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Equity
December 11 2019
Equity . Active Management .
Article Protecting the 'blind side' Martin Jarzebowski
December 12 2019

Identifying environmental, social and governance risks may help avoid hard-to-see pitfalls.

December 9 2019
Equity . Markets/Economy .
Article 'Stop killing volcanoes to make lava lamps' Linda Duessel
December 6 2019

Linda heard a lot of worries during her Phoenix visit. But the one above? Hmm.

December 6 2019
Equity . Markets/Economy .
Article Employment surges amid November noise Philip Orlando
December 6 2019

The labor market juggernaut rolls on.

November 27 2019
Equity . Markets/Economy .
Article Such a long list, but room for one more Linda Duessel
November 27 2019

The market's run should make for happy holidays even if it's a short shopping season.

November 20 2019
Active Management . Equity .
Podcast Rate swings needn't rattle dividend investors Linda Duessel
Daniel Peris
November 26 2019

Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.

December 9 2019
Markets/Economy . Equity .
Article Economy dichotomy Philip Orlando
November 22 2019

What's the best indicator of the economy's health: strong consumers or weak manufacturing?

November 22 2019
Equity . Markets/Economy .
Article The 'Land of Big Hair' Linda Duessel
November 22 2019

Reminiscing as she made the rounds in New Jersey, Linda wonders if a melt-up is developing.

December 2 2019
Equity . Markets/Economy .
Article At 3,100, we're now 4 out of 5 on the year Stephen Auth
November 15 2019

A review of where we stand on our top 5 surprises for this year is, well, surprisingly good!

November 26 2019
Politics . Equity .
Article Doesn't anyone want to talk about impeachment?? Linda Duessel
November 15 2019

Not where Linda Duessel goes, including this week's audience in Vancouver.

November 13 2019
Volatility . Equity .
Video Defending against volatility Jared Hoff
November 13 2019

Dividend stocks can provide durability in an unpredictable market.

November 26 2019
Equity . Markets/Economy .
Article Meet Me in St. Louis? Philip Orlando
November 12 2019

It doesn't matter where Presidents Trump and Xi meet as long as they do before Dec. 15.

November 19 2019
Equity . Markets/Economy .
Article Throwing bankers under the bus ... sorry Linda Duessel
November 8 2019

As long as investor sentiment remains subdued, this uptrend could continue.

November 26 2019
Interest Rates . Equity .
Video Hiding in plain sight Jared Hoff
November 8 2019

Don't overlook the income potential of dividend stocks.

November 6 2019
Equity . Markets/Economy .
Article Consumer drives strong third-quarter GDP Philip Orlando
November 7 2019

Combined with healthy services growth and first phase of trade deal, stocks have surged.

November 15 2019
Equity . Markets/Economy .
Article Investor cheer may extend beyond the holidays Steven Chiavarone
November 5 2019

Storm clouds that have been hanging over the market are dissipating.

November 1 2019
Equity . Markets/Economy .
Article Plugging my ears (as I bet his wife does regularly) Linda Duessel
November 1 2019

Sports and investing are a lot alike: They stir passions and are obsessed with performance.

November 1 2019
Equity . Markets/Economy .
Article Robust October jobs report surprises Philip Orlando
November 1 2019

It only makes us more confident the S&P 500 will hit our long-standing year-end target of 3,100.

November 12 2019
Markets/Economy . Equity .
Article What if we are not 'late cycle' but actually 'early cycle?' Stephen Auth
October 29 2019

There are a lot of reasons to think the economy is catching a second wind.

October 25 2019
Equity . Markets/Economy .
Article Trick or treat for consumers? Philip Orlando
October 25 2019

With confidence and dry powder, consumers won't be spooked this fall.

October 25 2019
Equity . Markets/Economy .
Article Easy duty this week (don't tell my boss) Linda Duessel
October 25 2019

Dramatic headlines aside, market data is lining up for a potential run in equities.

November 11 2019
International/Global . Equity .
Article 2 out of 3 ain't bad Thomas Banks
October 24 2019

Markets get a little relief with progress on U.S-China trade front and Brexit. Next up, EU.

