, be the new biggest risk to global energy markets?

8 minute read

If the Iran war does not derail it, the US economy should remain strong.

1 minute read

Rise in oil prices might goose inflation just as the US labor market appears to be weakening.

4 minute read

Inflation and energy are major unknowns, while other risks are in the mix.

4 minute read

Iran war fallout reinforces our cautious stance.

5 minute read

Battle lines are drawn during State of the Union address.

4 minute read

Tailwinds point the way for continued emerging market outperformance.

1 minute read

Lowering return expectations even while ’macro’ looks solid.

5 minute read

SCOTUS rules against tariffs.

3 minute watch

We think AI is in a boom, not a bubble.

1 minute read

US labor market was strong across the board in January.

4 minute read

A virtuous cycle of shared prosperity may lie ahead.

7 minute read

Market broadening accelerates as software gets its 'DeepSeek' moment.

6 minute read

Equity rally broadens out amid positive January Barometer.

4 minute read

What gets lost when dividends aren't paid.

6 minute read

Policy fog now begins to lift after this week's rate-cut pause.

1 minute read

We think GDP growth could reach 3.3% in 2026.

7 minute read

The building blocks of traditional strategic asset allocation have been rearranged. Is a new paradigm needed?

5 minute read

But midterm elections and Fed leadership transition could spark volatility.

15 minute read

Top risks for 2026 are skewed to the upside.

7 minute read

Fed likely on hold in January.

5 minute read

Federated Hermes 2026 outlook series.

3 minute read

A window into the world of a quant manager.

7 minute read

With unemployment rising but inflation easing, Fed has room for rate cuts in 2026.

13 minute read

Many bull markets lead to bubbles, then bears, but the present bull is no bubble…yet.

5 minute read

Rare earths, technology and energy production are important fronts in a global rivalry.

6 minute read

Policymakers lower rates despite boosting GDP forecasts and reducing inflation estimates.

1 minute read

GDP growth estimates rising.

5 minute read

The economy is strong and inflation is declining, so why is confidence falling? 

8 minute read

Delayed September jobs report sparks Fed policy tug of war.

3 minute read

We are in the midst of a technical, overdue correction in search of a narrative.

2 minute read

Long sluggish, the market for IPOs is heating up.

5 minute read

Federated Hermes 2026 outlook series.

7 minute read

Major wins suggest the midterm elections also could swing blue.

5 minute read

Even without fresh government data, the labor market is weak enough to prompt the Fed to cut rates further.

4 minute read

Quantitative investing has more similarities with traditional fundamental investing than commonly believed.

2 minute read

The stock market's low yield isn't particularly revealing.

5 minute read

Looser Fed, APEC summit gains and strong earnings season drive stocks to record highs.

2 minute read

Our alpha model suggests it might.

5 minute read

Fed on track to cut rates again next week.

3 minute read

Hard hit in 2008, the country's economy is now booming.

6 minute read

Congressional game of chicken continues with government shutdown.

9 minute read

Likely sources of near-term volatility on the path to One Big Beautiful World.

9 minute read

Raising our estimates for economic growth.

3 minute read

Why yields are down but not out.

13 minute read

Introducing our 2027 S&P 500 price target of 8,600.

6 minute read

Investors are ignoring the missing pieces.

3 minute read

Poor consumer sentiment does not jibe with the strong spending that's taking place.

6 minute read

Strong back-to-school spending boosts the economy.

3 minute watch

Uncertainty remains, but China's fiscal support suggests waning risk and growing value for equities.

5 minute read

Don't look now, but smaller-cap stocks are making a stealthy comeback.

6 minute read

Fed launches easing cycle to address asymmetric risks.

7 minute read

The Federal Reserve is poised to relaunch its rate-cutting cycle.

5 minute read

Something changes when the benchmark takes on a life of its own.

3 minute read

BLS overstated employment for the last 12 months by nearly 1 million jobs, a revision all but ensuring a rate cut.

9 minute read

Sticking with our 'broadening out' call despite the caution the Fed’s cracked rearview mirror demands.

3 minute read

A confluence of favorable factors might boost smaller companies' returns.

8 minute read

Weak hiring in August augurs a Fed rate cut in September.

6 minute read

Housing, office buildings and retail are all under stress.

3 minute read

Data will only get you so far.

3 minute read

China’s economy has struggled with deflation due to overcapacity, but there is hope.

4 minute read

Fed’s Powell opens door to rate cut in Jackson Hole symposium speech.

6 minute read

Is the rollback of electronic vehicle mandates and subsidies pro-consumer or anti-environment?

6 minute read

Experience still matters.

6 minute read

Huge swing in trade in the second quarter skewed the data.

6 minute read

Trailing hard data catching up to yesterday’s soft data, even as today’s soft data signals rebound.

8 minute read

Weak July jobs report increases odds of a Fed rate cut.

7 minute read

In the wake of the passing of Trump’s signature bill, reducing the federal debt requires out-of-the-box thinking. 

4 minute read

The new reformist government looks to rebuild Europe's economic growth engine from the ground up.

8 minute read

In bull markets, you don't sell rallies, but buy dips, with rotation more likely than correction.

3 minute read

Sophisticated models are essential for data-driven investment management.

8 minute read

Chair Powell on the hot seat.