The Big Picture

APRIL 28, 2025

Financial Repression was the rallying cry for underperforming managers. is not what risk managers call a rational trading day. Plus bonds down 15% – the first double-digit drop for both asset classes in 4 decades. Over the ensuing 16 years, the crowd may have forgotten that pain. Perhaps, it has worked too well.

Risk Management 329

Risk Management Management Marketing Marketing 329

Random Roger's Retirement Planning

OCTOBER 28, 2024

On Monday afternoon I sat in on a webinar put on by RCM Alternatives with Jon Robinson from Blueprint Investment Partners and Jerry Parker who is a pioneer in trend following with managed futures. The two partner on the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). If they all go up together, they can all go down together.

Risk Management 52

Risk Management Management Portfolio Numbers 52

Validea

JUNE 2, 2025

At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin Dalio’s original concept. All Weather Portfolio: Asset Class Behavior Across Economic Regimes Asset Class Performs Well In Why It’s Included U.S. 2008 -0.4% -21.0%

Portfolio 52

Portfolio Investments Investing Economics 52

Trade Brains

JUNE 16, 2025

CreditAccess Grameen Ltd Current price: ₹ 1,197 Target price: ₹ 1,420 Upside: 19% Time frame: 12 Months Why it’s recommended CreditAccess Grameen was founded in 1999 as an NGO in Bengaluru, and in 2007, the microfinance operations were transferred into an NBFC.

Retail 59

Retail Sales Portfolio Certification 59

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: Always risk.

Clients 293

Clients Wealth Management Banking Investments 293

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 157

Assets Investments Investing Valuation 157

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investments Investing Government 130