Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
193 videos and podcasts · new this week: 51
It gives wealth professionals a quick read on which smaller-cap names Morningstar is discussing as wide-moat, discounted long-term holdings. The available description is brief and does not lay out the valuation case for each name.
It offers a manager discussion of how fiscal deficits and Treasury supply may affect bonds and rates, a subject relevant to wealth professionals following fixed income and market conditions.
For advisors who use or evaluate tax-aware strategies, the episode focuses on client risk tolerance and due diligence around IRS scrutiny, including Section 351 ETF conversions.
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 ties market internals, the AI trade and financing conditions into a single stock-chart discussion. For wealth professionals, it offers a compact look at themes clients may ask about, including AI spending and the cost of capital.
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.
It offers wealth professionals a framework for framing client conversations about election-related market noise and sector exposure against policy, rates and earnings fundamentals.
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.
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.
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.
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.
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 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.
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.
It is a working macro strategist setting out a full bearish framework - fiscal data, energy pricing, volatility and regional rotation - rather than a single call, which is the kind of argument advisors weigh when discussing positioning with clients. The regional section, including Brazil, Korea and France, gives a sense of how the thesis is applied outside the US.
It offers wealth professionals a discussion of client-facing worries about affordability, inequality and financial anxiety, plus the AI debate around advisory work and market risks.
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.
