Recording of our 2022 Investment Outlook presentation.
Outlook 2022: Extraordinary to Ordinary
Fourth Quarter 2021 Investment Strategy Video
Fourth Quarter 2021 Market Letter: Speed Bumps
Third Quarter 2021 Investment Strategy Webinar
On July 22, our firm hosted an Investment Strategy Update webinar presented by Charissa Anderson, CFP®, CDFA®, Ralph Cole, CFA, and Jason Norris, CFA.
A recording of the presentation can be viewed below and the slides can be found by clicking the button below.
Third Quarter 2021 Market Letter: 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
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
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
Investment Outlook 2021: Back to the Future
Outlook 2021: Back to the Future
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
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.
The Future of ESG Webinar Recording
A recording of the webinar we hosted on October 1, 2020, titled The Future of ESG: Through a Quantitative and Qualitative Lens.
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
Video recording of our mid-quarter Investment Strategy Update webinar which was presented on August 27, 2020.
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.