Our Friday recap of market activity and economic news view →
Ferguson Wellman and West Bearing Investments in the news and our company announcements view →
Timely wealth management and institutional services information view →
Perspective and recent allocation moves from our investment team view →
While market volatility has been highly-elevated in recent weeks with the almost daily change in the proposed tariff landscape, in this quarter’s investment strategy video we endeavor to provide a measured perspective on what lies ahead and how navigate the psychology of investing.
After last November’s election, it was widely expected that tariffs would become a significant focus in 2025. Initially, markets downplayed these concerns, viewing them primarily as negotiating tools rather than serious economic threats.
After a quick start that saw the S&P 500 jump 5% in the first three weeks of the year, markets abruptly reversed course and gave it all back and then some, with the blue-chip index posting a 4.3% loss for the quarter.
Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.
We present our Outlook 2025 publication titled “Lessons Learned,” in which we discuss the resilience of the U.S. economy in 2024, highlighting the significant contributions of major technology companies to profit growth and providing insights on asset allocation strategies for 2025. Additionally, our team of analysts provide a look-back on each of the firm’s strategies and a primer on the environment for each in the year ahead.
Chief Investment Officer George Hosfield, CFA, presents the firm's quarterly Investment Strategy titled, "Awaiting the Score." In the video, he discusses how the Fed is shifting its focus to the labor market.
We present the fourth quarter 2024 Market Letter publication titled, “Awaiting the Score,” in which Chief Investment Officer George Hosfield, CFA, outlines the positive impact of receding inflation, renewed profit growth and the Fed’s monetary policy on investors. Krystal Daibes Higgins, CFA, discusses the skepticism and evolving debate around the ROI of artificial intelligence (AI). Lastly, Brad Houle, CFA, asks the question, “How Far, How Fast?” when it comes to the Fed’s rate cuts.
Chief Investment Officer George Hosfield, CFA, presents the firm's quarterly Investment Strategy titled, "We’ve Landed."
We present the third quarter 2024 Market Letter publication titled, “We’ve Landed,” featuring articles written by George Hosfield, CFA, Dean Dordevic and Joe Herrle, CFA.
