Insights

Explore Insights

Equity
August 7 2020
Equity . Markets/Economy .
Article I've never worn my new Pradas
August 7 2020

Some aspects of life and the economy are getting back to normal quicker than others.

August 6 2020
Coronavirus . Markets/Economy .
Article The old college try
August 6 2020

Back to school won't be business as usual this year.

July 31 2020
Active Management . Growth .
Article Initial public offerings are back
July 31 2020

And that robust comeback is good for growth investing.

August 10 2020
Equity . Markets/Economy .
Article We see what we want to see
July 31 2020

Our humanness can trip us up when it comes to investing. 

July 28 2020
Equity . Active Management .
Video Where are you finding opportunities?
July 28 2020

Vivian Wohl, of the Kaufmann team, looks for companies that are flexible, innovative and accessible online.

August 10 2020
Politics . Equity .
Article The strangest election in history
July 24 2020

Election Day may be nearing but the market doesn't seem all that invested.

July 24 2020
Markets/Economy . Equity .
Article Tug of war
July 24 2020

Opposing forces are pulling at the economy, but we expect recovery to win.

July 23 2020
Equity . Growth .
Video Investing in a Covid world
July 23 2020

Despite challenges, the Kaufmann team says there’s still much to be excited about.

August 7 2020
International/Global . Equity .
Article What's the holdup?
July 21 2020

Of 4 possible trade deals, an updated Nafta is the only one on the books.

July 17 2020
Equity . Growth .
Video What does a 'doctor watcher' do when she can't go to tradeshows?
July 17 2020

Vivian Wohl explains how she’s keeping up with medical technology trends.

July 17 2020
Markets/Economy . Equity .
Article Sustainable economic rebound?
July 17 2020

Good start to earnings season is just one reason we are optimistic despite the rise in Covid cases.

July 17 2020
Equity . Markets/Economy .
Article The strangest earnings season in history
July 17 2020

It's hard to have visibility when nearly 4 in 10 companies don't provide guidance.

July 10 2020
Equity . Coronavirus .
Article The strangest recession in history
July 10 2020

Numbers are still pretty awful; the consumers' moods aren't.

August 3 2020
Equity . Markets/Economy .
Article Fiscal policy matters
July 10 2020

Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.

July 21 2020
International/Global . Equity .
Article International equities have room to run
July 6 2020

Despite strong returns off March lows, we see more opportunity ahead.

July 2 2020
Equity . Markets/Economy .
Article More job report fireworks
July 2 2020

The labor market continues to heal in remarkable fashion.

July 2 2020
Equity . Markets/Economy .
Article Now what?
July 2 2020

After spring's big rally, a possible pause in a still-bullish scenario.

July 7 2020
Coronavirus . Equity .
Article Always pursuing 'a more perfect Union'
July 1 2020

2020's challenges and responses reflect Americans' indelible spirit.

June 25 2020
Equity . Markets/Economy .
Article The easy part
June 26 2020

It's over. Now investors will have to deal with rising challenges.

June 25 2020
Markets/Economy . Coronavirus .
Article June swoon
June 25 2020

Equity overweight lowered as coming months may be choppy.

July 9 2020
Equity . Markets/Economy .
Article Remaining optimistic but incrementally more cautious
June 24 2020

We trimmed our equity overweight a tad on likely choppiness ahead.

June 19 2020
Markets/Economy . Equity .
Article Does federal debt matter?
June 19 2020

Proponents of Modern Monetary Theory do not think so.

June 19 2020
Equity . Markets/Economy .
Article It's very dangerous to be a bear here
June 19 2020

Unprecedented sums are at the ready to prop up markets.

July 1 2020
Active Management . Equity .
Article Why we're active
June 18 2020

This crisis illustrates our faith in picking stocks, not mimicking indexes.

June 24 2020
Active Management . Equity .
Article What's up with value?
June 17 2020

The outlook, as a recovering economy tends to lift cyclical stocks.

June 12 2020
Equity . Markets/Economy .
Article Healthy correction
June 12 2020

By clearing underbrush, the week's sell-off should make the market stronger.

June 12 2020
Coronavirus . Equity .
Article People are funny
June 12 2020

Just as in life, emotions and biases can distort the way we invest.

June 17 2020
Coronavirus . Equity .
Article Help for those 'struggling to understand' the market
June 9 2020

A review of 5 myths that are tripping up the bears.

June 5 2020
Coronavirus . Equity .
Article Herding is the strongest trading bias
June 5 2020

And right now, fear of missing out is driving the herd.

June 9 2020
Markets/Economy . Coronavirus .
Article Labor market starting to heal
June 5 2020

The job market in May blew out expectations with a gain of more than 2.5 million jobs.

June 8 2020
Coronavirus . Equity .
Article Why Wall Street isn't crazy
June 4 2020

It's looking 3 to 6 months out and sees clearing skies.

June 18 2020
Coronavirus . Responsible Investing .
Article Are environmental factors about to take a back seat?
June 4 2020

Possibly, at least in the early stages of the post-Covid recovery.

June 4 2020
Active Management . Equity .
Article 'Where is it?'
May 29 2020

The money, that is. Despite massive stimulus, lending and spending have yet to perk up.

May 29 2020
Markets/Economy . Equity .
Article Glass half full
May 29 2020

We are optimistic at this critical juncture for the U.S. economy.

June 9 2020
Coronavirus . International/Global .
Article 5 reasons to think international now
May 28 2020

With the bottom appearing to be in, there's nowhere to go but up.

May 26 2020
Coronavirus . Active Management .
Article In search of tomorrow's winning stocks
May 26 2020

The approach is the same regardless of the environment.

May 22 2020
Coronavirus . Active Management .
Article The strange irony of Covid-19
May 22 2020

The pandemic is exposing opportunities and the benefits of active management.

May 22 2020
Equity . Markets/Economy .
Article Fiscal policy moral hazards
May 22 2020

Any new stimulus must only target economic recovery.

June 2 2020
Equity . Active Management .
Article Major retest of March lows in as bears complain stocks are 'detached from reality'
May 20 2020

Company fundamentals far more important now than macro analysis.

June 2 2020
Coronavirus . Equity .
Article What might the post-Covid commercial real estate market look like?
May 19 2020

Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.

May 18 2020
Markets/Economy . Equity .
Article Covid crushes retail sales
May 15 2020

But there is a sharp dividing line between the winners and losers.

May 20 2020
Coronavirus . Equity .
Article If the consumer won't cooperate, we've got a problem
May 15 2020

The virus and unemployment rate will dictate consumer behavior. Plus human nature.

May 19 2020
Coronavirus . Equity .
Article Bull stumbles to feet as stock picking drives market
May 8 2020

Being in the right stocks starting to matter more than being in stocks.

May 11 2020
Markets/Economy . Equity .
Article Labor market nadir?
May 8 2020

The news is dismal, but stocks appear to be looking past it to a potential rebound in the year's second half.

May 8 2020
Coronavirus . Equity .
Video Opportunities for dividend investors
May 8 2020

Information technology and health care are attractive now.

May 8 2020
Coronavirus . Equity .
Article My pet peeve is people like you ...
May 8 2020

As troubling data pours forth, the pain trade is to the upside.

May 15 2020
Equity . Markets/Economy .
Article A new era for growth stocks
May 5 2020

Companies that continuously innovate should continue to lead.

May 3 2020
Coronavirus . Equity .
Article A breadth of fresh air
May 1 2020

Market internals saw some promising developments but patience is warranted.

May 4 2020
Coronavirus . International/Global .
Article What might a post-Covid world look like?
May 1 2020

More regionalization, digitalization and taxes.

May 1 2020
Coronavirus . Active Management .
Video Looking to protect the dividend
May 1 2020

Income investors shift goals from growth to security.

May 8 2020
Coronavirus . Equity .
Podcast Dark clouds to clearer skies


May 1 2020

A torrent of events in 2020’s first quarter rattled the global economy and markets. What’s the outlook for investors for the rest of the year? Join Phil Orlando, R.J. Gallo and Linda Duessel as they share insights.

April 30 2020
Coronavirus . Markets/Economy .
Article U.S. recession has begun
April 30 2020

GDP fell 4.8% in the first quarter, but expect economic growth by the third.

April 24 2020
Coronavirus . Equity .
Article Virtual girl
April 24 2020

As Linda settles in at home, she ponders if we're getting ahead of ourselves.

April 27 2020
Equity . Coronavirus .
Video What's driving your outlook?
April 23 2020

Massive policy response and a crisis-fed acceleration of positive macro trends.

April 27 2020
Equity . Coronavirus .
Video Will the recovery favor value or growth stocks?
April 23 2020

The length of the crisis will decide.

April 30 2020
Coronavirus . Equity .
Article 'Corona Crisis' update: Enter the stock picker
April 21 2020

With market likely stuck in trading range, finding winners & losers becomes key.

April 21 2020
Coronavirus . Equity .
Article Locking in near-term profits
April 21 2020

Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.

April 24 2020
Coronavirus . Equity .
Article 'Do you think there will be a retest?'
April 17 2020

A pullback is not unusual after a strong rally.

April 27 2020
Coronavirus . Markets/Economy .
Video Hold your ground
April 17 2020

Portfolios should be worth more in 18-24 months.

May 4 2020
Coronavirus . Markets/Economy .
Article This too shall pass
April 17 2020

We see through this technical recession to a sharp recovery in the second half of 2020 and beyond.

April 24 2020
Coronavirus . Equity .
Article Crude oil crossroads
April 9 2020

New OPEC and Russia reductions should raise prices, but demand must rise to stabilize the market.

April 24 2020
Coronavirus . Equity .
Article 'I'm going back to sleep'
April 9 2020

Unprecedented stimulus is putting some investors' minds at ease.

April 24 2020
Coronavirus . Equity .
Article The bull roars back
April 9 2020

And returns to secular bull uptrend as investors see light at end of tunnel.

April 24 2020
Coronavirus . Equity .
Article They're going to find me out
April 3 2020

As she adjusts to working from home, Linda wonders what happens when all the bills come due.

April 24 2020
Coronavirus . Markets/Economy .
Article It will get worse
April 3 2020

The disastrous March jobs report didn't even factor in the terrible last two weeks.

April 2 2020
Coronavirus . Equity .
Article What is the outlook for dividends and dividend strategies?
April 2 2020

Perspectives on the impact the pandemic is having on companies.

April 9 2020
Coronavirus . Equity .
Article 'Corona Crisis' update: The bull gets the virus
March 30 2020

It's looking like a U-shaped recovery is the most likely outcome.

April 8 2020
Coronavirus . Markets/Economy .
Article Rising to the challenge
March 30 2020

Insights on the innovation and opportunities that arise out of difficult times.

March 30 2020
Coronavirus . Markets/Economy .
Article Now you're just somebody I conference call!
March 30 2020

ESG implications of an increasingly virtual economy.

March 27 2020
Coronavirus . Markets/Economy .
Article Market drives a technical PRISM recalibration
March 27 2020

Federated Hermes strategists remain overweight equities but make adjustments.

April 1 2020
Coronavirus . Volatility .
Podcast Patience and long-term view required

March 27 2020

Navigating volatile markets may take calming breaths, averaging in and time.

April 24 2020
Coronavirus . Equity .
Article The bad, the ugly and the good
March 27 2020

With so much still unknown, it seems too early to call a market bottom.

April 17 2020
Coronavirus . Equity .
Article Stand pat into quarter-end
March 24 2020

Now is not the time to rebalance, Federated Hermes strategists say.

