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.”
We present our Outlook 2025 publication titled “Lessons Learned,” in which we discuss the resilience of the U.S. economy in 2024, highlighting the significant contributions of major technology companies to profit growth and providing insights on asset allocation strategies for 2025. Additionally, our team of analysts provide a look-back on each of the firm’s strategies and a primer on the environment for each in the year ahead.
We present the fourth quarter 2024 Market Letter publication titled, “Awaiting the Score,” in which Chief Investment Officer George Hosfield, CFA, outlines the positive impact of receding inflation, renewed profit growth and the Fed’s monetary policy on investors. Krystal Daibes Higgins, CFA, discusses the skepticism and evolving debate around the ROI of artificial intelligence (AI). Lastly, Brad Houle, CFA, asks the question, “How Far, How Fast?” when it comes to the Fed’s rate cuts.
Chief Investment Officer George Hosfield, CFA, presents the firm's quarterly Investment Strategy titled, "We’ve Landed."
We present the third quarter 2024 Market Letter publication titled, “We’ve Landed,” featuring articles written by George Hosfield, CFA, Dean Dordevic and Joe Herrle, CFA.
