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Market Outlooks
Focus on Equities: Taking the Long View
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Following a severe sell-off in the first quarter, global equity markets rebounded in the second quarter. Any number of scenarios could play out—how do we approach uncertainty?
Market Outlooks
Looking Ahead From the Market Rally
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The unprecedented scale of the global fiscal and monetary policy response helped ease financial conditions during the second quarter of 2020. Looking ahead, we cover our latest thinking on the aggregate risk-for-reward picture in global markets.
Market Outlooks
Finding Dividends in Today’s Markets
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George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. He also discusses why he holds cash, his thoughts on companies cutting dividends, and his outlook for income going forward.
Market Outlooks
The old college try
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Back to school won't be business as usual this year.
Market Outlooks
It's off to work we go...
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The nation's job market continues to mend.
Macroeconomic & Geopolitical
Demographics: China's biggest Achilles' heel
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Vulnerabilities emerge at a potential turning point in its relations with the world.
Active/Passive Management
Federated Hermes tilts toward value
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Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Macroeconomic & Geopolitical
Immigrants key drivers of U.S. economy
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Create a safe, legal immigration framework for foreign workers.
Market Outlooks
‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World
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Our equity portfolio managers talk about how they're navigating the COVID-19 crisis and their outlook.
Market Outlooks
U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last?
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International equity markets have trailed the U.S. for more than a decade. Does that make this asset class an opportunity or a value trap? We describe why we think international markets are poised for outperformance.