In our December Investment Strategy Brief, we discuss the incoming administration, developing geopolitical events, and their potential impact on the economy and 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 our December Investment Strategy Brief, we discuss the incoming administration, developing geopolitical events, and their potential impact on the economy and markets.
&nbsp;
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/December-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://vimeo.com/stifel/isb-dec2024">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

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

Investment Strategy Brief | December 2024

In this episode, we dive a little deeper into the policies of the incoming Trump administration and Republican-controlled Congress and the related implications for the economy and 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 dive a little deeper into the policies of the incoming Trump administration and Republican-controlled Congress and the related implications for the economy and markets.
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/November-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://vimeo.com/stifel/isbnov24">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 | November 2024

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

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 | June 2024

In this episode, we discuss how the Fed will maintain its restrictive policy as officials await evidence of cooling inflation, reinforcing the “higher for longer” interest rate environment.

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 how the Fed will maintain its restrictive policy as officials await evidence of cooling inflation, reinforcing the “higher for longer” interest rate environment.
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/May-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://vimeo.com/stifel/isb052424">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 | May 2024

In this episode, we continue our discussion about optimism around artificial intelligence and identify some additional headwinds that may lead us toward an economic slowdown.

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 continue our discussion about optimism around artificial intelligence and identify some additional headwinds that may lead us toward an economic slowdown.
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/April-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://vimeo.com/stifel/isb041724">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 | April 2024

In this episode, we discuss the idea that economists and market experts appear even more positive looking forward, and how we’re challenging ourselves to watch for a slowdown, especially with the consumer. 

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 that economists and market experts appear even more positive looking forward, and how we’re challenging ourselves to watch for a slowdown, especially with the consumer. 
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/March-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://youtu.be/RGFOMVyIMP8">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 | March 2024

In this episode, we discuss how 2024 is unfolding relative to our outlook, and we also discuss the role of artificial intelligence in the strong equity market and economic results.

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 how 2024 is unfolding relative to our outlook, and we also discuss the role of artificial intelligence in the strong equity market and economic results.
<hr>
View the Investment Strategy Brief slides related to this episode, <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2024/February-2024.pdf">here</a>
Watch the video related to this episode, <a href="https://vimeo.com/stifel/isb022024?share=copy">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 | February 2024

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

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