October 18 2019
Equity . Markets/Economy .
Article 'America's too stupid to be a country.' Linda Duessel
October 18 2019

In Nashville and Kansas meetings with bankers, impeachment and Syria never came up.

October 24 2019
Markets/Economy . Equity .
Article What a difference a year makes Philip Orlando
October 18 2019

Geopolitical and economic developments are turning positive and should drive stocks higher this year.

November 11 2019
Equity . Interest Rates .
Video Don't let recession fears spook you Steven Chiavarone
October 18 2019

Portfolio Manager Steve Chiavarone offers investment ideas for the current low-rate environment.

October 17 2019
International/Global . Markets/Economy .
Article Don't pop the champagne cork just yet Peter Smith
October 17 2019

The devil's in the details of the yet-to-be-signed U.S.-China mini trade deal.

October 30 2019
Equity . Markets/Economy .
Article 'Boo!' It's the secular bull, still running over the bears ... Stephen Auth
October 15 2019

A variety of factors, from dovish Fed to a manufacturing bottom, could rally stocks into year-end.

October 28 2019
Equity . Markets/Economy .
Article Progress with China drives stocks higher Philip Orlando
October 11 2019

If a trade deal emerges, leading to expectations for GDP and corporate-profit growth, look for a year-end rally.

October 10 2019
Equity . Markets/Economy .
Article 'An innocent person who wanted nothing more out of life than to love ...' Linda Duessel
October 10 2019

Trade continues to drive the market as the seasonal tailwinds begin to blow.

October 18 2019
Equity . Markets/Economy .
Podcast Growth investing in a low-growth environment: part 2 Steven Chiavarone
Stephen DeNichilo
October 9 2019

What are the hallmarks of an investable IPO?

October 18 2019
Equity . Markets/Economy .
Podcast Growth investing in a low-growth environment Steven Chiavarone
Stephen DeNichilo
October 9 2019

How to identify opportunities in the growth space.

October 10 2019
Equity . Markets/Economy .
Article 'Extracurricular revenue' - a mood enhancer? I'm just saying Linda Duessel
October 4 2019

Sometimes, bad news is good news for the market.

October 4 2019
Equity . Markets/Economy .
Article September jobs report throws a lifeline to investors Philip Orlando
October 4 2019

After being rocked by poor manufacturing and service numbers, even a mixed report brings respite.

October 10 2019
Equity . Markets/Economy .
Article The market is wise Linda Duessel
September 27 2019

Impeachment talk and other geopolitical tensions aren't yet weighing down investors.

October 11 2019
Politics . Markets/Economy .
Article Impeachment saga: Smoking gun or nothingburger? Philip Orlando
September 27 2019

The chances of Trump being removed from office are negligible.

September 27 2019
Equity . Active Management .
Podcast Weaving the SDGs into investing Hamish Galpin
Mitch Reznick
Aoifinn Devitt
September 26 2019

How to translate the Sustainable Development Goals (SDGs) into investing product.

October 10 2019
Equity . Markets/Economy .
Article The next move up could be more revaluation than earnings story Stephen Auth
September 24 2019

Lower yields should make for higher multiples. It hasn't happened ... yet.

October 3 2019
Markets/Economy . Equity .
Article Coin flip for the Fed Philip Orlando
September 20 2019

The Fed itself isn't sure of policy in the rest of 2019.

September 18 2019
Equity . Markets/Economy .
Article 'Isn't that what you're supposed to do?' Linda Duessel
September 19 2019

Worries about oil shock are overblown as trade, Fed dominate market concerns.

September 13 2019
Equity . Markets/Economy .
Article 'Ain't no shame in a pushy broad' Linda Duessel
September 13 2019

There's been a violent shift from momentum to value. Will it continue?

September 13 2019
Equity . Markets/Economy .
Article Recession fears fading Philip Orlando
September 13 2019

Probable Fed cuts and healthy consumers suggest the inverted yield curve is crying wolf.

September 6 2019
Equity . Markets/Economy .
Article 'Step away from the television' Linda Duessel
September 6 2019

Brainwashed investors think things are really bad. That may be good for stocks.

