Haverford 2024 Annual Outlook

Haverford's research and executive leaders analyze the current market landscape, outlining key expectations for 2024, and Chairman & CEO Joe McLaughlin shares his Haverford State of the Union. Our expert team explores the previously projected recession, market dynamics, and fiscal and monetary policy. They provide valuable insights into consumer behavior and inflation trends, as Read More →

2024-01-26T21:46:10+00:00January 10th, 2024|

Haverford 2023 Annual Outlook

Haverford executive, investment, and research leaders provided their broad perspectives about the market, the possibility of a recession, and what to expect in 2023 in our written Economic Outlook. We discuss these topics more fully, including reasons to be optimistic and opportunities for diversification, in several brief videos. Click below to read or watch Read More →

2023-03-01T21:04:30+00:00January 19th, 2023|

2022 Fall Outlook

How Does the Bear Market End? The stock market recently re-entered bear market territory over heightened uncertainty as to how far the Fed must go to tame inflationary expectations. As the market narrative from last year has been turned upside down, many investors are wondering, "How does the bear market end?" Read More →

2023-03-01T21:06:13+00:00November 2nd, 2022|

2022 Spring Outlook

What’s in store for the markets with rising inflation, increased volatility, and heightened international tensions? CIO Tim Hoyle discusses these factors and how we are positioning our portfolios amidst the uncertainty in Haverford’s 2022 Spring Outlook. Please click below to view the 2022 Spring Outlook Havercast. Click here for a copy Read More →

2022-06-06T12:46:21+00:00March 24th, 2022|

Haverford 2022 Annual Outlook

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 Read More →

2023-04-11T15:45:23+00:00January 10th, 2022|

2020 Fall Outlook

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 →

2020-09-30T20:26:12+00:00September 30th, 2020|

HaverCast – Reflecting on the Economic Turbulence

The Haverford Speaker Series for Women® crafted a three-part series addressing some of the important questions you should be asking yourself in light of the COVID-19 related market volatility and economic uncertainties. In the first part of this webcast series, our speakers address the topic of cash needs during volatile times.  Parts 2 and Read More →

2021-01-08T15:36:46+00:00June 30th, 2020|

HaverCast – Financial Health Checkup

Whether you are well-established or just starting out, it's important to periodically perform a "financial health checkup" to evaluate your situation and identify areas that can be improved. In this video vignette series, the Haverford Speaker Series for Women® outlines three important components of a thorough financial health checkup: Reminders, Review, and Reflection. Read More →

2023-08-11T13:54:44+00:00May 6th, 2020|

Behavioral Finance: What affects our decisions?

Every day we make thousands of decisions. Our brains absorb huge amounts of complex data, but we can’t possibly use all that information to make every decision.  So sometimes our brains use mental shortcuts to make decisions more efficiently—maybe not optimal, but fast and easy. Maxine Cuffe, CFA, Senior Research Analyst, spoke to a Read More →

2019-06-14T15:35:49+00:00March 19th, 2019|

Haverford Intelligence Briefings

We are pleased to announce the launch of a new event series—Haverford Intelligence Briefings—aimed to provide you with expert insights on current events. Our pilot event held in May featured breakfast with Jack Tomarchio, a Senior Fellow with the Foreign Policy Research Institute's Center for the Study of Terrorism and former Principal Deputy Under Read More →

2017-08-24T21:06:10+00:00May 17th, 2017|

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