https://simplecast.com Advisor's Market360™ 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. 2025 Thrivent en Mon, 30 Mar 2026 19:19:14 +0000 Wed, 8 Apr 2026 05:00:11 +0000 https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ Advisor's Market360™ https://image.simplecastcdn.com/images/0b33ba65-5999-4996-8879-6d21ed49754a/e6bd101a-e4b3-40f4-999f-7fc7409e0ad3/3000x3000/am360-art-1x1-3000px.jpg?aid=rss_feed https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ episodic 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. Thrivent Asset Management false https://feeds.simplecast.com/2ChgtJI_ market commentary, financial advisors, financial markets, portfolio management, investing, asset management, thrivent, investment management, economy Thrivent podcast@thriventfunds.com ec4eed9a-6f85-4a20-92b7-e8f3dd9ddc82 2026 Second Quarter Market Outlook What does a potential energy shock mean for inflation, growth, and the Fed’s next move? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Mon, 30 Mar 2026 19:19:14 +0000 podcast@thriventfunds.com (Steve Lowe CFA, Kent White CFA, David Spangler CFA) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ What does a potential energy shock mean for inflation, growth, and the Fed’s next move? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> 2026 Second Quarter Market Outlook Steve Lowe CFA, Kent White CFA, David Spangler CFA 00:31:15 What does a potential energy shock mean for inflation, growth, and the Fed’s next move? What does a potential energy shock mean for inflation, growth, and the Fed’s next move? inflation, interest rates, economic outlook, consumer health, geopolitical risk, fixed income strategy, portfolio positioning, investment strategy, q2 2026 outlook, labor market, federal reserve policy, market outlook, equity markets, energy markets, oil prices false full 89 5fbb8ae0-be1a-4d7c-8ed4-a2002d1946d1 The benefits of managed portfolios Why they may be a good idea for clients and an even better idea for financial advisors. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Thu, 26 Feb 2026 21:06:11 +0000 podcast@thriventfunds.com (Jeffrey Branstad CFA, Charlie Hofstrom CFA CAIA CMT) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ Why they may be a good idea for clients and an even better idea for financial advisors. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> The benefits of managed portfolios Jeffrey Branstad CFA, Charlie Hofstrom CFA CAIA CMT 00:16:03 Why they may be a good idea for clients and an even better idea for financial advisors. Why they may be a good idea for clients and an even better idea for financial advisors. thrivent managed portfolios, tax loss harvesting, ethical investing, mutual funds, benefits of managed accounts, managed portfolios, model portfolio management, select managed accounts, income-focused managed portfolios, managed accounts, value screens, select tax sensitive managed portfolios, tax efficiency, faith-based managed portfolios, model portfolios, tamps, etfs, manager selection, select managed portfolios, distribution-based models, thrivent managed accounts, select tax sensitive managed accounts, income-focused managed accounts, christian value screens, accumulation-based models, faith-based managed accounts false full 88 b67b696e-c12a-4dcd-91fe-fa43099d2322 Investing in municipal bonds They are best known as a vehicle for diversification and providing tax benefits. But there are more to munis than that. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Mon, 26 Jan 2026 22:26:13 +0000 podcast@thriventfunds.com (Johan Åkesson, Stephanie Woeppel) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ They are best known as a vehicle for diversification and providing tax benefits. But there are more to munis than that. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Investing in municipal bonds Johan Åkesson, Stephanie Woeppel 00:18:59 They are best known as a vehicle for diversification and providing tax benefits. But there are more to munis than that. They are best known as a vehicle for diversification and providing tax benefits. But there are more to munis than that. finding yield, duration strategy, investing strategy, revenue bonds, investment-grade, lower-grade securities, municipal bonds, general obligation bonds, yield, fixed-income false full 87 cff7db44-0e65-4faa-a076-2723bb810d62 2026 Market Outlook The markets were strong in 2025. Will this momentum continue through 2026? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Tue, 16 Dec 2025 17:30:15 +0000 podcast@thriventfunds.com (David Spangler CFA, Steve Lowe CFA, Kent White CFA) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ The markets were strong in 2025. Will this momentum continue through 2026? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> 2026 Market Outlook David Spangler CFA, Steve Lowe CFA, Kent White CFA 00:30:15 The markets were strong in 2025. Will this momentum continue through 2026? The markets were strong in 2025. Will this momentum continue through 2026? quarterly perspective, credit markets, fed, treasuries, federal reserve, kent white, 2026 outlook, 2026 market outlook, 2026 economic outlook, portfolio positioning, david spangler, steve lowe, capital markets perspective, us economy, global economy, market outlook, economy false full 86 8219dc7a-821a-45ed-acec-ce288e52d72d Value investing Expert insights and strategies for small-, mid- and large-cap value investing. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Wed, 3 Dec 2025 12:00:00 +0000 podcast@thriventfunds.com (Chris Parker CFA, Graham Wong CFA, Kurt Lauber CFA) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ Expert insights and strategies for small-, mid- and large-cap value investing. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Value investing Chris Parker CFA, Graham Wong CFA, Kurt Lauber CFA 00:24:34 Expert insights and strategies for small-, mid- and large-cap value investing. Expert insights and strategies for small-, mid- and large-cap value investing. thrivent small cap value etf, thrivent mid cap value etf, graham wong, value stocks, small cap, chris parker, kurt lauber, mid cap, thrivent large cap value fund, value investing, large cap false full 85 d3791f1b-288a-4886-8369-b810bd795287 ROI on AI? Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Wed, 22 Oct 2025 15:40:18 +0000 podcast@thriventfunds.com (Peter Karazeris, Jaimin Soni) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> ROI on AI? Peter Karazeris, Jaimin Soni 00:20:36 Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? micron, mag 7, generative ai, asics, roi on ai, hon hai, physical ai, tesla, amphenol, celestica, amazon, chatgpt, artificial intelligence, microsoft, taiwan semiconductor, thrivent mid cap growth fund, mag seven, guidewire, robotaxis, mega cap stocks, arista, autonomous vehicles, ai, ai investing, sovereign ai, datadog, nvidia, productivity, google, agentic ai, magnificent 7, broadcom, magnificent seven, samsung, oracle, tyler software, meta, arms providers, tech stocks, robotics false full 84 6bc42328-883b-4ac6-8fea-87d2be852783 2025 Fourth Quarter Market Outlook This is episode 83 of the Advisor’s Market360 podcast. The topic is fourth quarter market outlook for 2025 featuring Thrivent Asset Management experts. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Tue, 16 Sep 2025 17:21:32 +0000 podcast@thriventfunds.com (CFA, David Spangler, Kent White, Steve Lowe) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ This is episode 83 of the Advisor’s Market360 podcast. The topic is fourth quarter market outlook for 2025 featuring Thrivent Asset Management experts. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> 2025 Fourth Quarter Market Outlook CFA, David Spangler, Kent White, Steve Lowe 00:24:27 What accounts for the economy’s resilience? Will it continue through the end of the year? What accounts for the economy’s resilience? Will it continue through the end of the year? quarterly perspective, credit markets, fed, treasuries, federal reserve, q4 2025, portfolio positioning, fourth quarter outlook, capital markets perspective, q4 2025 market outlook, us economy, global economy, market outlook, economy, market perspective q4 false full 83 e4644010-5a13-4133-8589-3dd5b2b78082 Thrivent Income Fund: a time-tested approach This fund is a good fit for investors with a medium- to long-term investment horizon who are seeking a higher level of income. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Mon, 25 Aug 2025 18:20:48 +0000 podcast@thriventfunds.com (Kent White CFA) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ This fund is a good fit for investors with a medium- to long-term investment horizon who are seeking a higher level of income. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Thrivent Income Fund: a time-tested approach Kent White CFA 00:06:58 This fund is a good fit for investors with a medium- to long-term investment horizon who are seeking a higher level of income. This fund is a good fit for investors with a medium- to long-term investment horizon who are seeking a higher level of income. high yield debt, portfolio manager, treasuries, cortney swensen, fund management strategy, fixed income investing, kent white, portfolio management, securitized debt, preferred securities, investment strategy, thrivent income fund, emerging market debt, fixed income, fund profile, lbiix, corporate bonds, active management, fixed income mutual funds, mutual fund false full 82 59679b66-e750-4d50-9550-609a762d1d56 2025 Midyear Market Outlook Will market volatility persist through the rest of 2025? