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.”
First Quarter 2005 – “Chindia” by George Hosfield, a recap of his recent visit to China and India, “Insights” insert titled “How Do We Integrate our Economic Outlook into the Portfolio Building Process?,” Market Outlook, blurb on proxy voting.
Fourth Quarter 2004 – Greenspan’s Gordian Knot, 2005 Forecast, “Insights” insert: Foreign Exchange, Trade Imbalances and the Implications of a Weaker Dollar, Professional Profile on Deidra Krys-Rusoff
Third Quarter 2004 – Crude Realties, Calculus and the Killian Letters, Market Outlook, “Insights” insert with fixed income team of Marc Fovinci and Mike Knebel, Professional Profile on Alan Bloch, firm controller
Third Quarter 2003 – Market Overview, “Insights” Q&A with Jim Rudd regarding the industrials sector, Professional Profile on traders Carolyn Pile and Sydnie Beckman
Second Quarter 2003 – Market Overview, “Insights” insert Q&A with Mike Knebel regarding minimizing bond risk, Professional Profile on the Operations Team
First Quarter 2003 – Market Overview, “Insights” insert Q&A with the International research team of Ralph Cole, Jason Norris, Jim Rudd and George Hosfield, Professional Profile on Executive Assistants
Fourth Quarter 2002 – Market Overview, “Insights” insert Q&A with Jason Norris regarding the telecommunications sector, Professional Profile on Jim Rudd
Third Quarter 2002 – Market Overview, “Insights” insert Q&A with Mark Kralj regarding the energy sector, Professional Profile on Marc Fovinci
Second Quarter 2002 – Market Overview, “Insights” insert with the research team of Ralph Cole, Lori Flexer and Jason Norris, Professional Profile on Dean Dordevic
First Quarter 2002 – Market Overview, “Insights” insert Q&A with Marc Fovinci regarding corporate bonds, Professional Profile on Emily Genor
Fourth Quarter 2001 – Market Overview, “Insights” insert Q&A with Jim Rudd on consumer discretionary sector, Professional Profile on Erica S. Rocheleau
Second Quarter 2001 – Market Overview, “Insights” special insert Q&A with Mike Knebel on energy and investing, Professional Profile on Molly Clarke
First Quarter 2001 – Market Overview, “Insights” special insert which is a Q&A with Ralph Cole on interest-sensitive stocks, Professional Profile on Mark Kralj
Third Quarter 2001 – Market Overview, “Insights” insert Q&A with George Hosfield on the technology sector, Professional Profile on Jason Norris
