Quality Insights for Smarter Investing
Haverford 2022 Annual Outlook
The 2022 Annual Outlook is available for on-demand viewing in a series of brief, topic-specific videos. Click on the images to expand and watch. State of the Union - Joe McLaughlin takes us through Read More →
2022 Annual Outlook Commentary
Strong consumer consumption will likely drive U.S. GDP growth in 2022 despite declining fiscal stimulus, inflation concerns, tighter monetary policy and future COVID variants. U.S. households have accumulated $2.5 trillion (about $7,700 per person Read More →
Market Commentary: December 20, 2021
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com This is not the inflation we were looking for. Following last week’s Federal Open Market Committee (FOMC) meeting, Federal Reserve Chairman Jerome Powell provided additional commentary on Read More →
Market Commentary: November 22, 2021
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Retailers Report Good Tidings for the Holiday Season Source: Don Landren, USA Today Many major retailers reported quarterly earnings last week and provided guidance on Read More →
Market Commentary: November 19, 2021
Whether you're at the gas pump, in the grocery store, or grabbing lunch, prices are clearly rising faster than before. Inflation surged at the highest level in almost 30 years, reaching 6.2% for the year in Read More →
Market Commentary: November 8, 2021
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com No Need to Fear Wage Growth, Yet The October jobs report showed strong gains in October payrolls – an increase of 531,000 -- upward revisions of 235,000 to Read More →