Tag Archives: Market Updates

Feature Image 2021

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



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!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | Fiducient Advisors Insights (Research, Blog, and Podcasts)


Feature Image 2021

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



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!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | Fiducient Advisors Insights (Research, Blog, and Podcasts)

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.


Feature Image 2021

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



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!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | 2022 Outlook – Navigating Moderation

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.


Feature Image 2021

Episode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David Bianco



As the calendar flips to a new year, are you curious about what to expect from equity markets — both in the USA and globally?

In this episode, Bob DiMeo and Devon Francis are joined by David Bianco, CFA, chief investment officer for the Americas at the DWS Group. As one of Wall Street’s best known strategists, David shares timely insights on the current state of equity markets, along with portfolio management tips for 2022 and beyond.

You will learn:

  • The primary reason behind high current valuations
  • How to guard your nonprofit’s investment portfolio against future inflation risk
  • Why ESG investing is here to stay
  • Key market trends and returns since the beginning of COVID-19
  • And more!

Tune in to discover what you can expect from the equity markets moving forward!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | The DWS Group | David Bianco, Americas CIO

About Our Guest:

David Bianco, CFA, is the chief investment officer for the Americas at the DWS Group. David is a sought-after Wall Street strategist who publishes his own research, which appears in many publications and media outlets, including CNBC. With more than 20 years of investment research experience and a decade of experience as an equity strategist, David has held the position of Head US Equity Strategist for Bank of America Merrill Lynch Investment Research and Global Wealth Management. Before BofA, he spent seven years at UBS and five years at Financial Account Standards Board’s Financial Accounting Standards Advisory Council.


Feature Image 2021

Episode 29 – Nonprofits and Private Equity — With Matt Kaminski



With public equity markets reaching all-time highs in 2021, many investment committees are concerned about future returns.

Consequently, they are exploring or adding allocations to alternative investments, such as private equity.

In this episode, Bob DiMeo and Devon Francis speak with Matt Kaminski, partner and research director at Fiducient Advisors, who directs the firm’s Global Private Markets Group. Matt shares valuable insights to how nonprofit organizations can make private equity investments an integral part of their portfolio.

You will learn:

  • Key updates on private equity markets (past performance and future considerations)
  • Factors a nonprofit must consider when investing in PE
  • The potential benefits and pitfalls of private equity investments in today’s markets
  • Why private equity may not only be right for large endowments or foundations
  • And more!

Tune in to learn strategies for effectively investing in private equity markets!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | LinkedIn: Matt Kaminski | Matt Kaminski | Private Markets Updates: Growth and New Highs

About Our Guest:

As Partner and Research Director, Matt Kaminski directs Fiducient Advisors’ Global Private Markets Group, overseeing investment research and due diligence efforts. He is also a member of the firm’s Investment Committee, Research Forum, and Trustee-Direct Discretionary Committee. Matt joined Fiduciary Investment Advisors, LLC in 2009, which combined with Fiducient Advisors in 2020. Prior to joining the firm, he was an Investment Analyst and member of the Consultant Relations team at Fidelity Investments. Matt received a BSBA from Stonehill College, is a CFA® charterholder, and a member of the CFA Institute and the Hartford CFA Society. With his free time, Matt is on the Finance & Audit Committee for Foodshare, Inc. (a nonprofit anti-hunger organization in the greater Hartford area). His personal interests include fishing and biking.