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
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.
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.
It offers wealth professionals a framework for framing client conversations about election-related market noise and sector exposure against policy, rates and earnings fundamentals.
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.
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.
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 wealth professionals, the segment touches on housing affordability, mortgage-rate conditions and homebuilder pressures, all of which can affect client conversations about housing and related equity exposure. It also flags Morningstar housing research and a separate economic discussion tied to the midterms.
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.
The material notes that bond and equity prices are unusually sensitive to oil prices, prompting institutional investors to buy crude as a hedge. That makes the discussion relevant to wealth professionals thinking about commodity-driven portfolio risk.
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.
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.
For advisors framing client bond conversations, it offers a manager's perspective on income, diversification and downside protection after years of low yields and a US Treasury selloff.
Advisors with muni exposure in client portfolios get a manager's framing of why tax-exempt yields moved and how valuations are being read, which can inform client conversations during a volatile stretch. The discussion of crossover demand and active curve and credit positioning speaks to how a bond manager is approaching the dislocation.
It is a manager's macro framing of the rate and inflation backdrop advisors are being asked about in client conversations. The discussion of long rates staying higher for longer and a higher neutral rate is directly relevant to how bond and duration exposures get explained.
The video is a manager-culture and career profile rather than a market outlook, so it may be useful for wealth professionals who want context on how a long-tenured portfolio manager thinks about learning, mentorship and firm process.
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.
New manager videos, podcasts and our own markets & outlook stories on My Desk and in your morning edition.
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