Federated Hermes

Investors are beginning to assess who will be the winners and losers during Trump’s second term. https://bit.ly/3V3gwBw

There’s still time to register to join our post-election webcast on Tuesday, Nov. 19 at 2 pm ET. My esteemed colleagues RJ Gallo, Steve Chiavarone, CFA and I will join Michelle (Ausefski) Doyle to recap the elections and discuss potential policy, economy and markets implications. Sign up here: https://bit.ly/4hVfVMc

In the week after the election, stocks may have found themselves a little giddy. But neither giddiness nor despair is cause for a snap decision. https://bit.ly/3Zn8iqR

Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain. https://bit.ly/4hSsojA

Dividend investing is a long game, explains Federated Hermes’ Daniel Peris: https://upl.inc/ozzjfb

Equities CIO Stephen Auth says the coming Trump presidency is likely to be positive for economic growth and, eventually, for lower inflation and interest rates. https://bit.ly/3Z1TBZQ

When push came to shove, it seems most voters prioritized the prospect of better fiscal policies out of Washington. Phil Orlando, CFA weighs in: https://bit.ly/3UPaGnz

It was an election year like no other. With (almost all) the results now in, what are the implications for investors? Read Linda Duessel's assessment: https://bit.ly/4hKC0wU

Chair Powell rebuffed questions about the Fed's future, but his nebulous comments give the FOMC latitude: https://bit.ly/4eozb1R

As expected, the Fed issued a quarter-point cut at today’s FOMC meeting. Without a Summary of Economic Projections, markets will have to glean what they can from Chair Powell’s comments for hints about the path of monetary policy moving forward.