In this episode, we discuss the forces driving the better-than-expected economic and market results while spelling out some serious risks that may create some market turbulence.

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 discuss the forces driving the better-than-expected economic and market results while spelling out some serious risks that may create some market turbulence.
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/October-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://vimeo.com/stifel/isboct24">here</a>
<hr>
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 &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.

Investment Strategy Brief | October 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

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.
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/September-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://vimeo.com/stifel/isb-092324">here</a>
<hr>
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 &amp; Company, Incorporated | Member SIPC &amp; NYSE | www.stifel.com

Investment Strategy Brief | September 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

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 <a href="https://www.stifel.com/newsletters/AdGraphics/invitations/_2024/D262_24/D262_24.html">Client Webinar</a> on the U.S. Elections. 
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/June-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://vimeo.com/stifel/isb062024">here</a>
<hr>
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 &amp; Company, Incorporated | Member SIPC &amp; NYSE | www.stifel.com

Investment Strategy Brief | July 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

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.
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/June-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://vimeo.com/stifel/isb062024">here</a>
<hr>
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 &amp; Company, Incorporated | Member SIPC &amp; NYSE | www.stifel.com

Investment Strategy Brief | October 2024

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