The Big Picture

APRIL 29, 2025

00:08:57 [Speaker Changed] Well, in 2003, ING acquired Aetna’s financial businesses, and that was the life insurance, retirement and asset management businesses. Or are we gonna see cuts because the economy is beginning to slow? 00:08:50 [Speaker Changed] So how do you go from Altus to ING investing management?

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

MARCH 17, 2025

It’ll reduce new company formation, it’ll make us borrowing costs skyrocket, it’ll devalue the US dollar, it’s gonna cause rampant inflation and it will act as a drag on the overall economy. And their economy seems to be doing just fine. None of these things have happened. Deficits for what, right?

Economy 144

Economy Taxes Budgeting Government 144

Carson Wealth

JUNE 16, 2025

Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. Even from a market perspective, that doesn’t mean you should ignore these events, as they can cause a lot of volatility in markets, and even the economy. The economy is not as strong as it was a year ago, or even two years ago.

Marketing 72

Marketing Marketing Economy Portfolio 72

Carson Wealth

MAY 19, 2025

March 2003 was the last time we saw a Monday that strong, followed by the next four days green as well. To provide an additional boost to the economy, the bill likely has to be larger, perhaps closer to $5 trillion, with most benefits front-loaded. Incredibly, stocks gained the next four days as well.

Marketing 52

Marketing Marketing Taxes Economy 52

Calculated Risk

JANUARY 10, 2024

2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs? million jobs in 2023.

Economy 298

Economy Manufacturing Economics Sales 298

The Big Picture

JANUARY 3, 2023

Holding onto expectations of major shifts in key drivers of the markets and the economy – merely due to the changing of the calendar – is a carryover from the days when the calendar mattered much more. Alas, utterly nothing. Given all that, perhaps the 20% equity drawdown is less significant than many believe. • March Magic or March Madness?

Economy 326

Economy Economics Portfolio Media 326

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. February 27, 2023) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets Behavioral Finance 1. Thanks to Josh and Mike for chatting this up in this week’s What Are Your Thoughts?

Marketing 335

Marketing Marketing Economics Portfolio 335

Bell Investment Advisors

NOVEMBER 6, 2023

The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? In the summer of 2003, an index of long-term U.S. The post The Economy vs. Interest Rates appeared first on Bell Investment Advisors.

Economy 52

Economy Economics Numbers Investment Advisor 52

The Big Picture

AUGUST 29, 2023

economy is doing well, why do so many Americans say it’s terrible? economy is performing well, but most Americans still believe economic conditions are extremely poor — as if the country was mired in a deep recession. ( Popular Information ) see also Is Partisanship Driving Consumer Sentiment? 2000-2003 Dotcom implosion 6.

Insurance 130

Insurance Math Economics Economy 130

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly.

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

OCTOBER 13, 2022

Even if the economy created zero jobs over the next year, 2022 would be the 9 th best year for job creation since 1940. The highest it got to during the 2003–2007 expansion was 80.3%. When times are good and the economy is expanding, firms hire temps to ramp up quickly. Initial unemployment benefit claims are near record lows.

Marketing 98

Marketing Marketing Insurance Economy 98

The Irrelevant Investor

AUGUST 10, 2021

Interest rates are the lifeblood of a country's economy. In 2003, breakevens were 3%. Everything is priced off of them, in one way or another. When the bond market talks, people listen, and right now it's saying that inflation is coming in hot. So the question is, how accurate are these expectations? Actually, not terrible.

Marketing 52

Marketing Marketing Economy 52

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India.

Banking 105

Banking Planning Accounting Retail 105

Carson Wealth

MARCH 27, 2023

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. Think back to March 2003, March 2009, and March 2020. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Banking Economics 52

Validea

JULY 10, 2023

since its inception in 2003. At his firm, Baron says they tend not to worry about the market, or interest rates, or the economy. There’s rarely been a good news year in his entire career, Baron says, but the stock market has still managed to go up 34 times since 1970, and the economy has also gone up 33 times in that period as well.

Economy 40

Economy Numbers Government Economics 40

The Big Picture

DECEMBER 6, 2022

And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades.

Clients 157

Clients Investing Investments Management 157

The Irrelevant Investor

JULY 16, 2019

Of more than 3,000 studies published from 2003 through 2017 in JAMA and the Lancet.more than one of 10 amounted to a “medical reversal”: a conclusion opposite of what had been conventional wisdom among doctors. If you can time the economy, you can time the stock market. drawdown, which you can see in the chart below.

