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Investment Strategy Brief | January 2026

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Stifel Investment Strategy Brief Podcast

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strateg 
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In this episode, we cover in detail our report Outlook 2026: Rewiring Growth, where we discuss a look back at 2025, how AI can fuel improved productivity and new sources of economic growth, our positive outlook for the coming year, and our bear and bull case scenarios.


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*

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Stifel Investment Strategy Brief

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a mont 
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