Chief Investment Officer George Hosfield, CFA, presents the firm's quarterly Investment Strategy titled, "Awaiting the Score." In the video, he discusses how the Fed is shifting its focus to the labor market.
Investment Strategy Video Third Quarter 2024
Chief Investment Officer George Hosfield, CFA, presents the firm's quarterly Investment Strategy titled, "We’ve Landed."
Second Quarter 2024 Investment Strategy Video: So Far, So Good
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.
Investment Strategy Video: Inflation's Flame Flickers
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.
Investment Strategy Video: Stalemate
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.