George Hosfield, CFA, discusses Ferguson Wellman's quarterly strategy titled, "Inflation's Flame Flickers," which addresses the narrow market leadership, the impact of higher interest rates on inflation and how assets are priced at this stage of the economic cycle.
George Hosfield, CFA, discusses the firm's quarterly strategy titled "Stalemate," which highlights the Fed's ongoing battle to tame inflation along with our views on the health of the banking industry and capital market expectations for the balance of the year.
Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”
Bloomberg U.S. Aggregate Index
Bonds made headlines last year for all the wrong reasons. Spurred by dramatic interest rate increases from the Federal Reserve, the U.S. bond market posted its worst annual performance in modern history. As a result of last year’s sell-off in bonds, bond yields have reset to higher levels not seen in over a decade.
