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.”
Over the last several weeks, pressure on software stocks has intensified as investors grapple with what some have dramatically labeled a coming “SaaSPocalypse.”
The idea of an AI bubble has been the topic du jour among mainstream investment news channel commentators. It’s no surprise: AI has been the primary driver of the stock market’s rise for the third consecutive year.
