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.”
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.
Video recording of our mid-quarter Investment Strategy Update webinar which was presented on August 27, 2020.
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.
We are pleased to present our Investment Strategy Video for the third quarter of 2020 titled, “Start Me Up.”
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.
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.
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.
We are pleased to present our Investment Strategy Video for the second quarter of 2020 titled, “Gimme Shelter.”
Staying in touch with clients is critical during such extreme market volatility. Admittedly these are highly stressful and uncertain times for everyone. It is paramount that we stay safe, remain calm and strive to make decisions that are aligned with our long-term goals … not current headlines.
George Hosfield, CFA, chief investment officer for Ferguson Wellman and West Bearing Investments, shares the firm’s outlook for 2020.
Having climbed the proverbial “wall of worry,” all the major domestic equity indices are poised to end the year at, or near all-time highs. In fact, it was a great year for virtually every asset class as bonds enjoyed their best return in a decade, international equities returned roughly 20 percent and real estate and commodities have also prospered.
