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Equity
July 10 2025
Markets/Economy .
Article

7 minute read

Summer squall coming?
July 11 2025

Stocks are on a tear, but investors may consolidate gains.

July 10 2025
Equity .
Article

5 minute read

Accounting for goodwill
July 10 2025

A trip to Egypt illustrates the value of influence.

July 1 2025
Markets/Economy .
Article

8 minute read

State and local government hiring wins the day
July 3 2025

The strong labor report for June likely keeps the Fed on pause in July.

July 10 2025
Markets/Economy .
Video

3 minute watch

Evolution of quant
July 2 2025

A brief history of quantitative investing.

June 27 2025
Markets/Economy .
Article

6 minute read

Equity market completes stunning roundtrip
June 27 2025

Stocks mount powerful rebound despite policy concerns.

June 27 2025
Equity .
Article

4 minute read

The death of the IPO has been greatly exaggerated. Here's why.
June 27 2025

Outside of tech, public capital markets remain robust.

June 26 2025
Markets/Economy .
Article

4 minute read

Quant reimagined
June 26 2025

Thanks to advances in computing power, today's quant is not the quant of old.

July 1 2025
Markets/Economy .
Article

7 minute read

The other side of the rainbow
June 23 2025

Sticking with our long-term bullish call on stocks.

June 20 2025
Equity .
Article

6 minute read

To ubiquity and beyond
June 20 2025

AI: It's here. It's everywhere. What's next?

June 23 2025
Monetary Policy .
Article

7 minute read

Did the Fed just add a third mandate?
June 20 2025

Central bank waiting for fiscal and geopolitical policy developments to unfold before cutting rates.  

June 18 2025
International/Global .
Article

2 minute read

The flight from the dollar
June 18 2025

Is this the beginning of the end of US exceptionalism?

June 16 2025
Markets/Economy .
Article

6 minute read

Summer of unrest?
June 13 2025

Storm clouds on the horizon, but confidence is rebounding.

June 5 2025
Equity .
Article

1 minute read

Labor market decelerating
June 6 2025

With inflation under control, the Fed should cut rates twice later this year.

May 30 2025
Markets/Economy .
Video

2 minute watch

After the volatility, where is the stock market headed?
June 4 2025

With peak tariff uncertainty behind us, we think stocks should grind higher.

June 2 2025
Markets/Economy .
Article

6 minute read

What could go right
June 2 2025

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

May 28 2025
Markets/Economy .
Article

5 minute read

Will other surveys match the rebound in consumer confidence?
May 28 2025

Just when it seemed certain that retail sales will plummet from strong March/April levels, consumer sentiment has surged.

May 23 2025
Markets/Economy .
Article

7 minute read

Stocks and bonds going in different directions
May 23 2025

Equity and fixed-income investors are responding differently to tariff and fiscal policy uncertainty.

June 9 2025
Markets/Economy .
Article

10 minute read

Open seas ahead!
May 19 2025

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

May 15 2025
Markets/Economy .
Article

5 minute read

Domino effect from trade negotiation boosts stocks
May 15 2025

Solid US economic data also helps as equities reverse their April freefall.

May 7 2025
Monetary Policy .
Article

3 minute read

Sticks and stones
May 8 2025

For now, Trump is 'just' insulting Fed Chair Powell, as the Treasury market has pushed back. 

May 7 2025
Equity .
Article

3 minute read

Health care stocks could shine in 2025
May 7 2025

Long a laggard, the sector has catalysts for outperformance.

May 6 2025
Markets/Economy .
Article

7 minute read

Devil is in the details
May 6 2025

Import surge pushes first-quarter GDP into the red.

May 2 2025
Monetary Policy .
Article

7 minute read

Not yet
May 2 2025

Labor market remains solid, despite tariff uncertainty.

April 25 2025
Monetary Policy .
Article

5 minute read

Never mind
April 25 2025

Trump's policy reversals buoy markets.  

April 23 2025
Equity .
Article

3 minute read

A bunker for the trade war
April 23 2025

Equity market neutral strategies offer potential for shelter amid volatility.

