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.”
This week, yields on the benchmark 10-year U.S. Treasury rose to their highest level since 2007. Earlier this spring, market stress linked to the banking sector led safe-haven buyers to the safety of U.S. Treasuries, and the 10-year Treasury hit a year-to-date low of 3.30% in early April.
Negative interest rates have been in the news this year and have been the source of questions from clients. Negative Interest rates are an extraordinarily unusual phenomenon where an investor pays for the “privilege” of loaning a country money.