September 6 2019
Equity . Markets/Economy .
Article Quirky August jobs report strikes again Philip Orlando
September 6 2019

Expect the soft August employment figures to be revised upward.

September 24 2019
Equity . Markets/Economy .
Article The 'yin and yang' on the slow, rocky boat to China Stephen Auth
September 4 2019

For every action, there is a reaction, a dualism that should prove soothing for investors.

September 17 2019
International/Global . Equity .
Article Are international equities worth a look? Thomas Banks
September 3 2019

Beaten-down valuations are creating potentially attractive opportunities in the eurozone.

August 30 2019
Monetary Policy . Equity .
Article What is ELB? Linda Duessel
August 30 2019

As global market rates move closer to zero, policymakers confront what "effective lower bound'' is for the Fed's benchmark rate.

August 29 2019
Equity . Politics .
Article Free college comes at a price Philip Orlando
August 29 2019

Politicized proposals calling for it don't make the grade.

August 23 2019
Monetary Policy . Markets/Economy .
Article Powell threads the needle Philip Orlando
August 23 2019

The Fed leader successfully addressed several issues weighing on monetary policy.

August 30 2019
Equity . Monetary Policy .
Article How will this story end??? Linda Duessel
August 23 2019

With negative-yielding debt at a record and climbing, we're in uncharted waters.

August 20 2019
Equity . International/Global .
Article ESG shopping? Do your homework Hamish Galpin
August 20 2019

A scarcity of disclosures is creating an information vacuum for ESG investors who rely only on off-the-shelf ratings.

August 16 2019
Equity . Markets/Economy .
Article 16 trillion dollars and counting Linda Duessel
August 16 2019

There could be many reasons for the yield-curve inversion. More than $16 trillion of negative-yield global debt is certainly among them.

October 10 2019
Equity . Fixed Income .
Article Investing ideas amid the uncertainty Deborah Cunningham
Robert Ostrowski
Stephen Auth
August 14 2019

Federated CIOs see opportunities in cash, yield-curve positioning and growth stocks.

August 13 2019
Equity . Markets/Economy .
Article The other big deal on global trade Joseph Cerqua
August 13 2019

New rules getting rid of 'dirty' fuel used in shipping could boost refiners.

August 9 2019
Equity . Markets/Economy .
Article Which way will it break? Linda Duessel
August 9 2019

Is this soft patch and sell-off an omen of things to come or a pause that refreshes? For now, the evidence suggests the latter.

August 14 2019
Politics . Markets/Economy .
Article Myths and other sea monsters on the slow boat to China Stephen Auth
August 6 2019

If one does the math, it's difficult to see how U.S. consumers will be hurt by new tariffs on China. It's easier to see how China, with its response, may end up hurting itself.

October 10 2019
Equity . Markets/Economy .
Article Where to from here? Steven Chiavarone
August 6 2019

Fed disappointment and Trump tariff threat spark volatility, but the longer-term story on stocks remains a good one.

August 7 2019
Markets/Economy . Equity .
Article Solid July jobs report Philip Orlando
August 2 2019

A healthy report does not dissuade the Fed from another rate cut.

July 29 2019
Politics . Equity .
Article Lots and lots and lots and lots and lots of popcorn Linda Duessel
July 30 2019

As Democratic hopefuls get set for round two, Linda explores how the election season may shape up and potentially impact stocks.

August 22 2019
Equity . Markets/Economy .
Article Sometimes no news is good news Stephen Auth
July 29 2019

As breathtaking as the market’s 20%-plus rise has been from December’s panicky low, it seems all the market needs to grind higher is no news.

October 10 2019
Equity . Markets/Economy .
White Paper Uncertainties may represent opportunities during secular bulls July 26 2019

In a 3-in-1 piece, Steve Chiavarone makes the case that a recession isn't imminent, shows how the U.S. may benefit from the trade war, and explains why technology and millennials should buttress markets over the longer term.

July 26 2019
Markets/Economy . Equity .
Article Growth stronger than expected Philip Orlando
July 26 2019

GDP was boosted by retail sales, personal consumption and government spending.

