CONVERSATION STUDIO BETA

Guide clients through all economies

Equip yourself with proactive insights and historical perspective to steer client conversations toward staying focused on their goals in every economic climate.

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Overview

Talking to clients about the economy and markets

Help clients stay focused on what matters most with clear, evidence-based perspectives. Use timely information and relatable language to turn market noise into meaningful conversations about long-term goals and disciplined investing.

Ready to go? Explore the following insights and resources for a personalized approach to economic conversations.

Conversation support

Resources for every stage of client relationships 

Customizable tools

Market Hindsight Tool

Simulate the impact of historical market events on your clients’ portfolios and provide client-ready, downloadable one-pagers that demonstrate the value of staying invested.

Launch tool

Supporting videos

2026 U.S. stock market outlook: 3 AI-driven scenarios to watch
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The forces shaping fixed income markets in 2026
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Quick downloads

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  • Download a client-ready summary

    We summarized Market Perspectives and packaged it in a one-pager made to share with clients.

Essentials to read and share

Coming later

Return here for resources to use in client meetings

Coming later

Return here for resources to give clients as meetings conclude.

Coming later

Return here for resources to send clients after meetings.

Have questions about Economy & markets? Contact us.

Disclosures and footnotes
  • All investing is subject to risk, including possible loss of principal. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.
  • Diversification does not ensure a profit or protect against a loss.