Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
48 videos and podcasts · new this week: 48
The video offers a short framing of how one large wealth firm's principal thinks about Fed policy and its limits, a recurring input for client conversations about rate moves. It is a commentary segment rather than data-driven research, so it is best treated as a stated view.
For wealth professionals weighing fixed income allocations, the item frames global bond diversification and developed and emerging market opportunities in a higher-yield environment.
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 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.
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 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.
For advisors discussing market risk with clients, the video offers a manager's account of policy-driven and sentiment-driven bear-market triggers beyond a standard recession call.
For wealth professionals working with fixed income allocations, the segment offers a large manager’s framing of duration positioning, Fed policy and fiscal and foreign-demand risks. It is a short window into how one bond manager is interpreting the Treasury rally.
It is a same-week roundup of the themes advisors are hearing from clients, with AI capital spending and market breadth among the items. Useful as a quick listen for the framing of those debates rather than for detailed analysis.
For advisors fielding client questions about AI concentration risk and the financing behind the build-out, the episode works through the specific channels — vendor concentration, debt-funded capacity, model pricing — that the guests see as relevant. It also pairs that with a rates and inflation read and a 2008 comparison made by someone who lived it.
New manager videos, podcasts and our own markets & outlook stories on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
