Insights

4 minute read

Why isn’t headline risk translating into market movements?

3 minute watch

How the Fed's new tightening bias plays out in the short end of the yield curve. 

3 minute read

A nuanced inflation narrative complicates the central bank's task.

6 minute read

Employment confidence may be the silent driver of the current economy.

5 minute read

A hawkish Fed and buoyant economy outweighed falling oil prices.

3 minute read

The case for short-duration credit has become increasingly compelling.

4 minute read

Navigating higher yields, tight spreads, and a narrow opportunity set.

4 minute read

Senior housing may offer opportunities for municipal bond investors.

2 minute read

Inflation pressure, potential monetary tightening and the Iran conflict have pushed bond yields higher.

4 minute read

Government bond markets have entered a period of renewed volatility, and the UK is looking particularly exposed.

2 minute read

Spiking high oil prices create regional winners and losers.

2 minute watch

The longer the geopolitical event, the harder it is for valuation to bounce back from the dislocation.

3 minute read

It seems the long end of the curve is trying to tell us something.

3 minute watch

Currency can bring diversification, but not if the countries react similarly to events.

3 minute read

Yields are stubbornly higher as volatility moderates.

3 minute read

US solar ABS are under strain.

5 minute read

Global bond markets reflect a change in expectations for the macro environment.

4 minute read

Bond markets gave up gains during Q1 as inflation concerns outweighed risk-off instincts.

2 minute read

Oil prices prompt a drastic shift in expectations for global central bank policy.

4 minute read

Bond yields climb to cap a volatile week

2 minute watch

How the tax-free sector, especially high-yield, might fit into an investment strategy.

2 minute read

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

4 minute watch

From the liquidity markets to long-term bonds, municipal securities are having quite a year. 

1 minute read

Inflation and private credit concerns offset accelerating US growth.

2 minute watch

Out-of-index sectors, such as trade finance, offer alternative investment opportunities. 

10 minute read

US bond markets are relatively stable in the face of potential disruption.

5 minute read

Yield curve dynamics may be in flux once Warsh is in office.

5 minute read

What to expect if Washington imposes lower limits on credit card rates.

3 minute read

Foreign exchange markets are not abandoning the reserve currency.

3 minute read

With attractive yields and solid credit, demand for corporate bonds continues to be strong.

6 minute read

If the future keeps bond investors awake at night, the present is complicated too.

2 minute read

The US Department of Justice subpoenas raise more questions.

3 minute read

The Federal Reserve is waiting and watching.

4 minute read

Federated Hermes 2026 outlook series.

Federated Hermes 2026 outlook series.

2 minute watch

Federated Hermes 2026 outlook series.

4 minute read

In addition to cutting rates, the Fed addressed potential funding pressure by returning to purchasing Treasurys. 

4 minute read

Federated Hermes 2026 outlook series.

2 minute watch

Federated Hermes 2026 outlook series.

8 minute read

Investors have some dissonance to consider in the year ahead.

3 minute read

Federated Hermes 2026 outlook series continues with views about the fixed-income market.

3 minute read

The Federal Reserve has put measures in place to avoid a repeat of Sept. 2019.

3 minute read

Why we look for exposure beyond the index.

5 minute read

Financials may benefit from the continuation of rate cuts in the US and emerging markets.

3 minute read

Many signs point toward continued Federal Reserve easing

3 minute read

'Idiosyncratic' appears to be the term of the moment.

3 minute read

The Fed’s resumption of its rate-cutting cycle presents investors with an attractive window to allocate to short duration bonds

3 minute read

These loans offer opportunities to disciplined investors.

4 minute read

Munis have become one of the most compelling opportunities in the market.

3 minute read

Fed policy path and bond market pricing hinge on job creation versus a lift to inflation.

4 minute read

Fast-developing economies are transforming global markets.

6 minute read

Bond markets have been in 'white out' mode recently.

4 minute read

Conspicuous dissent aside, the Federal Reserve reached a consensus to cut rates by a quarter point.

3 minute read

Political pressures persist and markets assume the resumption of rate cuts

6 minute read

Not all points of the yield curve respond equally to Federal Reserve rate cuts.

3 minute read

Tariffs are taking some, but not all, of the pep from the economy's step.

3 minute read

Continued tight yield spreads are challenging high-yield investors.