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.”
Amid growing investor pessimism, for the first time in more than two decades, the Dow Jones Industrial Average has now declined for seven consecutive weeks. Similarly, the S&P 500 and the NASDAQ have dropped for six straight weeks … the first time since 2011 and 2012, respectively. Given the material correction we have witnessed across most asset classes, we think it timely to share our current market outlook.
