Podcasts

Podcast: Market Outlook Series

Each quarter Fiduciary Trust’s Chief Investment Officer, Hans F. Olsen, CFA, shares the firm’s views on the outlook for the global economy and financial markets in episodes on the Fiduciary Insights podcast channel. Below is the most recent Market Outlook podcast, and recordings on wealth planning and other investment topics are also available on our channel.

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2022-05 Market Outlook Presentation

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.

To view the video version of this podcast, please view our video here on our website.

2022 Q2 Market Outlook

There are a number of factors impacting the global economy and growth this year, including the war in Ukraine, labor markets, and supply chain disruptions. In our Q2 Market Outlook podcast, Fiduciary Trust’s President & CEO, Austin V. Shapard and Chief Investment Officer, Hans F. Olsen, CFA, discuss:

• The current overall outlook for the economy and corporate earnings
• How the tragic war in Ukraine is impacting the economy and markets
• Our investment outlook by asset class.

To access the video version of this podcast, please view our video on our website.

2022 Market Outlook

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’s President & CEO, Austin V. Shapard and Chief Investment Officer, Hans F. Olsen, CFA, discuss:

• 2021 market performance and key drivers
• The impact the evolving pandemic may have on economic growth this year
• The outlook for inflation, and the potential impact on financial markets
• How the Federal Reserve’s move toward policy normalization may impact interest rates
• Our investment outlook by asset class

To access the video version of this podcast, please view our video on our website.

2021 Q4 Market Outlook

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
• Our investment outlook by asset class

To access the video version of this podcast, please view our video with closed captions on our website. 

2021 Q3 Market Outlook

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 following topics:

• 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
• Our investment perspective by asset class

To access the video version of this podcast, please view our video with closed captions on our website. 

2021 Q2 Market Outlook

After a surprisingly strong 2020 in the markets in the wake of the pandemic, most equity asset classes have continued to appreciate in 2021. The economy has also been regaining footing, benefitting in part by aggressive fiscal stimulus and monetary policies. In our Q2 Market Outlook, our President & CEO, Austin V. Shapard, and our Chief Investment Officer, Hans F. Olsen, CFA,  share our perspective on the likely trajectory of economic recovery, the potential impact of proposed changes in federal tax policies on the markets, and our investment outlook by asset class.

To access the video version of this podcast, please view our video with closed captions on our website. 

2021 Market Outlook

January 13, 2021- While the financial markets faced extreme volatility in 2020, they ended the year on a strong note. Can this momentum be sustained? In our 2021 Market Outlook, President & CEO Austin V. Shapard discusses our views with our Chief Investment Officer Hans F. Olsen, CFA, including:

• The current state of the economy and financial markets
• The key forces expected to shape 2021’s returns
• Potential impacts of the new presidential administration
• Our investment perspective by asset class

To access the video version of this podcast, please view our video with closed captions on our website. 

2020 Q4 Market Outlook

October 13, 2020- In our Q4 Market Outlook podcast, Fiduciary Trust Company President & CEO Austin Shapard and CIO Hans Olsen discuss topics that include the disparities within equity markets, the impact of this year’s Fed actions on future investment opportunities and our perspective by asset class.

To access the video version of this podcast, please view our video with closed captions on our website. 

2020 Q3 Market Outlook

July 14, 2020- The first half of 2020 brought with it all time highs in many equity markets, as well as multi-year lows, as the pandemic unfolded. In this podcast, we discuss the near-term outlook for the market as economies are opening up, as well as the longer-term implications for the economy and markets. In addition, we highlight investment opportunities that have presented themselves as a result of the current environment.

To access the video version of this podcast, please view our video with closed captions on our website. 

2020 Q2 Market Outlook

April 3, 2020 – In our Market Outlook podcast, Fiduciary Trust Company President & CEO Austin Shapard and CIO Hans Olsen discuss the current state of the coronavirus, the impact on the markets, and key considerations for investment portfolios going forward.

If you are hearing impaired, please view our video with closed captions on our website. 

2020 Market Outlook

January 13, 2020 – Given the remarkable returns across markets in 2019, is their room for continued growth this year? In our 2020 Market Outlook podcast, President & CEO Austin V. Shapard discusses our views with our Chief Investment Officer Hans F. Olsen, CFA.

If you are hearing impaired, please view our video with closed captions on our website.