Halie O'Shea, Vice President & Director of Research hoshea@haverfordquality.com Is the "January Effect" real? According to market lore, January is one of the strongest months of the year, propelled by portfolio rebalancing, tax loss unwinds, and optimism about the year ahead. As this January comes to a close, investors are contending with uncertainty around Read More →
Haverford's research and executive leaders analyze the current market landscape and outline key expectations for 2025, and Chairman & CEO Joe McLaughlin shares his Haverford State of the Union. Our team explores market dynamics, fiscal and monetary policy, and provides insights into consumer behavior and inflation trends ahead for 2025. Click below to view Read More →
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Post-Election Optimism As we approach the Thanksgiving holiday, markets are riding a wave of post-election optimism and surprisingly strong economic data has kept the S&P 500 trading near all-time highs. News about the makeup of Trump’s economic team and the balancing of the economic agenda between higher tariffs, Read More →
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Don't Let Politics Get in the Way of Investing Number 7 of renowned investor Marty Zweig’s Trading Rules states, “Every indicator eventually bites the dust.” Since first compiling and publishing his rules in 1990, he could not have been more right in 2024. Despite the fastest and most Read More →
August: In like Bear, out like Bull Tim Hoyle, Chief Investment Officer The month of August began with a near market panic before coming to an optimistic end. The S&P 500 declined 5% in just two trading days in response to double digit declines in Japanese markets and fears of an economic recession. However, Read More →
Even the most stoic investors might have suffered heartburn yesterday. On Monday, August 5th the Dow Jones Industrial Average declined more than 1000 points (-2.6%), while the S&P 500 and NASDAQ fell by 3.0% and 3.4%, respectively. The decline in U.S. markets pales in comparison to the 13% decline in Japan’s Nikkei 225, which Read More →
The S&P 500 closed the 2nd quarter at all-time highs. Jobs growth remains steady and disinflationary trends resumed during the quarter, contributing to a positive economic outlook. Additionally, Washington stimulus and ongoing enthusiasm for Artificial Intelligence advancements have created a resilient market atmosphere. However, only a select few stocks are driving this remarkable market Read More →
What's Next for the Markets After a 5-Week Winning Streak? Tim Hoyle, CFA, Chief Investment Officer The S&P 500 has advanced 11% year-to-date, while the Dow has recently crossed 40,000, following a 5-week winning streak. This surge to all-time highs is driven by various factors, including jobs and inflation data, interest rates, and notably Read More →
