Steve Chiavarone - Podcast Details

Shows

Bloomberg SurveillanceSingle Best Idea with Tom Keene: Steve Chiavarone & Lori CalvasinaTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Steve Chiavarone & Lori Calvasina. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.2025-04-1404 min

Bloomberg SurveillanceGlobal Bond Turmoil Amid German Spending and Uncertain US PolicyWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 6th, 2025Featuring:1) Steve Chiavarone, Senior Portfolio Manager at Federated Hermes, on why he remains constructive on the economy and investment environment despite so much policy uncertainty in DC. Markets are focused on the global bond rout and economic fallout from the brewing Trump-led trade war, with bond investors waiting for the European Central Bank's meeting and interest rate decision.2) Katharine Neiss, Chief European Economist, PGIM Fixed Income, reacts to the ECB decision and...2025-03-0635 min

Bloomberg SurveillanceBloomberg Surveillance TV: December 16, 2024- Steve Chiavarone, Head of Multi-Asset Solutions, Federated Hermes- Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management- Lydia Boussour, Senior Economist, EY Steve Chiavarone of Federated Hermes says, "we are underestimating the growth that's going to come from the policies and overestimating the inflation," about the incoming Trump administration. Kelsey Berro of JPMorgan warns despite labor market resilience, "the unemployment rate is actually creeping higher." Lydia Boussour of EY is expecting a "more business-friendly environment" next year.See omnystudio.com/listener for privacy information.2024-12-1624 min

The Treasury Update PodcastShort-Term Investing Series by Federated Hermes - Part 4: Election and Fed Actions: The Interaction of Fiscal and Monetary PolicyIn this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes, Sue Hill, John Mosko and Steve Chiavarone, join Craig Jeffery to discuss the intersection of fiscal and monetary policy amid recent Fed rate cuts and the impending elections. They explore how the Fed’s adjustments to interest rates and possible election outcomes could shape market expectations, inflation, and policy changes. Speakers: Craig Jeffery, Managing Partner at Strategic Treasurer Susan Hill, CFA - Head of Government Liquidity Group, Senior Portfolio Manager, Senior Vice President, Federa...2024-10-2833 min

UBS On-Air: Market MovesTalking Markets: Year-Ahead edition with Steve Chiavarone of Federated HermesSteve Chiavarone stops by the 1285 podcast studio to outline his macro and market expectations for 2024. We also spend time discussing the risks and headwinds facing markets in the new year and where to locate opportunity across multiple asset classes. Steve Chiavarone is the Head of Multi-Asset Solutions, an Equity Strategist, and a Senior Portfolio Manager with Federated Hermes. Host: Daniel Cassidy 2023-12-1315 min

Worldwide ExchangeSeptember Jobs Report, High Rates vs. Stocks, and the Volatile Trading Week 10/06/23The monthly jobs report is out today, with economists expecting employers to have added 170,000 jobs in September. Aetrex Worldwide's Matt Schwartz describes the employment landscape in his industry. Plus, high rates continue to put pressure on stocks. Federated Hermes' Steve Chiavarone and F/M Investments' Alex Morris explain. And, how will the markets close out what's been a volatile trading week? CIC Wealth's Malcolm Ethridge weighs in. 2023-10-0644 min

Hear & Now from Federated HermesEpisode 37: Is recession around the corner?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.2022-12-0645 min

Hear & Now from Federated HermesEpisode 34: Ahead of expectationsGlobal 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.2022-05-0947 min

Hear & Now from Federated HermesEpisode 31: Munis and InfrastructureEquity 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.2022-01-2829 min

Hear & Now from Federated HermesEpisode 28: Bread crumbsLinda 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.2021-09-0120 min

Hear & Now from Federated HermesEpisode 27: Classic economics vs. new paradigmSenior 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.2021-07-0117 min

Hear & Now from Federated HermesEpisode 25: Opportunities across the yield curveSteve 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.2021-04-1921 min

Hear & Now from Federated HermesEpisode 17: One size does not fit allSteve Chiavarone, portfolio manager and equity strategist at Federated Hermes, moderates a discussion with Martin Jarzebowski and Debbie Cunningham on ESG integration and liquidity.Special Guests: Deborah Cunningham and Martin Jarzebowski.2020-07-2916 min

Hear & Now from Federated HermesEpisode 15: Life beyond lockdown: how the coronavirus will accelerate existing global trendsAoifinn Devitt, head of investment - Ireland, moderates a discussion with Kunjal Gala, co-portfolio manager on the Global Emerging Markets team, and Steve Chiavarone, portfolio manager and equity strategist.Special Guest: Kunjal Gala.2020-05-1850 min

MONEY WITHOUT MATHReady or Not...Now What?Steve Chiavarone, portfolio manager and equity strategist for Federated Hermes brings his expertise to the table as he tackles 5 key questions from inflation to bringing production back to the US and why now is still the time to stay invested. 2020-05-1434 min

FundCalibre - Investing on the go66. Kentucky. There’s more to it than just fried chickenMark Sherlock, lead portfolio manager of the Hermes US SMID Equity fund, and his colleague Steve Chiavarone, discuss ditching oil-related companies and shopping malls and reinvesting in tech. They also talk about the possibility of the US bringing manufacturing home - and how smaller companies could be a big part of reconfigured supply chains… With one of lowest tax rates in the world, an educated workforce and plenty of room, is Oklahoma the place to be in the ‘twenties’?Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you...2020-05-1318 min

Hear & Now from Federated HermesEpisode 14: Most of the way back to normalSteve Chiavarone, portfolio manager and equity strategist at Federated Hermes, moderates a discussion with Debbie Cunningham, CIO for global liquidity markets.Special Guest: Deborah Cunningham.2020-05-0813 min

Hear & Now from Federated HermesEpisode 12: Patience and long-term view requiredSteve Chiavarone, portfolio manager and equity strategist at Federated Hermes, moderates a discussion with Phil Orlando, chief equity market strategist.Special Guest: Phil Orlando.2020-03-2720 min

Hear & Now from Federated HermesEpisode 4: Growth investing in a low-growth environmentWhat are the hallmarks of an investable IPO? Listen as Steve Chiavarone, portfolio manager and equity strategist at Federated Investors, moderates a discussion with Steve DeNichilo, portfolio manager.Special Guest: Stephen DeNichilo.2019-09-2517 min

Hear & Now from Federated HermesEpisode 5: Growth investing in a low-growth environment: part 2How can investors identify opportunities in the growth space? Listen as Steve Chiavarone, portfolio manager and equity strategist at Federated Investors, moderates a discussion with Steve DeNichilo, portfolio manager.Special Guest: Stephen DeNichilo.2019-09-2521 min