Watch Coldstream’s MarketCast for Second Quarter 2025

Coldstream is excited to share its MarketCast for the second quarter of 2025, where we discuss the events of the first 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. A quick note: this MarketCast was recorded based on markets as of March 31, 2025. While this information remains highly relevant, we have seen significant market events since that time. For up-to-date commentary and insights covering the recent tariff news and market reaction, please visit Coldstream’s blog. You can read recent market commentary, “Navigating Trump’s Tariff Bombshell” from Coldstream Chief Investment Officer, Bryan Shipley, CFA^®, CAIA^®, here.

In this MarketCast, Chief Investment Officer Bryan Shipley, CFA^®, CAIA^®, and Associate Portfolio Manager Darin Sevier, CRPC^®, share the team’s insights and analytics on the market landscape and their future outlook.

Recorded on 4/3/2025. Information is current as of 3/31/2025, drawn from third-party sources believed to be reliable but not guaranteed as to accuracy, timeliness or completeness. None of the information provided constitutes an opinion or a recommendation or a solicitation of an offer to buy or sell any particular security. Coldstream analyses are not intended to provide, and should not be construed to constitute, complete accounting, insurance, investment, legal, or tax advice. The investment strategies and securities shown may not be suitable to you. Past performance is no guarantee of future returns. May not be reproduced, republished, or distributed without prior written consent. Questions and comments may be directed to your advisor.

*The CFA Institute owns the certification marks CFA^® and Chartered Financial Analyst^®. The CAIA^® is the property of the Chartered Alternative Investment Analyst Association. The Chartered Retirement Planning Counselor^SM and CPRC^® are trademarks of the College for Financial Planning.