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 →
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 →
By: Tim Hoyle, CFA, Chief Investment Officer Markets suffered losses in the third quarter as investors navigated a series of incrementally negative economic data points[1] and rising bond market yields. The yield on the benchmark 10-year U.S. Treasury note rose by 80 basis points during the 3rd quarter to yield more than 4.6%, a Read More →
In the 2023 Spring Outlook Havercast, Chief Investment Officer Tim Hoyle, CFA, discusses our expectations for the markets and economy for the rest of the year and drivers of the unexpected outperformance of tech stocks. Please click below to hear Tim's insight and the importance of diversification as a key way to mitigate risk. Read More →
An Excess of Deposits Proves to be a Financial Excess By: Tim Hoyle, CFA, Chief Investment Officer In our 2023 Outlook, we noted few signs of financial excess that would be cause for immediate concern. An excess of bank deposits was last on any list of possible problems one would expect to cause 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 →
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 →
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 →
What will fiscal stimulus and vaccine success mean for the consumer and the economy in the coming months? Chief Investment Officer Tim Hoyle and Head of Investment Strategy Hank Smith provide an update on Haverford's Outlook for Spring 2021. Topics of discussion include key takeaways from the Federal Open Market Committee (FOMC) press conference, Read More →
On January 13, 2021, Haverford executive, investment, and research leaders presented a live panel addressing the topics our clients most frequently want to discuss, from macroeconomics and industry trends to global events. Our annual Outlook provides insight into how Haverford Trust will be positioning investment portfolios in the coming year. Please click below to Read More →
