Coldstream Q4 2024 ISG Webinar

In Market Commentary

Contributions from: Howard Coleman, JD, Bryan P. Shipley, CFA®, CAIA®, David Powers, CFA®, Calm Qi

Coldstream’s Q4 2024 Quarterly Investment Strategy Group Webinar is available for viewing. 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 Bryan Shipley, CFA®, CAIA®; Senior Portfolio Manager David Powers, CFA®; and Associate Portfolio Manager Calm Qi. This presentation can help provide context around current market activity and the investment and economic environment going forward.

You can also read Howard Coleman’s most recent market commentary, “A Change in Sentiment,” at https://www.coldstream.com/insights/a-change-in-sentiment/ for additional background and analysis.

*All of Coldstream’s staff shall attain the required licenses and designations necessary for his/her position. The CFA Institute owns the certification marks CFA® and Chartered Financial Analyst®. CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association® in the United States.

Back to Insights

October 16, 2025

Watch Coldstream’s MarketCast for Fourth Quarter 2025

Coldstream is excited to share its MarketCast for the fourth quarter of 2025, where we discuss the events of the third quarter of 2025 and look ahead to 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 [...]

Contributions from: Anne Marie Stonich, CFP®, CPA, Bryan P. Shipley, CFA®, CAIA®, Arthur Coyne, CFA®

October 14, 2025

Markets at a Crossroads: Resilient Growth Meets Policy Uncertainty

Quarter Highlights Global growth has proven resilient, despite trade shocks. Since “Liberation Day,” forecasts have rebounded and even improved for 2026. Still, inflation and a weaker U.S. dollar remain the lingering scars of tariff escalation—adding to rising fiscal concerns worldwide. Recession fears have largely faded. A strong consumer market and an acceleration in AI-related capital [...]

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

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 [...]