app03 Sun, 18 Oct 2026 18:20:07 +0000 Fireside (https://fireside.fm) Hear & Now from Federated Hermes - Episodes Tagged with “Markets” https://hearandnowfromfederated.fireside.fm/tags/markets Fri, 11 Aug 2023 13:00:00 -0400 Educated discussions regarding the markets and general investment news. en-us episodic Podcast by Federated Hermes, Inc. Federated Hermes, Inc. Educated discussions regarding the markets and general investment news. no Federated Hermes, Inc. kkotulak@federatedinv.com Episode 41: In defense of dividends https://hearandnowfromfederated.fireside.fm/41 b0f1e67b-d8d4-4d5b-aa4e-c2ef624820a6 Fri, 11 Aug 2023 13:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. The past, present and future of dividend investing. 41:51 no <p>The past, present and future of dividend investing.</p><p>Special Guest: Deborah Bickerstaff.</p> The past, present and future of dividend investing.

Special Guest: Deborah Bickerstaff.

]]> The past, present and future of dividend investing.

Special Guest: Deborah Bickerstaff.

]]> Episode 40: Putting the inflation genie into its lamp https://hearandnowfromfederated.fireside.fm/40 ade8e0ea-33c1-454b-929b-295e28fc1cd6 Tue, 25 Apr 2023 15:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path. 43:46 no <p>Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior portfolio manager.</p><p>Special Guests: Phil Orlando and RJ Gallo.</p> inflation, monetary policy, economy, interest rates Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior portfolio manager.

Special Guests: Phil Orlando and RJ Gallo.

]]> Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior portfolio manager.

Special Guests: Phil Orlando and RJ Gallo.

]]> Episode 39: Themes, forecasts and pockets of value https://hearandnowfromfederated.fireside.fm/39 09d78d59-cb59-4194-b557-63cf82caf272 Fri, 20 Jan 2023 11:00:00 -0500 Federated Hermes, Inc. full Federated Hermes, Inc. Linda Duessel, Phil Orlando and R.J. Gallo discuss the economic outlook for 2023. 1:02:14 no <p>Special Guests: Phil Orlando and RJ Gallo.</p> markets, economy, equity, fixed income Episode 38: Small but mighty https://hearandnowfromfederated.fireside.fm/38 a62bb39b-e98d-4c55-a05b-7db5eacbf2f0 Fri, 06 Jan 2023 13:00:00 -0500 Federated Hermes, Inc. full Federated Hermes, Inc. Opportunities can be found in small-cap markets. 40:13 no <p>Moderated by Senior Equity Strategist Linda Duessel, Senior Portfolio Managers Stephen DeNichilo and John Ettinger discuss where they see opportunities in the small-cap market.</p><p>Special Guests: John Ettinger and Stephen DeNichilo.</p> markets, economy, stocks, equity, risk, inflation, recession, small-cap, opportunities, opportunity, Moderated by Senior Equity Strategist Linda Duessel, Senior Portfolio Managers Stephen DeNichilo and John Ettinger discuss where they see opportunities in the small-cap market.

Special Guests: John Ettinger and Stephen DeNichilo.

]]> Moderated by Senior Equity Strategist Linda Duessel, Senior Portfolio Managers Stephen DeNichilo and John Ettinger discuss where they see opportunities in the small-cap market.

Special Guests: John Ettinger and Stephen DeNichilo.

]]> Episode 37: Is recession around the corner? https://hearandnowfromfederated.fireside.fm/37 e3580ad5-46c2-46dc-b9de-36100242d3d2 Tue, 06 Dec 2022 14:00:00 -0500 Federated Hermes, Inc. full Federated Hermes, Inc. Steve Chiavarone, Silvia Dall’Angelo and Donald Ellenberger discuss global inflation and whether the markets have already priced in a recession. 45:25 no <p>Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion about the global inflation problem, monetary policy and the probability of recession. </p><p>Special Guests: Don Ellenberger, Silvia Dall'Angelo, and Steve Chiavarone.</p> inflation, monetary policy, recession Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion about the global inflation problem, monetary policy and the probability of recession.

Special Guests: Don Ellenberger, Silvia Dall'Angelo, and Steve Chiavarone.

]]> Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion about the global inflation problem, monetary policy and the probability of recession.

Special Guests: Don Ellenberger, Silvia Dall'Angelo, and Steve Chiavarone.

]]> Episode 36: Revenge of the boring https://hearandnowfromfederated.fireside.fm/36 17936e78-29a2-4408-8562-9fa070493f01 Thu, 04 Aug 2022 10:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Seeking opportunities amid volatility. 29:51 no <p>Federated Hermes Senior Equity Strategist Linda Duessel interviews Senior Portfolio Managers Donald Ellenberger and Daniel Peris on the rise of what some may consider “boring” investment solutions for 2022.</p><p>Special Guests: Daniel Peris and Don Ellenberger.</p> markets, economy, stocks, bonds, equity, fixed income, volatility, risk, inflation, recession Federated Hermes Senior Equity Strategist Linda Duessel interviews Senior Portfolio Managers Donald Ellenberger and Daniel Peris on the rise of what some may consider “boring” investment solutions for 2022.

