Fiduciary Insights

fiduciaryinsights
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  • INVESTING

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.

  1. JAN 11

    2026 Market Outlook: Opportunity, Dispersion, and Policy Crosscurrents

    After a year of strong performance across major asset classes, what lies ahead for financial markets in 2026? In our latest Market Outlook podcast, Fiduciary's Head of Investments, Pat Donlon, CFA, shares key trends and insights to watch this year.  View the video here on our website with closed captions.

    25 min

  2. 11/06/2025

    How to Benefit from New Hampshire’s Trust Laws

    New Hampshire offers some of the most favorable trust laws in the nation, providing meaningful benefits to individuals and families across the country. The recently enacted One Big Beautiful Bill (OBBB) introduces important updates that may influence trust and estate planning strategies.  In this podcast from Trusts & Estates journal and sponsored by Fiduciary Trust of New England, leading experts explore the advantages of New Hampshire trust laws, the potential impact of the OBBB, and examples of how these laws can create lasting value for families.

    1h 1m

  3. 10/13/2025

    2025 Q4 Market Outlook: Navigating 2025’s Market Paradox

    Despite continued headlines around inflation and policy uncertainty, markets have shown remarkable strength, with most asset classes near record highs. In our latest Market Outlook podcast, we examine the forces likely to guide markets through the remainder of the year.   View the video version here on our website.

    29 min

  4. 07/11/2025

    2025 Q3 Market Outlook: Global Tailwinds in a World of Trade Tensions and Policy Change

    Markets experienced volatility during the first half of the year, but the quarter closed with solid gains across major asset classes. In our latest Market Outlook podcast, we explore the key drivers influencing the economy and markets, as well as the opportunities and risks we anticipate for investors.  Recorded on July 9, 2025.   View the video version here on our website.

    24 min

  5. 04/17/2025

    2025 Q2 Market Outlook Webinar

    In our April 16, 2025 Market Outlook webinar, we discussed the current state of key Trump administration policy decisions, and our views on the direction of the economy and financial markets.

    49 min

  6. 01/13/2025

    2025 Market Outlook: The Red Wave Has Investors Seeing Green

    While 2024 provided strong returns across major asset classes, many investors are wondering what may lie ahead for 2025. In our 2025 Market Outlook podcast, we highlight our latest views on the economy and financial markets including the direction of the economy and markets given market valuations, potential Trump Administration policies, and portfolio implications.    View the video version here with closed captions.

    23 min

  7. 10/15/2024

    2024 Q4 Market Outlook: Is the Soft Landing Underway?

    In our recent Market Outlook podcast, we highlight our latest views on the economy and financial markets including the potential for a soft landing in the economy, the expected magnitude of future Fed Funds rate cuts, and key investment opportunities across markets. In this podcast, Patrick Donlon, CFA, CFP, Fiduciary's Investment Department Co-Head, presents our latest views and is joined by Austin V. Shapard, President & CEO for Q&A.  You may view the video version with closed captions here.

    22 min

  8. 07/16/2024

    2024 Q3 Market Outlook: Market Distortions, Artificial Intelligence, and Politics

    In our latest Market Outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, outlines the key factors affecting the economy and markets including state of the economy and markets, market concentration, and policy, politics and the markets.    Watch the video version here with closed captions.

    23 min
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About

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.

Information

  • Creator
    fiduciaryinsights
  • Years Active
    2020 - 2026
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © Copyright 2019 All rights reserved.
  • Show Website
    Fiduciary Insights