Our Investment Views

Third Quarter 2021 Investment Strategy Video: Coming in Hot

Third Quarter 2021 Investment Strategy Video: Coming in Hot

George Hosfield, CFA, chief investment officer and director of the firm, discusses our third quarter outlook.

Second Quarter 2021 Investment Strategy Webinar

On April 20, our firm hosted an Investment Strategy Update webinar presented by Chief Investment Officer, George Hosfield, CFA, and Head of Fixed Income, Brad Houle, CFA.

A recording of the presentation can be viewed below and the slides can be found through this link.

Second Quarter 2021 Investment Strategy Video: Approaching 88 MPH

Second Quarter 2021 Investment Strategy Video: Approaching 88 MPH

Q2 2021 Investment Strategy Video with Brad Houle, CFA, head of fixed income at Ferguson Wellman and West Bearing Investments.

Market Letter Second Quarter 2021: Approaching 88 MPH

Market Letter Second Quarter 2021: Approaching 88 MPH

Quarterly publication discussing our investment strategies and the capital markets for the second quarter of 2021 titled, “Approaching 88 MPH.”

Q&A from Investment Outlook 2021

Q&A from Investment Outlook 2021

Answered questions from our live Investment Outlook 2021.

Investment Outlook 2021: Back to the Future

Investment Outlook 2021: Back to the Future

Investment Outlook 2021 virtual event page.

Outlook 2021: Back to the Future

Outlook 2021: Back to the Future

Our annual publication that discusses our investment strategies, Outlook 2021.

Q4 2020 Mid-Quarter Investment Strategy Update

Q4 2020 Mid-Quarter Investment Strategy Update

On October 20, our firm hosted a mid-quarter Investment Strategy Update webinar presented by Chief Investment Officer, George Hosfield, CFA, and Head of Fixed Income, Brad Houle, CFA.

Sector Spotlight: Technology

Sector Spotlight: Technology

Jason Norris, CFA, gives an update on technology stocks and the communication services sector.

Fourth Quarter 2020 Investment Strategy Video: (I Can't Get No) Satisfaction

Fourth Quarter 2020 Investment Strategy Video: (I Can't Get No) Satisfaction

Chief Investment Officer George Hosfield, CFA, presents the Investment Strategy Update for the fourth quarter of 2020 titled (I Can't Get No) Satisfaction.

Market Letter Fourth Quarter 2020

Market Letter Fourth Quarter 2020

Despite the technology-led gains of U.S. equities so far this year, uneasiness abounds as the world adjusts to life with COVID-19. While roughly half the jobs lost to this year’s steep and short recession have already been recouped, many investors fear the day when the bill for massive stimulus comes due.

Mid-Quarter Investment Strategy Update Webinar

Mid-Quarter Investment Strategy Update Webinar

Video recording of our mid-quarter Investment Strategy Update webinar which was presented on August 27, 2020.

Investment Strategy Webinar Recording: Start Me Up

Investment Strategy Webinar Recording: Start Me Up

Please click on the below image to view the recording of the Investment Strategy webinar given on July 22 by Chief Investment Officer George Hosfield, CFA, and Brad Houle, CFA, our head of fixed income.

Third Quarter 2020 Investment Strategy Video: Start Me Up

Third Quarter 2020 Investment Strategy Video: Start Me Up

We are pleased to present our Investment Strategy Video for the third quarter of 2020 titled, “Start Me Up.”

Market Letter Third Quarter 2020: Start Me Up

Market Letter Third Quarter 2020: Start Me Up

We are pleased to present our third quarter 2020 Market Letter titled, “Start Me Up.”

Investment Strategy Webinar Recording: Post-COVID Sector Outlook

Investment Strategy Webinar Recording: Post-COVID Sector Outlook

On Wednesday, June 10, our Chief Investment Officer, George Hosfield, CFA, and our investment team analysts Ralph Cole, CFA, Brad Houle, CFA, Peter Jones, CFA, Shawn Narancich, CFA, and Jason Norris, CFA, gave a webinar where they discussed our sector-specific outlook in a post-COVID world.

Webinar Video: Q3 Mid-Quarter Strategy Update

George Hosfield, CFA, chief investment officer, and Brad Houle, CFA, head of fixed income, gave a mid-quarter strategy update on May 19, 2020. To view this webinar, click the image below.

A New Outlook on Earth Day

A New Outlook on Earth Day

Wednesday, April 22, is the 50th anniversary of Earth Day. In 1970, U.S. Senator Gaylord Nelson and activist Denis Hayes launched a nationwide environmental “teach-in” that later became Earth Day. Although the pandemic may have disrupted plans for this milestone anniversary, if Senator Nelson were alive today, he would find emerging business practices of interest.

2020 Q2 Market Letter: Gimme Shelter

2020 Q2 Market Letter: Gimme Shelter

We are pleased to present our Market Letter for the second quarter of 2020 titled, “Gimme Shelter.”