Category: Investments

Last quarter, we wrote that markets were confronting the Chinese concept of wēijī, a moment where danger and opportunity exist simultaneously. The first quarter of 2026 forced investors to confront the danger: escalating geopolitical conflict, surging oil prices, and renewed inflation concerns. The second quarter reminded us that markets often move faster than the economy [...]

Coldstream is excited to share its MarketCast for the third quarter of 2026. 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, CFA®, CAIA®, and Wealth Manager Katelyn Spangler, CFP®, share the team’s [...]

Very few people become good at managing their finances without some guidance and education. It’s not something that comes naturally as we mature into adults; it’s a skill that requires building a knowledge base and cultivating understanding. Though more and more states are adding a personal finance requirement to their high school curricula, the number [...]

When I was young in the business, one of my favorite clients was a retired salesman named Arthur. Together, we built a long-term financial plan to determine how much growth his assets needed and how much risk made sense for his goals. From there, we designed his investment strategy. Arthur’s sales motto was simple: “Make [...]

What’s in this article: A Historical Look Back at ESG A Shift in Political Landscape Where ESG Stands Today and Into Tomorrow Conclusion   Over the past two decades, ESG investing has notably evolved from a niche concept into a much more mature and established investment philosophy. ESG, which stands for Environmental, Social, and Governance, [...]

What’s in this article: The current state of AI investment and integration: a productivity boom Is AI experiencing mania? AI bubble risks Coldstream’s AI outlook AI: boom or bubble?   Artificial intelligence (AI) dominates headlines these days, but how can investors distinguish a clear signal amid the noise? AI is already affecting the global economy, [...]

The term “volatility” often carries a bit of a charge because it’s common for investors to conflate “volatility” with losses or danger. But volatility and risk are not synonymous, and understanding what volatility is and the role it plays in an investment strategy can help investors make smarter decisions. What is volatility? Volatility is a [...]

What’s inside: The AI Revolution Running into a BRICS Wall Difficult Demographics Trust in a Digital World Going Beyond Human Renovating Real Estate A Food Reboot A Developing Consumer Debt Crisis Financial Nihilism A Return to the Real World Every generation experiences normalcy bias, an all-too human tendency to expect that conditions will remain normal [...]

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 [...]