Hear & Now from Federated Hermes

Episode 27: Classic economics vs. new paradigm

July 1st, 2021  |  17 mins 9 secs

economy, inflation, markets

Our equity team discusses differing views on inflation.

Episode 26: Time for value

June 7th, 2021  |  20 mins 43 secs

income, investing, value

Why we think this cycle is different.

Episode 25: Opportunities across the yield curve

April 19th, 2021  |  21 mins 25 secs

What’s the impact of new stimulus on the market and consumer?

Episode 24: International growth opportunities

April 6th, 2021  |  14 mins 31 secs

EVs, biotech and e-commerce in emerging markets exemplify broadening global innovation.

Episode 23: Keep your seat at the table

March 11th, 2021  |  17 mins 30 secs

Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Martin Jarzebowski, director of responsible investing.

Episode 22: Bullish year ahead expected

December 30th, 2020  |  18 mins 41 secs

2021 outlook, covid-19, economy, fixed income, stock market

Widespread vaccinations and a Biden presidency are among major market movers to watch.

Episode 21: Parties, policies and portfolios part 2

October 23rd, 2020  |  16 mins 49 secs

economy, election, markets

Linda Duessel, Phil Orlando and RJ Gallo continue their discussion of the 2020 election.

Episode 20: Parties, policies and portfolios

October 23rd, 2020  |  13 mins 44 secs

economy, election, markets

How will the 2020 election result impact markets and the economy?

Episode 19: Rates are going to be low for a long time

September 2nd, 2020  |  9 mins 44 secs

Low and stable interest rates tend to be fertile periods for risk assets.

Episode 18: Is there a limit to government spending?

September 2nd, 2020  |  13 mins 7 secs

A growing federal deficit could be concerning if inflation starts to heat up.

Episode 17: One size does not fit all

July 29th, 2020  |  16 mins 17 secs

When it comes to ESG integration, active engagement is the key differentiator.

Episode 16: In retail, scale matters now more than ever

June 3rd, 2020  |  14 mins 39 secs

consumer, coronavirus, covid-19, retail

As virus accelerates changes, the toughest place to be is in the middle.

Episode 15: Life beyond lockdown: how the coronavirus will accelerate existing global trends

May 18th, 2020  |  50 mins 15 secs

Aoifinn Devitt, head of investment - Ireland, explores whether the impacts the coronavirus are having on everyday life now will result in lasting effects for the future, particularly across the business landscape.

Episode 14: Most of the way back to normal

May 8th, 2020  |  13 mins 26 secs

Fed actions ease strains and boost confidence in liquidity markets.

Episode 13: Dark Clouds to Clearer Skies

April 28th, 2020  |  19 mins 1 sec

A torrent of events in 2020’s first quarter rattled the global economy and markets. What’s the outlook for investors for the rest of the year? Join Phil Orlando, R.J. Gallo and Linda Duessel as they share insights.

Episode 12: Patience and long-term view required

March 27th, 2020  |  20 mins 36 secs

coronavirus, covid-19, investing, market volatility

Navigating volatile markets may take calming breaths, averaging in and time.