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.
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....
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 ...
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....
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 .
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.
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.
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.
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.
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...
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. View the Video Version...
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. View the video version here View other insights For more information on F...
Donor-advised funds (DAFs) have grown tremendously over the past decade, and play a major role in funding a variety of charitable causes. Much of this rapid growth has been driven by the low cost, flexibility and other advantages of DAFs over private foundations and other giving vehicles. In this podcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving. The topics...
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. View the video version here View ot...
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, Aus...
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.
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
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 as...
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 moderate...
After a strong first half of the year, developed equity markets paused in the third quarter as Covid cases rose and U.S. policy uncertainties weighed on investors. In our Q4 Market Outlook podcast, Fiduciary Trust's President & CEO, Austin V. Shapard, and Chief Investment Officer, Hans F. Olsen, CFA, discuss the current economic landscape and the expected drivers of future growth, the potential impact of proposed federal tax law changes and possible reduction in Federal Reserve asset purchas...
As COVID-19 cases decline in many areas of the world, the gradual reopening of businesses has had a positive effect on the economy and equity markets. In our Q3 Market Outlook podcast, our President & CEO, Austin V. Shapard, is joined by our Chief Investment Officer, Hans F. Olsen, CFA, to share our perspective on the current state of global vaccination efforts and the outlook for economic growth, the price of equities and how the U.S. compares to other regions, the outlook for inflation and...
After a surprisingly strong 2020 in the markets in the wake of the pandemic, most equity asset classes have continued to appreciate in 2021. The economy has also been regaining footing, benefitting in part by aggressive fiscal stimulus and monetary policies. In our Q2 Market Outlook, our President & CEO, Austin V. Shapard, and our Chief Investment Officer, Hans F. Olsen, CFA, share our perspective on the likely trajectory of economic recovery, the potential impact of proposed changes in fede...
The combination of near record-low interest rates, the prospect of higher income and estate tax rates, and the changing of personal goals for some, presents an opportune time to reassess your wealth plan. In this podcast, Fiduciary Trust's Head of Wealth Planning, Jody R. King, JD, CPA, provides her thoughts on attractive wealth transfer strategies that benefit from the low rate environment, approaches to mitigate the impact of potentially higher income and estate taxes, and key financial and es...
New Hampshire has some of the most favorable trust laws in the country which can benefit individuals from across the U.S. and abroad. They include no state income and capital gains tax, asset protection, and a number of other valuable features. In this podcast, you will learn about the key benefits of New Hampshire’s trust laws, how New Hampshire compares to other trust-favorable states, the outlook for further advancement of New Hampshire’s trust laws, and steps to establish a trust in, or migr...
While the financial markets faced extreme volatility in 2020, they ended the year on a strong note. Can this momentum be sustained? In our 2021 Market Outlook, President & CEO Austin V. Shapard discusses our views with our Chief Investment Officer Hans F. Olsen, CFA, including the current state of the economy and financial markets, the key forces expected to shape 2021's returns, potential impacts of the new presidential administration, and our investment perspective by asset class. Access t...
Interest in understanding one's family history and legacy has grown dramatically over the past several years, propelled by DNA testing and accelerated by pandemic-driven curiosity. In this podcast, American Ancestors President & CEO Brenton Simons will discuss the benefits of understanding your family roots, whether DNA testing is right for you, and how you may approach this process. In addition, Fiduciary Trust's CIO Hans Olsen will highlight his personal experience uncovering his family hi...
The pandemic has resulted in a challenging economic landscape for many businesses and individuals. At the same time, after a second quarter disruption, the financial markets rebounded and several markets have reached new highs, raising questions about the potential for another market downturn. In our podcast, experts from Brookline Bank and Fiduciary Trust Company discuss their outlook on the economy and markets and help you stay informed and prepared for what may be ahead. The panelists are for...
In our Q4 Market Outlook podcast, Fiduciary Trust Company President & CEO Austin Shapard and CIO Hans Olsen discuss topics that include the disparities within equity markets, the impact of this year's Fed actions on future investment opportunities and our perspective by asset class. Access the video version with closed captions Access additional Fiduciary Trust Insights...
The first half of 2020 brought with it all time highs in many equity markets, as well as multi-year lows, as the pandemic unfolded. In this podcast, we discuss the near-term outlook for the market as economies are opening up, as well as the longer-term implications for the economy and markets. In addition, we highlight investment opportunities that have presented themselves as a result of the current environment. The panelists are two of Fiduciary Trust Company’s experts: Austin V. Shapard, Pres...
The pandemic has created financial and service delivery challenges for most nonprofits, while the need for many of their services has increased significantly. In this podcast, we discuss innovative strategies nonprofits are taking during the pandemic, steps donors can take to enhance the resiliency of the organizations they support, charitable options for helping those most affected by the current environment, and special tax incentives for charitable giving. The panelists include: Todd Eckler, ...