July 26 2019
Equity . Markets/Economy .
Article Fresh air, and things seem so clear Linda Duessel
July 26 2019

A visit to Colorado helps Linda make sense of the Fed and the markets.

July 19 2019
Equity . Markets/Economy .
Article Rock, Fed, Hard Place: Ounce of prevention worth a pound of cure Philip Orlando
July 19 2019

A more dovish Fed is among the reasons Federated is sticking with 2019's 2.7% GDP growth forecast.

July 26 2019
Equity . Monetary Policy .
Article Make it a double Linda Duessel
July 19 2019

The Fed is sending signals that July's expected rate cut could go beyond a quarter point.

July 23 2019
Interest Rates . Equity .
Video How would a Federal Reserve rate cut affect equity markets? Linda Duessel
July 15 2019

A quarter-point cut is baked in. But a half-point? The market likely would love that.

July 25 2019
Equity . International/Global .
Video What are you watching in the months ahead? Linda Duessel
July 15 2019

Senior Equity Strategist Linda Duessel discusses how Brexit, trade wars and China’s slowdown could affect the equity market in the coming months.

July 29 2019
Equity . Markets/Economy .
Video As economic growth slows, where are the opportunities? Linda Duessel
July 15 2019

Senior Equity Strategist Linda Duessel offers insights on what is likely to move the equity market in the months ahead and whether tariffs still pose a challenge. She also discusses where investors may find opportunity in this environment.

July 18 2019
Equity . Markets/Economy .
Article What is MMT? Linda Duessel
July 12 2019

It stands for Modern Monetary Theory, an in-vogue populist policy that's not much concerned with deficits.

July 12 2019
Equity . Markets/Economy .
Article Are higher minimum-wage trade-offs worth it? Philip Orlando
July 12 2019

The benefits may not exceed the costs of raising the minimum wage.

October 3 2019
Equity . Markets/Economy .
Article Will hot June jobs report chill Fed? Philip Orlando
July 5 2019

Jump in payrolls raises questions about market's priced-in Fed cuts.

July 15 2019
Equity . Markets/Economy .
Article Firework Linda Duessel
July 3 2019

Celebrating our country's birth and this record-setting expansion.

July 22 2019
Equity . Markets/Economy .
Article The slow boat to China catches a tailwind(s) Stephen Auth
July 1 2019

We're cautiously bullish on stocks this summer but see potential storm clouds.

July 11 2019
Equity .
White Paper 3 things to know about IPOs June 28 2019

Client Portfolio Manager Jordan Stuart discusses IPOs, their role in moving capital into new growth channels and their favorable outlook.

July 15 2019
Equity . Markets/Economy .
Article I'm going to need more popcorn Linda Duessel
June 28 2019

The election season is adding to uncertainties, but that's not such a bad thing.

July 15 2019
Equity . Markets/Economy .
Article Why the markets liked the Fed's inaction Philip Orlando
June 21 2019

And why they likely won't if the Fed doesn't cut rates later.

July 15 2019
Equity . Markets/Economy .
Article The real, true trade war Linda Duessel
June 21 2019

It's all about technology and brainpower.

July 15 2019
Equity . Markets/Economy .
Article He's got it going on Linda Duessel
June 14 2019

All the angst over tariffs and trade belies a consumer who is doing just fine.

July 15 2019
Equity . Markets/Economy .
Article View from the leaky boat to China Stephen Auth
June 13 2019

The journey toward a trade deal has been turbulent, but we eventually expect to see land and another up-leg for stocks.

July 15 2019
Equity . Markets/Economy .
Article Opportunities abound as automakers go green Eric Triplett
June 11 2019

Increasingly smarter, eco-friendly cars require continuous tech updates.

July 15 2019
Markets/Economy . Politics .
Article Revisit immigration reform Philip Orlando
June 10 2019

Major changes must be made to address the decreasing birth and fertility rate in the U.S.

July 15 2019
Equity . Markets/Economy .
Article Bizarro investment world Philip Orlando
June 7 2019

May's jobs report was a downer, so why are the markets so upbeat?

