Fiduciary Insights

fiduciaryinsights
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Fiduciary Insights

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. OCT 15

    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

  2. JUL 16

    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

  3. JUL 16

    Our Manager Selection Approach

    Fiduciary's Head of Manager Research and Due Diligence, Harison Sidhu, CFA. discusses how Fiduciary identifies quality managers, our views on active vs. passive management, and how we monitor managers and what factors cause us to change a manager.    Watch the video with closed captions here.

    12 min

  4. APR 12

    2024 Q2 Market Outlook: Great Expectations and Calendar Watching

    Despite uncertainty around central bank policies, geopolitical events, and the election, returns were largely positive across major financial markets last quarter. In our latest Market Outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, provides our perspective on the economy, the markets, and what may lie ahead this coming quarter.

    30 min

  5. JAN 8

    2024 Market Outlook: What If There is No Landing?

    The economy and markets performed better in 2023 than many expected at the beginning of the year. In our 2024 market outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, outlines key forces that are likely to shape the financial markets this year and shares key considerations for investment portfolios. In addition, Hans is joined by Fiduciary's President & CEO, Austin V. Shapard, to discuss topics on the minds of investors.

    21 min

  6. 10/20/2023

    2023 Q4 Market Outlook: The Pause that Refreshes?

    Going into the final months of the year, there are some key questions on many minds about where the economy and markets are headed. In our latest Market Outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, discusses the state of the markets, the risk of a potential near-term recession, interest rates and inflation, and investment opportunities in the current environment.

    16 min

  7. 07/11/2023

    2023 Q3 Market Outlook: Mr. Market - Failing to Follow the Script or Losing the Plot?

    Rising equity markets, along with increasing interest rates and tightening credit conditions have many investors questioning how these trends will play out in the second half of the year. In our Q3 Market Outlook podcast, Fiduciary's Chief Investment Officer Hans F. Olsen, CFA provides our perspective on the economy and markets as well as our outlook by asset class.

    21 min

  8. 05/05/2023

    How to Benefit from New Hampshire’s Trust Laws

    The Granite State arguably has the best trust laws in the country, backed by a legislature with a history of staying on the forefront of advantageous trust laws. NH trusts are available to families nationwide and internationally, and their use can deliver tremendous benefits in tax savings, asset protection, and multi-generational asset transfer. They also permit directed trusts, where a grantor’s existing financial advisor can manage trust assets, while the trust administration is provided by a NH-based trust company. In this podcast from Trusts & Estates journal, experts from Fiduciary Trust of New England and Holland & Knight discuss the key provisions of the Granite State’s trust laws, provide client examples, and address audience questions.   View the Video Version Here

    1h 2m
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Ratings & Reviews

5
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5 Ratings

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 - 2024
  • Episodes
    38
  • Rating
    Clean
  • Copyright
    © Copyright 2019 All rights reserved.
  • Show Website
    Fiduciary Insights

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