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 second quarter officially ended this week. The main story of the quarter was the powerful snapback in markets after the correction at the onset of the Iran war. Geopolitical fears temporarily tested nerves, but rather than spiraling into a prolonged drawdown, equities quickly digested the anxieties and staged a ferocious recovery, with the S&P 500 returning 15.2%.
