Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by KC Mathews, Chief Market Strategist, and Don McArthur, Director of Equity Research, to discuss corporate earnings and how tariffs may impact markets and the economy:  

• How anticipated corporate earnings growth in 2025 has changed  
• How the fluid tariff situation affects economic growth, inflation, and the U.S. dollar  
• Our perspective on the interest rate environment 
• Asset allocation and investment positioning amid market uncertainty  

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Commerce Trust investment team members Brett Stewart, Analyst Team Leader, and Adam Emig, Private Placement Analyst, to examine the unique characteristics of private placements and the outlook for these alternative investments.  

Learn how various economic factors and market conditions may impact alternative investments, including:  

• Buyout investing and the potential impacts of today’s regulatory environment 
• Venture capital and the divide between top-tier venture capitalists and smaller firms  
• Private real estate and the differing performance among property types  
• The secondary market for investing in private placements 

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Matt Schmitt, Director of Equity Strategy to compare the historical performance of U.S. versus international equities and discuss economic factors that impact the performance of international equities.

Economic factors influencing international equity returns include:

• Differences in economic growth and market segments abroad relative to the U.S.
• Variations in the interest rate environment across different countries
• Currency fluctuations relative to investment performance
• Tariffs and their impact on international economies

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Scott Colbert, Chief Economist and Director of Fixed Income Management to discuss economic and market implications emerging from the new Trump administration.

Topics include:  

·         How the new administration’s views on tariffs, taxes, immigration and policy may impact the U.S. economy

·         Implications for inflation, economic growth, interest rates, and the national deficit

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Scott Colbert, Chief Economist and Director of Fixed Income Management; and KC Mathews, Chief Market Strategist; to discuss insights on the economic and market landscape as we head into the new year, as well as opportunities for investors for 2025. 

Topics include: 

·         The likelihood of moderating economic growth in 2025 due to sustained higher interest rates and less federal stimulus. 

·         The Federal Reserve’s monetary policy will play a crucial role in shaping the year ahead, as well as possible changes in tariffs and immigration policies under a second Trump administration.

·         Equities are poised to continue their positive trajectory, as broader market participation is a projected theme for domestic equities in 2025. 

·         Within fixed income securities, compelling yields remain in place for investment-grade bonds, offering investors portfolio diversification opportunities. 

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

As 2024 draws to a close, it’s important for investors to review your investment portfolio. For high-net-worth investors, the regular discipline of a portfolio review with your wealth management team can help ensure your portfolio is aligned with your investment goals and you are positioned to capture opportunities for additional investments and tax efficiencies over time.  

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee and Tim Michel, Director of Portfolio Management, discuss portfolio rebalancing, tax-loss harvesting, and additional year-end strategies to grow your investment portfolio for 2025 and beyond.  

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

Does the September interest rate cut signal a shift in the Federal Reserve’s monetary policy? In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee and Scott Colbert, Chief Economist and Director of Fixed Income Management, examine the Fed’s recent actions, the likely pace of future rate cuts, and the Fed’s attempt to find a neutral interest rate, which neither accelerates nor restricts economic growth. 

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

Nonprofit organizations play an essential role in our communities, yet many face service challenges in today’s shifting economic environment. In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee and Amy Pieper, Director of Institutional Services at Commerce Trust, discuss the nonprofit world and why finding a trusted financial partner is pivotal to helping these organizations fulfill their missions both today and for years to come. 

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

Chief Investment Officer David Hagee and senior investment strategy leaders outline their broader expectations for equity returns for the remainder of 2024. Topics include: 

·         How the U.S. economy is slowing, but still appears supportive for equity markets. 

·         The expectation for strong corporate earnings and valuations through the rest of the year.

·         The early August stock market sell-off and what it means for long-term investors. 

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts