Recent News and Insights
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: 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 [...]
