Stifel Investment Strategy Brief Podcast

De: Stifel Investment Strategy
  • Resumen

  • Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Discussion topics include:

    • Macroeconomic and Geopolitical Insights
    • Analysis of Markets and Related Insights
    • Developing or Fading Investment Themes

    A more in-depth video version of each month’s brief and the presentation deck can be found in the episode notes.

    The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

    2024 Stifel Investment Strategy
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Episodios
  • Investment Strategy Brief | September 2024
    Sep 23 2024

    In this episode, we discuss the details of the Fed’s half-point rate cut, other tailwinds to the economy and the markets, as well as headwinds too.

    View the Investment Strategy Brief slides related to this episode, here

    Watch the video related to this episode, here

    The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

    See omnystudio.com/listener for privacy information.

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    21 m
  • Investment Strategy Brief | July 2024
    Jul 29 2024

    In this episode, we discuss the idea of Embracing Change happening in the second half, like an anticipated economic slowdown after a strong first half, the upcoming U.S. elections, and the market rotation that began in July. We also invite you to view our Client Webinar on the U.S. Elections.

    View the Investment Strategy Brief slides related to this episode, here

    Watch the video related to this episode, here

    The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

    See omnystudio.com/listener for privacy information.

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    24 m
  • Investment Strategy Brief | June 2024
    Jun 20 2024

    In this episode, we discuss the environment and what’s in focus for the second half of 2024, including the results of different elections around the world and possible implications for U.S. elections.

    View the Investment Strategy Brief slides related to this episode, here

    Watch the video related to this episode, here

    The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

    See omnystudio.com/listener for privacy information.

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    19 m

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