27 episodes

Hear Fiduciary Trust's insights on the global economy and markets as well as our perspective on financial, retirement & estate planning, trusts, philanthropic planning, next gen education, and other topic areas. (c) Fiduciary Trust Company.

Fiduciary Insights fiduciaryinsights

    • Business
    • 5.0 • 5 Ratings

Hear Fiduciary Trust's insights on the global economy and markets as well as our perspective on financial, retirement & estate planning, trusts, philanthropic planning, next gen education, and other topic areas. (c) Fiduciary Trust Company.

    2022 Q4 Market Outlook: Narratives of Hope and Reality

    2022 Q4 Market Outlook: Narratives of Hope and Reality

    Last quarter, rising interest rates and inflation were at the forefront of the economy and markets. In our Q4 Market Outlook podcast, our Chief Investment Officer, Hans F. Olsen, CFA, discusses the current health of the U.S. economy, the outlook for inflation and interest rates, the likelihood of a recession, and our outlook for the financial markets. In addition, Hans discusses a few timely investment questions with our President & CEO, Austin V. Shapard. 
     
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    For more information on Fiduciary Trust, visit FidTrustCo.Com

    • 23 min
    2022 Q3 Market Outlook

    2022 Q3 Market Outlook

    This past quarter has raised many questions about the direction of the economy and markets as inflation rages and interest rates rise. In our Q3 Market Outlook podcast, our Chief Investment Officer Hans F. Olsen, CFA shares our perspective on the outlook for inflation and economic growth, whether now is a good time to buy, the current state of interest rates, and our investment outlook by asset class. In addition, Hans discusses a few timely investment questions with our President & CEO, Austin V. Shapard. 
     
    View the video version here
    View other insights 

    • 22 min
    2022-05 Market Outlook - New Hampshire Society of CPAs

    2022-05 Market Outlook - New Hampshire Society of CPAs

    May 12, 2022 - In a discussion with Robin Abbott, CEO of the New Hampshire Society of CPAs, our Chief Investment Officer Hans F. Olsen, CFA discusses the current state of the economy and markets. 

    • 21 min
    2022-05 Market Outlook Presentation

    2022-05 Market Outlook Presentation

    In this replay of our May 5, 2022 Market Outlook presentation, Fiduciary Trust’s Chief Investment Officer Hans F. Olsen, CFA discusses the key forces driving the market, and Fiduciary’s investment perspective on major asset classes.
    Watch the Video Version Here

    • 34 min
    2022 Market Outlook: Definitively Uncertain

    2022 Market Outlook: Definitively Uncertain

    Last year was an excellent one for developed equity markets, while Treasury bonds were unable to deliver yields in excess of the inflation rate. So where are the economy and markets headed from here? In our 2022 Market Outlook podcast, Fiduciary Trust President & CEO Austin V. Shapard and CIO Hans F. Olsen, CFA discuss key drivers and market performance for 2021, the impact the evolving pandemic may have on economic growth this year, the outlook for inflation and our investment outlook by asset class. 
     
    View the video version here
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    • 32 min
    Developing a Charitable Giving Strategy

    Developing a Charitable Giving Strategy

    This podcast is focused on helping individuals, foundations and corporate grantmakers increase the impact of their charitable giving through enhancing their charitable strategies and grantmaking processes.  In this podcast, we discuss the benefits of establishing a giving strategy, advice on each step in the giving strategy process, guidance on developing an ongoing grantmaking process, and resources (downloads and organizations) to help with your grantmaking activities
    The discussion is moderated by Todd Eckler, Executive Director of Fiduciary Trust Charitable, the sponsor of flexible, advisor-managed donor-advised funds. He is joined by Betsy Brill, President of Strategic Philanthropy, Ltd., a leading philanthropic consulting firm she co-founded over 20 years ago. 
    Click here to view the video version

    • 51 min

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