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From Vision to Value:
Our Long-Term Investment Themes
Anticipating the megatrends influencing the economy and markets is a cornerstone for successful investing.
That’s why our long-term investment themes consider how megatrends such as artificial intelligence, aging population, and geopolitical tensions are presenting value-creation opportunities for long-term investors.
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Allocation Insights
Q3 2024
U.S. economic indicators signal ongoing expansion, yet a rise in the unemployment rate coupled with a more discerning consumer has raised worries that the economy may be slowing faster than anticipated and the Federal Reserve (Fed) may be behind on lowering rates.
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August in Review
Monthly Market Perspectives
The S&P 500 rose in August but experienced elevated volatility at the start of the month, logging its worst and best sessions since 2022.
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Stifel Bits
A breezy, lighthearted approach to our insights
$6,463 to $15,559: The cost of a one-week trip to Disney for a family of four, not including flights or souvenirs, according to NerdWallet.
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Weekly Market Perspective
For the week ending August 30, 2024
U.S. equity markets rose last week, with the S&P 500 up 0.27%. Investors focused on economic data and the impacts to the Federal Open Market Committee’s monetary policy decisions at the September meeting. The last of the “Magnificent Seven” reported earnings (Nvidia), beating estimates for the second quarter and alleviating some near-term valuation concerns for heavily AI-exposed companies.
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