Insights

7 minute read

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

6 minute read

Peak policy uncertainty.

4 minute read

They may be coming, but their supposed benefits are a mirage.

10 minute read

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

3 minute read

Republicans closing in on 'Red Trifecta.'  

3 minute read

Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.

2 minute read

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

7 minute read

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

3 minute read

Noisy data and election uncertainty might slow Fed easing.

7 minute read

Wild swings in election prospects impact financial markets

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.

3 minute watch

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

4 minute read

The longshoremen strike could have far-reaching consequences for the economy and markets.

6 minute read

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

3 minute read

The election likely will determine the fate of the Tax Cut and Jobs Act. 

5 minute read

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

7 minute read

And then what?

2 minute watch

Congress’s choice to maintain or lapse the TCJA could impact munis.

4 minute read

Holding to rotation call as thesis playing out.

7 minute read

I'm waiting up here in the cart.

4 minute read

Markets are already pricing in potential November scenarios.

9 minute read

Compare Biden and Trump in terms of policies and the potential investment implications.

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?

4 minute read

The UK Labour Party’s landslide victory election result was largely priced in.

3 minute read

Both Biden and Trump failed to address the Treasury’s debt at the debate.

3 minute read

The market for GLP-1 drugs is vast because it's not just weight they alleviate. 

6 minute read

Filling up at the pump matters to voters.

1 minute read

Without a majority, Prime Minister Modi must assemble a coalition.

3 minute read

EU elections could result in its first center-right coalition.

3 minute read

Global Market Snapshot

2 minute read

Two women are dueling to be the next president of Mexico, but the front-runner represents status quo.

8 minute read

Staying overweight stocks and small caps, even as election looms.

2 minute read

This month's election in the Rainbow Nation likely will be the most contested of its democratic era.

2 minute read

Clear electoral mandate in the world's largest democracy could attract investment and bolster growth.

8 minute read

The market's having a party, but inflation's a guest that just won't leave.

8 minute read

Holding to overweight stocks call despite consensus moving our way as "Goldilocks Plus" drives market higher

5 minute read

Biden left more questions than answers about his economic policies in his SOTU address.

7 minute read

Can an effervescent market lead to durable gains?

6 minute read

2024 could be a great year if we navigate it right.

5 minute read

Stocks strong start portends a volatile but positive year.