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News

Obermeyer Wood News - Winter 2022 Thumbnail

Obermeyer Wood News - Winter 2022

2021 was a year of recovery and economic resurgence. Despite the progress on reopening and corporate successes, 2022 doesn’t feel like the fresh start it is supposed to be. Read our latest newsletter and market analysis, which also offers a suggested digital detox for 2022, introduces our firm's new podcast, and provides a firm update on new hires and recent promotions.

Obermeyer Wood News - Fall 2021 Thumbnail

Obermeyer Wood News - Fall 2021

As investors, we appreciate the role that liquidity plays in market returns and watch the Fed closely. The Fed has signaled it will begin tightening at the end of this year by reducing its buying in the open markets. By the end of 2022, Fed governors expect one interest-rate increase, moving up the timeline they previously communicated. Chairman Powell has been more hawkish in recent weeks, stating that the Fed is “turning to the process of normalization” at September’s ECB Forum on Central Banking. Yet in the same forum, Powell restated dovish themes, including reinforcing his view that inflation is transitory and the Fed is still some way from raising rates.

A Letter From Wally Obermeyer Regarding Impact and ESG Investing Thumbnail

A Letter From Wally Obermeyer Regarding Impact and ESG Investing

We remain committed to the thorough investigation of the companies that our clients own. We believe that integration of ESG criteria allows our investment team to gain a more comprehensive understanding of a company, which should ultimately lead to better-informed investment decisions. We applaud our industry’s increased focus on sustainable investing, and we appreciate that more transparency and information related to ESG allows us to do a better job by having access to a broader pool of research and opinions.