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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2023 Q4 Market Outlook
Going into the final months of the year, there are some key questions on many minds about where the economy and markets are headed. In our latest Market Outlook podcast, Fiduciary’s Chief Investment Officer, Hans F. Olsen, CFA, discusses:
- The state of the markets
- The risk of a potential near-term recession
- Interest rates and inflation
- Investment opportunities in the current environment.
To view the video version of this podcast, please view the video here on our website.
2023 Q3 Market Outlook
Rising equity markets, along with increasing interest rates and tightening credit conditions have many investors questioning how these trends will play out in the second half of the year. In our Q3 Market Outlook podcast, Fiduciary’s Chief Investment Officer Hans F. Olsen, CFA provides our perspective on the economy and markets as well as our outlook by asset class.
2023 Q2 Market Outlook
Last quarter, markets were broadly higher across major asset classes, although there are key economic and financial market concerns to monitor. In our Q2 Market Outlook podcast, our Chief Investment Officer Hans F. Olsen, CFA shared our perspective on:
- The outlook for inflation and economic growth
- The resiliency of the labor market
- The probability of a recession
- Our outlook by asset class
In addition, Hans discusses a few timely investment questions with our President & CEO, Austin V. Shapard.
To view the video version of this podcast, please view the video here on our website.
2023 Market Outlook
In our 2023 Market Outlook podcast, our Chief Investment Officer, Hans F. Olsen, CFA, provides our latest views on:
- Areas of strength and recession risk in the economy
- The underlying drivers of last year’s market declines and expectations for 2023
- The outlook for inflation and interest rates
Hans is also joined by our President & CEO, Austin V. Shapard for a discussion of key market questions.
To view the video version of this podcast, please view the video here on our website.
2022 Q4 Market Outlook
Last quarter, rising interest rates and inflation were at the forefront of the economy and markets. In our Q4 Market Outlook podcast, our Chief Investment Officer, Hans F. Olsen, CFA, discusses the:
- Current health of the U.S. economy
- Outlook for inflation and interest rates
- Likelihood of a recession
- Outlook for the financial market
In addition, Hans discusses a few timely investment questions with our President & CEO, Austin V. Shapard.
To view the video version of this podcast, please view the video here on our website.
2022 Q3 Market Outlook
This past quarter has raised many questions about the direction of the economy and markets as inflation rages and interest rates rise. In our Q3 Market Outlook podcast, our Chief Investment Officer Hans F. Olsen, CFA shares our perspective on the following topics:
- The outlook for inflation and economic growth
- Whether now is the time to buy
- The current state of interest rates
- Our investment outlook by asset class
In addition, Hans discusses a few timely investment questions with our President & CEO, Austin V. Shapard.
To view the video version of this podcast, please view the video here on our website.
2022 Q4 Market Outlook – New Hampshire Society of CPAs
May 12, 2022 – In a discussion with Robin Abbott, CEO of the New Hampshire Society of CPAs, our Chief Investment Officer Hans F. Olsen, CFA discusses the current state of the economy and markets.
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.
