Quality Insights for Smarter Investing
Market Commentary: October 26, 2021
Noah Fisher, CFA, Research Analyst nfisher@haverfordquality.com Port Congestion Yet to Show Up in Corporate Earnings Port Congestion is yet another economic ailment resulting from the global Covid-19 pandemic. With the 3Q 2021 earnings season Read More →
Market Commentary: October 19, 2021
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Retail Sales Put an Exclamation Point on Supply Chain Issues Inflation has become one of the top concerns among investors, consumers, and politicians. These valid concerns are Read More →
Market Commentary: October 12, 2021
Maxine Cuffe, CFA, Vice President & Director of Global Strategies mcuffe@haverfordquality.com An alternative measure of wage inflation shows growth has been near 4% for the past 4 years On the surface, last week’s non-farm Read More →
2021 Fall Outlook
What will rising inflationary pressures, slowing fiscal stimulus, and changing monetary policy mean for investors and the economy? Halie O’Shea, Vice President & Director of Research, spoke with Hank Smith, Head of Read More →
Debt Ceiling Update
Recently, Halie O'Shea, Vice President & Director of Research, spoke with Ed Boehne, Senior Economic Adviser, about the ongoing debt ceiling crisis. Hear the Haverford outlook on if the crisis will be resolved, sentiment Read More →
Market Commentary: October 5, 2021
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Fall 2021 Outlook: The Great Wall of Worry Last quarter, we highlighted the potential peaking of many market tailwinds. Many of those items have become building blocks Read More →
