Steve Auth
Executive Vice President and Chief Investment Officer of Equities at Federated Hermes, known for equity strategy and portfolio management insights focused on long‑term earnings and AI themes.
Best podcasts with Steve Auth
Ranked by the Snipd community
19 snips
Dec 17, 2025 • 41min
Traders Stick With Two 2026 Fed Cuts After Jobs Data
Steve Auth, CIO of Equities at Federated Hermes, questions if the AI boom signals a market bubble while projecting strong GDP growth. Eric Winograd, Chief U.S. Economist at AllianceBernstein, analyzes how recent jobs data indicates potential Fed cuts due to labor market shifts. Stephen Kim, Head of Housing Research at Evercore ISI, addresses the disappointing household formation rates and forecasts modest declines in housing prices, emphasizing that real estate dynamics are more influenced by life events than interest rate changes.
12 snips
Aug 6, 2025 • 47min
Market Volatility in 2025
Mike Wilson, Chief US Equity Strategist at Morgan Stanley, shares insights on the equity rally and volatility expectations for 2025. Anastasia Amoroso, Chief Investment Strategist at Partners Group, discusses the potential of private investments and their market approach, referencing changes in pricing transparency. Steve Auth, CIO of Federated Hermes, examines the soft-hard data gap and its implications for the equity outlook. Together, they unpack strategies for navigating uncertainty while revealing intriguing predictions about market dynamics and equity performance.
