On September 29, 2020,Haverford's Chief Investment Officer, Tim Hoyle moderated a live discussion with Hank Smith, Head of Investment Strategy, and Senior Economic Advisor Ed Boehne. Please click below to view a recording of the presentation. The opinions expressed in this presentation are those of Haverford as of September 29, 2020. Read More →
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com It Is Only Slightly More Complicated than More Buyers than Sellers The S&P 500 closed Friday at 3298, down 1% on the week and 8% off its recent high set on September 2nd. Year-to-date, the S&P 500 is up 2% (not including dividends) and up 47% from Read More →
August 20, 2020 Haverford Trust Chief Investment Officer Tim Hoyle interviews Dan Clifton, Head of DC Policy Research at Strategas during this HaverCast. Recorded in the midst of the Democratic and Republican National Conventions, Tim and Dan talk about potential election outcomes, proposed policies, and the implication on investors. Read More →
Tim Hoyle, CFA, Co-Chief Investment Officer thoyle@haverfordquality.com Never Count the U.S. Consumer Out Last week, the Census Bureau released advance estimates of U.S. retail and food services sales for July 2020 which increased 1.2 percent from June, and 2.7 percent versus July 2019. Retail trade sales increased 5.8 percent from last year while non-store Read More →
Megacap Tech Stocks The top five stocks in the S&P 500 index currently account for 23% of the index's value. They're the megacap tech stocks known as the S&P Mega 5 that it seems like everyone is asking about today. In this HaverCast we answer three questions we are asked most frequently about the Read More →
Haverford Trust leadership from our executive, research, and portfolio teams hosted a conference call on March 23, 2020. The replay of that call is below. AGENDA Introduction and Haverford Trust Business Update - Joseph J. McLaughlin, Jr., Chairman & CEO Equities Market Update - Henry B. Smith, Co-Chief Investment Officer Fiscal and Monetary Policy Read More →
The Bond Buyer published this article today, quoting John Donaldson, Haverford Trust Vice President & Director of Fixed Income, among other experts to help analyze the significance of today’s bond market event. For a brief period today, a key portion of the yield curve inverted, meaning the yield on two-year U.S. Treasury notes was higher Read More →
