Insights

10 minute read

Just how flexible will the Trump administration prove to be?

5 minute read

Trump's policy reversals buoy markets.  

3 minute read

Equity market neutral strategies offer potential for shelter amid volatility.

9 minute read

Powell's shoutout to "that great Chicagoan Ferris Bueller" was directed at Trump.

7 minute read

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

10 minute read

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

8 minute read

A historic week of ups and downs left investors "a little queasy."

9 minute read

Trump's Liberation Day tariff announcement certainly checks off Rule #1 of his Art of the Deal.

7 minute read

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

8 minute read

Adding to stocks, trusting the sailors.

3 minute read

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

2 minute read

Economic growth is now central to China's agenda.

9 minute read

Just how much is 'very'?

4 minute read

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

5 minute read

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

9 minute read

No, this is not a golf-related typo.

3 minute read

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

8 minute read

Well, then, why are we worried about a recession? 

6 minute read

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

8 minute read

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

2 minute read

It's been a momentous time in geopolitics. 

4 minute read

Trump's 'unpredictable' approach could work, unless nervous business leaders lay employees off in numbers. 

6 minute read

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

5 minute read

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

1 minute read

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

8 minute read

No one would eat sausage if they saw how it's made.

6 minute read

Financial markets roiled by developments in D.C.

6 minute read

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

7 minute read

A look at the new president's agenda.

4 minute read

DeepSeek drives China technology surge and broader market rally.

6 minute read

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

8 minute read

Is this the beginning of the end or the end of the beginning?

4 minute read

The rally broadens.

10 minute read

The opening salvos, at least, were fairly tame.

7 minute read

New year starts with hiring and wage growth.

10 minute read

Staying long-term positive through choppy waters.

8 minute read

Investors got a "wake-up call" this week.

7 minute read

Revisions are possible due to inventory and trade data.

2 minute read

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

4 minute read

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

7 minute read

The market cheered strong earnings and a new administration.

7 minute read

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

6 minute read

Peak policy uncertainty.

6 minute read

Moderating inflation has restored confidence in the rally.

3 minute watch

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

5 minute read

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

7 minute read

The yield curve is back with a vengeance.

5 minute read

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

2 minute read

Three things to watch in 2025.

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.

6 minute read

After back-to-back great years, could we expect solid returns in 2025?

2 minute read

Three things to watch in 2025.

7 minute read

A hawkish Powell and DC standoff interrupt animal spirits.

6 minute read

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

7 minute read

There's some evidence of a tired market as investors anticipate 2025.

2 minute read

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

5 minute read

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

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

One reason is rate cuts.

5 minute read

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

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.

4 minute read

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

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. 

7 minute read

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

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.'  

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.

7 minute read

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

3 minute read

Beijing goes for growth.

9 minute read

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

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? 

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.

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.

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.

8 minute read

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

8 minute read

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

6 minute read

Federal Reserve ‘recalibrates’ monetary policy.

7 minute read

Loneliness is bad, but solitude is amazing!

6 minute read

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

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.

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

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.

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.

6 minute read

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

7 minute read

And then what?

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.

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.

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.

1 minute watch

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

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

Selectively taking profits in stocks but maintaining positive stance.

7 minute read

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

8 minute read

Headline payroll strength hides weaker details.

1 minute watch

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

7 minute read

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

5 minute read

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

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.

3 minute read

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

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.

4 minute read

It’s all about the data.

6 minute read

Fed likely to take the summer off.

6 minute read

If so, which decade are we reliving?

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

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

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

7 minute read

It depends on whom you ask.

4 minute read

Other inflation metrics remain sticky and persistent.

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

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

3 minute read

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

8 minute read

A surprisingly strong economy could mean higher for longer, longer

2 minute read

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

7 minute read

Might a summer storm lie ahead for investors? 

5 minute read

Could energy buck conventional wisdom?

9 minute read

If it is, bubbles can last a long time.