Recent News and Insights
2026 Fall Outlook
Investors are navigating a market environment increasingly shaped by a sequence of interconnected forces. Geopolitical tensions are keeping energy prices high. Rising energy prices are contributing to persistent inflation pressures. Elevated inflation is keeping the Fed hawkish and contributing to higher Treasury yields. But despite these headwinds, the U.S. economy continues to demonstrate resilience.
Market Commentary: September 9, 2026
As the NFL season kicks off, investors are also awaiting an important play call from the Federal Reserve. At its September meeting, the Fed must decide whether recent inflation progress is sufficient to keep rates unchanged or whether a rate hike is needed. Regardless of the call, we see several fixed income themes that remain important.
Market Commentary: September 2, 2026
The last week of August is typically reserved for holiday vacations and back-to-school prep. However, this August demanded investors’ attention as markets had no shortage of consequential news to process. Our key takeaway: the bull case, founded on capex-driven earnings growth, remains intact.
Yahoo Finance - Hank Smith, Director of Head of Investment Strategy, was quoted in [...]
Hank Smith sits down with Ryan Manion, CEO of The Travis Manion Foundation, podcast host and author, to discuss launching, building and growing a successful nonprofit and how she’s amplifying her brother Travis’ legacy to inspire the next generation of leaders.
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CNBC - John Donaldson, Vice President & Director of Fixed Income, was quoted in [...]
Hank Smith welcomes Ana Welsh, workplace dynamics strategist, leadership coach, speaker and lecturer at The Wharton School, for a conversation about the skills that make workers indispensable in today’s workplace.
Hank Smith welcomes Ana Welsh, workplace dynamics strategist, leadership coach, speaker and lecturer at The Wharton School, for a conversation about the skills that make workers indispensable in today’s workplace.
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NYSE TV - Hank Smith, Director and Head of Investment Strategy at Haverford Trust, [...]
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CNBC - John Donaldson, Vice President & Director of Fixed Income, was quoted in [...]
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MarketWatch - Hank Smith, Director and Head of Investment Strategy, is quoted in a [...]
