Federated Hermes, Inc.

Hear & Now from Federated Hermes

Business EN ↓ 42 Folgen

Educated discussions regarding the markets and general investment news.

Besuch unbedingt die Website des Podcasts und unterstütze die Macher: hearandnowfromfederated.fireside.fm

Autor

Federated Hermes, Inc.

Kategorie

Business

Neueste Folge

25. Jan 2024

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Episode 42: Progress over perfection 25.01.2024

2024 outlook: Part 1. Special Guests: Phil Orlando and RJ Gallo.

Episode 43: Surprises to come 25.01.2024

2024 outlook: Part 2. Special Guests: Phil Orlando and RJ Gallo.

Episode 41: In defense of dividends 11.08.2023

The past, present and future of dividend investing. Special Guest: Deborah Bickerstaff.

Episode 40: Putting the inflation genie into its lamp 25.04.2023

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 20.01.2023

Special Guests: Phil Orlando and RJ Gallo.

Episode 38: Small but mighty 06.01.2023

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? 06.12.2022

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 04.08.2022

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 13.07.2022

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 09.05.2022

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 33: Undeniably hawkish 01.04.2022

This episode is a special recording of a roundtable discussion Linda Duessel, senior equity strategist, led with Susan Hill, senior portfolio manager and head of the Government Liquidity Group, R.J. Gallo, senior portfolio manager, head of the Municipal Bond Group and the Duration Committee, and Phil Orlando, chief equity strategist and head of Client Portfolio Management, discussing the latest Fe...

Episode 32: The tortoise moves forward 14.03.2022

Senior Equity Strategist Linda Duessel discusses the compelling opportunities of dividend-paying stocks with Daniel Peris, senior portfolio manager and head of the Strategic Value Dividend team at Federated Hermes. Special Guest: Daniel Peris.

Episode 31: Munis and Infrastructure 28.01.2022

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 21.01.2022

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 Da...

Episode 29: Future-proofing for intergenerational wealth transfer 04.11.2021

Federated Hermes Senior Equity Strategist Linda Duessel discusses intergenerational wealth transfer with Mary Green, a client portfolio manager focused on ESG. Special Guest: Mary Green.

Episode 28: Bread crumbs 01.09.2021

Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Phil Orlando, chief equity market strategist, and Steve Chiavarone, portfolio manager and equity strategist. Special Guests: Phil Orlando and Steve Chiavarone.

Episode 27: Classic economics vs. new paradigm 01.07.2021

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 26: Time for value 07.06.2021

Senior Equity Strategist Linda Duessel moderates a discussion with Linda Bakhshian, head of the value income team, and Steve Gutch, portfolio manager. Special Guests: Linda Bakhshian and Steve Gutch.

Episode 25: Opportunities across the yield curve 19.04.2021

Steve Chiavarone, portfolio manager and equity strategist at Federated Hermes moderates a discussion with CIO for Liquidity Markets Debbie Cunningham and Senior Portfolio Manager Nick Tripodes. Special Guests: Deborah Cunningham and Nick Tripodes.

Episode 24: International growth opportunities 06.04.2021

Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Martin Schulz, managing director of international equity. Special Guest: Martin Schulz.

Episode 23: Keep your seat at the table 11.03.2021

Investing responsibly in a volatile world. Linda Duessel, senior equity strategist at Federated Hermes, moderates a discussion with Martin Jarzebowski, director of responsible investing. Special Guest: Martin Jarzebowski.

Episode 22: Bullish year ahead expected 30.12.2020

Senior Equity Strategist Linda Duessel moderates a 2021 outlook discussion with Chief Equity Market Strategist Phil Orlando and Senior Fixed Income Portfolio Manager RJ Gallo. Special Guests: Phil Orlando and RJ Gallo.

Episode 20: Parties, policies and portfolios 23.10.2020

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 23.10.2020

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.

Episode 19: Rates are going to be low for a long time 02.09.2020

Linda Duessel, senior equity strategist at Federated Hermes, continues her discussion with Don Ellenberger, head of multisector strategies. Special Guest: Don Ellenberger.

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