Dividend Payers Have Delivered During a Volatile 2022 By: Tim Hoyle, CFA, Chief Investment Officer Markets continue their volatile path towards the New Year. If you feel like markets (not just equities, but fixed income and currency markets as well) have become increasingly volatile, you are correct. A recent publication from AQR Capital Management Read More →
Dividends Matter By: Tim Hoyle, CFA, Chief Investment Officer We are just about halfway through third quarter earnings season. The companies who have reported thus far represent close to 75% of total market capitalization in the S&P 500. FactSet Earnings Insights estimates that when all is reported, third quarter earnings will have grown at Read More →
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 →
By: Tim Hoyle, CFA, Chief Investment Officer Everyone has read a Top Ten list, right? One of TVs most iconic segments started on September 18, 1985, when David Letterman introduced his first Top Ten list. The spot itself was a parody to all the lists running in magazines, and a pillar of late-night Read More →
Fall Market Outlook: What's Driving the Markets? By: Tim Hoyle, CFA, Chief Investment Officer The stock and bond markets have been propelled along their current course by rapidly rising interest rates, inflation, and falling economic expectations. Below we address how we expect these important market drivers will develop in the coming months. U.S. Read More →
By: Tim Hoyle, CFA, Chief Investment Officer Levi Strauss & Co. was spot on with their 1980’s ad campaign “Quality Never Goes Out of Style.” Unfortunately, when it comes to stock prices, sometimes Quality does underperform. Jason Zweig’s recent WSJ article, When Bad Things Happen to Good Stocks[1] , accurately highlighted the current struggles Read More →
In today's HaverCast, Vice President & Fixed Income Portfolio Manager John Derderian, CRCP, discusses current events in the municipal bond universe and the strong tax revenue that we have seen this year. John will explore the current shape of state and local government credits and the construction of client municipal bond portfolios. Click below Read More →
Sticky Inflation Rains on the Market By: Tim Hoyle, CFA, Chief Investment Officer “The nicest thing about rain is that it always stops. Eventually.” - Winnie the Pooh On Tuesday, markets suffered their worst one-day decline in more than two years. The S&P 500 fell 4.3% and the Nasdaq declined 5.2%, while the Read More →
By: Tim Hoyle, CFA, Chief Investment Officer On a nostalgic whim, I recently stopped in a Ford dealership to check out the Ford Bronco. I will always vividly remember the weekend adventures in my dad’s Bronco. When I arrived at the dealership, there were no Broncos on the showroom floor. I was told by Read More →
By: Maxine Cuffe, CFA, Vice President & Director of Global Strategies Judging from the 16% rally in the stock market off the June lows, investors appear hopeful that we’re past the peak in inflation. Certainly, there was some good news in last week’s Consumer Price Index (CPI) data, but there’s still a way to Read More →
