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.”
Having already digested 90% of the S&P 500’s second quarter results, investors this week parsed earnings for the major retailers still left to report. Despite the likes of Home Depot and Wal-Mart continuing the recent trend of companies delivering better-than-expected earnings, the recent rise in longer-term bond yields is dampening investors’ enthusiasm for stocks.
