Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
39 videos and podcasts · new this week: 39
It bundles a handful of the themes advisors are fielding client questions about right now: AI capex, credit conditions and market breadth. The chart segment offers a way to think about where strength in the market is concentrated, framed as one firm's commentary rather than a recommendation.
Picked by the markets & outlook deskFor wealth professionals working with taxable clients, the episode provides context on current municipal bond yield levels and the taxable-equivalent yields cited for top-bracket investors. It also frames the discussion around both opportunities and risks in the sector.
The episode touches on subjects advisors are likely fielding questions about — AI positioning, retail flows, and how a large holding company is putting money to work — in a discussion format rather than a research note. It is framed as opinion and commentary, with the publisher's own disclosure that the hosts may hold positions in securities discussed.
It offers a framework for explaining a sharp move in yields to clients, including which explanations the guests set aside and which they emphasise. The comparison of today's starting yields with a decade ago is relevant to how advisors frame fixed income positioning in client conversations.
For wealth professionals, it offers a historical frame for non-portfolio factors that shape financial outcomes and includes discussion of the rise of financial advising as a profession.
The episode puts the advisory profession's own history in context alongside a broader account of the advice Americans have been given over three centuries. It also raises household and relationship dynamics, including who makes financial decisions at home, that sit behind client conversations.
It offers wealth professionals a framework for framing client conversations about election-related market noise and sector exposure against policy, rates and earnings fundamentals.
Advisors get a macro strategist's framework for weighing fundamentals against momentum across equities and fixed income. Bernstein is presented as a veteran, contrarian voice, which may suit listeners looking for a view outside consensus.
For wealth professionals, it frames index exposure as something to examine beneath headline performance, including unintended AI concentration in portfolios. It also discusses portfolio construction and active management choices in the context of market concentration.
For wealth professionals, the episode focuses on understanding how much AI exposure clients may already own through index-based portfolios and where concentration risks may sit. It also discusses portfolio construction questions around fundamentals, diversified sources of return and intentional versus unintended risk-taking.
The episode is relevant to wealth professionals who deal with client behavior during drawdowns and with the gap between investment returns and investor returns. It offers language for discussing risk, expectations and behavioral coaching grounded in the material discussed.
It focuses on the gap between a fund's reported returns and what investors actually earn, which is central to how advisors frame client expectations and keep clients invested through drawdowns. The discussion of risk composure, rules-based approaches and education, environment and encouragement gives practitioners language for behavior coaching conversations.
It offers a framing for client conversations about concentration in the AI trade and what a rotation toward cash-generative businesses could mean for equity exposures. The hyperscaler earnings checklist gives advisors specific things to watch when those results are reported.
The episode gives wealth professionals a media and communications perspective on politics, AI and workplace productivity. It may be useful for those interested in how senior media founders frame communication, leadership and technology trends.
For wealth professionals, the episode provides context on fixed-income investing and portfolio positioning when rates and inflation are uncertain. It focuses on duration risk, bond market conditions and private credit as topics advisors may need to discuss with clients.
For wealth professionals thinking about income positioning after money market yield declines, the video offers a portfolio manager's view on limited-term bonds and on areas of fixed-income value and risk.
It offers a fixed income manager's read on the rate path, the energy-to-yields link, and where risk is being repriced in credit, including the weakest parts of high yield and loans. Sherman also names what he would hold if limited to one instrument and where he still sees value in credit, which gives allocators a concrete reference point for duration and credit-quality discussions.
It is a compact run-through of how one large manager is framing allocation decisions in a higher-rate environment, including the diversification case for insurance-linked and private market assets. Advisors can compare that framing against their own portfolio construction and client conversations.
The episode touches on market breadth, falling valuations, risk appetite, philanthropy, and property tax views that can inform client conversations about markets and financial planning. It is framed as broad market commentary rather than specific investment guidance.
Advisors fielding client questions about election-year politics get a concise framing of one firm's argument that political outcomes matter less to markets than investors assume. It is also a prompt for discussing how political risk aversion can shape client behavior around elections.
It is a walkthrough of a listed derivatives product and its stated mechanics, aimed at listeners who want to understand how such instruments are structured and what leverage and hedging look like in practice. The discussion comes from an exchange representative rather than an independent commentator, which is worth noting when weighing the material.
This is a concise weekly market recap for advisors who want a manager's rundown of cross-asset moves and the macro data flow into a Fed meeting. It highlights the PMI inflation detail and the market's no-hike expectation as context for client conversations.
For wealth professionals, it offers context on the fixed-income market's role in the financial system and a financial journalist's view of how market crises shaped coverage. The material is framed around financial history and journalism rather than portfolio recommendations.
It offers a short weekly macro update touching on oil, AI investment sentiment, U.S. earnings breadth and Canadian rate policy. Wealth professionals can use it to track how a manager is framing near-term market drivers.
New manager videos, podcasts and our own markets & outlook stories on My Desk and in your morning edition.
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