Tag Archives: Inflation

Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long

January 4, 2023charitable organization, education, endowment, finance, financial, investing, investment, nonprofit, UncategorizedBob DiMeo, Brad Long, Capital Markets, Devon Francis, Fiducient Advisors, Fixed Income, Inflation, Investment, Market Updates, Market Volatility, Quarterly Quick takenonprofitinvestmentstewards

2022 was a challenging year for investors, primarily due to high volatility, severe market drawdowns, and increased Fed intervention.

But what should investors consider moving forward in 2023 and beyond?

Find out in this episode, as Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They provide recent market updates and future outlook for US and international markets.

You will learn:

Three key themes investors should keep in mind when planning for 2023
Navigating the bumpy path to inflation moderation and a potential bear market bottom
Fiducient’s capital market assumptions (stocks, bonds, and alternative assets)
Insights into return expectations and portfolio implications
And more!

About Our Guest:

Brad Long joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team and Mission-Aligned Investing Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

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Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long

September 28, 2022charitable organization, education, endowment, finance, financial, investing, investment, UncategorizedBob DiMeo, Brad Long, Devon Francis, Fiducient Advisors, Inflation, Investment, Market Updates, Market Volatility, Midterm Elections, Quarterly Quick take, US Dollarnonprofitinvestmentstewards

With continued market volatility, a rising US dollar, and upcoming midterm elections, it’s time for our third Quarterly Quick Take of 2022.

In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They discuss timely market and economic updates, including important portfolio implications for investors.

You will learn:

The deception of bear market rallies (and why you should beware)
The impact of a strengthening US dollar, and what it might mean for your endowment
Little-known benefits of high interest rates
How investors can avoid “recency bias” while planning for the future
And more!

Tune in for timely market updates as we enter the final quarter of 2022!

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Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long

June 29, 2022charitable organization, education, endowment, finance, financial, investing, investment, nonprofit, UncategorizedBob DiMeo, Brad Long, Devon Francis, Fiducient Advisors, Inflation, Investment, Market Updates, Market Volatility, Quarterly Quick take, Russia Ukraine tensionnonprofitinvestmentstewards

With high inflation, slowing growth, volatile capital markets, and political unrest in Eastern Europe, it’s time for our second Quarterly Quick Take of 2022.

In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They discuss the current and future outlook for capital markets, the U.S. economy, and international trends.

You will learn:

Portfolio positioning under current inflationary pressures
Market and economic ripples caused by the actions of the Federal Reserve
Why consumer sentiment is low despite high employment rates
What investors should be thinking about in the current environment (but aren’t)
And more!

Tune in for timely market updates as we enter the second half of 2022!

About Our Guest:

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Episode 39 – First Quarterly Quick Take of 2022: Key Market Updates with Brad Long

March 9, 2022charitable organization, education, finance, financial, investing, investment, nonprofitBob DiMeo, Brad Long, Devon Francis, Fiducient Advisors, Inflation, Interest Rates, Investment, Market Updates, Quarterly Quick take, Russia Ukraine tensionnonprofitinvestmentstewards

With looming interest rate hikes, market corrections, and ongoing Russia-Ukraine conflict, it’s time for our first Quarterly Quick Take of 2022.

In this episode, Bob DiMeo and Devon Francis speak with Brad Long, partner, and deputy chief investment officer at Fiducient Advisors. They provide timely insights into the current economic and market conditions, both in the U.S. and abroad.

You will learn:

How rising interest rates can influence equity valuations
Potential economic repercussions of Russia’s invasion into Ukraine
Key inflation fighters based on current market conditions
What you can expect upcoming Federal Open Market Committee meetings
And more!

Tune in for important market updates and what you can expect for the rest of 2022!

About Our Guest:

Brad Long joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team, and Mission-Aligned Investing Committee. In 2019, Brad was named a “Rising Star” in City Wire’s annual Professional Buyer publication for his contributions in the investment manager research industry. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

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Episode 37 – Predictions for 2022 That Can Affect Your Investment Portfolio with Bob Doll

February 9, 2022charitable organization, education, endowment, finance, financial, investing, investment, nonprofitBob DiMeo, Bob Doll, Crossmark Global Investments, Devon Francis, Fiducient Advisors, Inflation, Interest Rates, Investment, Market Predictions, Portfolio Managementnonprofitinvestmentstewards

Inflation, interest rates, upcoming midterm elections… There are so many variables that can impact your nonprofit’s investment portfolio in 2022.

In this episode, Bob DiMeo and Devon Francis speak with Bob Doll, CFA, chief investment officer at Crossmark Global Investments, Inc. Bob Doll makes calculated predictions and forecasts on what will drive U.S. equity markets and the global economy.

You will learn:

Why endowments and foundations might expect stocks to earn half as much going forward
Expected trends in inflation and interest rates
How you can be strategic with your asset allocation (sector-wise and geographically)
Why cyclical, value, and small stocks may outperform defensive, growth, and large stocks
The challenging environment for bonds
The potential impact of upcoming Congressional elections on financial markets
And more!

Tune in to learn what you can expect from the financial markets in 2022 and beyond!

About Our Guest:

Bob Doll joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing over 40 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large-cap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.

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