Speakers:

George Mateyo, Chief Investment Officer, KeyBank Investment Center

Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center

Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center

• 01:30 – Insights on market volatility trends in the wake of the Fed meeting
• 04:45 – A review of a solid economic environment despite falling financial assets
• 08:20 – Credit markets update, as credit spreads continue to move in an orderly fashion
• 12:50 – A focus on Fed strategy and messaging pivoting to a hawkish tone

Additional Resources:

Key Questions: Why are Financial Assets Falling? 

Speakers: 

Tracey Collins, CFP®, Senior Relationship Manager, Key Private Bank 

Elizabeth “Biz” Voudouris, President and CEO of Business Volunteers Unlimited 

• 00:53 – An overview of the history and mission of Business Volunteers Unlimited 
• 02:08 – The key differences between nonprofit boards and a for-profit company board  
• 03:20 – An explanation of each of the seven basic areas of responsibility for nonprofit boards. 
• 14:02 – Steps that listeners can take today to help communicate a clear understanding of board member responsibilities.  

Additional Resources: 

Business Volunteers Unlimited 

Non-Profit Services | Key Private Bank 

Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

• 01:03 – Recap of key economic indicators, including three things to know about the economy
• 04:53 – Outlook on the market and thoughts on GDP data 
• 06:57 – Preview of the Fed FOMC meeting next week and implications for fixed income markets 
• 12:23 – The concept of correlation and what it means for overall portfolio construction 

Additional Resources:
Key Questions: What Do Investors Need to Know When Historical Patterns Change?

Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 

• 01:09 – Recap of key economic indicators for the week  
• 01:23 – Outlook on the market and commentary on Fed actions to confront inflation    
• 07:54 – Fixed income reaction to a Fed that is behind the curve
• 13:26 – The momentum behind ESG investing, the green bond market, and why Europe is a leader in sustainable investing   
   

Additional Resources:
Key Questions: What Could Fed Chair Powell Learn From a WWII Hero? 

KeyBank ESG and Corporate Responsibility Reports 

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

• 01:30 – Recap of key economic indicators for the week
• 01:41 – Market outlook and commentary on economic strength 
• 03:24 – Fixed income and four things to know about the yield curve 
• 07:30 – Implications from the Fed Meeting Minutes 
• 09:53 – Ripple effects from the credit markets to the equity markets 
• 12:40 – Forecast for interest rates, balance sheet reduction, and corporate earnings preview

Additional Resources:
Key Private Bank Investment Brief | Key Private Bank

Speakers:
Patrick Grady, MBA, Senior Fixed Income Portfolio Manager, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 

• 01:09 – Recap of key economic indicators for the week 
• 03:24 – Perspective on equity markets – stock market and earnings preview  
• 06:04 – Fixed Income and yield curve inversion implications 
• 09:30 – Outlook on the Municipal bond markets  
   

Additional Resources:
Key Questions: What Could Fed Chair Powell Learn From a WWII Hero? | Key Private Bank 

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Donald Saverno, MBA, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 

• 01:10 – Overview of the economic indicators for the week 
• 01:48 – Perspective on the markets 
• 03:34 – Fixed Income, yields, yield curve and the implications of Federal Reserve (Fed) policy 
• 07:10 – Commentary on international allocation and globalization 2.0 
• 13:14 – Probability of a Fed rate hike in May  
• 16:38 – Closing outlook on the markets, corporate earnings and China/US/Russia relations  
   

Additional Resources:
Key Questions: How Would a Russian Default Affect the US? 

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center 
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 

• 01:07 – Overview of the economic data for the week 
• 01:48 – Implications of the Fed interest rate hike on the economy and stocks/bonds  
• 11:30 – Outlook for the Fed rate hiking cycle and a flattening yield curve 
• 15:36 – Impact of the Russia-Ukraine crisis on commodity markets 
• 17:44 –Discussion on the probability of a recession in the next 6-12 months 

Additional Resources:
Key Questions: What Are the Implications for Commodity Markets From the Russia-Ukraine Conflict? 

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager - Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center 

• 01:10 – Economic updates and the Russia-Ukraine crisis.  
• 05:25 – What will the Fed do at next week’s FOMC meeting to confront broadening inflation? 
• 11:30 – Thoughts on the best positioned sectors, Consumer Price Index, yield curve, and credit spreads. 
• 16:19 – Stock market movements this week – technical perspective and market sentiment.  

Additional Resources:
Key Private Bank Investment Brief 

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

• 01:05 – Economic data supports strong fundamentals with 93% of world economies growing.
• 04:22 – What Federal Reserve Chairman Jay Powell’s congressional testimony means for inflation and the economy. 
• 06:06 – Tremendous yield curve swings, and increased volatility, particularly for commodities impacts the market.
• 11:50 – The Russian-Ukraine conflict’s impact on global markets and investors.
• 14:20 – Chief Investment Officer George Mateyo’s thoughts on the long-term outlook for investors. 

Additional Resources:
Key Questions: What Will Jay Do? | Key Private Bank