Insights
August 6, 2024
Q3 2024 ISG Webinar
In Market Commentary
Coldstream’s Q3 2024 Quarterly Investment Strategy Group Webinar is now available! In this webinar, Chief Investment Officer and General Counsel Howard Coleman, JD, leads a discussion about current economic indicators, factors influencing the market landscape, and our outlook for the coming months. He’s joined by Senior Portfolio Manager James Walsh, CFA®, MBA; Portfolio Manager Bryan Carr, CFA®; and Associate Portfolio Manager Chris Chung, CFA®. This presentation helps provide context around current market activity as well as the investment and economic environment going forward.
You can also read Howard Coleman’s most recent market commentary for additional background and analysis.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights Tags
Related Articles
July 11, 2025
The Return of Diversification
Quarter Highlights Stabilizing Global Growth Amid Evolving Trade Dynamics Despite recent macroeconomic, policy, and geopolitical challenges, global economic resilience is strengthening. Investor attention is shifting from U.S.-centric growth to a more diversified global perspective. U.S. Tariff Policy Presents Ongoing Growth and Inflation Risks While recession fears have eased, lingering tariff threats and policy uncertainty may [...]
Contributions from: Bryan P. Shipley, CFA®, CAIA®
July 10, 2025
Watch Coldstream’s MarketCast for Third Quarter 2025
Coldstream is excited to share its MarketCast for the third quarter of 2025, where we discuss the events of the second quarter of 2025. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In this MarketCast, Chief Investment Officer Bryan Shipley, [...]
Contributions from: Bryan P. Shipley, CFA®, CAIA®
June 24, 2025
Managing Increased Uncertainty in the Middle East
The recent escalation of tensions in the Middle East, particularly following U.S. military actions in response to the ongoing conflict between Israel and Iran, has understandably raised a variety of concerns among investors. At Coldstream, we are committed to keeping you informed about important developments, their potential impact on financial markets and how we can [...]
Contributions from: Bryan P. Shipley, CFA®, CAIA®, Ethan Luxton, FPQP™, Arthur Coyne, CFA®