David Hagee Executive Vice President, Chief Investment Officer
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:
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An analysis of the U.S. economy, and the shift from a stimulus-fueled economy to one of self-sustaining economic recovery
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Excitement for artificial intelligence (AI) and technology-oriented stocks continues to drive equity returns as we expect some broadening momentum across domestic stocks.
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Compelling yields remain in place for investment-grade bonds, while other fixed income securities could offer portfolio diversification opportunities.
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The U.S. debt situation and the long-term risks it poses to both the economy and financial markets.
