Recent News and Insights
2025 Spring Outlook
In 2017, Trump Administration 1.0 policy commenced with bullish regulatory roll-back and tax reform, followed by tariff implementation. The first months of Trump 2.0 have been focused on tariff policies that are causing investors and economists alike to lose faith in the markets and the economy. We’ve been asked to eat all our spinach [...]
Market Commentary: February 10, 2025
It has been 21 days since the inauguration and 1 day since the Eagles won Super Bowl LIX, yet it feels like months of news headlines have occurred. On one hand, as Disruptor in Chief, President Trump has ushered in a period of unprecedented policy uncertainty. On the other hand, his mission is certain and his motives and methods are clear.
Market Commentary: January 29, 2025
Halie O'Shea, Vice President & Director of Research hoshea@haverfordquality.com Is the "January Effect" real? According to market lore, January is one of the strongest months of the year, propelled by portfolio rebalancing, tax loss unwinds, and optimism about the year ahead. As this January comes to a close, investors are contending with uncertainty around [...]
