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Hosted by Stifel Investment Strategy · 🇺🇸 US · EN-US · 25 episodes
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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 InsightsAnalysis of Markets and Related InsightsDeveloping 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
Stifel Investment Strategy hosts Stifel Investment Strategy Brief Podcast, a business show with 25 episodes published.
In this episode we discuss the potential for peace in the Middle East and how that is shaping our outlook for the second half of 2026. View the Investment Strategy Brief slides related to this episode here Watch the vide
In this episode we discuss the potential for peace in the Middle East and how that is shaping our outlook for the second half of 2026. View the Investment Strategy Brief slides related to this episode here Watch the vide
In this episode we provide an update on AI, inflation, and the Market’s Narrow Path. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode here The views expressed
In this episode we provide an update on 2026 headwinds and tailwinds, including the Middle East conflict and artificial intelligence. View the Investment Strategy Brief slides related to this episode here Watch the video
In this episode, we discuss the U.S./Israel - Iran war and some tactical considerations, as well as four scenarios to move towards an off-ramp to peace. View the Investment Strategy Brief slides related to this episode h
In this episode we continue our discussion around our outlook for 2026 and AI optimism, including some early evidence that market performance is broadening, even amidst pockets of volatility around some AI fears. View th
In this episode, we cover in detail our report Outlook 2026: Rewiring Growth, where we discuss a look back at 2025, how AI can fuel improved productivity and new sources of economic growth, our positive outlook for the c
In this episode we discuss the resilience of the current environment, the risks for a market pullback, and the opportunities ahead as AI improves productivity. View the Investment Strategy Brief slides related to this ep
In this episode we discuss some drivers of the recent pullback in the equity markets and our views looking forward. View the Investment Strategy Brief slides related to this episode here Watch the video related to this e
In this episode, we review the potential for a slowdown in the economy towards the end of the year, as well as the market implications and potential for a pullback in this elevated market environment. View the Investment
In this episode, we discuss economic/market headwinds, tailwinds, and resulting crosswinds, and how these create risks and opportunities in the current environment. View the Investment Strategy Brief slides related to th
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 th
In this episode, we discuss geopolitcal tensions, like the Israel strikes on Iran, as well as continued policy uncertainty in DC, then turn to implications on the economy and markets. View the Investment Strategy Brief s
In this episode, we discuss the continued Washington D.C. policy tensions and the effects of the related uncertainty on the economy and the markets. View the Investment Strategy Brief slides related to this episode here
In this episode, we discuss how we’re watching for the uncertainty in the current environment to fade, including a focus on how recent equity market behavior compares to history. View the Investment Strategy Brief slides
In this episode, we discuss some key areas of change in D.C. policy and the corresponding economic and market implications. View the Investment Strategy Brief slides related to this episode, here Watch the video related
In this episode, we provide an update on how the economic and market environments are reacting to changes in Washington D.C., making some investors pessimistic and others optimistic about the future. View the Investment
In this episode we discuss in depth our outlook for the upcoming year as shared in Outlook 2025: Gravitational Shifts. You can read the full report, watch a video summary, or view the replay of this week’s client webinar
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
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 Br
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Stifel Investment Strategy Brief Podcast is hosted by Stifel Investment Strategy. The show is categorised under business (investing) and has published 25 episodes.
Stifel Investment Strategy Brief Podcast has published 25 episodes.
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