Insights

July 10, 2025

Watch Coldstream’s MarketCast for Third Quarter 2025

In Investments, Market Commentary

Coldstream is excited to share its MarketCast for the third quarter of 2025, where we discuss the events of the second 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.

In this MarketCast, Chief Investment Officer Bryan Shipley, CFA®, CAIA®, shares insights and analytics on the market landscape and our Investment Strategy Group’s future outlook.

Recorded on 7/3/2025. Information is current as of 6/30/2025, drawn from third-party sources believed to be reliable but not guaranteed as to accuracy, timeliness or completeness. None of the information provided constitutes an opinion or a recommendation or a solicitation of an offer to buy or sell any particular security. Coldstream analyses are not intended to provide, and should not be construed to constitute, complete accounting, insurance, investment, legal, or tax advice. The investment strategies and securities shown may not be suitable to you. Past performance is no guarantee of future returns. May not be reproduced, republished, or distributed without prior written consent. Questions and comments may be directed to your advisor.

 

*The CFA Institute owns the certification marks CFA® and Chartered Financial Analyst®. The CAIA® is the property of the Chartered Alternative Investment Analyst Association.

Related Articles

July 11, 2025

The Return of Diversification

Quarter Highlights Stabilizing Global Growth Amid Evolving Trade Dynamics Despite recent macroeconomic, policy, and geopolitical challenges, global economic resilience is strengthening. Investor attention is shifting from U.S.-centric growth to a more diversified global perspective. U.S. Tariff Policy Presents Ongoing Growth and Inflation Risks While recession fears have eased, lingering tariff threats and policy uncertainty may [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®

June 24, 2025

Managing Increased Uncertainty in the Middle East

The recent escalation of tensions in the Middle East, particularly following U.S. military actions in response to the ongoing conflict between Israel and Iran, has understandably raised a variety of concerns among investors. At Coldstream, we are committed to keeping you informed about important developments, their potential impact on financial markets and how we can [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®, Ethan Luxton, FPQP™, Arthur Coyne, CFA®

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