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 we celebrate Labor Day this weekend, we thought it appropriate to look at the current employment situation in the United States. The job market has been surprisingly robust since the elevated unemployment due to the COVID-19 pandemic and economic shutdown.
“Are we there yet?” is a familiar back seat refrain that often occurs during long, summertime road trips involving bored children and their beleaguered parents. As we transition through our second COVID-affected summer, this frustration is also felt by investors and other market participants who long for some return to “normal.” Surely, we must all be there by now, right?
We are beginning to see the end of the pandemic as U.S. vaccine distribution begins this week. In addition, our research partner, Evercore ISI Research, is projecting that 100 million people will be vaccinated by end of the first quarter. Along with this victory comes predictions for the unfolding outcome for post-pandemic commercial real estate. The big debate centers around the persistence of the “work from home” trend permanently impacting demand for office space.
All day and every day we are bombarded by economic, company and political news. And not just U.S. news, but global news as well. Even in normal times this can seem overwhelming, and especially so during a pandemic.
