Coldstream Missives QUARTERLY UPDATE CALL

In Coldstream’s second quarter 2026 MarketCast, Chief Investment Officer Bryan Shipley, CFA®, CAIA®, discusses events of the first quarter, offering commentary and analysis on the market and economy. He examines the factors shaping the investment environment and shares the team’s outlook on the market landscape going forward. Recorded on 4/8/2026. Information is current as of [...]

There is something grounding about traveling internationally during a period of market stress—ironic, perhaps, given the language barriers, unfamiliar customs, and cities where the familiar rhythms of home feel far away. My family spent spring break traveling through Hong Kong, China, and Japan, and what stood out was not disruption but continuity. Full flights, trains [...]

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, [...]