Ep. 31 | Quality Comes Into Favor as the Fed Pivots

Recently, investor focus has been shifting and the result has been a broadening of participation among more sectors. With some emerging concerns about a softening economy, quality is being emphasized to a greater extent, and since this is the predominant characteristic of our portfolios, this has been reflected in our returns. All of this is welcome news.

In this episode, we sit down with John Crawford, IV, CFA, our Managing Director of Equity Investments to discuss how policy adjustments are encouraging an investor drift toward quality as a good place to be. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

Please reference our related Perspectives post for more detail:

Disclosures:

Crawford Investment Counsel Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy.

Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. 

CRA-2411-1