Advisor's Market360™ artwork

Advisor's Market360™

66 episodes - English - Latest episode: 9 days ago - ★★★★★ - 14 ratings

Advisor’s Market360™ from Thrivent Asset Management provides financial professionals with investing insights, market commentary and portfolio strategies. Advisors can stay informed to help shape the futures investors imagine. Get access and hear the latest from Thrivent Asset Management’s leadership and portfolio management team. — Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Investing Business Management market commentary financial advisors financial markets portfolio management investing asset management thrivent
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Episodes

Short-term bond investing

April 19, 2024 19:14 - 10 minutes - 9.76 MB

An inverted yield curve may make shorter-term bonds more attractive than longer-term bonds. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Q2 2024 Capital Markets Perspective

April 05, 2024 20:21 - 19 minutes - 18.2 MB

The factors that have the potential to drive performance during Q2 and beyond. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

A return to 60/40 balance?

February 20, 2024 23:45 - 7 minutes - 7.32 MB

This strategy fell out of favor, but it may be poised for a return. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

2024 Outlook

January 05, 2024 19:20 - 13 minutes - 12.8 MB

Take a look at the 2024 economy and what may be ahead with perspectives from Thrivent Asset Management. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans

The U.S. Housing Market

December 01, 2023 14:52 - 12 minutes - 11.7 MB

Do high mortgage rates mean trouble is brewing, or will high demand continue to drive prices? Bottom line, we do not foresee a significant correction in home prices, but we do think investors would be well served to understand market conditions. Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for...

Q4 2023 Capital Markets Perspective

November 07, 2023 17:06 - 8 minutes - 8.34 MB

Where are the U.S. investment markets heading? Our chief investment strategist offers his outlook on rates, equities and credit markets. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Insights into mid cap value

October 31, 2023 18:36 - 12 minutes - 11.8 MB

Insights from a Thrivent portfolio manager into this underappreciated segment of the market. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The economies of the U.S. and the G7

October 17, 2023 15:40 - 9 minutes - 8.89 MB

Why the U.S. economy continues to outpace those of the G7 post-pandemic. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Bonds and the welcome return of yield

October 03, 2023 16:05 - 9 minutes - 8.44 MB

Suggestions and strategies for capitalizing on the return of higher bond yields. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

What are the benefits of managed accounts?

September 26, 2023 18:40 - 10 minutes - 9.88 MB

Getting acquainted with managed accounts and how they benefit financial advisors and clients as a versatile approach to investing and wealth management. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Is it time to rebalance because of mega caps?

September 12, 2023 18:34 - 12 minutes - 11.6 MB

Mega cap tech stocks continue to outperform, but could this be causing client portfolios to become unbalanced? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

A tactical approach to fixed income investing

August 14, 2023 20:51 - 16 minutes - 14.8 MB

We get insights into Thrivent Income Fund from its portfolio manager and learn how flexibility drove performance across market environments. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Q3 2023 Capital Markets Perspective

August 01, 2023 15:08 - 12 minutes - 11.6 MB

Where are the markets and economy heading? Thrivent’s chief investment strategist discusses the Federal Reserve, inflation, and his positioning in equities and credit. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Preparing for the great wealth transfer

July 17, 2023 18:37 - 10 minutes - 9.91 MB

In the years ahead, financial advisors will need to be ready for the greatest generational transfer of wealth in American history. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

What’s happening with commercial real estate?

July 05, 2023 15:11 - 10 minutes - 9.28 MB

Some sectors of the commercial real estate market have been significantly affected by sharply higher interest rates. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Big insights into smaller-cap stocks

June 16, 2023 20:33 - 14 minutes - 13.6 MB

Talking with a Thrivent fund manager about why the 'little guys' are worth our attention. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

How fixed income has evolved in a shifting economy

June 05, 2023 15:50 - 10 minutes - 9.77 MB

Checking in on Q2 fixed-income trends, the factors driving performance, and what investors should expect going forward. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Small and mid caps: Learning from the experts

May 23, 2023 13:16 - 23 minutes - 21.2 MB

We talk with investment team leaders about how they’ve delivered competitive performance in the small- and mid-cap space. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Q1 2023 review and Q2 outlook

April 27, 2023 15:56 - 16 minutes - 15 MB

Our breakdown of the markets in the first quarter followed by a look ahead to the second. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The 60/40 portfolio strategy

April 11, 2023 11:00 - 10 minutes - 9.46 MB

Unpacking the surprisingly disappointing 2022 returns from this widely used portfolio structure. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Investing in an AI-driven future

March 28, 2023 18:10 - 14 minutes - 13.2 MB

As new AI technology such as ChatGPT gives us a glimpse into the future, what should investors and advisors know to stay ahead of the curve? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Inflation and the risk of recession