April 17 2025
Markets/Economy .
Article

7 minute read

Perception versus reality
April 17 2025

Should investors focus on solid hard data or weak soft data?

April 14 2025
Markets/Economy .
Article

10 minute read

Navigating through the fog of the trade war
April 14 2025

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

April 4 2025
Markets/Economy .
Article

7 minute read

Labor market remains strong
April 4 2025

Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March. 

April 10 2025
Markets/Economy .
Article

8 minute read

Approaching peak uncertainty in the Strait of the Sirens
April 3 2025

Adding to stocks, trusting the sailors.

April 3 2025
Markets/Economy .
Article

3 minute read

Worst case
April 3 2025

Trump’s reciprocal tariffs are more aggressive than the markets were expecting.

April 1 2025
International/Global .
Article

2 minute read

China looks to spring forward
April 1 2025

Economic growth is now central to China's agenda.

March 31 2025
Markets/Economy .
Article

4 minute read

Self-fulfilling prophecy?
March 28 2025

Concern about Trump’s tariffs and sticky inflation seem to be deflating consumer confidence.

March 21 2025
Monetary Policy .
Article

5 minute read

Uncertain
March 21 2025

Fed stays in wait-and-see mode, but makes major changes to its forecast

March 19 2025
Equity .
Article

3 minute read

Two ways of being wrong
March 19 2025

Unless you're sure to be right and on time, you need a plan.

March 13 2025
Markets/Economy .
Article

6 minute read

Playing the long game
March 14 2025

Bessent preaches short-term pain for long-term gains.

April 2 2025
Markets/Economy .
Article

8 minute read

Almost there
March 11 2025

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

March 10 2025
Geopolitics .
Article

2 minute read

America's allies shore up their defenses
March 11 2025

It's been a momentous time in geopolitics. 

March 7 2025
Markets/Economy .
Article

6 minute read

Labor market slowing
March 7 2025

Maybe the Fed’s not done cutting rates this year, after all.

March 7 2025
Politics .
Article

5 minute read

Is the stock market overreacting to tariffs?
March 7 2025

How the emerging trade war might impact the US economy and equities.

March 6 2025
Markets/Economy .
Article

1 minute read

Steering through the fog of policy uncertainty
March 6 2025

Why a short-term economic soft patch should give way to a strong second half for markets. 

February 27 2025
Markets/Economy .
Article

6 minute read

Policy uncertainty
February 28 2025

Financial markets roiled by developments in D.C.

March 12 2025
Markets/Economy .
Article

6 minute read

Reefs to starboard!
February 25 2025

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

February 19 2025
Markets/Economy .
Article

4 minute read

China's Sputnik moment
February 20 2025

DeepSeek drives China technology surge and broader market rally.

February 18 2025
Markets/Economy .
Article

6 minute read

Consumer slowing down
February 19 2025

On the back of solid holiday retail sales, January's were dismal.

February 11 2025
Monetary Policy .
Article

4 minute read

Positive January Barometer
February 12 2025

The rally broadens.

February 10 2025
Markets/Economy .
Article

7 minute read

Hot jobs report should chill Fed
February 7 2025

New year starts with hiring and wage growth.

February 24 2025
Markets/Economy .
Article

10 minute read

Sailing the straits while strapped to the mast
February 5 2025

Staying long-term positive through choppy waters.

January 31 2025
Equity .
Article

7 minute read

Fourth quarter GDP disappoints
January 31 2025

Revisions are possible due to inventory and trade data.

January 29 2025
Monetary Policy .
Article

2 minute read

No cut, and no comment
January 30 2025

The Fed kept rates steady, and Chair Powell kept his distance from Trump.  

January 29 2025
Equity .
Article

4 minute read

Finding the balance
January 29 2025

The short term is not the enemy of the long term.

January 27 2025
Markets/Economy .
Article

7 minute read

Strapped to the mast
January 21 2025

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

January 20 2025
Markets/Economy .
Article

6 minute read

New sheriff in town
January 21 2025

Peak policy uncertainty.