July 15 2019
Equity . Markets/Economy .
Article An 'insurance' cut? Linda Duessel
June 7 2019

Profits, margins and valuations look attractive regardless of what the Fed may or may not do.

July 15 2019
Equity . Global Diversification .
Article 3 Questions: Federated Hermes Global Equity Fund Geir Lode
June 6 2019

The fund favors developed and emerging-markets companies with competitive advantages, sustainable business models and responsible governance.

July 15 2019
Markets/Economy . Politics .
Article The slow boat to China develops a leak Stephen Auth
May 31 2019

Using tariffs to address a non-trade issue with Mexico creates a destabilizing undertow.

July 15 2019
Markets/Economy . Equity .
Article Geopolitical risks abound Philip Orlando
May 31 2019

But we reject the pervading pessimistic view about the U.S. economy.

July 15 2019
Politics . Fiscal Policy .
Article I'm loading up on the popcorn! Linda Duessel
May 29 2019

The coming Democratic debates kick off what promises to be a very interesting 2020 presidential election season.

July 15 2019
Markets/Economy . Equity .
Article Amid a flurry of risks, U.S. GDP should chug along Philip Orlando
May 24 2019

Despite slowing manufacturing, ugly U.S.-China trade talks, Brexit mess and more, 2019 GDP likely to be solid.

July 15 2019
Politics . International/Global .
Article Will populism remain popular? Linda Duessel
May 22 2019

This week's European Parliament elections could provide guidance on the question.

July 15 2019
Equity . Markets/Economy .
Article The slow boat to China Stephen Auth
May 21 2019

Our melt-up scenario has melted with the prolonged trade talks, but not our longer bullish view on the year.

July 15 2019
Equity . Markets/Economy .
Article Mid-caps: The Goldilocks asset class? John Ettinger
May 21 2019

When it comes to stocks, the "middle ground'' doesn't have to mean ho-hum.

July 15 2019
Markets/Economy . Consumer Spending .
Article Consumers stronger than they appear Philip Orlando
May 17 2019

Shoppers shrugged off several issues causing 'Mapril' retail sales to be solid.

July 15 2019
Monetary Policy . Interest Rates .
Article I had a major crush on Davy Jones Linda Duessel
May 14 2019

Many reasons to expect inflation to remain low for longer (... Jones? Think The Monkees).

July 15 2019
Equity . International/Global .
Article What's next? Peter Smith
May 14 2019

"Trust but verify," an iconic message of the Reagan era, is just as apt today when it comes to the U.S.-China trade war.

July 15 2019
Markets/Economy . Politics .
Article Take a breath Steven Chiavarone
May 10 2019

We still expect an eventual trade deal and view interim market messiness as an opportunity.

July 15 2019
Equity . Markets/Economy .
Article Ballast Linda Duessel
May 10 2019

With volatility rising on trade uncertainty, investors may desire some stability.

July 15 2019
Markets/Economy . Equity .
Article Strongest labor market in half a century? Philip Orlando
May 3 2019

April sees surprisingly strong jobs gain, near 50-year low in jobless rate.

July 15 2019
Equity . Markets/Economy .
Article You're either a Disnoid or you're not Linda Duessel
May 3 2019

Linda, who isn't (her sister is), sees potential trade-war surprises as risks to an otherwise bullish backdrop.

August 26 2019
Equity . Markets/Economy .
Article First-quarter growth much better than feared Philip Orlando
April 26 2019

Q1 GDP growth was driven by stronger inventory and net trade.

July 15 2019
Equity . Markets/Economy .
Article Bad axe women Linda Duessel
April 26 2019

Some sectors face headwinds but earnings and the economy remain supportive.

July 15 2019
Equity . Global Diversification .
Article 3 Questions: Federated Hermes Global Small Cap Fund Hamish Galpin
April 25 2019

The fund searches the world for companies with enduring competitive advantages for its concentrated portfolio.

July 15 2019
Markets/Economy . Equity .
Article Soaring retail sales point to GDP rebound Philip Orlando
April 18 2019

On continued benign inflation and strong P/E multiples, we are sticking to our full-year S&P target of 3,100.

