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 impact on portfolio construction. In Coldstream’s Q2 2025 ISG webinar, Chief Investment Officer Bryan Shipley, CFA^®, CAIA^®, moderates a panel featuring Chief Wealth Strategist Anne Marie Stonich, CFP^®, CPA; Senior Portfolio Manager James Walsh, CFA^®, MBA; and Portfolio Manager Scott Schuler, CFA^®.

This webinar takes a deep dive into the early effects of the policy uncertainty around the Trump Administration’s plans, the volatility caused by trade and tariff factors, and expectations around inflation and interest rates. The panel also examines the tax landscape and touches on the geopolitical environment affecting global financial markets.

Watch the Q2 2025 ISG webinar below.

Recorded on May 27, 2025.

This presentation was prepared by Coldstream. None of the information provided constitutes an opinion or a recommendation or a solicitation of an offer to buy or sell any particular security. The investment strategies and the securities shown may not be suitable for you. We believe the information provided is reliable, but Coldstream does not guarantee its accuracy, timeliness, or completeness. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Past performance is no guarantee of future returns.

This presentation is a representative display of ongoing tactical and strategic analysis internally performed by Coldstream investment and research team members, to be used as guidance for client portfolio investing.  This material is not an offer or solicitation with respect to the purchase or sale of any security, nor does it constitute investment advice or tax advice, and is not intended as an endorsement of any specific investment or investment strategy.  The particular investments and strategies displayed may not be appropriate for your specific situation, risk tolerance and financial goals.  Additionally, any performance numbers displayed are for presentation purposes only, and should not be construed as a guarantee of performance for your investments.  Actual performance results could differ depending upon the size of a portfolio, investment objectives and restrictions, current economic environment, and other factors.  You should consult with a Coldstream representative for specific advice.

Coldstream analyses are not intended to provide, and should not be construed to constitute, complete accounting, insurance, investment, legal, or tax advice. In addition, past performance of investments and/or insurance products may not be indicative of future results. Coldstream does not provide any specific tax or legal advice; you should consult your tax, legal, or other advisors before implementing any changes to your current financial situation.

Information respecting prior investment performance, while a useful tool in evaluating potential investment activities, is not necessarily indicative of actual results that will be achieved by your investments.

All facts and statistics are from sources believed reliable, but are not guaranteed as to accuracy.

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