Insights

October 31, 2024

Coldstream Q4 2024 ISG Webinar

In Market Commentary

David Powers
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

Related Articles

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
READ MORE

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®
READ MORE

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®
READ MORE