January 16 2025
International/Global .
Video

3 minute watch

How might tariffs impact global markets?
January 16 2025

The effect on international equities might depend on some Trump policies.

January 14 2025
Equity .
Article

5 minute read

Tough start to the new year
January 15 2025

Stocks playing catch-up with bond market sell-off.

January 10 2025
Markets/Economy .
Article

5 minute read

Labor market ends 2024 on high note
January 10 2025

Employment strength should keep Fed on the sidelines for some time. 

January 10 2025
Equity .
Article

2 minute read

A year of policy and productivity
January 10 2025

Three things to watch in 2025.

January 8 2025
2025 Outlook .
Article

13 minute read

A 'baker's dozen' of risks, with an upside tilt
January 7 2025

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

December 20 2024
2025 Outlook .
Article

2 minute read

How Trump's ambitious economic agenda might unfold
January 3 2025

Three things to watch in 2025.

December 20 2024
Markets/Economy .
Article

6 minute read

A hawkish holiday cut
December 20 2024

As the Fed slows its pace, shoppers are increasing theirs.

December 13 2024
2025 Outlook .
Article

2 minute read

Buckle up for 2025
December 13 2024

The coming year may be more volatile than the one nearly past. 

January 2 2025
Equity .
Article

5 minute read

Adding more logs to the Yuletide fire
December 13 2024

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

December 11 2024
Equity .
Article

3 minute read

The stars appear aligned for small caps
December 11 2024

Rate cuts and deregulation could help lead the segment higher.

December 9 2024
Markets/Economy .
Article

6 minute read

Confidence is contagious
December 10 2024

Since the election, consumer and business sentiment has improved.

December 9 2024
Markets/Economy .
Article

6 minute read

Snapback
December 6 2024

Labor market rebounds from October weather and strikes.

December 4 2024
Equity .
Article

3 minute read

The case for defensive dividend payers is strong right now
December 4 2024

One reason is rate cuts.

December 3 2024
2025 Outlook .
Article

4 minute read

Outlooks 2025: International equities November 27 2024

The themes that matter for the coming year.

November 26 2024
Markets/Economy .
Article

6 minute read

Thanksgiving is finally here
November 26 2024

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

December 13 2024
2025 Outlook .
Article

4 minute read

Equity market outlook for 2025 and 2026
November 22 2024

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

November 21 2024
Markets/Economy .
Article

4 minute read

Return of 'Animal Spirits'
November 21 2024

Will rising post-election confidence boost holiday sales?

November 25 2024
International/Global .
Article

6 minute read

Global reverberations of the US election
November 20 2024

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

November 12 2024
Equity .
Article

5 minute read

Glide path no more?
November 13 2024

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

November 12 2024
Equity .
Video

2 minute watch

The long game
November 12 2024

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

November 11 2024
Equity .
Article

10 minute read

Playing chess versus checkers
November 11 2024

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

November 11 2024
Equity .
Article

3 minute read

Policy Trumps character
November 8 2024

Republicans closing in on 'Red Trifecta.'  

November 11 2024
Politics .
Article

2 minute read

Trump win gives Republicans strong mandate


November 6 2024

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

November 1 2024
Equity .
Article

7 minute read

On the eve of the election, the economy is hot
November 1 2024

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

October 23 2024
International/Global .
Article

3 minute read

China makes a U-turn
October 23 2024

Beijing goes for growth.

November 5 2024
Markets/Economy .
Article

9 minute read

Stock market looking to run the table
October 22 2024

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

October 16 2024
Markets/Economy .
Video

2 minute watch

Rolling past uncertainties
October 21 2024

2025 will come with clarity on interest rates and politics.

October 18 2024
Equity .
Article

7 minute read

What a difference a month makes
October 18 2024

Will Fed’s data dependency generate market volatility? 

October 14 2024
Politics .
Video

3 minute watch

Investors vote with their feet
October 15 2024

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

October 11 2024
Markets/Economy .
Article

6 minute read

Bold bull
October 11 2024

The bullish stock market seems to be overlooking deteriorating fundamentals.

