Federated Hermes
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The Fed Shifts Focus
Political pressures persist and markets assume the resumption of rate cuts.
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The Half-Full Glass
Sticking with our 'broadening out' call despite the caution the Fed’s cracked rearview mirror demands.
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When Risk is Underpriced, Quality is All the More Valuable
High yield is all about risk and reward—and lately risk isn’t being priced appropriately. We remain defensive in our high yield positioning for two reasons, one macro in nature while the other involves dynamics within the market itself. What they have in common is an underpricing of risk and a need to focus on “quality.”
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Webcast: Breakthroughs in Quant Investing: Navigating Modern Markets
How has quantitative investing demonstrated resilience during market volatility, including the recent disruptions?
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Summer of Unrest?
Yet a series of storm clouds are gathering that could spark modest profit-taking of around 5 percent in the summer. Such a correction would be healthy, in our view, reducing some of the recent froth and shaking off weak hands.
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Short Term Investments and Market Insights
The Short Term Investments Committee (STIC) is a collection of Federated Hermes investment professionals with in-depth experience investing across the 0-3-year part of the yield curve.
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Health Care Stocks Could Shine in 2025
Long a laggard, the healthcare sector has catalysts for outperformance.
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Import Surge Pushes First-Quarter GDP Into the Red
Underlying economic growth was solid in the first quarter, with personal consumption, corporate spending and housing all stronger than expected.
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Labor Market Remains Solid, Despite Tariff Uncertainty
Federal payrolls have declined by only 26,000 jobs over the past three months through April.
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Global Market Snapshot: 05-02-2025
It was a big week for US macro data this week, with GDP, earnings and the JOLTS report all going live.
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Many Crosscurrents Are Affecting US Rates
Bonds do their job during the first 100 days of uncertainty
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Let Powell Drive the Bus
Trump's attacks make it harder for the Fed Chair to steer the economy through the storm.
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The Greenback is Singing the Blues
The US dollar's recent decline isn't a sign it will relinquish its status as the reserve currency.
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Trump's Policy Reversals Buoy Markets
Over the next 12-18 months, we anticipate several positives: lower tariffs, decreasing interest rates and Treasury yields and expanded tax cuts.
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A Bunker for the Trade War
Equity market neutral strategies offer potential for shelter amid volatility.
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Bank Deregulation: Bondholder Friend or Foe?
Creditors must weigh the benefits and risks of Trump's push for looser rules.
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The Seven Minutes That Shook Markets
The sell-off and rebound don't mean investors can’t weather volatility.
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The Curious Case of Rising Treasury Yields
US Treasury yields increased sharply after falling leading up to and immediately after the April 2 tariffs announcement.
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Navigating Through the Fog of the Trade War
Maintaining our moderate equity overweight as we slip past the reefs.
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Global Market Snapshot: 04-10-2025
It has been a tumultuous week for global markets, with major indices see-sawing.
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Stability of Money Markets
The stability of the money markets is shining amid the greater financial turbulence.
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Did We Mention There Might Be Some Volatility?
Bonds display quiet strength as markets back away from risk.
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The Contours of a New Trade Landscape
Total market uncertainty has now been replaced with at least some semblance of recognition of the parameters of a new global trading paradigm.
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Labor Market Remains Strong
Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March.
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Global Market Snapshot: 04-04-2025
The latest episode in the long-running US trade policy saga sparked a global sell-off this week.
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Bond Market Amid Trump's Tariffs
The bond market is a rational voice amid the panic caused by Trump’s tariffs.
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Approaching Peak Uncertainty in the Strait of the Sirens
With markets selling off big time following yesterday’s tariff announcements, we have finally hit the entry level.
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Trump’s Reciprocal Tariffs
Trump’s reciprocal tariffs are more aggressive than the markets were expecting.
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The New Magnificent Seven
The growth of money market mutual funds since the Federal Reserve first hiked rates in 2022 has been something to behold.
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