July 15 2019
Equity . Markets/Economy .
Article Kindred spirits Linda Duessel
April 18 2019

It may not feel like it to some, but most Americans did get a tax cut.

May 14 2019
Markets/Economy . Equity .
White Paper When it comes to stocks, 'patience' is a virtue April 15 2019

The risk markets’ sharp reversal after a tough December owes a lot to the Federal Reserve’s decision to forego future rate increases.

July 15 2019
Equity . Markets/Economy .
Article Look out above, a melt-up may be underway Stephen Auth
April 15 2019

Fundamentals and news flow suggest the stock market may be heading to new highs.

July 15 2019
Equity . Markets/Economy .
Article The Bank of Mom and Dad Linda Duessel
April 12 2019

Earnings, economy and technicals supportive of stocks.

July 15 2019
Equity . Markets/Economy .
Article Spring is coming Philip Orlando
April 12 2019

Even if Q1 earnings decline, a year-end target of 3,100 on the S&P 500 remains our forecast.

July 15 2019
Equity . Markets/Economy .
Article Got to love these odds Linda Duessel
April 5 2019

April tends to be kind, not cruel, to stocks.

July 15 2019
Equity . Markets/Economy .
Article March jobs rebound erases aberrant February Philip Orlando
April 5 2019

After all the concern, Q1 ended up having a solid average monthly gain of 180,000 jobs.

July 15 2019
Equity . Politics .
Article 'Medicare-for-All' uncertainty creates opportunity Martin Jarzebowski
April 2 2019

Single-payer buzz is hurting managed-care stocks. That's good for value investors.

July 15 2019
Equity . Markets/Economy .
Article Did you hear that? Linda Duessel
March 29 2019

Concerns about an inverted curve may be cast in a paradigm that no longer exists.

July 15 2019
Equity . Markets/Economy .
Article Follow the money Philip Orlando
March 27 2019

Corporate earnings and GDP growth got tangled in several temporary issues in Q1 and should bounce back.

July 15 2019
Equity . Markets/Economy .
Article Don't sweat the yield-curve inversion Steven Chiavarone
March 26 2019

By most measures, a recession isn't in the cards anytime soon.

July 15 2019
Equity . Income .
Video Why are dividend stocks attractive now? Deborah Bickerstaff
March 24 2019

Portfolio Manager Deborah Bickerstaff describes where she's finding opportunities for dividends.

July 15 2019
Equity . Income .
Video How to evaluate a dividend stock Deborah Bickerstaff
March 24 2019

What should investors look for when evaluating a dividend stock? Portfolio Manager Deborah Bickerstaff explains

July 15 2019
Equity . Markets/Economy .
Article Do the right thing Philip Orlando
March 22 2019

The Federal Reserve was 3-for-3 in correct policy responses at its recent meeting.

July 15 2019
Equity . Markets/Economy .
Article 'I can't wait 'til noon' Linda Duessel
March 22 2019

Uncertainty climbs as investors interpret a dovish Fed and rally in long Treasury bonds as a possible recession signal. Might it be an opportunity?

July 15 2019
Equity . Markets/Economy .
Article The bull: younger and stronger than you think Stephen Auth
March 22 2019

With the secular bull marking its sixth birthday, there's plenty of room left to run. Helping it along are the still-deep scars from 2008-09's near-Armageddon experience.

August 26 2019
Equity . Markets/Economy .
Article Mid-cap momentum Damian McIntyre
March 15 2019

The middle of the stock market is making a comeback.

July 15 2019
Equity . Markets/Economy .
Article My credentials are legit, I swear! Linda Duessel
March 15 2019

In a week of lies and disappointments, the market continued to run, hitting a high for the year.

July 15 2019
Equity . Markets/Economy .
Article Equity overweight raised on improving EM outlook Philip Orlando
March 12 2019

We think EM stocks are poised for a comeback.

August 26 2019
Equity . Growth .
White Paper The case for small-cap growth remains solid March 12 2019

Why should the long-term investor consider small-cap growth stocks? Diversification and performance.