April 1 2020
Coronavirus . International/Global .
Article Taking measure in a fast-moving crisis
March 23 2020

Perspectives on international investing in this volatile environment.

April 24 2020
Coronavirus . Equity .
Article 'Corona Crisis' framework update: Sizing up the mountain, the valley and the Sherpa
March 20 2020

Bottoming process continues.

April 16 2020
Coronavirus . Equity .
Article Three-legged stool
March 20 2020

Monetary, fiscal and social policy must work in concert to manage crisis.

April 20 2020
Coronavirus . Equity .
Article 'Last call ... for a long time'
March 20 2020

Social distancing certainly seems necessary but it comes at a steep near-term price.

March 19 2020
Volatility . Markets/Economy .
Article Two-front war
March 15 2020

Shock from virus and oil lead us to drop GDP estimates, but recession averted.

March 20 2020
Coronavirus . Equity .
Article Coronavirus framework update: Markets plumbing for a bottom
March 15 2020

News flow improves but bottoming is a process so expect continuing volatility.

March 14 2020
Coronavirus . Equity .
Article What will bring buyers in?
March 13 2020

A peak in virus cases outside of China, more stimulus and a lot of test kits.

March 13 2020
Coronavirus . Equity .
Article Markets in 'show-me' mode
March 12 2020

It's all about the policy response and so far, policymakers are coming up short.

March 13 2020
Coronavirus . Equity .
Article Our framework for thinking about Covid-19
March 9 2020

There are many unknowns but reasonable assumptions for now suggest short-term pain should give way eventually to long-term gains. But risks are real and need to be monitored.

March 12 2020
Coronavirus . Equity .
Article You can't quarantine me!
March 6 2020

A lot of unknowns but in the end, Linda expects consumers will save the day.

March 6 2020
Markets/Economy . Equity .
Article Job market solid ahead of coronavirus impact
March 6 2020

While in all likelihood future payroll reports will see pullback due to the virus, February's figures should not be ignored.

March 6 2020
Equity . Active Management .
Article Virus angst shines light on biotech opportunities
March 2 2020

Efforts to treat and find a cure for Covid-19 likely to spur more innovation.

March 27 2020
Equity . Markets/Economy .
Article Coronavirus double whammy
February 28 2020

Might the virus slow the U.S. economy enough to boost Bernie's chances?

February 27 2020
International/Global . Equity .
Podcast Positive outlook for international investing

February 28 2020

Martin Schulz says the end is near for U.S. outperformance.

March 6 2020
Equity . Markets/Economy .
Article A long-needed correction finds 2 good excuses
February 28 2020

Coronavirus and possible Sanders victory are washing out the "weak hands."

April 9 2020
Equity . Markets/Economy .
Article Sorry for the coughing
February 28 2020

The week started just fine in North Carolina...then I came back late Thursday.

February 24 2020
International/Global . Equity .
Article Tough start doesn't necessarily mean a bad year for Japan
February 24 2020

Virus fallout adds to temporary hits the economy already is taking from October's tax hike.

June 18 2020
Equity . Markets/Economy .
Podcast Bullish enough on 2020

February 20 2020

The real upside, Steve Auth says, could come post-election.

February 20 2020
Equity . Markets/Economy .
Article I never get sick...
February 20 2020

As news about the virus vacillates, so does the bond and stock markets' reactions.

February 20 2020
Equity . Markets/Economy .
Video Is the market expensive right now?
February 20 2020

Steve Chiavarone doesn’t think so.

April 9 2020
Markets/Economy . Equity .
Article A four-month shopping spree
February 19 2020

Measured from October to January, holiday retail sales impressed.

February 24 2020
Equity . International/Global .
Article Going for global income
February 19 2020

Jared Hoff explains why investors may benefit by expanding their dividend horizons.

February 14 2020
Equity . Markets/Economy .
Article A coronavirus curveball for January barometer
February 14 2020

Looking through the virus' late January impact, we still see strong year for S&P.

