Federated Investors reviews the economy and their Strategic Value Dividend strategy during the second quarter of 2013. [+] Read More

Federated Investors’ Senior Portfolio Manager, Philip Orlando, goes in depth with the latest economic and corporate news affecting the stock market. "Over the past four years, the financial markets have shrugged off a mixed, but improving, economic picture, while largely ignoring the ongoing fiscal-policy dysfunction in Washington. Focusing instead on the resilience of the U.S. economy and a powerful rebound in corporate profits, stock investors have driven the Dow Jones Industrial Average to an all-time record high on the fourth anniversary of the Great Recession’s market’s trough, while the other major equity indices are not far off." Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More

Federated Investors’ November commentary gives their take on recent and upcoming events in the market and economy, as well as a recap of the Strategic Value Dividend portfolio’s performance. "Through the month of November, the Strategic Value Dividend portfolio proceeded on its way to achieving its objectives of providing a high-level of current income, long-term capital appreciation driven by dividend growth and lower downside risk. The portfolio finished with a gross dividend yield that measured 4.96% in line with its 5.0% target. This was significantly higher than the 2.28% yield of the broad market S&P 500 Index, as well as the 4.00% yield of the Dow Jones Select Dividend Index that aims to reflect the domestic dividend-paying universe." Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More

In their September commentary for the Strategic Value Dividend portfolio, Federated Investors summarizes what they see for the final quarter in 2012. "As the fourth quarter of 2012 begins and the broad market focuses on issues such as the upcoming election, the persisting debt crisis in Europe, etc., the Strategic Value Dividend portfolio will continue to stay above the fray and remain rooted in its unwavering dedication to provide its investors with a high and rising dividend cash stream. By investing in companies that have both the ability and the inclination to pay and increase their dividends, the Strategic Value Dividend portfolio also seeks to position itself well to achieve superior long-term total returns for its investors, since history has shown dividend yield and dividend growth to be the primary drivers of historical total returns in equities. The portfolio is further complemented by the natural lower downside risk features of its high quality, high yielding holdings. All of these factors may make the Strategic Value Dividend portfolio a viable strategy for a wide array of investors, and demonstrate the benefits of investing in high quality, well-established companies that pay large and rising dividends to their investors." Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More

Federated Investors' latest report discusses stock market and dividend returns based on the outcome of the Presidential election. "History suggests that investors could benefit from paying attention to the presidential election cycle. In modern times, the fourth year of a president's term has tended to be a positive one for stocks, as the incumbent does all the he can to remain in office. But what happens if the president comes from one party, and Congress is headed by another? What if the race is close? What if it’s a landslide? And does it matter if the winner is a Republican or a Democrat? All of these outcomes can have potential implications for the economy-and the markets." Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More

Chief Investment Officer of equities at Federated Investors, Stephen Auth, examines the sovereign debt situation in Italy and the chances of Italy defaulting. "It's one thing if Greece were to default (though that's looking less likely); it's entirely another if the euro-zone’s third-largest economy struggles to pay up. The worry is that nearly $260 billion of Italy's sovereign debt rolls over this year, with a significant chunk coming due next month. If investor appetite for Italian debt doesn't hold up, Italian bond yields may spike, Spain may follow and the risk-off trade is back on with a vengeance. We think this sort of thinking is misguided." Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More

Stephen Auth, Chief Investment Officer for equities at money manager Federated Investors reviews three main global focal points: Japan's recovery and outlook from the nuclear threat, the continued violence in the Middle East, and the increasing US economic recovery. Given their views on these events, Federated reiterates its year-end target of 1450 on the S&P500. Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More

That's not my quote; that comes from the Oracle of Omaha. At an economic development summit in Montana on Monday, Warren Buffett said business at all his firm's diverse businesses is on the rise. His comments fit with much of the recent economic data that has been pouring in, including some this week (see below). Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More

Federated believes we are coming out of a 25 year period where the interest of investors was fixated on rising stock prices, and away from the cash component of equities. Due to the recent economic and financial environment, Federated thinks that an increasing amount of investors will start seeking a better cash return on their investments, and that dividend strategies will do well as companies start to become more dividend oriented. Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More