Tag Archives: Market Updates

Episode 58 – True or False? Answering Key Investment Questions For Nonprofit Leaders

March 1, 2023charitable organization, education, endowment, finance, financial, investing, investment, nonprofit, UncategorizedActive Investing, Bob DiMeo, Cryptocurrency, Devon Francis, Endowment, Fiducient Advisors, Investment, Market Updates, Market Volatility, Nonprofit, Passive Investing, Portfolio Diversification, Portfolio Managementnonprofitinvestmentstewards

Is ESG here to stay? Will active investing have its turn in the sun? Can international markets finally outperform domestic markets? Does cryptocurrency belong in an endowment portfolio?

These are common investment-related questions that nonprofit leaders and people overseeing endowments might have.

In this episode, Bob DiMeo and Devon Francis answer the above questions and more. They also share Fiducient Advisors’ outlook for 2023 and beyond.

You will learn:

What is driving the growth of ESG investing despite political backlash and greenwashing
Valuable insights into active vs. passive investing and domestic vs. international markets
Why cryptocurrency might not become an integral part of an endowment portfolio
The importance of portfolio diversification
And more!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

December 15, 2021charitable organization, education, endowment, finance, financial, investing, investment, nonprofitBob DiMeo, David Bianco, Devon Francis, DWS Group, Equity Markets, Fiducient Advisors, Investment, Market Updates, Nonprofits, Portfolio Managementnonprofitinvestmentstewards

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!

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode 29 – Nonprofits and Private Equity — With Matt Kaminski

October 6, 2021charitable organization, education, endowment, finance, financial, investing, investment, nonprofit, UncategorizedAlternative Investments, Bob DiMeo, Devon Francis, Diversification, Fiducient Advisors, Investment, Market Updates, Matthew Kaminski, Nonprofits, Private Equitynonprofitinvestmentstewards

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!

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More