Conversations with Commerce Trust

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

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by senior investment strategy leaders to discuss insights on the current economic and market landscape, as well as opportunities for investors for the rest of 2024. Topics include: 

·         An analysis of the U.S. economy, and the shift from a stimulus-fueled economy to one of self-sustaining economic recovery.

·         Excitement for artificial intelligence (AI) and technology-oriented stocks continues to drive equity returns as we expect some broadening momentum across domestic stocks.

·         Compelling yields remain in place for investment-grade bonds, while other fixed income securities could offer portfolio diversification opportunities.  

·         The U.S. debt situation and the long-term risks it poses to both the economy and financial markets. 

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

The dynamics of the global economy are changing, and new trends are emerging.

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee is joined by Kelly Jernigan, a Senior Portfolio Manager and Team Leader at Commerce Trust, to examine how the era of globalization is shifting. Topics include the emergence of developing countries that are growing their economic participation and influence. We also look at the U.S. response to the changing environment, including the effort to diversify its traditional supply chains in a post-pandemic world, and a resurgence in American manufacturing.

Commerce Trust is a division of Commerce Bank.

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee
 
 Past performance is no guarantee of future results. Diversification does not guarantee a profit or protect against all risk. Commerce does not provide tax advice to customers unless engaged to do so.  Consult a tax specialist regarding tax implications related to any product and specific financial situation. Commerce Trust does not provide legal advice to its customers.  Data from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.  

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

Interest in alternative investments, a category of investable assets that fall outside the spectrum of  traditional investments like stocks, bonds, or cash instruments, has gained momentum in recent years among investors. 

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee discusses the unique characteristics, risks, and opportunities available in the asset class with Cindy Rapponotti, our Director of Alternative Investments at Commerce Trust.


Commerce Trust is a division of Commerce Bank.

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee
 
 Past performance is no guarantee of future results. Diversification does not guarantee a profit or protect against all risk. Commerce does not provide tax advice to customers unless engaged to do so.  Consult a tax specialist regarding tax implications related to any product and specific financial situation. Commerce Trust does not provide legal advice to its customers.  Data from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.  

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

Given the current interest rate environment and historically high yields, fixed income markets may present opportunities for investors looking to diversify an investment portfolio. We discuss the fixed income opportunities we see in 2024 in a new episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee.


Commerce Trust is a division of Commerce Bank.

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee
 
 Past performance is no guarantee of future results. Diversification does not guarantee a profit or protect against all risk. Commerce does not provide tax advice to customers unless engaged to do so.  Consult a tax specialist regarding tax implications related to any product and specific financial situation. Commerce Trust does not provide legal advice to its customers.  Data from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.  

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

Investors’ preference for technology has reshaped the S&P 500 Index, with technology-oriented stocks now comprising nearly 50% of the index’s weighting. With artificial intelligence (AI) poised to be the next revolutionary innovation, this segment looks likely to remain a key driver of performance in 2024.  

Technology-oriented stocks, or companies with a heavy reliance on technology to drive growth, represent a range of companies that span across multiple sectors within the stock market. Until a few years ago, most of these companies fell under the information technology sector in the S&P 500 before changes were made to even out the weightings in the index’s other sectors. 

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee discusses the significance of technology within equities with Don McArthur, Director of Equity Research at Commerce Trust.  

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

The U.S. national debt exceeded $34 trillion dollars, while the federal deficit was $1.7 trillion for fiscal year 2023. How sustainable are these fiscal imbalances, and what does this mean for investors? In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee, examines the U.S. debt load, the deficit and how it all translates to the broader financial markets with Brent Schowe, our Director of Investment Research at Commerce Trust. 

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