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.”
Capital markets responded positively on Monday to reports surrounding a new U.S.-Iran Memorandum of Understanding (MoU) aimed at ending the recent conflict and reopening the Strait of Hormuz. The agreement called for halting hostilities and beginning a new round of negotiations covering Iran's nuclear program, free passage of naval traffic through the Strait of Hormuz, sanctions relief, and broader regional security issues.
