Fiscal Policy
Federated Hermes: Grinding It Out
The past three months in many ways were a replay of the first six. Overweights to lower-quality, shorter-duration credits (notably high yield and BBB corporates) and a rising-rate positioning bias made for another quarter of competitive performance relative to benchmarks. Our defensive duration posture has allowed the bulk of our fixed-income strategies to achieve positive […]
Bloomberg Radio Interview March 19, 2018
Just in: Our Bloomberg Radio Interview from 3/19/2018 talking about the big market stories: Listen to our outlook on Fed Hikes, Wage Inflation, Fiscal Policy, Flattening of the Yield Curve, the Global Trade Environment and what sectors we like going forward.