Worst case
[Editor’s note: Federated Hermes investment professionals are reviewing the Trump administration’s tariff announcement and will be providing further commentary in the coming days.] Every email in my inbox this morning starts with some form of, “this is worse than the worst-case scenario.” And, well, it’s hard to disagree. Going into the press conference, the consensus […]
Trade. Reimagined.
market snapshot
The new Magnificent Seven
The growth of money market mutual funds since the US Federal Reserve first hiked rates in 2022 has be something to behold. Not as thrilling as Akira Kurasawa’s film Seven Samurai and John Sturges’ beloved adaptation, The Magnificent Seven, or as trendy as the ‘Mag 7’ tech behemoths. But with total US assets under management […]
Self-fulfilling prophecy?
The S&P 500 soared 20% from early August into mid-February, to a record high of 6,147, as investors enthusiastically embraced the prospect of more constructive fiscal policy plans out of the new Trump administration. But that upbeat mood has clearly soured over the past six weeks, as many of Trump’s plans, particularly the implementation of […]
Global Liquidity Lens, March 2025
(This webcast aired on March 26th 2025) Topics The impact of inflation and interest rate changes on investment strategies. Navigating global policy changes. Strategies for managing global short-term and liquidity markets. Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now For more information on Federated Hermes’ […]
UK looks to shore-up finances amid weak outlook
market snapshot
Sustainable Global Equity Annual Report, 2024
Fast reading Investment review, 2024 Engagement overview Thematic focus: Financial inclusion (and why it’s a source of prosperity for all) Key holding examples: AIA Group, Mastercard, ICIC Bank Engagement case study: Credicorp Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Sustainable Global Equity, Annual Report […]
A wary Fed
The markets can be sure of one thing about the members of the Federal Open Market Committee: they are uncertain. During his press conference after they met yesterday, Federal Reserve (Fed) Chair Jerome Powell used the word liberally with respect to the outlook, the impact of trade policies, forecasting and the balance of risks. In […]
German spending bill bolsters Europe rebound
market snapshot
The emergence of Gen-Z
Chartology
