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 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 [...]
Market Commentary: September 3, 2024
August: In like Bear, out like Bull Tim Hoyle, Chief Investment Officer The month of August began with a near market panic before coming to an optimistic end. The S&P 500 declined 5% in just two trading days in response to double digit declines in Japanese markets and fears of an economic recession. However, [...]