October 14 2024
Equity .
Article

3 minute read

Making the moat of it
October 11 2024

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

October 28 2024
Markets/Economy .
Article

6 minute read

Five areas of uncertainty we are monitoring
October 9 2024

Remaining cautiously bullish as market grinds into fourth quarter.

October 4 2024
Markets/Economy .
Article

2 minute read

Hot Hot Hot
October 4 2024

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

October 3 2024
Equity .
Article

3 minute read

Dividends are back—again
October 4 2024

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

September 25 2024
Markets/Economy .
Article

7 minute read

The consumer is stressed
September 27 2024

Weakest Back-to-School spending in 15 years.

September 25 2024
Markets/Economy .
Article

8 minute read

One-and-a-half out of three ain't bad
September 25 2024

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

September 19 2024
Equity .
Article

6 minute read

Go big or go home
September 20 2024

Federal Reserve ‘recalibrates’ monetary policy.

September 17 2024
Equity .
Article

6 minute read

Is the Fed behind the curve?
September 13 2024

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

September 17 2024
Equity .
Article

3 minute read

When the music stops
September 12 2024

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

September 13 2024
Equity .
Article

6 minute read

Enter the 'R' words
September 9 2024

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

September 5 2024
Markets/Economy .
Article

7 minute read

Labor market slowing across the board
September 6 2024

Fed on track to begin cutting rates later this month.

September 9 2024
Equity .
Article

1 minute read

The 'Five Big Things' are still big
September 3 2024

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

September 3 2024
Equity .
Article

5 minute read

Ready! Set! Go!
August 30 2024

Presidential elections typically gather steam after Labor Day.

August 28 2024
Equity .
Article

4 minute read

China's slow bleed
August 28 2024

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

August 23 2024
Markets/Economy .
Article

5 minute read

Policy pivot
August 23 2024

Powell adopts dovish tone in his Jackson Hole keynote

August 12 2024
Markets/Economy .
Article

5 minute read

Unsustainable trajectory
August 15 2024

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

September 3 2024
Markets/Economy .
Article

8 minute read

Five big things that have changed
August 13 2024

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

August 9 2024
Markets/Economy .
Article

6 minute read

Charging ahead
August 8 2024

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

August 12 2024
Markets/Economy .
Article

10 minute read

Not a 'Confidence at the Lows' moment...yet
August 6 2024

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

August 5 2024
Markets/Economy .
Article

3 minute read

A week can be a long time in the markets
August 5 2024

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

August 2 2024
Markets/Economy .
Article

7 minute read

Bad news is finally bad news
August 2 2024

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

August 5 2024
Markets/Economy .
Article

4 minute read

Mid caps: a time to shine?
August 2 2024

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

August 12 2024
Markets/Economy .
Article

4 minute read

A little humility goes a long way
July 29 2024

Holding to rotation call as thesis playing out.

July 26 2024
Markets/Economy .
Article

7 minute read

Economic growth and inflation both higher than expected
July 26 2024

Combination could chill the Fed longer than the consensus believes.

July 24 2024
Equity .
Video

2 minute watch

Dinner before dessert
July 24 2024

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

July 22 2024
Markets/Economy .
Article

2 minute read

European summer vacation
July 19 2024

Strong dollar entices Americans across the pond, boosting economies.

July 18 2024
Equity .
Video

1 minute watch

Staying out of the fray
July 18 2024

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

February 21 2024
International/Global .
Article

2 minute read

A tasty alternative
March 5 2024

The GRANOLAS group of stocks are Europe’s equivalent of the Mag 7.

February 1 2024
Markets/Economy .
Article

3 minute read

Small caps poised for a big rebound
February 1 2024

After a bumpy 2023, small-cap U.S. stocks are in a good place.

September 20 2023
Markets/Economy .
Article

2 minute read

About that auto strike
September 20 2023

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

June 28 2023
Markets/Economy .
Article

5 minute read

Devil's advocate
June 23 2023

Could energy buck conventional wisdom?