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Fixed Income
August 12 2020
Active Management . Equity .
Article Federated Hermes tilts toward value
August 12 2020

Stock-bond model keeps 2% equity overweight but shifts from growth bias.

July 17 2020
Fixed Income . Coronavirus .
Article Munis still attractive but headwinds emerge
July 13 2020

New spike in Covid-19 cases threatens recovery's path.

July 30 2020
Fixed Income . Active Management .
Article For fixed income, it's a tale of two walls
July 10 2020

A wall of worry vs. a wall of liquidity is limiting back-half options.

June 26 2020
Fixed Income . Coronavirus .
Video Seeking opportunities in a 'crooked U' recovery
June 26 2020

Dramatic dislocations offer selective potential upside in fixed-income credit.

June 4 2020
Coronavirus . Fixed Income .
Article Still a tad cautious on high yield
June 4 2020

The dichotomy between market tranquility and abundant uncertainty has us remaining highly selective.

May 27 2020
International/Global . Fixed Income .
Article Entry points for emerging markets

May 27 2020

Attractive valuations exist across IG and high-yield credit segments.

May 19 2020
Coronavirus . Fixed Income .
Article How is the pandemic affecting ABS investing?
May 18 2020

Volatility comes and goes, but in the end, it’s about doing your homework.

May 15 2020
Coronavirus . Fixed Income .
Article Summer can't come soon enough
May 6 2020

Data over the next few weeks and months will be ugly, but better times lie ahead.

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.

May 5 2020
Coronavirus . Fixed Income .
Article State bankruptcies? An odd and misplaced idea
April 27 2020

Suffering states aren't seeking this option and, under current law, can't anyway.

April 30 2020
Coronavirus . Fixed Income .
Article Bet on American ingenuity and entrepreneurial spirit
April 13 2020

As bad as it may seem, history suggests better days and opportunities lie ahead.

April 27 2020
Coronavirus . Fixed Income .
Article It helps that we know the unknowns
April 8 2020

We're in somewhat of a holding pattern as we await clarity ... and opportunity

April 24 2020
Coronavirus . Fixed Income .
Article In munis, as elsewhere, signs of improved market functioning
April 1 2020

Unprecedented Fed and government support helps restore semblance of normalcy amid crisis.

March 24 2020
Coronavirus . Fixed Income .
Article What's throwing markets out of whack?
March 24 2020

Fear, social distancing and avoidance of anything with a hint of risk.

April 24 2020
Coronavirus . Fixed Income .
Article As Congress debates stimulus, Fed marches forward
March 23 2020

Policymakers keep coming up with more ways to support markets and economy.

March 24 2020
Coronavirus . Fixed Income .
Article Low-duration impacts at a high-risk time
March 18 2020

A perspective on the volatility gripping short-term fixed-income markets and the outlook ahead.

March 17 2020
Coronavirus . Fixed Income .
Article Valuations the key indicator in high yield
March 17 2020

Past episodes of spiking spreads suggest opportunities await on the horizon.

March 17 2020
Coronavirus . Fixed Income .
Article Seeing opportunity amid the chaos
March 17 2020

Virus-related disruptions hitting munis (and other asset classes) eventually will end.

March 12 2020
Coronavirus . Fixed Income .
Article No end in sight for flight-to-safety trade
March 12 2020

Short-term government securities benefit as virus fears sidetrack global risk markets.

March 13 2020
Coronavirus . Fixed Income .
Article Why munis now?
March 12 2020

As investors seek not only relative safety, but liquidity via Treasuries, muni valuations have benefited.

March 12 2020
Coronavirus . Fixed Income .
Article More a crisis of confidence than credit
March 11 2020

3 preconditions should help determine when the worst has passed.

March 10 2020
Fixed Income . Volatility .
Article Oil was in a funk before Russo-Saudi price war
March 9 2020

High yield has been underweight energy for some time on its roller-coaster past.

March 12 2020
Coronavirus . Interest Rates .
Article Where will U.S. yields go from here?
March 4 2020

We run down 2 scenarios: falling further or bouncing higher.

March 3 2020
International/Global . Volatility .
Article Emerging markets should offer value amid volatility

March 3 2020

EM economies are in better shape than in previous crises and could benefit from policy responses to 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 14 2020
International/Global . Markets/Economy .
Article Might a V-shaped recovery be in store for China?
February 6 2020

The coronavirus may cause short-term pain but underlying drivers of growth remain intact.

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

WeWork fiasco illustrates how governance matters.

February 21 2020
Fixed Income . Markets/Economy .
Article Encore! Encore? 2019 a tough act to follow
January 14 2020

It was a really good year for fixed income. 2020 may prove more challenging.

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
Interest Rates . Fixed Income .
Article Uncovering the yield opportunity in ultrashorts
December 4 2019

Shorter-duration bonds can still be an attractive option in a low-rate environment.

January 21 2020
Fixed Income . Taxes .
Video Why should investors consider munis?
November 21 2019

Here are three reasons.

January 21 2020
Interest Rates . Fixed Income .
Video Lower rates allow for extended duration
November 13 2019

Portfolio Manager Nick Tripodes explains how he’s positioning portfolios for the current rate environment.

January 21 2020
Taxes . Fixed Income .
Article Munis' time to shine
November 13 2019

Their credit quality, tax-exempt income and diversification can stand out in uncertain times.

January 21 2020
Fixed Income . Interest Rates .
Video Why are investors so interested in ultrashorts?
November 8 2019

Access to credit markets with reduced rate risk, for starters.

January 21 2020
Fixed Income . Interest Rates .
Article Finishing the task with all our players
October 10 2019

In the search for alpha, yield-curve positioning, currency and security selection take center stage.

January 21 2020
Fixed Income . Interest Rates .
Article The bond rally isn't quite done
October 3 2019

Decelerating growth and rising geopolitical worries are bond friendly.

January 21 2020
International/Global . Fixed Income .
Article The dollar: Heads I win, tails you lose
September 25 2019

The dollar has strengthened even as the Fed has cut rates.

January 21 2020
Fixed Income . Interest Rates .
Article Are we Japan (revisited)?
September 24 2019

As was the case when first looking at the issue eight years ago, the answer is no.

January 21 2020
Interest Rates . Fixed Income .
Article What's behind the rapid rise in rates?
September 13 2019

Bond yields have reversed much of the August decline. The reasons are many.

January 21 2020
Fixed Income .
Video The risk behind negative-yielding bonds
August 29 2019

One big one: if you hold it to maturity, you'll lose money.

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
Interest Rates . Fixed Income .
Article How low can yields go?
August 14 2019

From here, they could break either way. But Federated's base case remains a recession isn't imminent.

January 21 2020
Monetary Policy . Interest Rates .
Article Fed cuts rates by a quarter percentage point
July 31 2019

Rate cut seen as preventative medicine in the face of global uncertainties.

January 21 2020
Fixed Income . Interest Rates .
Video What's the case for ultrashort bonds...any time?
July 15 2019

Senior Portfolio Manager Randy Bauer outlines how the limited interest rate risk and low volatility of ultrashort bonds can support investors regardless of market, rate and economic cycles.

January 21 2020
Fixed Income .
Video Will interest rate volatility continue?
June 20 2019

Senior Portfolio Manager R.J. Gallo discusses his outlook for interest rates.

January 21 2020
Fixed Income . Liquidity .
Video Why should investors consider cash a core asset class again?
June 20 2019

Here are three key reasons.

January 21 2020
Fixed Income .
Video Do yield-curve inversions portend a recession?
June 20 2019

Not always, and here's why.

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