Insights

Explore Insights

Markets/Economy
August 10 2020
Politics . Fiscal Policy .
Article Trump seizes an opening
August 10 2020

His moves to help workers fill a void of Congress' own making. 

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
International/Global . Markets/Economy .
Infographic Global tourism is big business August 7 2020

Kick-starting tourism will be key for a recovering global economy.

August 7 2020
Markets/Economy . Coronavirus .
Article It's off to work we go ...
August 7 2020

The nation's job market continues to mend.

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
Liquidity . Monetary Policy .
Article No shortage of smart
August 1 2020

The Fed keeps making good decisions to support the economy.

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 29 2020
Monetary Policy . Markets/Economy .
Article Boring can be good
July 29 2020

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

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.

August 10 2020
International/Global . Politics .
Article Europe marches two steps forward ... for now
July 23 2020

Was this week's agreement the bloc's big breakthrough? Maybe. Maybe not.

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 23 2020
International/Global . Coronavirus .
Article At last, the European Union agrees on a recovery fund
July 21 2020

After a heated summit, the bloc commits to a stimulus package.

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 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 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 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.

July 21 2020
Responsible Investing . Coronavirus .
Article Remember the environmental
July 7 2020

Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.

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 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 26 2020
Consumer Spending . Markets/Economy .
Infographic The consumer returns June 26 2020

As the economy recovers, where spending is picking up.

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.

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 24 2020
Consumer Spending . Coronavirus .
Podcast In retail, scale matters now more than ever

June 11 2020

As virus accelerates changes, the toughest place to be is in the middle.

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 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.

June 1 2020
Coronavirus . Active Management .
Article Turbulent times call for a little ballast
June 2 2020

And investors may find some by including a balanced approach in their portfolios.

June 16 2020
Liquidity . Monetary Policy .
Article Less of zero
June 1 2020

The Fed has been outspoken against negative rates, and a U-shaped recovery could shorten the period they are pinned to zero.

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 22 2020
Liquidity . Coronavirus .
Video We're expecting a U-shaped recovery
May 22 2020

And that should be good for the liquidity markets.

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
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 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 6 2020
Liquidity . Monetary Policy .
Article The Fed fine-tunes its response
May 1 2020

That the Fed has been adjusting its policy action is impressive and important.

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 29 2020
Monetary Policy . Liquidity .
Article Fed still putting out fires
April 29 2020

The FOMC statement reiterated it will not hold anything back to aid the economy.

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.

May 6 2020
Responsible Investing . Markets/Economy .
Article Seeking shelter means being active
April 23 2020

As investors navigate this storm, ESG is becoming a leading quality factor.

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

Portfolios should be worth more in 18-24 months.

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.

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 27 2020
Responsible Investing . Markets/Economy .
Infographic Millennials lead the charge in responsible investing April 16 2020

The coming USD 30 trillion wealth transfer from baby boomers to 75 million millennials is expected to drive the growth of responsible investing.

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 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 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 . 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 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.

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 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 31 2020
Coronavirus . Liquidity .
Article Fed steps up to support prime money markets
March 20 2020

The loan facility, broader than in 2008-09, includes short-term muni securities.

March 20 2020
Coronavirus . Monetary Policy .
Article ECB, Bank of England ramp up stimulus
March 19 2020

The robust programs are aimed at combating the impact of Covid-19.

April 24 2020
Coronavirus . Liquidity .
Article Fed lends a hand to businesses

March 18 2020

Primary dealers and the short end of the commercial paper market are the latest to get support.

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 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 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 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 13 2020
Coronavirus . Liquidity .
Article Money market plumbing in sound shape
March 9 2020

The overnight and short-term markets have been performing well during the volatility.

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?

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
Liquidity . Monetary Policy .
Article Is it 'material'?
February 28 2020

The Fed must decide, on its own, if the coronavirus outbreak qualifies as such.

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.

March 5 2020
Interest Rates . Markets/Economy .
Article U.S. yields may be getting close to as low as they'll go
February 27 2020

A move off these record lows will depend on if and when there's any positive virus news.

March 10 2020
Politics . Markets/Economy .
Video How will politics impact the markets?
February 26 2020

Six indicators can be predictive of the election outcome.

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 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 24 2020
Markets/Economy . International/Global .
Article Virus headlines worse than reality
February 14 2020

The past week's spike belies signs of improvement.

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.

June 18 2020
Markets/Economy .
Infographic 2020 Market Outlook February 10 2020

What industry money managers are thinking about stocks and the economy as a new year gets underway.

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.

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.

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.

March 3 2020
Liquidity . Monetary Policy .
Article Range-bound
February 3 2020

The Fed tries to corral several key rates to keep overnight markets in line.

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.

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.

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.

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
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 . 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.

March 2 2020
Markets/Economy . International/Global .
Podcast China and U.S. election threaten positive 2020 outlook

January 3 2020

What should investors expect from the markets this year?

January 21 2020
Liquidity . Markets/Economy .
Article Fed well prepared to corral repo at year-end
December 18 2019

The central bank's full attention is on mitigating potential dislocations, and we think it will be successful.

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
International/Global . Politics .
Article A big cloud lifts on 'Brexit election' result. Now what?
December 13 2019

Prime Minister Johnson's overwhelming victory allows him to deal with the EU with a much stronger hand.

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!)

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
Markets/Economy . Consumer Spending .
Article Recipe for a happy Thanksgiving
November 27 2019

A strong labor market, rising wages and lower gas prices represent a trifecta for consumer spending.

January 21 2020
Consumer Spending . Markets/Economy .
Article What's in store for holiday shopping?
November 26 2019

Barbara Miller says stores that best match online with traditional should keep doing well.

January 21 2020
Consumer Spending . Markets/Economy .
Infographic Hope for the Holidays November 25 2019

November and December retail sales are looking bright this year.

January 21 2020
Markets/Economy . International/Global .
Video Slower growth ahead
November 22 2019

What can investors expect in 2020? CIO Deborah Cunningham explains her economic outlook.

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.

February 21 2020
International/Global . Markets/Economy .
Article 2020 outlook: Mindful of the risks but confident about the opportunities


November 20 2019

Three Hermes portfolio managers share their views of the coming year.

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
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
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
Liquidity . Monetary Policy .
Article The Fed catches its breath
November 1 2019

But with pressing issues such as the repo market to address, it can't relax.

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
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
Volatility . Markets/Economy .
Video Slower growth equals higher volatility
October 18 2019

What should investors expect from the IPO market in 2020?

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
Politics . Markets/Economy .
Infographic Graveyard of geopolitical risks October 16 2019

Halloween will bring together many global events that may haunt the U.S. economy.

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
Markets/Economy .
Infographic Workplace ghosting October 8 2019

Job-seekers are ghosting employers in one of the tightest labor markets in 50 years.

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.

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
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
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
Markets/Economy .
Video How would a recession affect emerging markets?
August 29 2019

Senior Portfolio Manager and Head of International Fixed Income Ihab Salib discusses how emerging markets might fare, if a global recession materializes.

January 21 2020
International/Global . Markets/Economy .
Video The trade war's effect on global bonds
August 29 2019

Senior Portfolio Manager and Head of International Fixed Income Ihab Salib offers insights on how trade tensions are affecting global bonds and what’s driving the strength of the dollar.

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
Markets/Economy .
Infographic Millennials are just getting started August 19 2019

Millennials' biggest impact on consumption and housing will come in the years ahead.

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
International/Global . Markets/Economy .
Article It promises to be an interesting few months
August 14 2019

U.K.'s path to the Oct. 31 EU exit deadline is fraught with worrisome scenarios.

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
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.

January 21 2020
Markets/Economy . Interest Rates .
Podcast The outlook for markets into 2020


July 12 2019

How will earnings, tariffs and interest rates affect the markets?

June 22 2020
Markets/Economy .
Infographic An IPO roadmap June 25 2019

2019 is shaping up to be another big year for initial public offerings.

January 21 2020
Markets/Economy .
Video What to watch in 2019's second half
June 20 2019

CIO for Global Money Markets Debbie Cunningham discusses her outlook for the second half of the year.

January 21 2020
Markets/Economy .
Infographic Small companies, big potential May 8 2019

The best time to consider small caps? Any time.

January 21 2020
Markets/Economy .
Infographic Health care's digital transformation February 28 2019

Technology continues to refine and reshape the way Americans get care.

DISCLOSURES

2848197615