Insights

A strengthening economy should smooth rising-rate headwinds.

Rising yields mean different things for different sectors of the market.

And broader markets are not sounding alarms.

Yields are rising for the right reasons.

Now it's the Senate's turn to shape the Covid relief bill.

There may be tiny bubbles but this is not the year 2000.

Inflation shouldn't be disruptive this year, but watch for surprises to the upside.

A return to normalcy and opportunities.

Ongoing monetary, fiscal support amid emerging recovery make for a challenging search.

Normalizing economic activity and wide-open fiscal and monetary spigots should lift prices higher.

A patient Fed means first pullback in asset purchases unlikely until 2022.

A Democratic White House and Congress should feed fiscal expansion.

Municipal credit quality should improve as the economy recovers.

Three things to watch in 2021.

We’re positioned for “risk on” but worry most everyone else is too.

2020's sure been volatile. 2021 could be better.

Pfizer’s announcement has had a major effect on global markets.

Key Federated Hermes investment professionals weigh in on election's implications.

A fiscal policy win regardless of outcome has markets looking past Nov. 3.

A disputed election headlines potential risks heading into year-end.

The sector presents some entry points.

It starts with the Fed.

Low and stable interest rates tend to be fertile periods for risk assets.

A growing federal deficit could be concerning if inflation starts to heat up.

Policy change to let labor market run hot as long as prices don’t.

Polls and prediction markets are calling for a Democratic takeover.

Securitized credit sectors appear to be holding up well so far.

The Fed and money supply make the asset class attractive.

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

Liquidity is abundant but fundamentals remain iffy.

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

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

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

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

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

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

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

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.

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

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

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