Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
46 videos and podcasts · new this week: 46
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.
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.
For 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.
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, 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 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.
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.
For wealth professionals, the episode touches on client-facing themes behind economic sentiment and financial anxiety. It also raises questions about AI's possible effect on advisory work and how market risks are being framed.
It offers a macro strategist's dissenting view on equities and a set of cross-asset calls, framed around the gap between index-level performance and what he describes as a hidden bear market. Useful for advisors wanting to hear how a bearish macro case is constructed, without any recommendation implied.
It addresses the role of bonds in portfolios at a time of rate volatility and inflation uncertainty, and connects that to earnings quality and upcoming economic data. Wealth professionals may find it useful for framing client conversations about fixed income and market conditions.
It offers a commodities desk's view of what is driving oil prices beyond headline supply data, which is relevant to allocators thinking about inflation and cross-asset sensitivity. The hedging argument in particular speaks to how oil is being used in portfolios rather than only traded as a commodity view.
It is a short, chart-driven read on whether the recent breadth improvement is a genuine turn or a bounce inside weaker longer-term trends, a question advisors get from clients when cap-weighted and equal-weighted performance diverge.
Advisors can hear the questions institutional investors use to judge wealth management firms, which may inform how they assess the platforms, partners or firms they work with. The episode frames firm economics and growth quality from an investor’s perspective rather than an advisor’s or recruiter’s.
For wealth professionals, the episode frames midterm outcomes through policy areas the description ties to portfolio considerations rather than party politics. It may be useful for thinking about how political headlines connect to markets and positioning.
For wealth professionals, the episode offers a framework for discussing dividend equities with clients who want equity exposure and income characteristics. It also raises questions about cash return, buybacks and capital allocation that can inform portfolio conversations.
New manager videos, podcasts and our own markets & outlook stories on My Desk and in your morning edition.
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