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.”
Head of Fixed Income and Principal Brad Houle, CFA, presents the firm's quarterly Investment Strategy titled, "So Far, So Good." In the video he discusses how the Fed's fight on inflation is faring, our belief that commercial real estate is not similar to residential real estate circa 2008 and investors' expectations for earnings for the remainder of the year.
Shawn Narancich, CFA, shares our thoughts on the issues of oil supply and demand and our outlook for the energy sector.
On Tuesday, inflation numbers came in hot across most components. According to the release of March inflation figures, consumer prices have risen by 8.5% over the past year and 1.24% month-over-month, a rate of increase not seen in more than 40 years.
The West Bearing team has expanded, with the hiring of their third portfolio manager, Nathan Putnam. West Bearing recently surpassed $500 million assets under management and needed additional capacity to serve more clients.
For many owners, selling or transitioning their business often ranks as the most important financial decision of their lives. Not only is this decision often highly emotional, but many additional factors exist that require careful attention and evaluation.
