
Insights
August 6, 2024
Q3 2024 ISG Webinar
In Market Commentary
Coldstream’s Q3 2024 Quarterly Investment Strategy Group Webinar is now available! 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 James Walsh, CFA®, MBA; Portfolio Manager Bryan Carr, CFA®; and Associate Portfolio Manager Chris Chung, CFA®. This presentation helps provide context around current market activity as well as the investment and economic environment going forward.
You can also read Howard Coleman’s most recent market commentary for additional background and analysis.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights Tags
Related Articles

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®

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®

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®