Coldstream Special Event – Jason Trennert, Strategas Partners Presentation

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, [...]

2025 Highlights Global growth has proven resilient, despite trade shocks. “Liberation Day” on April 2nd, 2025, when President Trump’s package of tariffs went into effect, sent shockwaves through markets. Since then, however, the outlook for markets has rebounded and even improved for 2026. Still, inflation and a weaker U.S. dollar remain the lingering scars of [...]

Coldstream is excited to share its MarketCast for the first quarter of 2026, where we’ll wrap up 2025 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, Chief Investment Officer Bryan [...]