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.”
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.
We are pleased to present our 2015 Investment Outlook video titled, "Riding the Global Liquidity Peloton." Ralph Cole, CFA, executive vice president of research and Investment Policy Committee member, discusses what we believe will occur in the markets in 2015.
To view this 12-minute video, please click here or on the image below.
We are pleased to present our Investment Outlook: Fourth Quarter 2014 video titled, "Not Too Hot, Not Too Cold." This quarter, Chief Investment Officer George Hosfield, CFA, addresses the factors contributing to recent market volatility and what that means for our outlook going forward.
To view our Investment Outlook video, please click here or on the image below.
We are pleased to present our Investment Outlook: Second Quarter 2014 video titled, "Spring Thaw". This quarter, Chief Investment Officer George Hosfield, CFA, discusses how the weather impacted the economy and what we believe that means for the continued recovery.
To view our Investment Outlook video, please click here or click on the image below.
We are pleased to present our Investment Outlook: First Quarter 2014 video titled, “Removing the Training Wheels.” This quarter, Chief Investment Officer George Hosfield, CFA, discusses how the Fed will approach tapering of quantitative easing and what we believe will occur in the economy, particularly in regards to the unemployment rate, interest rates and stock market return expectations.
To view our Investment Outlook, please click here or on the image below.
