Tag: Investments

October 25, 2021

Permanent or Temporary: The Economic Impact OF COVID-19

Although the COVID-19 induced recession last year was short-lived, the on-going effects of COVID-19 on the global economy persist.  Prior to the pandemic, the U.S. inflation rate was contained; GDP growth, though positive, was struggling to rise above 2% annually; the super-cycle of commodity price declines was continuing; global supply chains were robust, despite the [...]

Contributions from: Howard Coleman, JD

June 30, 2021

2021 Q2 ISG Panel – ESG, Socially Responsible, and Impact Investing

What is the difference between ESG, socially responsible, and impact investing? This question and may more were answered during last week’s webinar. Members of our Investment Strategy Group, Howard Coleman, Hans Krippaehne, Chris Chung, and Nina Rose, gathered to discuss all things ESG. They also discussed how clients who are interested in ESG can implement [...]

Chris Chung
Contributions from: Chris Chung, CFA®, Howard Coleman, JD

October 9, 2013

State of Affairs – Our Perspective

Most likely you are asking the same question we are. What is going on in Washington? And how and when does it end? We clearly have an acrimonious situation in Congress that has caused a government shutdown.  Coupled with the looming debt ceiling deadline of October 17th, this state of affairs is creating mounting uncertainty [...]


October 8, 2013

The 3rd Quarter Winds Down

September 2013 marks the five-year anniversary of the financial market collapse in 2008; we have certainly come a long way in those five years. With the S&P 500 and the Dow eclipsing all-time highs and interest rates having stayed low for the longest stretch in 50 years, most investors have already received quite a benefit [...]


October 8, 2013

Consider Dividend-Paying Stocks

In this low interest rate environment, income-minded investors, who have some tolerance for risk may find dividend-paying stocks attractive.  In fact, nearly 40% of S&P 500 companies have dividend yields above the 10-year US Treasury bond yield. The appeal of dividend-paying stocks is easy to understand as they can provide investors with regular income regardless [...]


July 17, 2013

2Q 2013 Market Commentary

“For the loser now will be later to win For the times they are a-changin’” – Bob Dylan With a modest improvement in unemployment, a nascent housing recovery and continued accommodative Federal Reserve, the US markets continued to generate positive returns, albeit with considerable volatility in the second half of the quarter.  In the prior [...]


April 12, 2013

Market Update and Outlook – 2Q 2013

In every life we have some trouble When you worry you make it double Don’t worry, be happy….. – Bobby McFerrin 1988 While all of the problems the market has been worrying about for the last few years have not been solved, it seems that “the can was kicked down road” enough this quarter for [...]


January 17, 2013

Fiscal Cliff-Hanger

It came down to the very last minute, but compromise was made and the majority of the fiscal cliff averted.  Not surprisingly the markets rallied early on news of the pending compromise.  What was surprising was the resilience of the market during weeks of tough negotiations.  Those expecting a repeat of the prior year’s debt [...]


November 21, 2012

Thoughts on the “Fiscal Cliff” from the Coldstream Investment Strategy Group

With the elections over, the media has turned its attention to negotiations between the U.S. House, Senate and Administration over tax policy and spending programs to avert what has been dubbed the “fiscal cliff” facing our country.  One of our research resources, Strategas Research Partners, provides a list below of the various tax extensions, programs and spending [...]