What will rising inflationary pressures, slowing fiscal stimulus, and changing monetary policy mean for investors and the economy? Halie O’Shea, Vice President & Director of Research, spoke with Hank Smith, Head of Investment Strategy, and Ed Boehne, Senior Economic Advisor, to discuss Haverford’s year-end outlook.
Hear what market tailwinds remain intact from our Midsummer Outlook and what new headwinds investors should be cognizant of going into the fourth quarter. Other topics include the potential for a market correction, Haverford’s portfolio positioning, and the market’s ability to “climb the wall of worry.”
Please click below to view the 2021 Fall Outlook Havercast.
Click below to view segments of the original recording.
Will President Biden re-elect Jerome Powell as Federal Reserve Chair?
Are current inflation trends transitory?
What should investors be most concerned about?
With the Fed expected to increase rates in 2022, what could alter the Fed’s course?
The opinions expressed in this presentation are those of Haverford as of September 29, 2021. Views and security holdings are subject to change at any time based on market and other conditions. This presentation is intended for informational purposes only and should not be construed as investment advice or recommendations with respect to the information or specific securities presented. No forecasts are guaranteed and past performance is no guarantee of future results. The implications of any transaction may be different for each client based upon unique financial circumstances and risk tolerances, and there can be no assurance or guarantee that any specific investment or investment strategy will achieve its stated goals or performance objectives. For questions regarding your portfolio, please contact your Relationship Management Team.
