Steve Chiavarone

Chief Equity Strategist, Federated Hermes
· tracked since May 2026
Calls 1 1 Posts tracked · 0.5/day
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EEM long +0.6%
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EEM ×1
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EEM long 1 day ago
Win Rate 100% Long 1 Short 0
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90d
Average Return +0.6% Long Return +0.6% Short Return -
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Long
May 26
$68.07
+0.6%
Prefer EM over developed markets
Steve Chiavarone prefers emerging markets over developed markets, arguing that emerging markets are less dependent on the Strait of Hormuz and stand to benefit from a resolution to the conflict, while Europe and parts of Asia are already lagging due to oil sensitivity. He also expects that U.S. equities will outperform as they are least dependent on the conflict.
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