Do you oversee investments, and does this market seem somewhat puzzling? The first half of 2023 was characterized by intriguing events, including AI hype, the Silicon Valley Bank failure, and strained US-China trade relations. And we experienced continued market volatility and rising interest rates. 

So where are things headed?

In this Quarterly Quick Take, Bob DiMeo and Devon Francis are back with Brad Long, CFA®, partner and chief investment officer at Fiducient Advisors. They break down this episode into three segments — The Then, The Now, and The Go Forward — and discuss our evolving investment landscape.

You’ll discover:

• How Fiducient’s past capital market predictions have fared in comparison to reality
  
• Key considerations for investors regarding growth vs. value stocks
  
• How portfolio managers may navigate the rising probability of a recession
  
• Insights into the current market for alternative investments
  
• And more!
  

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Brad Long | Insights by Fiducient Advisors (Research, Blogs, Podcasts)

About Our Guest:

Brad joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team and Mission-Aligned Investing Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and a Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.