February 22, 2023 12:00 - 13 minutes - 12.3 MB

Are the Federal Reserve’s efforts to curb inflation working? And will they tip the economy into a recession in 2023? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Revisiting the bond market

February 07, 2023 16:58 - 9 minutes - 8.71 MB

Strong recent performance in fixed income warrants a second visit to assess opportunities. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The big picture: 2022 reviewed

January 31, 2023 12:00 - 11 minutes - 10.5 MB

Taking stock of the major themes and market developments within the final chapter of 2022. What’s carried over into 2023? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Market outlook for 2023

December 29, 2022 19:55 - 15 minutes - 14 MB

Will a challenging 2022 usher in a changed environment in 2023? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

How our team analyzes ESG

December 16, 2022 22:48 - 11 minutes - 10.8 MB

This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example:  You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.  The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true whe...

Opportunities in fixed income as bond rates rise

November 07, 2022 18:17 - 9 minutes - 8.58 MB

We look at six income instruments that are ending the yield drought. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Q3 2022 review and Q4 outlook

October 18, 2022 14:03 - 19 minutes - 18 MB

Our breakdown of the markets in the third quarter followed by a look ahead to fourth quarter. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Introducing Thrivent’s first ETF

October 11, 2022 16:33 - 11 minutes - 10.7 MB

This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example:  You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.  The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true whe...

Will there be a small- and mid-cap bounce-back?

October 04, 2022 20:07 - 6 minutes - 6.22 MB

While these parts of the market have lagged, could they break out after the market downturn? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Behind the scenes & getting to know each other

September 23, 2022 15:57 - 14 minutes - 13.7 MB

Advisors: we want to hear your stories! Email us at [email protected] • Taking an end-of-summer break from the usual format and getting to know each other better. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The calm in the eye of the storm

August 22, 2022 15:42 - 11 minutes - 10.4 MB

A mid-year market recovery in an otherwise tumultuous year: has the storm faded, or is it only temporary? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Making slapshots in large-cap value

August 04, 2022 15:20 - 17 minutes - 16.1 MB

Thrivent Large Cap Value Fund’s lead portfolio manager and how he shoots at his goals. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Q2 2022 review and Q3 outlook

July 19, 2022 11:00 - 20 minutes - 18.9 MB

Our breakdown of the markets in the second quarter followed by a look ahead to the third. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The future of the economy

July 08, 2022 11:00 - 9 minutes - 8.96 MB

Our fearless predictions for what lies ahead in the markets. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The crypto episode

June 21, 2022 11:00 - 19 minutes - 18.2 MB

There’s more to cryptocurrency than meets the eye. We decrypt this often-misunderstood form of currency. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Rollercoaster markets

June 07, 2022 17:11 - 8 minutes - 7.52 MB

How volatility in the markets and economy is being driven by inflation. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The bond slump of 2022

May 17, 2022 11:00 - 9 minutes - 8.8 MB

What are the historical parallels to past bond market drops and what are expectations going forward? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Thrivent Diversified Income Plus Fund

May 06, 2022 13:02 - 13 minutes - 12.1 MB

Hear about the strategy of an innovative income fund that could help advisors navigate a rising rate environment. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Q1 2022 review and Q2 outlook

April 22, 2022 11:00 - 17 minutes - 16.5 MB

A review of the markets in the first quarter followed by a look ahead to second quarter. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Policy changes at the Fed

April 12, 2022 11:00 - 9 minutes - 9.05 MB

What are the market implications in this challenging and changing environment? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Ukraine and inflation uncertainty

March 22, 2022 12:48 - 12 minutes - 11.9 MB

What repercussions will conflict in Ukraine have on the U.S. economy? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Thrivent Large Cap Growth Fund

March 08, 2022 21:36 - 19 minutes - 17.6 MB

Insights from the fund’s manager, Lauri Brunner. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Shifting inflationary winds

February 22, 2022 12:00 - 10 minutes - 9.71 MB

Will they blow in a new investment climate? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at [email protected] • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Putting values first with faith-based portfolios

February 08, 2022 12:00 - 10 minutes - 9.62 MB

Learn more at thriventfunds.com | Follow us on LinkedIn

2022 outlook – The markets post pandemic

January 24, 2022 12:00 - 10 minutes - 9.78 MB

Learn more at thriventfunds.com | Follow us on LinkedIn

The year of the pandemic

December 13, 2021 12:00 - 12 minutes - 11.1 MB

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Clean energy versus oil

November 15, 2021 12:00 - 10 minutes - 9.73 MB

Learn more at thriventfunds.com | Follow us on LinkedIn

Is China driving market volatility?

November 01, 2021 11:00 - 11 minutes - 10.7 MB

Learn more at thriventfunds.com | Follow us on LinkedIn

Third quarter market review and fourth quarter outlook

October 18, 2021 11:00 - 13 minutes - 12.5 MB

Learn more at thriventfunds.com | Follow us on LinkedIn