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

October 16, 2025

Watch Coldstream’s MarketCast for Fourth Quarter 2025

Coldstream is excited to share its MarketCast for the fourth quarter of 2025, where we discuss the events of the third quarter of 2025 and look ahead to 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 [...]

Contributions from: Anne Marie Stonich, CFP®, CPA, Bryan P. Shipley, CFA®, CAIA®, Arthur Coyne, CFA®

October 14, 2025

Markets at a Crossroads: Resilient Growth Meets Policy Uncertainty

Quarter Highlights Global growth has proven resilient, despite trade shocks. Since “Liberation Day,” forecasts have rebounded and even improved for 2026. Still, inflation and a weaker U.S. dollar remain the lingering scars of tariff escalation—adding to rising fiscal concerns worldwide. Recession fears have largely faded. A strong consumer market and an acceleration in AI-related capital [...]

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

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®