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

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®
READ MORE

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®
READ MORE

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®
READ MORE