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 ThemesA 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
Last Episode Date: 20 June 2024
Total Episodes: 22
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...
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 th...
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 ...
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 episod...
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 relat...
Podcast Summary: In this episode, we review our report Outlook 2024: Embracing Change. You can also view our report, video, and webinar replay. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The v...
In this episode, we review the subtle pivot in Fed policy/messaging from the December meeting, along with economic and market implications. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expre...
In this month’s Investment Strategy Brief, we discuss cooling inflation, Fed policy, a stronger-than-expected economy, and continued tensions with things like Fiscal Transition and geopolitics. View the Investment Strategy Brief slides related to this episode, here Watch ...
In this episode, we discuss the implications of the Israel-Hamas war as well as the concept of Fiscal Transition, whereby consumers, businesses, and our government must improve their management of debt going forward. View the Investment Strategy Brief slides related to this...
In this month’s Investment Strategy Brief, we discuss the prospect of a “soft landing” for the U.S. economy given firming inflation. We share an update on the key factors influencing the economy and markets going forward. View the Investment Strategy Brief slides rela...
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