July 15 2019
Equity . Markets/Economy .
Article About that jobs miss Steven Chiavarone
March 8 2019

There was a lot of noise surrounding February's jobs number, but the bottom line is, the labor market remains healthy.

July 15 2019
Equity . Markets/Economy .
Article Nothing really matters Linda Duessel
March 8 2019

A pullback not only is expected, it will be welcomed by many.

July 15 2019
Equity . International/Global .
Article The bull in the China shop Stephen Auth
March 6 2019

China-U.S. trade outcomes range from very good to not good at all.

July 15 2019
Equity . Markets/Economy .
Article Crosscurrents fading Philip Orlando
March 1 2019

If they do, stocks could float to our 3,100 year-end target.

July 15 2019
Equity . Markets/Economy .
Article Bad memories Linda Duessel
March 1 2019

A number of trends are impacting the way this market operates, and that's not necessarily healthy for investors.

April 3 2019
Equity .
White Paper Runways for growth opportunities abound March 1 2019

Innovations across retailing, transportation, entertainment and health care translate to continuing growth opportunities for investors.

July 15 2019
Equity . Markets/Economy .
Article Q4 GDP: Not so bad after all Philip Orlando
February 28 2019

Capex and consumer spending beat expectations, helping to drive GDP growth of 2.6%.

July 15 2019
Equity . Markets/Economy .
Article Why 'late cycle' thinking is wrong (and why that's good for stocks) Steven Chiavarone
February 26 2019

This expansion is on track to become the nation’s longest, yet it’s behaving as if it’s closer to the middle than late innings.

July 15 2019
Equity . Markets/Economy .
Article Positive surprises update: 2 out of 5 ain't bad (so far) Stephen Auth
February 22 2019

Developments are breaking the way we thought they may, boding well for our year-end forecast of 3,100 on the S&P

July 15 2019
Equity . Markets/Economy .
Article If it's consensus, it's already baked into the market Linda Duessel
February 22 2019

Rising optimism suggests the market is overbought, but momentum suggests that any pullback may prove short-lived.

August 26 2019
Equity . Fiscal Policy .
Article Fiscal policy silly season Philip Orlando
February 21 2019

Democratic tax proposals might hurt everyone if they pull the U.S. into recession.

July 15 2019
Equity . Markets/Economy .
Article The Fed 'put' Linda Duessel
February 15 2019

The Fed is supporting the market. Might China be next?

July 15 2019
Equity . Markets/Economy .
Article Christmas sales plunge Philip Orlando
February 14 2019

Retail sales were solid in October and November; what happened in December?

July 15 2019
International/Global . Markets/Economy .
Article European hotspots Thomas Banks
February 13 2019

A look at economic and political stress in Britain, Italy and ... well ... really the entire EU.

July 15 2019
Equity .
Video Areas poised for growth in 2019 Steven Chiavarone
February 12 2019

Which areas of the market are poised for growth this year? Portfolio Manager Steve Chiavarone breaks it down by asset class.

July 15 2019
Equity . Growth .
Article The small-cap story remains compelling Gregory Sterzel
February 11 2019

The brutal end-of-year sell-off in risk assets didn't change the reasons why small-cap stocks should still be an option for risk-oriented long-term investors.

July 15 2019
Equity . Markets/Economy .
Article It's getting late Linda Duessel
February 8 2019

The next few weeks could prove significant as the market awaits signs of progress on U.S.-China trade and the global economy.

July 15 2019
Equity .
Article V-bottom January Barometer Philip Orlando
February 8 2019

Yes, we’re forecasting a 32% rally from Christmas Eve 2018 to New Year’s Eve 2019.

July 15 2019
Equity .
Video The rise of a new generation Steven Chiavarone
February 6 2019

Portfolio Manager Steve Chiavarone discusses why he believes we’re in the midst of another industrial revolution and how millennials fit in to this changing economic landscape.

July 15 2019
Equity .
Video What opportunities are investors missing? Jordan Stuart
February 6 2019

Client Portfolio Manager Jordan Stuart describes where he's seeing opportunities in the market.

