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 Fiduciary Trust, visit FidTrustCo.Com

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 discussed include when to use a donor-advised fund relative to a private foundation, how to convert a private foundation to a donor-advised fund, strategies to maximize the tax benefits of using DAFs, and innovative giving vehicles, such as the Fiduciary Flexible Endowment Fund™ and Fiduciary Restricted.  View the video version here.

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 other insights    For more information on Fiduciary Trust, visit FidTrustCo.Com

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, Austin V. Shapard.    View the video version here View other insights

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 asset class.    View the video version here View other insights

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 moderated by Todd Eckler, Executive Director of Fiduciary Trust Charitable, the sponsor of flexible, advisor-managed donor-advised funds. He is joined by Betsy Brill, President of Strategic Philanthropy, Ltd., a leading philanthropic consulting firm she co-founded over 20 years ago.  Click here to view the video version

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 purchases, the current level of the market and potential risks, and our investment outlook by asset class.   View the video version here with closed captions View other insights

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 interest rates, and our investment perspective by asset class Access the video version Access additional Fiduciary Trust Insights