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Fiduciary Insights

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Rating
★★★★★
5
from
5 reviews
This podcast has
46 episodes
Language
English
Explicit
No
Date created
2020/02/03
Latest episode
2026/07/13
Average duration
27 min.
Release period
79 days

Description

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.

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2026 Q3 Market Outlook: An Earnings-Driven Market in an Inflation-Prone World
2026/07/13
Although financial markets have been volatile, the economic and corporate fundamentals supporting growth remain resilient. In our latest Market Outlook podcast, Fiduciary's Chief Investment Officer, Frank Brochin, examines the forces driving today's economy and markets, including large-scale investment in AI and data center infrastructure, strong corporate earnings, resilient labor markets, and evolving geopolitical developments.
A Market in Transition: 2026 Q2 Outlook on Geopolitics, AI, and Credit Markets
2026/04/13
As the second quarter begins, investors are navigating a landscape marked by geopolitical risk, technological change, and shifting credit dynamics. In our latest Market Outlook, we share our perspective on the economy, markets, and key considerations for investors in the months ahead. View the video here on our website with closed captions.
2026 Market Outlook: Opportunity, Dispersion, and Policy Crosscurrents
2026/01/11
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.
How to Benefit from New Hampshire’s Trust Laws
2025/11/06
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.
2025 Q4 Market Outlook: Navigating 2025’s Market Paradox
2025/10/13
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.
2025 Q3 Market Outlook: Global Tailwinds in a World of Trade Tensions and Policy Change
2025/07/11
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.
2025 Q2 Market Outlook Webinar
2025/04/17
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.
2025 Market Outlook: The Red Wave Has Investors Seeing Green
2025/01/13
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.
2024 Q4 Market Outlook: Is the Soft Landing Underway?
2024/10/15
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.
2024 Q3 Market Outlook: Market Distortions, Artificial Intelligence, and Politics
2024/07/16
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.
Our Manager Selection Approach
2024/07/16
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.
2024 Q2 Market Outlook: Great Expectations and Calendar Watching
2024/04/12
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.
2024 Market Outlook: What If There is No Landing?
2024/01/08
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.
2023 Q4 Market Outlook: The Pause that Refreshes?
2023/10/20
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.
2023 Q3 Market Outlook: Mr. Market - Failing to Follow the Script or Losing the Plot?
2023/07/11
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.

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