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.”
As traders were nursing their wounds from early bracket pains, the market saw that U.S. stocks were muted this week, up 0.2 percent. Investors’ reactions to finally getting the anticipated Fed rate hike were tempered by oil production figures from OPEC, causing concern early in the week.
The markets were quiet this week investors awaited Janet Yellen’s commentary on the Fed’s annual Jackson Hole summit. As the week came to a close, the S&P 500 sold off slightly, finishing the week down 0.6 percent. Healthcare stocks fared far worse, selling off 2.2 percent following Hillary Clinton’s statements regarding the price increase of EpiPen®, a Mylan
The circus of two political party conventions and some big economic news did not sway the markets this week. Domestic equity markets remained relatively flat even with the S&P 500 setting another intra-day high. International equity markets
Stocks finished the week off by only 0.80 percent, recovering some of the losses suffered Thursday after the Fed voted to keep interest rates unchanged. Similarly, the Bank of Japan and Bank of England are also maintaining their monetary
The resilience of the equity markets has been quite impressive. At the time of the February lows, pessimism was rampant. Faith in the Chinese economy was shaken, gold was on the rise and there were faint whispers of imminent recession. Fast forward six weeks and the S&P 500 has rallied
Ferguson Wellman Capital Management is happy to announce that Timothy D. Carkin, CAIA, CMT, has reached the important milestone of his 10th anniversary milestone at the firm. Carkin heads our trading and operations departments and is a member of the investment team. He also serves as an analyst for our firm’s alternative investments team and Strategic Opportunities investment strategy.
Carkin began as a trading associate but has had several promotions during his tenure at Ferguson Wellman. He consistently presents ideas for more efficient processes and best practices. Carkin holds the firm’s record for most “You Made It Happen” awards, a yearly internal recognition of employees that best embody the firm’s core values.
Carkin also represents Ferguson Wellman well throughout the community. He is involved with the City of Sherwood Budget Committee, Educational Recreation Adventures organization and the Oregon Council on Economic Education.
