Principal and Head of Fixed Income, Brad Houle, CFA, discusses the math at work in fixed income investing and the relationship between bonds and interest rates.
Bond Math
Recording: Mid-Year Economic Outlook Webinar with Portland and Puget Sound Business Journals
Ferguson Wellman presents its mid-year investment outlook in partnership with the Portland and Puget Sound Business Journals. Originally aired July 13, 2022.
Third Quarter 2022 Market Letter: Balancing Act
Read our Market Letter publication for the third quarter 2022 titled, Balancing Act, in which George Hosfield, CFA, Dean Dordevic and Brad Houle, CFA, share our thoughts on inflation, interest rates, recession risk and how to position portfolios in this environment.
Third Quarter 2022 Investment Strategy Video: Balancing Act
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.”
Capital Markets Update: Is This as Bad as It Gets?
Amid growing investor pessimism, for the first time in more than two decades, the Dow Jones Industrial Average has now declined for seven consecutive weeks. Similarly, the S&P 500 and the NASDAQ have dropped for six straight weeks … the first time since 2011 and 2012, respectively. Given the material correction we have witnessed across most asset classes, we think it timely to share our current market outlook.
Back in Black: the Resurgence of Oil
Shawn Narancich, CFA, shares our thoughts on the issues of oil supply and demand and our outlook for the energy sector.
Second Quarter 2022 Market Letter Publication: Kryptonite
The second quarter 2022 issue of Market Letter, our quarterly investment publication, titled, Kryptonite.
Second Quarter 2022 Investment Strategy Update: Kryptonite
Chief Investment Officer, George Hosfield, CFA, discusses our second quarter Investment Strategy titled, “Kryptonite.”
2022 Investment Outlook Video: Extraordinary to Ordinary
Outlook 2022: Extraordinary to Ordinary
Fourth Quarter 2021 Investment Strategy Video
Fourth Quarter 2021 Market Letter: Speed Bumps
Third Quarter 2021 Investment Strategy Webinar
On July 22, our firm hosted an Investment Strategy Update webinar presented by Charissa Anderson, CFP®, CDFA®, Ralph Cole, CFA, and Jason Norris, CFA.
A recording of the presentation can be viewed below and the slides can be found by clicking the button below.
Third Quarter 2021 Market Letter: Coming in Hot
Third Quarter 2021 Investment Strategy Video: Coming in Hot
George Hosfield, CFA, chief investment officer and director of the firm, discusses our third quarter outlook.
Second Quarter 2021 Investment Strategy Webinar
On April 20, our firm hosted an Investment Strategy Update webinar presented by Chief Investment Officer, George Hosfield, CFA, and Head of Fixed Income, Brad Houle, CFA.
A recording of the presentation can be viewed below and the slides can be found through this link.
Second Quarter 2021 Investment Strategy Video: Approaching 88 MPH
Q2 2021 Investment Strategy Video with Brad Houle, CFA, head of fixed income at Ferguson Wellman and West Bearing Investments.
Market Letter Second Quarter 2021: Approaching 88 MPH
Quarterly publication discussing our investment strategies and the capital markets for the second quarter of 2021 titled, “Approaching 88 MPH.”