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Mon, 7 Jul 2025 21:46:23 +0000 podcast@thriventfunds.com (Steve Lowe CFA, David Spangler CFA, Kent White CFA) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ Will market volatility persist through the rest of 2025? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> 2025 Midyear Market Outlook Steve Lowe CFA, David Spangler CFA, Kent White CFA 00:25:14 Will market volatility persist through the rest of 2025? Will market volatility persist through the rest of 2025? uncertainty, inflation, recession, treasury curve, mag 7, credit markets, president trump, q3 2025, spending, consumer confidence, fed, market volatility, big beautiful bill, treasuries, germany, q3 2025 market outlook, federal reserve, market perspective q3, evs, artificial intelligence, market rebound, mid-year perspective, mag seven, us deficit, yield curve, market uncertainty, china, us government debt, auto industry, ai, volatility, portfolio positioning, tax bill, moody’s, unemployment rate, magnificent 7, capital markets perspective, trump, us debt, magnificent seven, hiring, us economy, spending bill, tax cuts, global economy, economic slowing, trump administration, market outlook, tariffs, economy, labor force, trade policy, bear market, mid-year outlook false full 81 919b1278-7daf-4a21-8ba8-919be4ebba32 U.S. debt concerns How are investors affected by rising U.S. government debt? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Tue, 24 Jun 2025 14:55:32 +0000 podcast@thriventfunds.com (Steve Lowe CFA) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ How are investors affected by rising U.S. government debt? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> U.S. debt concerns Steve Lowe CFA 00:12:56 How are investors affected by rising U.S. government debt? How are investors affected by rising U.S. government debt? credit downgrade, moody’s ratings, fitch ratings, fed, government spending, treasuries, federal reserve, debt crisis, us deficit, us budget, s&p global ratings, tax bill, moody’s, us default, treasury investing, us debt false full 80 5fa5ee68-2e99-4c10-a7b3-de792d2de4a1 Recession worries: Time for fixed income? There are many threats to the U.S. economy. How might investors prepare for uncertainty? We discuss fixed income opportunities. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Thu, 5 Jun 2025 19:40:23 +0000 podcast@thriventfunds.com (Kent White) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ There are many threats to the U.S. economy. How might investors prepare for uncertainty? We discuss fixed income opportunities. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Recession worries: Time for fixed income? Kent White 00:08:57 There are many threats to the U.S. economy. How might investors prepare for uncertainty? We discuss fixed income opportunities. There are many threats to the U.S. economy. How might investors prepare for uncertainty? We discuss fixed income opportunities. inflation, economic outlook 2025, interest rates, bond market, market volatility, duration strategy, u.s. economy, longer duration, federal reserve, thrivent fixed income, recession risk, kent white, geopolitics, fiscal policy, money market funds, market uncertainty, cash, treasury bonds, investment strategy, risk management, asset allocation, bonds, thrivent mutual funds, diversified portfolios, fixed income, financial advisors, tariffs, high-quality bonds, trade policy false full 79 69ffeb29-5df0-40ba-bba2-ae4ca232187c All about ETFs ETFs come in many different styles and can help with diversification inside of client portfolios. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> Fri, 2 May 2025 17:48:49 +0000 podcast@thriventfunds.com (Kyle DeTullio, Cortney Swensen, Andrew Leeser, Kent White) https://fp.thriventfunds.com/?cmpid=partner_pdcst_fp_ao_0222_9GJQpQ ETFs come in many different styles and can help with diversification inside of client portfolios. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.


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]]> All about ETFs Kyle DeTullio, Cortney Swensen, Andrew Leeser, Kent White 00:11:28 ETFs come in many different styles and can help with diversification inside of client portfolios. ETFs come in many different styles and can help with diversification inside of client portfolios. core plus bonds, thrivent etfs, etf, thrivent core plus bond fund, cortney swensen, thrivent ultra short bond fund, exchange traded funds, kent white, andrew leeser, thrivent exchange traded funds, etfs, ultra short bonds, etf investing, tcpb, kyle detullio, tusb false full 78