This video collection features comments and commentary from our Investment Committee members, including John Norris (Managing Director and Chief Economist), David McGrath (Managing Director, CFA® and Chief Equity Strategist), Sam Clement (Associate Managing Director and Portfolio Manager), Ryan Bernal (Investment Analyst) and Chris Cooper (Portfolio Manager).
Our Investment Committee experts are responsible for overseeing the investment decisions on behalf of Oakworth Capital Bank. Their objective is to manage investment strategy, monitor the performance off all portfolios and conduct research to identify key opportunities. These experts also make up our Thought Leadership team. We believe communication is the key to successful client relationships. While sharing useful information is beneficial, regardless of source, Oakworth believes in the value proposition of developing and having its own experts and ideas. By generating our own market commentaries, economic newsletters, topical subject analysis and serials, and even conversational podcasts and videos, our clients know we are using our knowledge, creativity and expertise to help them succeed.
Below you’ll find relevant videos from our Investment Committee around relevant economic issues as well as our Annual Macro & Market Perspectives Magazine for 2025.
Special Report: The Department of Government Efficiency
Is your tax money being put to good use? The goal of efficient government spending isn’t just to reduce the deficit but to ensure sustainable, effective public programs. Can the Department of Government Efficiency (D.O.G.E.) deliver on its promise to cut $2 trillion in federal waste? Our Investment Committee explores challenges, opportunities and global parallels in this special report.
2024 – The Moments that Moved the Economy
Throughout 2024, our Investment Committee navigated economic shifts and while staying nimble enough to capture upside potential. Our 2024 timeline highlights the key market-moving events that influenced and shaped our portfolio strategy.
State of the Economy
While Washington promotes economic growth, many Americans feel left behind. What does this mean for 2025? Dive into our latest edition of Macro & Market Perspectives where Chief Economist John Norris breaks down last year’s economic landscape and shares insights on what to expect next for 2025.
2025 Predictions
Curious about what 2025 holds for our economy? Even better – for your wallet? From the fate of cryptocurrencies to Federal Reserve decisions, our Thought Leadership team share their predictions in the latest issue of Macro Markets. Always our most popular article… Dive into the discussion and stay ahead of the curve!
Key Takeaways from 2024
In this video, our Investment Committee breaks down our key takeaways for 2024, covering critical insights on economic growth, financial markets, and emerging opportunities. Learn what worked last year, what to expect this year, and how to position yourself for success in an evolving landscape. Stay ahead with expert analysis and actionable strategies.
2024 Equity Markets, A Review
Are you prepared for the market transformation in 2025? Discover the strategies our Investment Committee uses to guide asset allocation, embrace cautious optimism, and navigate uncertainty. Learn how to capitalize on emerging trends and position yourself for success in this evolving financial landscape.
Asset Allocation: Positioning for 2025
Are you prepared for the market transformation in 2025? Discover the strategies our Investment Committee uses to guide asset allocation, embrace cautious optimism, and navigate uncertainty. Learn how to capitalize on emerging trends and position yourself for success in this evolving financial landscape.
This information is being provided for informational and educational purposes and is not meant to be taken as specific advice. All decisions regarding the legal implications of these strategies should be discussed with your advisors before being implemented.