The dynamics of the global economy are changing, and new trends are emerging.

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee is joined by Kelly Jernigan, a Senior Portfolio Manager and Team Leader at Commerce Trust, to examine how the era of globalization is shifting. Topics include the emergence of developing countries that are growing their economic participation and influence. We also look at the U.S. response to the changing environment, including the effort to diversify its traditional supply chains in a post-pandemic world, and a resurgence in American manufacturing.

Commerce Trust is a division of Commerce Bank.

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee

Past performance is no guarantee of future results. Diversification does not guarantee a profit or protect against all risk. Commerce does not provide tax advice to customers unless engaged to do so. Consult a tax specialist regarding tax implications related to any product and specific financial situation. Commerce Trust does not provide legal advice to its customers. Data from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

Interest in alternative investments, a category of investable assets that fall outside the spectrum of traditional investments like stocks, bonds, or cash instruments, has gained momentum in recent years among investors.

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee discusses the unique characteristics, risks, and opportunities available in the asset class with Cindy Rapponotti, our Director of Alternative Investments at Commerce Trust.


Commerce Trust is a division of Commerce Bank.

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee

Past performance is no guarantee of future results. Diversification does not guarantee a profit or protect against all risk. Commerce does not provide tax advice to customers unless engaged to do so. Consult a tax specialist regarding tax implications related to any product and specific financial situation. Commerce Trust does not provide legal advice to its customers. Data from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

Given the current interest rate environment and historically high yields, fixed income markets may present opportunities for investors looking to diversify an investment portfolio. We discuss the fixed income opportunities we see in 2024 in a new episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee.


Commerce Trust is a division of Commerce Bank.

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee

Past performance is no guarantee of future results. Diversification does not guarantee a profit or protect against all risk. Commerce does not provide tax advice to customers unless engaged to do so. Consult a tax specialist regarding tax implications related to any product and specific financial situation. Commerce Trust does not provide legal advice to its customers. Data from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

Investors’ preference for technology has reshaped the S&P 500 Index, with technology-oriented stocks now comprising nearly 50% of the index’s weighting. With artificial intelligence (AI) poised to be the next revolutionary innovation, this segment looks likely to remain a key driver of performance in 2024.

Technology-oriented stocks, or companies with a heavy reliance on technology to drive growth, represent a range of companies that span across multiple sectors within the stock market. Until a few years ago, most of these companies fell under the information technology sector in the S&P 500 before changes were made to even out the weightings in the index’s other sectors.

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee discusses the significance of technology within equities with Don McArthur, Director of Equity Research at Commerce Trust.

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

The U.S. national debt exceeded $34 trillion dollars, while the federal deficit was $1.7 trillion for fiscal year 2023. How sustainable are these fiscal imbalances, and what does this mean for investors? In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee, examines the U.S. debt load, the deficit and how it all translates to the broader financial markets with Brent Schowe, our Director of Investment Research at Commerce Trust.

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

Members of the Commerce Trust investment management team discuss our economic and market insights for 2024.

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

With 2023 winding down, now is an ideal time for investors to assess their wealth management plan. In the latest episode of Conversations with Commerce Trust, podcast host and Chief Investment Officer David Hagee is joined by Commerce Trust Directors of Portfolio Management Tara McConkey and Tim Michel, to discuss how recent economic and market activity could factor into year-end investment strategies for high-net-worth investors.

Read our companion piece on the importance of portfolio rebalancing as part of a healthy wealth management approach, potential tax advantages and how often one should rebalance. https://www.commercetrustcompany.com/news-and-insights/2023/why-portfolio-rebalancing-makes-sense

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

Rising geopolitical tensions are contributing to uneasiness around the world. Yet the markets have remained surprisingly calm. Why? In a new podcast episode hosted by Chief Investment Officer David Hagee, David and his guests Commerce Trust’s Scott Colbert, Chief Economist and Director of Fixed Income Management and KC Mathews, our Chief Market Strategist, examine market reaction to geopolitical crises.

(You can subscribe to the podcast at Apple Podcasts, Spotify, or Stitcher, get the RSS feed, or listen via the media player above.)

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts