Recent News and Insights
Market Commentary: March 14, 2025
The market officially ended the President’s post-election honeymoon as the S&P 500 traded into correction territory on March 13, down 10% from the all-time high in mid-February. The last few weeks have been chaotic, to say the least. Regardless of one’s views on the President’s policies and goals, most Americans wish he would be more consistent with his messaging and follow through. Along with Treasury Secretary Scott Bessent’s talking points, the markets are hearing ‘pull back’.
Market Commentary: November 8, 2024
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Stocks Extend Their Gains in Post Election Rally The U.S. election results were accompanied by a strong stock market rally as political uncertainty was replaced by the prospects of lower corporate taxes and a more benign regulatory regime, albeit accompanied by a host of more risky policy initiatives [...]
2024 Fall Outlook
As we reflect on the third quarter of 2024, we are pleased to share our insights and perspectives on the market's performance and Haverford’s economic outlook. The S&P 500 experienced a notable gain of 5.9% during this period, driven by a broadening of the rally beyond the Magnificent 7 and rotation into cyclical and [...]
