|
NextGen Investor Webinar
With Stifel Brand Ambassadors Alyssa and Gisele Thompson
Hear about how professional soccer players Alyssa and Gisele navigate pressure, setbacks, and the spotlight while exceling in high-stakes environments. Whether you’re chasing goals on the field or in your career, this is a conversation you won’t want to miss.
› REGISTER
|
|
 |
Quarterly Market Perspectives
Q3 | 2025
This quarter’s Market Perspectives from our CIO Office. We review the prior quarter’s capital market returns and economic developments in the context of our outlook and asset allocation themes.
› READ
|
 |
Our Second Half Outlook: Animal Spirits Are Proving to Be a Driving Force in 2025
Market Sight|Lines
Despite a volatile first half, the S&P 500 surged ahead, up 6.2% and surpassing our 6,200 year-end target. What’s next for markets in 2H 2025? We provide an outlook for the second half of 2025, considering geopolitics, government policy, inflation, Federal Reserve policy, economic growth, and company earnings.
› READ
› WATCH
› LISTEN
|
 |
Weekly Market Perspectives
For the Week Ending July 11, 2025
The S&P 500 retreated slightly last week. Tariff threats from President Trump put U.S. trade policy uncertainty into the spotlight. Meanwhile, the latest Federal Open Market Committee meeting minutes signaled rate cuts later in the year.
› READ
|
 |
Stifel Bits
A breezy, lighthearted approach to our insights
39: The number of years Microsoft Excel has been in use. Unlike Aaron Rodgers, we think Excel still has plenty of seasons left in its playbook.
› READ
|
 |
State of the Economy: Leading, Lagging, and Coincident Indicators
Economic Insight
Amid persistent uncertainty surrounding fiscal policy initiatives, the Federal Reserve opted to remain on the sidelines at the latest June Federal Open Market Committee meeting.
› READ
|
 |
Market Declines and Subsequent Returns
Volatility Resources
Since 1929 there have been 22 instances where the S&P 500 declined more than 15% from its local peak (red bar), with an average decline of 34%. Equity returns, however, are often strong following sharp declines with the subsequent 12-month return (green bar) averaging 47%. That’s why it’s important for investors to maintain composure and stick to their investment plan.
› READ
|
|
|
|
|
