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.”
“The path of the economy will depend significantly on the course of the virus.” Chairman Jerome Powell reiterated this point emphatically in his comments following the two-day meeting of the Federal Open Market Committee (FOMC). To most people this may seem like stating the obvious, but sometimes it bears repeating, especially considering the data released this week.
The COVID-19 crisis has been the perfect storm for commercial real estate. While the economy is showing signs of life as most of the country reopens, the shock to the commercial real estate market was unprecedented.
Please click on the below image to view the recording of the Investment Strategy webinar given on July 22 by Chief Investment Officer George Hosfield, CFA, and Brad Houle, CFA, our head of fixed income.
Economic data the past week reinforced the view that the U.S. economy continues to improve. This was highlighted by the retail sales number released by the U.S. Department of Commerce on Thursday morning.
Third Quarter 2020 Wealth Management Strategies: Planning for the Known and Unknown, by Mary Lago, CFP, CTFA.
Looking back on the first six months of fixed income performance this year reveals a stark tale of two strikingly different quarters.
We are pleased to present our Investment Strategy Video for the third quarter of 2020 titled, “Start Me Up.”
Economic signals indicate that the recovery has begun around the world. As expected, China has been the first to emerge from recession, and their economy is moving forward.
The Coronavirus Aid Relief and Economic Security (CARES) Act waives required minimum distributions (RMDs) from retirement accounts for 2020.
Preliminary June manufacturing activity gauges pointing to continued progress in re-opening the economy have given way to rising concerns about a resurgence of coronavirus.
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
Many investors are puzzled by the apparent disconnect between the U.S. stock market and an economy that remains in recession with an unemployment rate last seen in the Great Depression.
Chief Investment Officer, George Hosfield, CFA, appeared on Medford’s KDRV segment, “Money Alert” on June 12, 2020.
In recent months, stocks have experienced an impressive rally, resulting in many commentators and analysts creating new and unusual analogies. This week, our favorite is “the market’s new coffee table.”
On Wednesday, June 10, our Chief Investment Officer, George Hosfield, CFA, and our investment team analysts Ralph Cole, CFA, Brad Houle, CFA, Peter Jones, CFA, Shawn Narancich, CFA, and Jason Norris, CFA, gave a webinar where they discussed our sector-specific outlook in a post-COVID world.
Today, Ferguson Wellman and our division, West Bearing Investments, are making a public statement about our position on racism and our commitment to racial diversity within our company.
There has been a decade's worth of world events in the last three months. An oil price war between Russia and Saudi Arabia, growing tension and trade disputes with China, a global pandemic and this week the worst domestic civil unrest in a generation.
Thursday’s unemployment claims continued to paint a dismal picture in the jobs market, where roughly 2.1 million people filed for initial claims last week, which brings the total over the last two months to roughly 40 million.
