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.”
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
