Recent News and Insights
Market Commentary: August 6, 2026
The recent earnings reports from several major hyperscalers reinforced that AI is a strategic imperative reshaping the capital allocation priorities of the world’s largest technology companies. Those earnings reports also served as a mini referendum on the AI buildout and what investors are prioritizing today.
Leadership, Resilience, and Purpose: Reflections on Season 6
On the season six finale of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President & Director of Global Strategies at Haverford Trust, to reflect on each episode, highlight some of their favorite stories and discuss important lessons learned.
Bond Traders See Shift Toward New Era of Higher Yields
Yahoo Finance - Hank Smith, Director of Head of Investment Strategy, was quoted in [...]
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Don't Let Politics Get in the Way of [...]
John Donaldson, Vice President & Director of Fixed Income jdonaldson@haverfordquality.com Crowding Out in the [...]
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August: In like Bear, out like Bull Tim Hoyle, Chief Investment Officer The month [...]
