Federated Hermes market views, organized for advisors.

The Federal Reserve held rates steady at 3.50% to 3.75%, but the bigger signal was a clear shift toward a more cautious inflation outlook.

Policymakers lifted their core PCE forecast for 2026 to 3.3% and moved the policy-rate path higher,...

The IPO market is reflecting a new wave of innovation-led creative destruction, with many companies now reaching the public markets after years of heavy private investment during the Covid era.

These businesses are often well capitalized and technically advanced, and...

The Federal Reserve delivered a clear hawkish surprise, with Chair Kevin Warsh signaling that inflation control is now the central priority.

The tone was more restrained than usual, and the absence of forward guidance suggests markets may get fewer clues...

Asia ex-Japan is being shaped by a sharper divide between crowded winners and overlooked opportunities.

AI-linked companies in South Korea and Taiwan continue to drive much of the region’s performance, but expectations are high and the margin for error is...

Emerging market equities have outperformed despite a difficult backdrop of tariffs, geopolitical tension, and commodity volatility, suggesting the asset class may be in the early stages of a longer multi-year cycle.

What has changed is the quality of many EM...