Coldstream Q4 2024 ISG Webinar

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.