Weekly Bond Commentary
They continue to confound as growth surges and prices accelerate.
Asset class continues to offer investors favorable relative returns.
A decade of disinvestment is causing affordability issues, not rampant speculation.
Rate strategies lead the way for bonds in challenging first quarter.
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.
Weekly Cash Commentary
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.
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.
It starts with the Fed.
Policy change to let labor market run hot as long as prices don’t.
Securitized credit sectors appear to be holding up well so far.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Weekly bond commentary
Liquidity is abundant but fundamentals remain iffy.