February 21 2020
Equity . Markets/Economy .
Article I always figured the market was smart
February 14 2020

So far, it doesn't seem to be worrying much about the coronavirus.

March 19 2020
Equity . Fixed Income .
Article Sustainable prices: a bitter pill for drugmakers?
February 14 2020

The material risks facing pharma go beyond reputational harm.

February 10 2020
Markets/Economy . Equity .
Article Robust jobs bounce in January
February 7 2020

Banner batch of reports show strength of the U.S. labor market.

February 7 2020
Equity . Markets/Economy .
Article 'Do not be afraid'
February 7 2020

As long as investors remain nervous, this market should run.

March 10 2020
Markets/Economy . Politics .
Article With health care, change doesn't have to be a 4-letter word
February 5 2020

Some reforms actually could benefit businesses and the economy.

February 3 2020
Markets/Economy . Equity .
Article Fourth-quarter GDP a mixed bag
January 31 2020

Housing, trade and holiday spending did their part, but Q1 could be sloppy.

January 31 2020
Politics . Markets/Economy .
Article Can we change the subject? I know what we can talk about!
January 31 2020

Let others focus on the coronavirus; Linda wants to talk about Iowa.

March 3 2020
Equity . Markets/Economy .
Article Remaining bullish as virus scare likely overblown
January 28 2020

The coronavirus should prove more short-lived than debilitating for the market.

January 24 2020
Equity . Markets/Economy .
Article Dining with 'Deplorables'
January 24 2020

It was a pro-Trump crowd in Naples, although the subject of impeachment did come up.

January 23 2020
Equity . Markets/Economy .
Article Stocks scale Wall of Worry to start 2020
January 23 2020

The 'Early January Barometer' suggests they will continue to climb.

February 5 2020
International/Global . Equity .
Article Time for international equities to shine?
January 23 2020

Why 2020 may herald a rebound in global growth.

February 21 2020
Equity . Fixed Income .
Article Do your 'G' work
January 23 2020

WeWork fiasco illustrates how governance matters.

January 21 2020
Equity . Markets/Economy .
Article A 'Mind, Body, Spirit' meeting...
January 17 2020

Linda shares how it's different in California. And when it comes to expectations, how it's not.

January 21 2020
Markets/Economy . Equity .
Article Another air pocket
January 15 2020

Boeing's woes may slow GDP growth this quarter but it should rebound soon after.

January 21 2020
Equity . Markets/Economy .
Article What could we worry about?
January 10 2020

Inflation isn't an issue yet; neither is the economy. Maybe investors are too bullish?

January 21 2020
Markets/Economy . Equity .
Article Labor market cools in December
January 10 2020

But there's too much noise in the data to make any bold claims.

February 21 2020
Equity . Markets/Economy .
Article Top surprises of 2020
January 9 2020

Our annual rundown of out-of-consensus views sees substantial upside for equities this year.

January 21 2020
Politics . Equity .
Video Market-friendly election results expected
January 8 2020

How might the outcome of the 2020 election affect the outlook for equities?

January 21 2020
Equity . Income .
Video Why do balanced allocation strategies make sense now?
January 8 2020

Senior Portfolio Manager Linda Bakhshian offers ideas for income investors.

January 21 2020
Equity . Volatility .
Article Iran just a headline risk ... for now
January 6 2020

Monetary accommodation, benign inflation and easing trade tensions should drive markets.

January 21 2020
Equity . International/Global .
Video 2020 outlook for equities
January 3 2020

Federated sees no recession in 2020, but China/trade remains a potential pitfall for the economy.

January 21 2020
Equity . Markets/Economy .
Video Focus on fundamentals
January 3 2020

Senior Portfolio Manager Linda Bakhshian explains why fundamentals are key in picking dividend-paying securities.

January 21 2020
Equity . Volatility .
Article Liquidity trumps the economy, which in turn trumps whatever you think of Trump
January 3 2020

With markets awash with money, stocks should have more room to run in 2020.