Special Guests: Daniel Peris and Don Ellenberger.

]]> Federated Hermes Senior Equity Strategist Linda Duessel interviews Senior Portfolio Managers Donald Ellenberger and Daniel Peris on the rise of what some may consider “boring” investment solutions for 2022.

Special Guests: Daniel Peris and Don Ellenberger.

]]> Episode 35: 40 years on Wall Street https://hearandnowfromfederated.fireside.fm/35 51d1983a-100e-4116-9ffd-c008fad4c3d1 Wed, 13 Jul 2022 10:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Investment and life lessons from Stephen Auth. 24:59 no <p>Federated Hermes Senior Equity Strategist Linda Duessel interviews CIO of Equities Stephen Auth on the investment and life lessons he's learned throughout his career.</p><p>Special Guest: Steve Auth.</p> investment, career, Wall Street, lessons, markets, economy, inflation, equities Federated Hermes Senior Equity Strategist Linda Duessel interviews CIO of Equities Stephen Auth on the investment and life lessons he's learned throughout his career.

Special Guest: Steve Auth.

]]> Federated Hermes Senior Equity Strategist Linda Duessel interviews CIO of Equities Stephen Auth on the investment and life lessons he's learned throughout his career.

Special Guest: Steve Auth.

]]> Episode 34: Ahead of expectations https://hearandnowfromfederated.fireside.fm/34 986adacb-91d6-4e50-9c98-be789090ddb3 Mon, 09 May 2022 14:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Federated Hermes' quarterly liquidity webcast. 47:46 no <p>Global Liquidity Markets CIO Deborah Cunningham, chosen by Barron’s as one of the 100 Most Influential Women in U.S. Finance, and Steven Chiavarone, head of multi-asset solutions, discuss the latest Federal Reserve meeting and how to prepare for the path of Fed action amid these uncertain times.</p><p>Special Guests: Deborah Cunningham and Steve Chiavarone.</p> inflation, interest, the Fed, FOMC, markets, economy, liquidity Global Liquidity Markets CIO Deborah Cunningham, chosen by Barron’s as one of the 100 Most Influential Women in U.S. Finance, and Steven Chiavarone, head of multi-asset solutions, discuss the latest Federal Reserve meeting and how to prepare for the path of Fed action amid these uncertain times.

Special Guests: Deborah Cunningham and Steve Chiavarone.

]]> Global Liquidity Markets CIO Deborah Cunningham, chosen by Barron’s as one of the 100 Most Influential Women in U.S. Finance, and Steven Chiavarone, head of multi-asset solutions, discuss the latest Federal Reserve meeting and how to prepare for the path of Fed action amid these uncertain times.

Special Guests: Deborah Cunningham and Steve Chiavarone.

]]> Episode 31: Munis and Infrastructure https://hearandnowfromfederated.fireside.fm/31 35d8b9f6-027d-4a69-a59e-4a47a244983b Fri, 28 Jan 2022 11:00:00 -0500 Federated Hermes, Inc. full Federated Hermes, Inc. Muni portfolio managers discuss infrastructure bills. 29:25 no <p>Equity Strategist and Head of Multi-asset solutions, Steve Chiavarone moderates a conversation between portfolio managers Ann Ferentino and Patrick Strollo and guest Dan Clifton of Strategas. They discuss the infrastructure bills and its impact on municipal bonds.</p><p>Special Guests: Ann Ferentino and Patrick Strollo.</p> infrastructure, munis, markets, economy Equity Strategist and Head of Multi-asset solutions, Steve Chiavarone moderates a conversation between portfolio managers Ann Ferentino and Patrick Strollo and guest Dan Clifton of Strategas. They discuss the infrastructure bills and its impact on municipal bonds.

Special Guests: Ann Ferentino and Patrick Strollo.

]]> Equity Strategist and Head of Multi-asset solutions, Steve Chiavarone moderates a conversation between portfolio managers Ann Ferentino and Patrick Strollo and guest Dan Clifton of Strategas. They discuss the infrastructure bills and its impact on municipal bonds.

Special Guests: Ann Ferentino and Patrick Strollo.

]]> Episode 30: Themes to watch, forecasts and potential surprises in 2022 https://hearandnowfromfederated.fireside.fm/30 d30699a6-cffb-4290-9cae-1e15822633b2 Fri, 21 Jan 2022 10:00:00 -0500 Federated Hermes, Inc. full Federated Hermes, Inc. Our outlook across asset classes. 1:08:31 no <p>Linda Duessel, senior equity strategist is joined by Phil Orlando, chief equity strategist and head of client portfolio management; R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee; and Silvia Dall'Angelo, senior economist from our international business in London to discuss the outlook for 2022.</p><p>Special Guests: Phil Orlando, RJ Gallo, and Silvia Dall'Angelo.</p> markets, economy, inflation, interest rates, outlook Linda Duessel, senior equity strategist is joined by Phil Orlando, chief equity strategist and head of client portfolio management; R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee; and Silvia Dall'Angelo, senior economist from our international business in London to discuss the outlook for 2022.

