Recent News and Insights
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 [...]
Market Commentary: September 30, 2024
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Don't Let Politics Get in the Way of Investing Number 7 of renowned investor Marty Zweig’s Trading Rules states, “Every indicator eventually bites the dust.” Since first compiling and publishing his rules in 1990, he could not have been more right in 2024. Despite the fastest and most [...]
Market Commentary: September 10, 2024
John Donaldson, Vice President & Director of Fixed Income jdonaldson@haverfordquality.com Crowding Out in the Bond Market, Extinct or Just Dormant? As of September 5, 2024, the total debt of the U.S. Government was $35.3 trillion. That compares to $22.7 trillion at the end of the 2019 fiscal year and $17.8 trillion at the end [...]
