Nonprofit Investment Stewards

Nonprofit Investment Stewards

Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long

September 28, 2022

With continued market volatility, a rising US dollar, and upcoming midterm elections, it’s time for our third Quarterly Quick Take of 2022.

In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They discuss timely market and economic updates, including important portfolio implications for investors.

You will learn:

  • The deception of bear market rallies (and why you should beware)
  • The impact of a strengthening US dollar, and what it might mean for your endowment
  • Little-known benefits of high interest rates 
  • How investors can avoid “recency bias” while planning for the future
  • And more!

Tune in for timely market updates as we enter the final quarter of 2022!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | Fiducient Advisors Insights (Research, Blog, and Podcasts)