Medicine 52

Medicine Medical Retirement Economy 52

Carson Wealth

MARCH 20, 2023

March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Banking 52

Banking Marketing Marketing Startup 52

Carson Wealth

AUGUST 14, 2023

In addition, credit card debt as a percentage of disposable income is 21%, which is still lower than it was at the end of 2019, when it was 22%, and well beneath the 2003-2019 average of 26%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Food Compliance 52

James Hendries

NOVEMBER 15, 2022

Since then, value has outperformed growth for the longest sustained period since 2003–2007. The monetary factor is the factor we are focused on, as the two periods of sustained value outperformance in the last 20 years (now, and 2003-2007) coincide with the last two periods when both market interest rates (measured by the 10-year U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." 25%) companies typically stay high-ROIC companies and do not have their excess economicscompeted away.

Management 52

Management Valuation Financial Services Portfolio 52

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." 25%) companies typically stay high-ROIC companies and do not have their excess economicscompeted away.

Management 52

Management Valuation Financial Services Portfolio 52

Bell Investment Advisors

MAY 24, 2024

Ryan is going to talk about the global economy and what’s going on both here and abroad. And it looks like they could drop rates if there was the right kind of economy and the right kind of stability in our economy. What I’m showing here is the annualized rate of growth of different economies. I have the U.K.

Marketing 52

Marketing Marketing Economy Financial Planner 52

Trade Brains

MARCH 1, 2024

It conducted the Indian Readership survey for 10 years from 2003 – 2012, covering over 20 Lakh in-person interviews. This increase was supported by growth in marketing spending of Indian corporates, a rise in the revenue of companies, and an increase in the gross domestic output in the economy.

Advertising 59

Advertising Communication Media Clients 59

The Better Letter

JUNE 7, 2024

The greatest generation offered us their legacy of liberty and so very much more. Issue 177 (June 7, 2024) 1 The NFL’s unbalanced schedule, that pits the top teams from the previous year against other top teams, is also a factor. 3 The Patriots were paying Drew Bledsoe 12.3

Investing 88

Investing Investments Management Education 88

Brown Advisory

JUNE 21, 2017

pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. The S&P 500® Index represents the large-cap segment of the U.S. An index constituent must also be considered a U.S. company.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

MAY 12, 2020

According to a decade-long study by McKinsey & Company, companies that produce a ROIC in excess of 25% in 2003 still produced a ROIC in excess of 25% a decade later. BRI is a crucial lender to the informal economy in these rural regions and leads the Indonesian microfinance market. 6th Edition, 2015.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

JUNE 21, 2017

pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. 1 [link] AssetFlows/AssetFlowsJan2017.pdf The S&P 500® Index represents the large-cap segment of the U.S. company.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

MAY 12, 2020

According to a decade-long study by McKinsey & Company, companies that produce a ROIC in excess of 25% in 2003 still produced a ROIC in excess of 25% a decade later. S&P 500® Index, ROIC, 2003-2013 Data based on a McKinsey & Company study, “Valuation: Measuring and Managing the Value of Companies”.

Portfolio 52

Portfolio Clients Investing Investments 52

Trade Brains

JUNE 2, 2023

Industry Overview The banking industry in India is a significant contributor to the country’s economy. In February 2003, Kotak Mahindra Finance received a banking license from the Reserve Bank of India. Keep reading to find out more about the Best Private Bank Stocks in India. As of March 2023, the bank has 41.2

Banking 52

Banking Financial Services Retail Assets 52

Brown Advisory

JUNE 1, 2023

Energy is the foundation of our economy and widely known to be responsible for emissions that contribute to climate change. While the energy sector is often personified as the villain, we prefer to view it as a sector of the economy, not a symbol of good or bad.

Portfolio 52

Portfolio Valuation Clients Investing 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns.

Government 52

Government Commission Economics Distribution 52

Sara Grillo

AUGUST 14, 2023

The entire economy, the world of investing, is based upon being able to trust who we are listening to. She obtained her CFP designation in 2003. RIAs do not generally operate that way; it is usually the broker dealer model. He thinks that doing what is in the best interest of the client is an afterthought in the broker dealer world.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

OCTOBER 19, 2023

The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. 18, 2023) The Annoyance Economy : Data alone don’t capture how frustrating and stressful it is to be a consumer right now. 2000-2003 Dotcom implosion 6. Heart disease is near the very bottom of coverage. Atlantic, Oct.

Media 350

Media Economy Economics Wealth Management 350

The Big Picture

APRIL 4, 2024

And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency. And without that, you know, investment in the economy, we weren’t going to get the economy forward. And by keeping that money cheap, they encouraged speculative movements in markets.

Portfolio 157

Portfolio Management Assets Economy 157

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. In the more recent decade not including 2023 (2003-2012), U.S. During the 2003-2012 period, U.S. Large Cap, Developed ex-U.S.

Assets 59

Assets Investing Investments Marketing 59