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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.
Episodes
Tuesday Oct 15, 2024
Tuesday Oct 15, 2024
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.
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
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.
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
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.
Friday Apr 12, 2024
Friday Apr 12, 2024
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.
Monday Jan 08, 2024
Monday Jan 08, 2024
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.
Friday Oct 20, 2023
Friday Oct 20, 2023
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.
Tuesday Jul 11, 2023
Tuesday Jul 11, 2023
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.
Friday May 05, 2023
Friday May 05, 2023
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.
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
Last quarter, markets were broadly higher across major asset classes, although there are key economic and financial market concerns to monitor. In our Q2 Market Outlook podcast, our Chief Investment Officer Hans F. Olsen, CFA shared our perspective on the outlook for inflation and economic growth, the resiliency of the labor market, the probability of a recession, and our outlook by asset class.
Saturday Jan 07, 2023
Saturday Jan 07, 2023
In our 2023 Market Outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, provides our latest views on the areas of strength and recession risk in the economy, the underlying drivers of last year's market declines and expectations for 2023, and the outlook for inflation and interest rates.
Hans is also joined by Fiduciary's President & CEO, Austin V. Shapard for a discussion of key market questions.
For more information on Fiduciary Trust, visit FidTrustCo.Com