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Our Investment Views
Emilie Ma
Investment Strategy Video: Inflation's Flame ...

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.

Investment Strategy Video: Inflation's Flame Flickers
Our Investment Views
Guest User
Investment Strategy Video: Stalemate

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.

Investment Strategy Video: Stalemate
Our Investment Views
Guest User
Third Quarter 2022 Investment Strategy Video: ...

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.”

Third Quarter 2022 Investment Strategy Video: Balancing Act
Annual Report
Mary Faulkner
2021 Annual Report

2021 Annual Report

2021 Annual Report
Wealth Management
Guest User
First Quarter 2022 Wealth Management Insights ...

Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”

First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money

consumer spending

Data vs. Drama: The Real Economic Story

Data vs. Drama: The Real Economic Story

After a 20% rebound from its April 7 lows, the S&P 500 is positive for the year, marking one of the most significant short-term comebacks in market history. The market rallied on Monday following weekend news about tariff negotiations with China. In a complete reversal from the earlier “Liberation Day” tariff announcement, the punitive 145% tariff rate on Chinese goods was reduced to 30%, with a 90-day pause implemented. In response, China lowered its retaliatory tariff rate on U.S. goods from 125% to 10%.

Dog Days of Summer

Dog Days of Summer

Having already digested 90% of the S&P 500’s second quarter results, investors this week parsed earnings for the major retailers still left to report. Despite the likes of Home Depot and Wal-Mart continuing the recent trend of companies delivering better-than-expected earnings, the recent rise in longer-term bond yields is dampening investors’ enthusiasm for stocks.

The Recession Expectation Conundrum

The Recession Expectation Conundrum

The U.S. economy continues to defy one of the most anticipated recessions. Since January, investors and economists have been on edge as economic indicators started flashing red, particularly the purchasing managers index (PMI) and the leading economic indicators (LEI). Both metrics are closely watched as they have been reliable in foretelling downturns.  

The Funambulist Fed

The Funambulist Fed

This year has been anything but straightforward for investors, and the most recent Fed minutes are prolonging this state of confusion. While we have seen some reduced inflation pressure in the last several weeks, the Fed minutes point out that “risks to inflation were weighted to the upside,” citing factors such as further supply chain disruptions, continued geopolitical turmoil and persistent real wage growth. For investors, the focus continues to surround the pace of Fed rate hikes for the remainder of the year.

A Slow Healing Process

A Slow Healing Process

All day and every day we are bombarded by economic, company and political news. And not just U.S. news, but global news as well. Even in normal times this can seem overwhelming, and especially so during a pandemic.

Hard Versus Soft Data: By the Numbers

Hard Versus Soft Data: By the Numbers

Most markets, international stocks and the U.S. Dollar ended the week near where they started. Stocks are quietly ending a strong first quarter, with this week leaving the S&P 500 up a little over 1 percent and the Dow Jones up about 0.5 percent.