Special Guests: Phil Orlando, RJ Gallo, and Silvia Dall'Angelo.

]]> Linda Duessel, senior equity strategist is joined by Phil Orlando, chief equity strategist and head of client portfolio management; R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee; and Silvia Dall'Angelo, senior economist from our international business in London to discuss the outlook for 2022.

Special Guests: Phil Orlando, RJ Gallo, and Silvia Dall'Angelo.

]]> Episode 27: Classic economics vs. new paradigm https://hearandnowfromfederated.fireside.fm/27 891db23d-691c-4a80-af83-4cd798e23741 Thu, 01 Jul 2021 14:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Our equity team discusses differing views on inflation. 17:09 no <p>Senior Equity Strategist Linda Duessel moderates a discussion with Phil Orlando, chief equity strategist, and Steve Chiavarone, equity strategist and portfolio manager.</p><p>Special Guests: Phil Orlando and Steve Chiavarone.</p> inflation, markets, economy Senior Equity Strategist Linda Duessel moderates a discussion with Phil Orlando, chief equity strategist, and Steve Chiavarone, equity strategist and portfolio manager.

Special Guests: Phil Orlando and Steve Chiavarone.

]]> Senior Equity Strategist Linda Duessel moderates a discussion with Phil Orlando, chief equity strategist, and Steve Chiavarone, equity strategist and portfolio manager.

Special Guests: Phil Orlando and Steve Chiavarone.

]]> Episode 20: Parties, policies and portfolios https://hearandnowfromfederated.fireside.fm/20 3c4d3144-f3ed-4b34-a343-b35bd0c5752c Fri, 23 Oct 2020 07:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. How will the 2020 election result impact markets and the economy? 13:44 no <p>Federated Hermes Senior Equity Strategist Linda Duessel moderates a discussion with Phil Orlando, chief equity market strategist, and RJ senior fixed income portfolio manager.</p><p>Special Guests: Phil Orlando and RJ Gallo.</p> election, markets, economy Federated Hermes Senior Equity Strategist Linda Duessel moderates a discussion with Phil Orlando, chief equity market strategist, and RJ senior fixed income portfolio manager.

Special Guests: Phil Orlando and RJ Gallo.

]]> Federated Hermes Senior Equity Strategist Linda Duessel moderates a discussion with Phil Orlando, chief equity market strategist, and RJ senior fixed income portfolio manager.

Special Guests: Phil Orlando and RJ Gallo.

]]> Episode 21: Parties, policies and portfolios part 2 https://hearandnowfromfederated.fireside.fm/21 d17b2358-584e-4bd0-91b3-cba33280aa25 Fri, 23 Oct 2020 07:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Linda Duessel, Phil Orlando and RJ Gallo continue their discussion of the 2020 election. 16:49 no <p>Federated Hermes Senior Equity Strategist Linda Duessel moderates a conversation with Phil Orlando, chief equity market strategist, and RJ Gallo, senior fixed income portfolio manager, on the 2020 U.S. election.</p><p>Special Guests: Phil Orlando and RJ Gallo.</p> election, markets, economy Federated Hermes Senior Equity Strategist Linda Duessel moderates a conversation with Phil Orlando, chief equity market strategist, and RJ Gallo, senior fixed income portfolio manager, on the 2020 U.S. election.

Special Guests: Phil Orlando and RJ Gallo.

]]> Federated Hermes Senior Equity Strategist Linda Duessel moderates a conversation with Phil Orlando, chief equity market strategist, and RJ Gallo, senior fixed income portfolio manager, on the 2020 U.S. election.

Special Guests: Phil Orlando and RJ Gallo.

]]> The outlook for markets into 2020 https://hearandnowfromfederated.fireside.fm/1 10fbd8a8-4150-488d-b6f9-62aec8f29bb0 Mon, 08 Jul 2019 12:00:00 -0400 Federated Hermes, Inc. full Federated Hermes, Inc. Federated Investors’ Linda Duessel, R.J. Gallo and Phil Orlando discuss the outlook for equity and fixed-income markets for the rest of 2019. 26:13 no <p>How will corporate earnings, tariffs, interest rates and consumer confidence affect the markets heading into 2020? Listen as Linda Duessel, senior equity market strategist at Federated Investors, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior fixed-income portfolio manager.</p><p>Special Guests: Phil Orlando and RJ Gallo.</p> corporate earnings, tariffs, interest rates, consumer confidence, equity, fixed income, markets How will corporate earnings, tariffs, interest rates and consumer confidence affect the markets heading into 2020? Listen as Linda Duessel, senior equity market strategist at Federated Investors, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior fixed-income portfolio manager.

Special Guests: Phil Orlando and RJ Gallo.

]]> How will corporate earnings, tariffs, interest rates and consumer confidence affect the markets heading into 2020? Listen as Linda Duessel, senior equity market strategist at Federated Investors, moderates a discussion with Phil Orlando, chief equity market strategist, and R.J. Gallo, senior fixed-income portfolio manager.

Special Guests: Phil Orlando and RJ Gallo.

]]>