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Macroeconomics and Risk

  • 27/10/2020
    The red and the blue – updates from the US, October 2020
    Steven Chiavarone
    In this webcast, Clive Selman, moderates a discussion with colleagues Phil Orlando and Steve Chiavarone to hear their thoughts on the US elections and the impact on 2020’s final quarter and beyond.
  • 07/10/2020
    Federated Hermes Macro Fireside Chat: “Does the Debt Matter?”, September 2020
    Eoin Murray
    Join Eoin Murray, Head of Investment, and Neil Williams, Senior Economic Adviser, for a lively debate as they tackle the question, ‘does the debt matter?’.
  • 23/09/2020
    Economic Outlook: Will the debt matter?
    Neil Williams
    Neil Williams examines the impact that various pandemic-related stimulus packages have had on both global government debt and the efficacy of monetary and fiscal tools available to policy-makers.
  • 23/09/2020
    Sharpe Thinking
    Aoifinn Devitt
    As the days get shorter and a winter season dominated by the coronavirus looms, there is a distinct chill in the air.
  • 15/09/2020
    Sharpe Thinking: are fundamentals reasserting themselves?
    Aoifinn Devitt
    As markets emerge from a heady summer, volatility has started to rear its head again.
  • 13/08/2020
    Sharpe Thinking: calling time
    Aoifinn Devitt
    The clock is ticking on consumer confidence, which has been tided over by stimulus, incentives and hardship payments.