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, CFA®, Chief Investment Officer at Fiducient Advisors. They talk about year-to-date results, the complex reality of inflation’s “messy middle,” and what to potentially expect going forward.
You’ll discover:
- How Fiducient’s three main themes for 2024 have played out so far
- The importance of global diversification (despite the recent domination of US equities)
- The role of growth versus value investing styles in a well-rounded portfolio
- The cyclical nature of various economic and market forces
- And more!
Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Brad Long | Insights by Fiducient Advisors (Research, Blogs, Podcasts)
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