Conversations with Commerce Trust

Members of the Commerce Trust investment management team discuss our economic and market insights for 2024.

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

With 2023 winding down, now is an ideal time for investors to assess their wealth management plan. In the latest episode of Conversations with Commerce Trust, podcast host and Chief Investment Officer David Hagee is joined by Commerce Trust Directors of Portfolio Management Tara McConkey and Tim Michel, to discuss how recent economic and market activity could factor into year-end investment strategies for high-net-worth investors. 

Read our companion piece on the importance of portfolio rebalancing as part of a healthy wealth management approach, potential tax advantages and how often one should rebalance. https://www.commercetrustcompany.com/news-and-insights/2023/why-portfolio-rebalancing-makes-sense

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

Rising geopolitical tensions are contributing to uneasiness around the world. Yet the markets have remained surprisingly calm. Why? In a new podcast episode hosted by Chief Investment Officer David Hagee, David and his guests Commerce Trust’s Scott Colbert, Chief Economist and Director of Fixed Income Management and KC Mathews, our Chief Market Strategist, examine market reaction to geopolitical crises.

(You can subscribe to the podcast at Apple Podcasts, Spotify,  or Stitcher, get the RSS feed, or listen via the media player above.)

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

Global stock markets have experienced solid returns for much of 2023. What might investors see for the rest of the year? We examine the equity markets with Commerce Trust’s Chief Market Strategist, KC Mathews, in our latest episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee.

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

Over the past 25 years, women’s attitudes on investing have evolved considerably. In a new episode of the Conversations with Commerce Trust podcast, host and Chief Investment Officer David Hagee welcomes Cathy Arshadi, Director of Financial Management for Commerce Trust, to discuss the role of women in investing, including how women investors tend to outperform their male counterparts and where room for improvement remains. We also encourage you to check out our companion piece, which examines investing from a woman’s perspective.

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

Will we or won’t we enter a recession in 2023? We share our economic and market forecasts for the rest of the year in a new episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee.

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

One of the most reliable indicators of economic forecasting is the yield curve. It is a perfect 10 for 10: every recession since 1955 has been preceded by an inversion. Currently the yields of the 10-year and 2-year Treasury bills have been inverted for 11 months. Is a recession looming in the near term, and if so, how severe will it be? We discuss the yield curve inversion in our latest episode of Conversations with Commerce Trust. We also encourage you to download our companion piece to the podcast, examining what makes this yield curve inversion unique.  

Lastly, Chief Investment Officer David Hagee provides an overview on the debt ceiling standstill and what’s at stake should the U.S. default on its debt obligations.  

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

Shifting economic conditions and a tightening lending environment are creating headwinds for the commercial real estate sector. These challenges include a growing number of property owner defaults, an overwhelming surplus of office space and nearly $150 billion in office leases set to mature over the next two years. Is commercial real estate on shaky ground? We discuss in a new episode of the Conversations with Commerce Trust podcast.

Also, we invite you to download our companion commentary that explores the good, the bad and the ugly of the real estate sector.  

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

Uncertainty stemming from turmoil in the global banking industry has shaken investor confidence. Is this a repeat of the Great Financial Crisis?

We discuss the current situation in the banking sector, its impact on the financial markets and possible implications for the broader economy in this episode of Conversations with Commerce Trust podcast.

You can read more from David Hagee on The banking crisis and its effect on the markets

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

In our latest Conversations with Commerce Trust podcast episode, David Hagee and Tara McConkey discuss the Federal Reserve’s 10-year run of easy money that led to the rise in popularity of certain highly speculative asset categories, including crypto, SPACs and NFTs, and how the Fed’s shift to a restrictive stance last year wreaked havoc on these riskier investments. 

As a companion piece to the podcast, we offer a commentary on the possible future of the hotly debated and polarizing world of cryptocurrency.