August 26 2019
Equity . Markets/Economy .
Article Solid January jobs report despite shutdown noise Philip Orlando
February 1 2019

But expect sharp revisions in coming months as it fades.

July 15 2019
Equity . Liquidity .
Article 'Weather hug' reprised Linda Duessel
February 1 2019

The Fed adds to reasons to believe in this rally, making inevitable pullbacks potential buying opportunities.

July 15 2019
Equity . Global Diversification .
Article 3 Questions: Federated Hermes SDG Engagement Equity Fund January 29 2019

By working collaboratively with companies to achieve UN Sustainable Development Goals, this fund seeks to capitalize on new market opportunities while also making the world a better place.

July 15 2019
Equity . Markets/Economy .
Article 'A pox on both your houses' Philip Orlando
January 25 2019

The White House and Congress must come to terms on full immigration reform to avoid another shutdown.

July 15 2019
Equity . Markets/Economy .
Article Top 5 upside surprises for 2019 Stephen Auth
January 25 2019

A conversational shift by midyear from "synchronized global slowdown" to "synchronized global stimulus" heads the list.

July 15 2019
Equity . Markets/Economy .
Article Warm sunshine does wonders for your mood Linda Duessel
January 25 2019

China and the unwinding of post-crisis policies likely will weigh on markets for some time. But short of a recession, it's still a bullish story for stocks.

July 15 2019
Equity . Markets/Economy .
Article It never rains in California Linda Duessel
January 18 2019

There's a lot of pessimism as earnings season is set to go full bore. That may be a good thing.

July 15 2019
Equity .
Article Green light to start 2019 Philip Orlando
January 11 2019

The "January Barometer" suggests 2019 could be a strong year.

July 15 2019
Equity .
Article 'It's not supposed to be easy' Linda Duessel
January 11 2019

No one really knows the reason for Q4's falloff. What we do know is if this is just a soft patch, then there should be more upside for investors.

July 15 2019
Equity . Markets/Economy .
Article The running of the bears Stephen Auth
January 11 2019

The Fed, China and earnings appear set to break the bulls' way, but the bears should still have their moments in coming months.

July 15 2019
Equity .
Article To recession or not to recession? That is the question Steven Chiavarone
January 7 2019

Yes, the economy is slowing but an outright recession just doesn't seem to be in the cards.

July 15 2019
Equity .
Article What recession? Philip Orlando
January 4 2019

Will the robust labor report keep the Fed actively engaged in tightening monetary policy?

July 15 2019
Equity .
Article Contrary to popular belief Linda Duessel
January 4 2019

There are a lot of scary economic and market headlines out there. They don't always reflect reality.

July 15 2019
Equity .
Video Opportunities in a volatile market P. Ryan Bend
December 18 2018

Senior Portfolio Manager Ryan Bend discusses risks and opportunities in a volatile market.

July 15 2019
Equity .
Article Will stock market Grinch steal holiday spending? Philip Orlando
December 14 2018

We won't know for certain until January, but think consumer spending may trump market volatility.

July 15 2019
Equity .
Article May you have very happy holidays Linda Duessel
December 14 2018

Stocks must work through headwinds to accomplish the typical end-of-year rally.

July 15 2019
Equity . Markets/Economy .
Article Volatile year ahead likely to end well Stephen Auth
December 13 2018

Once 2018's messiness subsides, the market and economy should take a turn for the better, with the S&P 500 eventually hitting new highs in 2019.

July 15 2019
Equity . International/Global .
Article Global markets: 3 things to watch in 2019 Linda Duessel
December 2 2018

Concerns about liquidity, recession and a trade war are certain to weigh on markets next year.

July 15 2019
Equity .
Article U.S. markets: 3 things to watch in 2019 Philip Orlando
November 20 2018

Phil Orlando is keeping a close eye on equity market technicals and potential Fed policy changes.

July 15 2019
Equity . Growth .
Article 5 reasons 2019 offers opportunity for growth investors Jordan Stuart
January 14 2018

Because growth strategies aren't necessarily dependent on the economy, late 2018's sell-off could provide the potential for some upside this year.

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