Our Investment Views

Investment Outlook 2024 Video: Sticking the Landing

Investment Outlook 2024 Video: Sticking the Landing

Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.

2024 Investment Outlook Webinar Video: Sticking the Landing

2024 Investment Outlook Webinar Video: Sticking the Landing

Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.

2024 Outlook Publication: Sticking the Landing

2024 Outlook Publication: Sticking the Landing

Outlook publication for the first quarter 2024 detailing our investment strategies.

Investment Strategy Video: Inflation's Flame Flickers

Investment Strategy Video: Inflation's Flame Flickers

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.

Fourth Quarter 2023 Market Letter: Inflation's Flame Flickers

Fourth Quarter 2023 Market Letter: Inflation's Flame Flickers

Presenting our fourth quarter 2023 publication of Market Letter titled, “Inflation’s Flame Flickers.”

Third Quarter 2023 Investment Strategy Video: Standing Eight Count

Third Quarter 2023 Investment Strategy Video: Standing Eight Count

We present our third quarter 2023 Investment Strategy Update video titled, “Standing Eight Count.”

Third Quarter 2023 Market Letter: Standing Eight Count

Third Quarter 2023 Market Letter: Standing Eight Count

Presenting our third quarter 2023 publication of Market Letter titled, Standing Eight Count.

2023 Mid-Year Update Video

2023 Mid-Year Update Video

In spring 2023, members of our team have hosted events throughout the Pacific and Inland Northwest. Following our “tour,” we created a video of our presentation for clients who missed an event or don’t reside in the Northwest. 

Market Letter: Stalemate

Market Letter: Stalemate

Read Market Letter for the first quarter of 2023 titled, “Stalemate.”

Investment Strategy Video: Stalemate

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.

2023 Investment Outlook Video

2023 Investment Outlook Video

Annual presentation from Ferguson Wellman investment team discussing the major themes facing capital markets in 2023 and how they will affect client portfolios.

Fourth Quarter 2022 Investment Strategy Video: Bad News Is Good News

Fourth Quarter 2022 Investment Strategy Video: Bad News Is Good News

George Hosfield, CFA, shares our fourth quarter 2022 Investment Strategy video, in which he discusses the Fed raising interest rates in an effort to combat inflation and what that means for investors.

Fourth Quarter 2022 Market Letter: Bad News Is Good News

Fourth Quarter 2022 Market Letter: Bad News Is Good News

Read our Market Letter publication for the fourth quarter 2022 titled, Bad News Is Good News, in which George Hosfield, CFA, Peter Jones, CFA, and Joe Herrle, CFA, share our thoughts on inflation, interest rates, the energy sector and housing supply in the United States.

Bond Math

Bond Math

Principal and Head of Fixed Income, Brad Houle, CFA, discusses the math at work in fixed income investing and the relationship between bonds and interest rates.

Third Quarter 2022 Market Letter: Balancing Act

Third Quarter 2022 Market Letter: Balancing Act

Read our Market Letter publication for the third quarter 2022 titled, Balancing Act, in which George Hosfield, CFA, Dean Dordevic and Brad Houle, CFA, share our thoughts on inflation, interest rates, recession risk and how to position portfolios in this environment.

Third Quarter 2022 Investment Strategy Video: Balancing Act

Third Quarter 2022 Investment Strategy Video: Balancing Act

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 Update: Is This as Bad as It Gets?

Capital Markets Update: Is This as Bad as It Gets?

Amid growing investor pessimism, for the first time in more than two decades, the Dow Jones Industrial Average has now declined for seven consecutive weeks. Similarly, the S&P 500 and the NASDAQ have dropped for six straight weeks … the first time since 2011 and 2012, respectively. Given the material correction we have witnessed across most asset classes, we think it timely to share our current market outlook.

Back in Black: the Resurgence of Oil

Back in Black: the Resurgence of Oil

Shawn Narancich, CFA, shares our thoughts on the issues of oil supply and demand and our outlook for the energy sector.

Second Quarter 2022 Market Letter Publication: Kryptonite

Second Quarter 2022 Market Letter Publication: Kryptonite

The second quarter 2022 issue of Market Letter, our quarterly investment publication, titled, Kryptonite.

Second Quarter 2022 Investment Strategy Update: Kryptonite

Second Quarter 2022 Investment Strategy Update: Kryptonite

Chief Investment Officer, George Hosfield, CFA, discusses our second quarter Investment Strategy titled, “Kryptonite.”