This week we answer some of our clients most recent and frequently asked questions. Is the stock market trajectory bullish or bearish? Is current buying a sign of expanded participation or just rotated money? Which sectors are experiencing the rally? Strategas Research Partners' Chris Verrone joined Co-CIOs Tim Hoyle and Hank Smith in a [...]
As we start our extended weekend in observance of Memorial Day, we highlight some recent economic data and market news. Additionally we discuss why that data and the markets' expectations or reactions to that news sometimes appear incongruous.
Tim Hoyle, CFA, Co-Chief Investment Officer email@example.com What's in Your Wallet? You and 243 million other Americans probably have a Mastercard (MA) branded credit card in your wallet. As the U.S. economy begins to reopen, we believe credit card volumes will provide some of the best real-time data for consumer confidence. Mastercard U.S. transaction [...]
There are many elements and unknowns that may affect investments after what has been the swiftest and shortest bear market in history. In this HaverCast, Co-Chief Investment Officer Tim Hoyle reviews the thinking behind today’s bulls and bears.
Senior Research Analysts Maxine Cuffe and Halie O'Shea discuss dividends, a cornerstone of Haverford's investment philosophy. They address the importance of dividends, expectations for 2020, and how the Haverford portfolio companies have been faring through this period.
Tim Hoyle, CFA, Co-Chief Investment Officer firstname.lastname@example.org Seven Observations on the Worst Monthly Employment Data in History On Friday, the Bureau of Labor Statistics reported that 20.5 million Americans lost their jobs in April, with a coincident increase in the unemployment rate to 14.7%. Here are seven things to know about the worst monthly [...]
Co-Chief Investment Officer Tim Hoyle addresses three market performance extremes through April 30, 2020 and how market dynamics have affected Haverford's model portfolios.
In this week’s Market Commentary, Tim Hoyle, Co-Chief Investment Officer, is joined by Halie O’Shea, Senior Research Analyst, and Josh Giacalone, Corporate Sustainability Analyst, to discuss the distinction between the economy’s reopening and its recovery, and what companies are doing today to encourage consumers to return to their stores.
Tim Hoyle, Co-Chief Investment Officer email@example.com As of this morning, global markets are posting positive returns on hopes that a COVID treatment is at hand and the great reopening is imminent. We, too, are hopeful on both fronts and caution investors to remember that it is highly unlikely that data improves in a strictly [...]
In this week's Market Commentary, Tim Hoyle, Co-Chief Investment Officer, discusses Haverford's current thought process following one of the strongest market rebounds of a bottom in over a century and the widespread belief that the U.S. economy will not fall into a depression lasting years. Click below to view Haverford's April 20, 2020 Market [...]