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Investment Strategy Brief | July 2024

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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 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

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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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