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Active Management
February 18 2021
Equity . Markets/Economy .
Article Good news: nearly everyone is worried
February 18 2021

And that's just another reason the setup for stocks remains strong.

February 18 2021
International/Global . Equity .
Article International IPOs: A big market getting bigger
February 17 2021

There’s a healthy spread of deals across the globe.

February 11 2021
Equity . Active Management .
Article Another reason to think 'value'
February 12 2021

History suggests a rotation from ‘growth’ may be at hand.

December 17 2020
2021 Outlook . Equity .
Article Buy the rumor, sell the news
December 16 2020

Federated Hermes adds equity exposure, sets 4,500 and 5,000 targets for S&P 500 in 2021 and 2022.

December 22 2020
2021 Outlook . Equity .
Article The bull gets the vaccine
December 15 2020

It's a 'heads I win, tails I win' setup for 2021.

December 9 2020
Equity . Markets/Economy .
Article Gift ideas?
November 25 2020

The market is offering a lot of options.

December 9 2020
Equity . Active Management .
Article Value's smorgasbord
November 24 2020

3 varieties of value stocks offer opportunities.

December 9 2020
Fixed Income . Markets/Economy .
Article Cautiously optimistic on high yield
November 19 2020

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

November 5 2020
Politics . Equity .
Article Gridlock is good
November 5 2020

More favorable risk environment prompts an increase in our equity overweight. 

October 1 2020
Active Management . Equity .
Article What's the deal with SPACs?
September 29 2020

Why these vehicles are rivaling IPOs as an option to go public.

October 8 2020
Active Management . Portfolio Stability .
Article Alpha women
September 22 2020

Investing with portfolio management teams that include women can be good for your portfolio. 

October 2 2020
Responsible Investing . Politics .
Article Energy is on the ballot
September 22 2020

2020 elections have significant ESG implications.

September 29 2020
Equity . Active Management .
Article The rotation begins as the waiting game continues
September 11 2020

Why we think the rotation out of tech could have legs over the next 6 months.

September 10 2020
Equity . Active Management .
Article 'The markets are in a raging mania'
September 11 2020

Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.

September 8 2020
Fixed Income . Coronavirus .
Article ABS in a Covid economy
August 24 2020

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

August 21 2020
Active Management . Equity .
Article You've got to ask yourself one question
August 21 2020

Is it a bubble?

August 26 2020
Equity . Active Management .
Article Looking beyond 'Big Tech'
August 18 2020

Emerging innovators, and not the behemoths, may point way to long-term growth.

September 8 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.

August 21 2020
Responsible Investing . Active Management .
Article Authentic responsible investing is not one size fits all
July 17 2020

Effective integration of environmental, social and governance factors requires a customized approach.

August 24 2020
Coronavirus . Responsible Investing .
Article The ESG emperor has clothes

May 27 2020

In times of crisis, human capital and stewardship matter even more.