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Phil Orlando
Chief Market Strategist and Global Head of Investment Directors at Federated Hermes with decades of investment experience, providing macro and market strategy commentary on elections, fiscal policy, trade, and the Federal Reserve.
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Nov 30, 2025
• 24min
Talking Markets Podcast with Phil Orlando of Federated Hermes
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Phil Orlando, Chief Market Strategist at Federated Hermes with extensive investment expertise, shares insights on election outcomes and their influence on the 2026 midterms. He analyzes how recent Democratic wins might shift the political landscape and discusses the government's urgent actions with an eye on upcoming campaigns. Orlando also elaborates on trade policy, predicting legal support for presidential authority and its positive effects on the trade deficit. Finally, he offers a bullish outlook for the S&P and advises patience in market positioning.
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