Fiduciary Insights

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Jul 2026

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About the show

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.

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46 recent

July 13, 2026Episode 4718 min

2026 Q3 Market Outlook: An Earnings-Driven Market in an Inflation-Prone World

Although financial markets have been volatile, the economic and corporate fundamentals supporting growth remain resilient. In our latest Market Outlook podcast, Fiduciary's Chief Investment Officer, Frank Brochin, examines the forces driving today's economy and markets, including large-scale investment in AI and data center infrastructure, strong corporate earnings, resilient labor markets, and evolving geopolitical developments.

April 13, 2026Episode 4620 min

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.

January 11, 2026Episode 4524 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.

November 6, 2025Episode 441 hr 1 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.

October 13, 2025Episode 4328 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.

July 11, 2025Episode 4224 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.

April 17, 2025Episode 4149 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.

January 13, 2025Episode 4023 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.

October 15, 2024Episode 3922 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 .

July 16, 2024Episode 3822 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.