Conversations with Commerce Trust

Nov 13 2024 15 ep. 13 mins 1
Conversations with Commerce Trust Podcast artwork

Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the speakers and not necessarily of Commerce Bancshares, Inc. Always consult your legal and tax advisors. Not FDIC Insured | May Lose Value | No Bank Guarantee

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Positioning your investment portfolio for 2025: Year-end investment strategies

Nov 13 2024 13 mins  
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 n

The Fed, monetary policy, and the return to normalcy

Oct 28 2024 11 mins  
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 n

Funding the mission: Why nonprofits need strong financial partnerships

Sep 25 2024 14 mins  
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 pa

Equities expectations for the rest of 2024

Aug 22 2024 14 mins  
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

2024 Commerce Trust Midyear Economic and Market Outlook

Jul 23 2024 18 mins  
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

Emerging Trends in the Global Economy

Jun 20 2024 14 mins  
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 a

A Look at Alternative Investments

May 24 2024 10 mins  
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 opportunit

Fixed Income Opportunities in 2024

Apr 18 2024 14 mins  
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

Technology's Impact on Equity Investing

Mar 26 2024 14 mins  
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 te

How sustainable is the U.S. debt situation?

Mar 04 2024 15 mins  
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 b