Mind the $2 Trillion Gap
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.
Markets & outlook
Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
184 videos and podcasts · new this week: 52
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The Fed's Illusionary Economic Influence
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.
Diversifying Globally Without Giving Up Yield
For wealth professionals weighing fixed income allocations, the item frames global bond diversification and developed and emerging market opportunities in a higher-yield environment.
Episode 93: Municipal Bond Yields Are the Highest in a Generation
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.
Markets After the Midterms: Sector Winners, Risks, and Investor Takeaways | Insight & Outlook
It offers wealth professionals a framework for framing client conversations about election-related market noise and sector exposure against policy, rates and earnings fundamentals.
Berkshire's Strange AI Investment
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.
Bonding Over Bonds: A Fed Hike, 20-Year-High Yields, and Why the Starting Point Matters
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.
Higher Yields Without Going Too Far Out the Curve | Portfolio Manager Insights
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.
Higher Interest Rates: New Opportunities in Bonds & Equities? | Allocation Views
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 Most Out-of-Touch Person on Reddit
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.
How Might Midterms Influence Stocks?
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.
Talk Your Book: Investing in Single Stock Futures
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.
Fairly Choppy Markets, Light Macro Heading Into Fed Day
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.
There’s more behind this week’s market nerves | Market Week in Review
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.
Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?
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.
Can Bonds Still Do Their Job?
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.
Why Oil Prices Are Surging Despite Recovering Supply
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.
Why Oil Prices Are Surging Despite Recovering Supply
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.
Good Intentions Can Cause Bad Bear Markets
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.
Jeffrey Sherman on the Treasury Rally, Fiscal Fears and Fading Foreign Demand | Bloomberg
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.
4Q26 Capital Markets Outlook: Shaken, Not Stirred: Fixed Income
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.
4Q26 Capital Markets Outlook: Shaken, Not Stirred: Munis
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.
4Q26 Capital Markets Outlook: Shaken, Not Stirred: Macro
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.
What continuous learning looks like over 30 years of investing
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.
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