Conversations with Commerce Trust Commerce Trust Company

Rising geopolitical tensions are contributing to uneasiness around the world. Yet the markets have remained surprisingly calm. Why? In a new podcast episode hosted by Chief Investment Officer David Hagee, David and his guests Commerce Trust’s Scott Colbert, Chief Economist and Director of Fixed Income Management and KC Mathews, our Chief Market Strategist, examine market reaction to geopolitical crises.

(You can subscribe to the podcast at Apple Podcasts, Spotify, Google Play, or Stitcher, get the RSS feed, or listen via the media player above.)

Global stock markets have experienced solid returns for much of 2023. What might investors see for the rest of the year? We examine the equity markets with Commerce Trust’s Chief Market Strategist, KC Mathews, in our latest episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee.

Over the past 25 years, women’s attitudes on investing have evolved considerably. In a new episode of the Conversations with Commerce Trust podcast, host and Chief Investment Officer David Hagee welcomes Cathy Arshadi, Director of Financial Management for Commerce Trust, to discuss the role of women in investing, including how women investors tend to outperform their male counterparts and where room for improvement remains. We also encourage you to check out our companion piece, which examines investing from a woman’s perspective.

Will we or won’t we enter a recession in 2023? We share our economic and market forecasts for the rest of the year in a new episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee.

One of the most reliable indicators of economic forecasting is the yield curve. It is a perfect 10 for 10: every recession since 1955 has been preceded by an inversion. Currently the yields of the 10-year and 2-year Treasury bills have been inverted for 11 months. Is a recession looming in the near term, and if so, how severe will it be? We discuss the yield curve inversion in our latest episode of Conversations with Commerce Trust. We also encourage you to download our companion piece to the podcast, examining what makes this yield curve inversion unique.  
Lastly, Chief Investment Officer David Hagee provides an overview on the debt ceiling standstill and what’s at stake should the U.S. default on its debt obligations.  

Shifting economic conditions and a tightening lending environment are creating headwinds for the commercial real estate sector. These challenges include a growing number of property owner defaults, an overwhelming surplus of office space and nearly $150 billion in office leases set to mature over the next two years. Is commercial real estate on shaky ground? We discuss in a new episode of the Conversations with Commerce Trust podcast. 

Also, we invite you to download our companion commentary that explores the good, the bad and the ugly of the real estate sector.