In this episode we share our outlook for the second half of 2025, digging into geopolitics, Washington policy, the economy, and the markets.

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*

In this episode we share our outlook for the second half of 2025, digging into geopolitics, Washington policy, the economy, and the markets.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2025/July-2025.pdf">here</a>
Watch the video related to this episode <a href="https://vimeo.com/stifel/isb-july">here</a>
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | www.stifel.com*

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

Hosted by Michael O&rsquo;Keeffe, Stifel Chief Investment Officer, the Investment Strategy&nbsp;Brief is a monthly&nbsp;market update from Stifel&rsquo;s Investment Strategy team. Discussion topics&nbsp;include:
<ul>
<li>Macroeconomic and Geopolitical Insights</li>
<li>Analysis of Markets and Related Insights</li>
<li>Developing or Fading Investment Themes</li>
</ul>
A more in-depth video version of each month&rsquo;s brief and the presentation deck can be found in the episode notes.
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | <a href="http://www.stifel.com/">www.stifel.com</a>

Stifel Investment Strategy Brief Podcast

Stifel Investment Strategy Brief

Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy.

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