January 21 2020
Markets/Economy . Equity .
Article Modest equity encore in 2020
January 3 2020

2019 is a hard act to follow, but we expect 8-10% growth on the S&P 500.

February 21 2020
Equity . Markets/Economy .
Article All the dominoes fall
December 13 2019

Trade deals, Brexit clarity and a Fed hold cap a bullish week for stocks.

January 21 2020
Markets/Economy . Equity .
Article Late Thanksgiving skews early holiday sales
December 13 2019

November's mediocre retail sales must be seen in context.

January 21 2020
Equity . Markets/Economy .
Article I should be embarrassed to show up in these old heels
December 13 2019

Everywhere Linda went this week, advisors were in a festive mood (except for Pats fans in Hartford!)

February 24 2020
Equity . Fixed Income .
Article Protecting the 'blind side'
December 12 2019

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

January 21 2020
Equity . Markets/Economy .
Article Might small be beautiful ... again?

December 10 2019

A small-cap stock rebound could be riding in on seasonality and a re-accelerating economy.

January 21 2020
Equity . Markets/Economy .
Article 'Stop killing volcanoes to make lava lamps'
December 6 2019

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

January 21 2020
Equity . Markets/Economy .
Article Employment surges amid November noise
December 6 2019

The labor market juggernaut rolls on.

January 21 2020
Equity . Markets/Economy .
Article The pain trade is higher
December 4 2019

We view pullbacks as opportunities to add.

January 21 2020
Equity . Markets/Economy .
Article Such a long list, but room for one more
November 27 2019

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

January 21 2020
Active Management . Equity .
Podcast Rate swings needn't rattle dividend investors

November 26 2019

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

January 21 2020
Markets/Economy . Equity .
Article Economy dichotomy
November 22 2019

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

January 21 2020
Equity . Markets/Economy .
Article The 'Land of Big Hair'
November 22 2019

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

January 21 2020
Equity . Markets/Economy .
Article At 3,100, we're now 4 out of 5 on the year
November 15 2019

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

January 21 2020
Politics . Equity .
Article Doesn't anyone want to talk about impeachment??
November 15 2019

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

January 21 2020
Volatility . Equity .
Video Defending against volatility
November 13 2019

Dividend stocks can provide durability in an unpredictable market.

January 21 2020
Equity . Markets/Economy .
Article Meet Me in St. Louis?
November 12 2019

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

January 21 2020
Equity . Markets/Economy .
Article Throwing bankers under the bus ... sorry
November 8 2019

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

January 21 2020
Interest Rates . Equity .
Video Hiding in plain sight
November 8 2019

Don't overlook the income potential of dividend stocks.

January 21 2020
Equity . Markets/Economy .
Article Consumer drives strong third-quarter GDP
November 7 2019

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

January 21 2020
Equity . Markets/Economy .
Article Investor cheer may extend beyond the holidays
November 5 2019

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

January 21 2020
Equity . Markets/Economy .
Article Plugging my ears (as I bet his wife does regularly)
November 1 2019

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

January 21 2020
Equity . Markets/Economy .
Article Robust October jobs report surprises
November 1 2019

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

January 21 2020
Markets/Economy . Equity .
Article What if we are not 'late cycle' but actually 'early cycle?'
October 29 2019

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

January 21 2020
Equity . Markets/Economy .
Article Trick or treat for consumers?
October 25 2019

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

January 21 2020
Equity . Markets/Economy .
Article Easy duty this week (don't tell my boss)
October 25 2019

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

January 21 2020
International/Global . Equity .
Article 2 out of 3 ain't bad
October 24 2019

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

January 21 2020
Equity . Markets/Economy .
Article 'America's too stupid to be a country.'
October 18 2019

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

January 21 2020
Markets/Economy . Equity .
Article What a difference a year makes
October 18 2019

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

January 21 2020
Equity . Interest Rates .
Video Don't let recession fears spook you
October 18 2019

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

January 21 2020
International/Global . Markets/Economy .
Article Don't pop the champagne cork just yet
October 17 2019

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

January 21 2020
Equity . Markets/Economy .
Article 'Boo!' It's the secular bull, still running over the bears ...
October 15 2019

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

January 21 2020
Equity . Markets/Economy .
Article Progress with China drives stocks higher
October 11 2019

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

January 21 2020
Equity . Markets/Economy .
Article 'An innocent person who wanted nothing more out of life than to love ...'
October 10 2019

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

January 21 2020
Equity . Markets/Economy .
Podcast Growth investing in a low-growth environment: part 2

October 9 2019

What are the hallmarks of an investable IPO?

January 21 2020
Equity . Markets/Economy .
Podcast Growth investing in a low-growth environment

October 9 2019

How to identify opportunities in the growth space.

January 21 2020
Equity . Markets/Economy .
Article 'Extracurricular revenue' - a mood enhancer? I'm just saying
October 4 2019

Sometimes, bad news is good news for the market.

January 21 2020
Equity . Markets/Economy .
Article September jobs report throws a lifeline to investors
October 4 2019

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

January 21 2020
Equity . Markets/Economy .
Article The market is wise
September 27 2019

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

January 21 2020
Politics . Markets/Economy .
Article Impeachment saga: Smoking gun or nothingburger?
September 27 2019

The chances of Trump being removed from office are negligible.

February 21 2020
Equity . Active Management .
Podcast Weaving the SDGs into investing


September 26 2019

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

January 21 2020
Equity . Markets/Economy .
Article The next move up could be more revaluation than earnings story
September 24 2019

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

January 21 2020
Markets/Economy . Equity .
Article Coin flip for the Fed
September 20 2019

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

January 21 2020
Equity . Markets/Economy .
Article 'Isn't that what you're supposed to do?'
September 19 2019

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

January 21 2020
Equity . Markets/Economy .
Article 'Ain't no shame in a pushy broad'
September 13 2019

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

January 21 2020
Equity . Markets/Economy .
Article Recession fears fading
September 13 2019

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

January 21 2020
Equity . Markets/Economy .
Article 'Step away from the television'
September 6 2019

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

January 21 2020
Equity . Markets/Economy .
Article Quirky August jobs report strikes again
September 6 2019

Expect the soft August employment figures to be revised upward.

January 21 2020
Equity . Markets/Economy .
Article The 'yin and yang' on the slow, rocky boat to China
September 4 2019

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

January 21 2020
International/Global . Equity .
Article Are international equities worth a look?
September 3 2019

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

January 21 2020
Monetary Policy . Equity .
Article What is ELB?
August 30 2019

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

January 21 2020
Equity . Politics .
Article Free college comes at a price
August 29 2019

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

January 21 2020
Monetary Policy . Markets/Economy .
Article Powell threads the needle
August 23 2019

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

January 21 2020
Equity . Monetary Policy .
Article How will this story end???
August 23 2019

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

January 21 2020
Equity . International/Global .
Article ESG shopping? Do your homework
August 20 2019

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

January 21 2020
Equity . Markets/Economy .
Article 16 trillion dollars and counting
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.

January 21 2020
Equity . Fixed Income .
Article Investing ideas amid the uncertainty


August 14 2019

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

January 21 2020
Equity . Markets/Economy .
Article The other big deal on global trade
August 13 2019

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

January 21 2020
Markets/Economy . Equity .
Article Solid July jobs report
August 2 2019

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

January 21 2020
Equity . Markets/Economy .
Article Sometimes no news is good news
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.

January 21 2020
Interest Rates . Equity .
Video How would a Federal Reserve rate cut affect equity markets?
July 15 2019

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

January 21 2020
Equity . International/Global .
Video What are you watching in the months ahead?
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.

January 21 2020
Equity . Markets/Economy .
Video As economic growth slows, where are the opportunities?
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.

DISCLOSURES

2848197615