Recent News and Insights
Market Commentary: October 15, 2026
The U.S. equity bull market just turned four years old. One defining characteristic of this bull market, and of growing concern to many investors, is its lack of breadth. Historically, narrow market leadership has often been viewed as a warning sign, raising concerns that the market’s foundation may be weaker than headline index returns suggest.
2026 Fall Outlook
Investors are navigating a market environment increasingly shaped by a sequence of interconnected forces. Geopolitical tensions are keeping energy prices high. Rising energy prices are contributing to persistent inflation pressures. Elevated inflation is keeping the Fed hawkish and contributing to higher Treasury yields. But despite these headwinds, the U.S. economy continues to demonstrate resilience.
With just days until the U.S. midterm elections, it is nearly impossible to escape the political news cycle. However, election results historically have had less impact on market performance than political candidates would have one believe.
-
The U.S. equity bull market just turned four years old. One defining characteristic of this bull market, and of growing concern to many investors, is its lack of breadth. Historically, narrow market leadership has often been viewed as a warning sign, raising concerns that the market’s foundation may be weaker than headline index returns suggest.
-
Investors are navigating a market environment increasingly shaped by a sequence of interconnected forces. Geopolitical tensions are keeping energy prices high. Rising energy prices are contributing to persistent inflation pressures. Elevated inflation is keeping the Fed hawkish and contributing to higher Treasury yields. But despite these headwinds, the U.S. economy continues to demonstrate resilience.
Jason Salmon, CFP®, CSS, Wealth Planner jsalmon@haverfordquality.com 5 Things to Consider for Medicare Open [...]
Timothy A. Hoyle, Chief Investment Officer thoyle@haverfordquality.com The Fed's Credibility Test The Federal Reserve's [...]
-
The hype in Artificial Intelligence (AI), what many say, is a modern-day gold rush, is amassing trillions of dollars of investment. A recent UN Trade and Development (UNCTAD) report projects the global AI market will grow from $189 billion in 2023 to $4.8 trillion by 2033; massive gains and insatiable demand is being seen in all corners of the industry.
-
John F. Thomas, CFA Vice President, Fixed Income Portfolio Manager jthomas@haverfordquality.com Hut, Hut, Hike? [...]
While New Year’s resolutions are likely long forgotten, it is never too late to [...]
