The trouble with tariffs
The US election is over, and investors are beginning to assess who will be the winners and losers during Trump’s second term in office. Will President-elect Trump do all that he said he would do? Or was a lot of what he proposed just campaign rhetoric? We can be fairly certain that tariffs are going […]
Has the Fed’s rate-cutting cycle been knocked off course?
market snapshot
Trump win sparks stock rally despite inflation fears
market snapshot
Trump win gives Republicans strong mandate
Stephen Auth, CFA Executive Vice President, Chief Investment Officer, Equities Trump wins “Bigly”; Senate flips; House still undecided. Confounding the experts, President Trump handily won the Presidential election late on election night. Along with this, he solidly flipped the Senate; the only branch of government undecided as of this moment is the House, which will be […]
Fuzzy picture
A common misconception about money market products is that they are only concerned with short-term economic developments because daily liquidity is a defining feature. But cash managers seek to gain higher yields than deposit products by investing across a longer time horizon, often out to a year. Noise in the data and news is no […]
A big-swing budget
market snapshot
Strategic Value Dividend: Why now, why always
Why do dividend-paying strategies make sense? Video transcript For the dividend investor, the ‘why now’ question really is a ‘why always’ answer. The math of dividend investing is one that works out over years, if not decades, of being a business owner through the stock market. It implies a certain degree of patience and watching […]
MNA: the building blocks of the euro bank merger cycle spring back to life
Stripped down to the basics, life on Earth offers local respite from the universal, inexorable drift towards entropy by using information to create order from chaos for the price of energy. The anti-entropy trick in all living cells relies on three key molecules that orchestrate, implement, and fuel an intricate, ingenious cycle: deoxyribonucleic acid, better-known […]
A guide to fixed income and the US election
Fast reading The race for the House of Representatives and the Senate is also too close to call. The uncertainty has prompted slightly more defensive positioning, at least in the short term. There is a decent cushion to total returns this year. The rate outlook and supportive fundamentals means this is unlikely to change, but […]
Decades in the making: MDT Advisers
Who is Federated Hermes MDT Advisers? Video transcript MDT Advisers is the active quantitative equity arm of Federated Hermes. MDT is a US equity-focused investment manager; today we manage nearly US$12bn across several US equity strategies, including a market neutral strategy. While the name ‘MDT’ may not be familiar to you, we have been around […]
