Fiduciary Insights
Fiduciary Insights
fiduciaryinsights
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.
A Market in Transition: 2026 Q2 Outlook on Geopolitics, AI, and Credit Markets
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.
Apr 13
20 min
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.
Jan 11
24 min
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.
Nov 6, 2025
1 hr 1 min
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.
Oct 13, 2025
28 min
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.
Jul 11, 2025
24 min
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.
Apr 17, 2025
49 min
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.
Jan 13, 2025
23 min
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.
Oct 15, 2024
22 min
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.
Jul 16, 2024
22 min
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.
Jul 16, 2024
11 min
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