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Insights

Category: Market Commentary

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®

June 4, 2025

Watch Coldstream’s Q2 2025 ISG Webinar

Clients don’t often see the behind-the-scenes examination and analysis in which Coldstream’s Investment Strategy Group (ISG) engages as part of their regular evaluation of the market landscape. The firm’s periodic ISG webinars offer an opportunity to dig into some more detailed conversations and insights around the market, the economy, the outlook for investors, and the [...]

James Walsh
Contributions from: Bryan P. Shipley, CFA®, CAIA®, Anne Marie Stonich, CFP®, CPA, Scott Schuler, CFA®, James Walsh, CFA®, MBA

April 14, 2025

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 [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®, Arthur Coyne, CFA®, Darin Sevier, CRPC®

April 4, 2025

Navigating Trump’s Tariff Bombshell: Trade War or Negotiating Tactic

The market volatility that we’ve seen recently as a result of the Trump administration’s tariff announcement is naturally generating anxiety among investors. Although we all understand the risks of investing, it can take investors by surprise when market shocks occur. But as both investment professionals and students of markets and economies, we are well prepared [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®

March 5, 2025

Navigating Uncertain Times

As we navigate the opening months of 2025, the Trump Administration’s policy agenda is once again making headlines, with a focus on deregulation, immigration, government reform, and most notably through the recent introduction of tariffs on imports from key trading partners such as Canada, Mexico, and China. These shifts are understandably stirring some uncertainty, as [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®

January 22, 2025

Shifting Tides

Stocks wrapped up 2024 on a high note, with a robust fourth quarter marked by the broader market reaching record highs. Contributing factors included strong economic growth, expanding corporate earnings, and a Federal Reserve decision to reduce interest rates. Also, investor enthusiasm remained fueled by the ongoing momentum in the artificial intelligence sector. November’s U.S. [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®

January 21, 2025

Watch Coldstream’s MarketCast for First Quarter 2025

Coldstream is excited to share its MarketCast for the first quarter of 2025, where we’ll wrap up 2024 and look ahead at the coming year. 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, Bryan Shipley, CFA®, CAIA®, [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®, Arthur Coyne, CFA®

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