Our Friday recap of market activity and economic news view →
Goldman Shelby and West Bearing Investments in the news and our company announcements view →
Timely wealth management and institutional services information view →
Perspective and recent allocation moves from our investment team view →
Annual presentation from Goldman Shelby investment team discussing the major themes facing capital markets in 2023 and how they will affect client portfolios.
George Hosfield, CFA, shares our fourth quarter 2022 Investment Strategy video, in which he discusses the Fed raising interest rates in an effort to combat inflation and what that means for investors.
Read our Market Letter publication for the fourth quarter 2022 titled, Bad News Is Good News, in which George Hosfield, CFA, Peter Jones, CFA, and Joe Herrle, CFA, share our thoughts on inflation, interest rates, the energy sector and housing supply in the United States.
Principal and Head of Fixed Income, Brad Houle, CFA, discusses the math at work in fixed income investing and the relationship between bonds and interest rates.
Read our Market Letter publication for the third quarter 2022 titled, Balancing Act, in which George Hosfield, CFA, Dean Dordevic and Brad Houle, CFA, share our thoughts on inflation, interest rates, recession risk and how to position portfolios in this environment.
Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”
Amid growing investor pessimism, for the first time in more than two decades, the Dow Jones Industrial Average has now declined for seven consecutive weeks. Similarly, the S&P 500 and the NASDAQ have dropped for six straight weeks … the first time since 2011 and 2012, respectively. Given the material correction we have witnessed across most asset classes, we think it timely to share our current market outlook.
Shawn Narancich, CFA, shares our thoughts on the issues of oil supply and demand and our outlook for the energy sector.
The second quarter 2022 issue of Market Letter, our quarterly investment publication, titled, Kryptonite.
Chief Investment Officer, George Hosfield, CFA, discusses our second quarter Investment Strategy titled, “Kryptonite.”
