Recent News and Insights
Market Commentary: October 15, 2026
The U.S. equity bull market just turned four years old. One defining characteristic of this bull market, and of growing concern to many investors, is its lack of breadth. Historically, narrow market leadership has often been viewed as a warning sign, raising concerns that the market’s foundation may be weaker than headline index returns suggest.
Market Commentary: September 17, 2026
Markets navigated a difficult week as oil prices surged alongside 10-year Treasury yields. Unfortunately, the view ahead also looks far from smooth sailing. We believe investors should brace for continued near-term volatility as markets confront a number of headwinds, both new and ongoing.
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.
Timothy A. Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Markets End May on a High. [...]
Maxine Cuffe, VP - Director of Global Strategies Mcuffe@haverfordquality.com Resilient Growth, Rising 2026 Earnings, [...]
On this special edition of Speaking of Quality, Hank Smith shares a table with [...]
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Resilience, Geopolitics, and the AI Earnings Boom Markets [...]
Navigating Volatility: War, Rates and Market Fluctuation in 2026 During the first quarter, the [...]
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Geopolitical Shock, Market Resilience Geopolitical events have historically [...]
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com What the Iran Conflict Means for Markets This [...]
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com SaaS-pocalypse The S&P 500 has traded essentially flat [...]


