On July 15, 2020, Haverford executive, investment, and research leaders presented a live panel discussing our perspective on current and future market conditions. Click below to view clips of the panel’s responses to specific questions submitted by clients.

Are there reasons to worry about a bond bubble bursting right now?

What is Haverford doing with respect to applying ESG to our investment process?

What is the concern among the Federal Reserve and the Treasury about the budget deficit?

What is the current thinking of the Federal Open Market Committee and will we ever see negative rates?

Is it a good time to get out of the market?

Where do you think the next 10% move in the market will be?

Should the 60/40 asset allocation strategy now be 75/25?

Is the rise in gold anticipating a rise in inflation?

How do we plan to capture the potential returns in future technologies?

Will technology always be a winning sector?

Are the bond market and the stock market delivering different messages?

As the economy shut down, what were some of the strategic moves Haverford made in the portfolios and why?

Are there similarities in the storyline today with the SARS pandemic in 2003?