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Research

2021 Fourth Quarter Considerations

    Market Commentary | Quarterly Considerations
Webcast: 2022 Essential Economic Update

Fiducient Advisors’ Bob DiMeo, Matt Rice, CFA, CAIASM and Brad Long, CFA provide an informative and concise discussion on:  Our 2022 Market Outlook – Navigating Moderation  Updated capital market forecast including return …

    Investment Manager Research | Market Commentary
2022 Outlook – Navigating Moderation

Our 2021 Outlook “Poised for Growth” did a fair job encapsulating last year as markets, economies and inflation (the current favorite word in the investing lexicon) all came roaring back. …

    Asset Allocation | Investment Manager Research | Market Commentary
Nine Moves to Consider Before Year-End
Planning Ahead and Reaping the Benefits

Year-end planning could prove more challenging in 2021, given continued uncertainty over tax reform. The social safety net and climate bill known as the “Build Back Better Act” (BBBA) has …

    Financial Planning
Markets Pause as a New COVID Variant Emerges and the Fed Strikes a Hawkish Tone

Key Observations • Global equity markets took a step back in November, with investors favoring safe-haven assets. • Emergence of the new Omicron COVID variant and more hawkish comments by …

    Market Commentary
Carve Your Turkey, Not China

As China’s position size in the emerging markets index has grown so has interest in carving it out from a broader emerging markets (EM) allocation. In this paper, we examine …

    Equities | Market Commentary
Markets Unfazed by October Frights

Key Observations • Equity markets rebounded in October to new all-time highs. • Treasury yields trended higher, leading to modest declines across most fixed income asset classes. • U.S. and …

    Market Commentary