Trusted Insights
Explore our capital markets insights, macroeconomic commentaries, research papers, videos, podcasts and other educational resources to keep you informed and prepared.
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Podcasts
Wondering how the economy and upcoming presidential election might affect your investment portfolio? Bob DiMeo and Devon Francis sit down with Brad Long, Chief Investment Officer at Fiducient Advisors, to provide a mid-year market recap and delve into the potential financial implications of the 2024 presidential… Read More
As the advancement of artificial intelligence (AI) continues to revolutionize industries, nonprofit organizations are increasingly dependent on it. Join Bob DiMeo, Devon Francis, and guest Benjamin Aase, principal with CliftonLarsonAllen (CLA), to hear how nonprofits can leverage AI and other technologies to improve operational efficiency… Read More
Fixed-income markets have changed dramatically. As bonds garner growing interest from investors (including endowments and foundations), it boils down to fit, and is it possible to achieve your portfolio return target with less risk? Learn more about the role of fixed income in a portfolio… Read More
With a surprisingly strong quarter in the books, it’s time to uncover the latest updates on the markets and the economy, and how they may impact your portfolio, endowment, or foundation. Join the insightful conversation between Bob DiMeo, Devon Francis, and returning guest Brad Long,… Read More