The 2022 Annual Outlook is available for on-demand viewing in a series of brief, topic-specific videos. Click on the images to expand and watch.

State of the Union – Joe McLaughlin takes us through highlights from 2021 and expectations for 2022 at Haverford.

Outlook Presentation – Tim Hoyle and Halie O’Shea present our full outlook on the global markets and Haverford’s portfolio positioning.

Economic Panel – Haverford investment leaders discuss macro-economic factors and potential repercussions for consumers, the markets, and the economy.

Industry Insights – Special guests and industry experts share their first-hand insight into two critical issues impacting the markets: supply chain disruptions and the automotive industry.

Market Commentary – Read our synopsis of the 2022 Annual Outlook Market Commentary, highlighting our expectations for economic growth, inflation, and corporate earnings.

State of the Union

Industry Insights

Market Commentary

2022 Haverford Outlook Commentary

Outlook Presentation Slides

2022 Haverford Outlook Slides

Outlook Presentation

Economic Panel

Key Industry Takeaways

Industry Insights Thumbnail 01142022

The opinions expressed in this presentation are those of Haverford as of January 4, 2022. 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.
Investments in Securities are Not FDIC Insured · Not Bank Guaranteed · May Lose Value 

Media Inquiries

Disclosure

These comments are provided as a general market overview and should not be relied upon as a forecast, research or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Opinions expressed are as of the date noted and may change at any time. The information and opinions are derived from proprietary and non-proprietary sources deemed by Haverford to be reliable, but are not necessarily all-inclusive and are not guaranteed as to accuracy. Index returns are presented for informational purposes only. Indices are unmanaged, do not incur fees or expenses, and cannot be invested in directly.
Investments in Securities are Not FDIC Insured · Not Bank Guaranteed · May Lose Value