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 chatter is unmistakable. From trading floors to investment committee meetings, "bubble" has officially entered the market dialogue. The latest Schwab survey reveals that 57% of professional traders now view the market as overvalued. Meanwhile, prominent economists are drawing comparisons to the dot-com era, with Apollo Global Management's chief economist Torsten Slok noting that today's top stocks are “more overvalued” then their counterparts were in the 1990s.
The current residential real estate market continues to apply pressure on potential home buyers, with many feeling the constraints of high housing prices and relatively high interest rates for mortgages.
This week, the conversation around the virtual water cooler centered on the unexpected and meteoric rise of GameStop’s stock price. The movie-worthy combination of hedge funds, internet forums and a 2,700 percent stock price jump culminated in worldwide news headlines and questions from our clients. Most notably, clients are asking: What is going on with GameStop and how is this impacting the rest of the market?
There are several planning opportunities for charitable giving with the remaining days in 2020 which can also be tax-savvy moves.
“Where will I generate cash flow in today’s low interest rate environment?” This is a question that many retirees are now facing as they consider how to effectively manage their income in the current era of extremely low interest rates. One answer could be making a strategic decision about when to claim your Social Security benefits.
