Investors looking to make portfolio changes ahead of the election should know it’s not about winners and losers, says Phil Orlando, Chief Equity Market Strategist at Federated Hermes. It’s about staying invested for the long term. He shares the areas of the market poised for success this election season, covers what a contested election could mean for markets, and more.

We surveyed nearly 1,000 HNW investors and 500 business owners and found both groups are more optimistic than four years ago but still seek help navigating the election’s potential financial impact.

The Fed cut rates by 50 basis points after a long stretch of monetary tightening. Now that the dust has settled, what was the impact? Was the rate cut a bit too aggressive? Was it a little premature?

It’s been over 900 days since the Federal Reserve first hiked interest rates in response to surging inflation, embarking on one of most aggressive policy-tightening journeys in history. Now, 2.5 years and 525bps later, now what? 

Will the election outcome affect municipal bonds tax exemptions? Perhaps. Whether Harris or Trump wins, there’s also a volatility risk for the muni market, says Bob DiMella, Co-head of MacKay Municipal Managers, who discusses considerations for the next president, including the expiring USD 10,000 SALT cap.

The Fed cut for the first time since 2020 by 50bps, though some still believed it was only going to cut by 25bps. For the bond market, it isn't all about price stability, but now also full employment. So, what is next for the Fed and the economy?

The recent ruling is significant and may impact companies’ buy-sell agreements and succession plans. Many owners may not be aware of the major implications the potential increase in tax burden for their business continuation strategies.

What will markets look like heading into the election? Nadia Lovell, CIO Senior US Equity Strategist, weighs in on potential volatility and how the proposals Trump and Harris discussed in their first—and potentially only—debate could affect inflation and sectors, like housing and tech.

Energy powers the global economy. It heats your home, powers your lights, fuels your transportation; and has improved human conditions across the globe over the last 100+ years. Demand has doubled over the last 40 years, and yet our thirst for it increases by the day. So, where do we go from here, you ask?  

The “miracle drug”, aka GLP-1 or Ozempic, swept the world with a solution for weight loss and to fight diabetes. But now, after all that hype, the patents are about to expire, and the prices are too high. Are healthcare investors fearing that profits might be dropping to zero? And with elections right around the corner, what are the candidates saying about imposing price gaps?

It was a breath of fresh air in Jackson Hole the other week as Powell aimed for rate cuts to end the year. Inflation has been receding and the job market has been stable. What might the new frontier look like?

What could a path to success look like for Kamala Harris? Patti Solis Doyle, Partner and Head of US Public Affairs, Brunswick Group, explores ways Harris could reach the 270 electoral votes needed to win the election, as well as possible outcomes for the House and Senate races, and more. 

A successful campaign takes ideas, communication, and energy, says Lanhee Chen, Partner, Brunswick Group, who digs into the possible pathways to victory for presidential candidates Donald Trump and Kamala Harris.

It was a breath of fresh air in Jackson Hole the other week as Powell aimed for rate cuts to end the year. Inflation has been receding and the job market has been stable. What might the new frontier look like?

The implications of the US election will reach beyond US borders, affecting emerging markets like Mexico, China, and India. Alejo Czerwonko, Chief Investment Officer, Emerging Markets Americas, sheds light on how November’s winner could shape the overall direction of these relationships.

Following what has been a turbulent period in the markets, heading into this week all eyes were on economic data, spanning inflation to retail sales to the labor market. What did the data points reveal?

Analyst expectations point to a Fed rate-cutting cycle that starts in September. Rich Clarida, Global Economic Advisor at PIMCO and former Vice Chair of the Federal Reserve, explains why this is likely and what goes into the Fed’s decision.

The yen carry trade has been in headlines recently with some strategists citing the popular investment strategy as a reason for the volatility in global markets recently. With that in mind, we’ll discuss the “yen carry trade,” how much money was part of it and if it could cause further disruptions to markets.

During times of market volatility, many investors could get easily rattled and emotions can influence investor's behavior. For those of you who are new to investing or are set to inherit wealth, there are some lessons to be learned.

Have you ever considered investing in the sports industry? There is no denying the private markets have become more appealing for investors. But why?

Kamala Harris has selected her running mate, but who is Tim Walz? Shane Lieberman, Senior Governmental Affairs Advisor, explores the Minnesota Governor’s background, policies, and why Harris may have picked him.

Kamala Harris has selected her running mate, but who is Tim Walz? The Office of Public Policy’s Shane Lieberman explores the Minnesota Governor’s background, policies, and why Harris may have picked him.

If you’ve been paying attention, you’ve seen significant market volatility —sparked by the recent July jobs report —re-igniting the question of a recession. What does this do to our outlook? Is your portfolio prepared for what’s next?

The market for weight loss drugs, known as GLP-1, is estimated to reach USD 100-150bn by 2030. Users are drinking less soda and eating fewer processed foods and are demanding fresh foods. How do it impact the health and food systems?

Solita Marcelli, Chief Investment Officer Americas, breaks down CIO's outlook following Friday's jobs report and resulting market volatility.