Keeping You Informed

Stifel Insights

Dive into our latest articles, videos, podcasts, and more!

Sight|Lines
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast
Market Pulse
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video
Retirement Plans Quarterly
The Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.

Newsletter
Wealth Planning Newsletter
The Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.

Newsletter
Market Perspectives Quarterly
Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame

Whitepaper
Market Perspectives Monthly
Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

Whitepaper
Market Perspectives Weekly
Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

Whitepaper
Favorite 15
Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.

Whitepaper
Allocation Insights
Wealth management insights from Stifel’s CIO Office.

Whitepaper
Choose Stifel: CIO Office
Day in and day out, Stifel's CIO Office works to support financial advisors. We provide assistance making sense of the markets, identifying the latest trends, and developing foundational guidance, as well as providing these insights to advisors and their clients in the most cutting-edge ways. Visit this page on choosestifel.com to learn more.

Digital Campaign
HTML: CIO Office
A formatted, ready to send e-mail you can share with recruits that details the ways that the CIO Office provides support and insight to Advisors and their teams. Includes a video featuring Stifel CIO, Michael O'Keeffe.

Email

2024 Outlook: Embracing Change

We share our 2024 Outlook: Embracing Change, which draws out the importance of accepting, and looking for opportunity in, how our world is rapidly changing. We again provide our views for three possible scenarios for the coming year. Our base case is a bit more muted than in years past, informed by our view that the world is being transformed, with tailwinds like artificial intelligence and headwinds like the need for Fiscal Transition across our economy, given increased levels of debt and higher interest rates. We also comment on more positive and negative scenarios, and we include our guidance on portfolio positioning and dynamic leanings.

Thank you for your interest! We hope you find our 2024 Outlook valuable.

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