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.”
Fifty years is a long time for a company to stay in business. For those in the technology industry, it’s an eternity. Entire categories have been born, scaled, and rendered obsolete in less than a decade.
Investors commonly believe that a greater number of holdings automatically increases diversification. After all, many have heard the adage, “Don’t put all your eggs in one basket.” While intuitive, this view confuses the number of securities in a portfolio with actual risk control.
We present the fourth quarter 2024 Market Letter publication titled, “Awaiting the Score,” in which Chief Investment Officer George Hosfield, CFA, outlines the positive impact of receding inflation, renewed profit growth and the Fed’s monetary policy on investors. Krystal Daibes Higgins, CFA, discusses the skepticism and evolving debate around the ROI of artificial intelligence (AI). Lastly, Brad Houle, CFA, asks the question, “How Far, How Fast?” when it comes to the Fed’s rate cuts.
