Faith Driven Investor’s Post

It’s a wild time in public markets (and the world!) right now, and there are a lot of political and macroeconomic factors that may drive market performance over the coming year. I loved this conversation with Brandon Pizzurro of GuideStone Financial Resources and Richard Cunningham about his perspectives on markets and faith driven investing. Listen in!

In the Strategy Snapshot this week, Daniel Cassidy and I review May market performance drivers. We then discuss what investors should be mindful of throughout the month of June, and into the summer. We also take the pulse of current investor consensus, and review our current allocation recommendations. Listen to the podcast for all the details. #shareubs https://lnkd.in/ektwe-6A  

Had the pleasure of hosting Gina Martin Adams, Chief Equity Strategist at Bloomberg L.P., on my latest podcast. We covered a range of topics from global market concentration and inflation's impact on earnings to election risks and monetary policy outlooks. Catch the full episode here: https://lnkd.in/gt5uw_7W #Podcast #MarketInsights #Inflation #USElection #MonetaryPolicy #Bloomberg

Tune in to our new Market Matters podcast, where we discuss big picture market insights with leading investment experts. The first episode features a conversation with Charlotte Cuthbertson, co-manager of MIGO Opportunities Trust, covering topics from investment trust discount opportunities to the key drivers of stock market performance over the next year against a backdrop of political and macroeconomic change. Listen here: https://lnkd.in/dFjp4jRT Capital at risk.

In the latest Trends with Benefits podcast episode, Cameron Dawson covers small-caps, her election outlook, how to approach thematic investing, and attractive areas in equities and fixed income. Watch now: https://bit.ly/47inRT0

In the latest episode of our podcast, the Fairport Flash, our Manager of Investments Rick D'Amico, is joined by Joseph Kalish, Chief Global Macro Strategist for Ned Davis Research, for an exploration of the latest economic trends and market insights. From discussing the complexities of fixed income investments, to uncovering opportunities amidst geopolitical uncertainties, their conversation offers possible strategies for navigating today’s ever-evolving financial landscape. https://bit.ly/4521vnt #FixedIncome #MarketTrends #FairportFlash

In the latest Trends with Benefits podcast episode, Cameron Dawson covers small-caps, her election outlook, how to approach thematic investing, and attractive areas in equities and fixed income. Watch now: https://bit.ly/4dQ61sX

In the latest Trends with Benefits podcast episode, Cameron Dawson covers small-caps, her election outlook, how to approach thematic investing, and attractive areas in equities and fixed income. Watch now: https://bit.ly/3MxuGX7

Join our Co-Chief Investment Strategists Kevin Headland, CIM and Macan Nia, CFA as they weigh in on recessions and how they impact investors. Tune in to our podcast episode to learn more. https://bit.ly/3U5bvav #recession #economicoutlook

Why has the North American secondaries market grown so rapidly over the past decade? Co-head of Proskauer’s Secondaries and Liquidity Solutions practice, Chris Robinson, discusses the market’s growth with Secondaries Investor’s editor, Adam Le, Ares Management’s Edward Keith, and Dawson Partners’ Yann Robard in a new podcast. Tune in to hear their expert insights on the market and predictions for its future growth. https://bit.ly/3UuVeff #Proskauer #privatecapital #secondaries #liquiditysolutions #privateequity