Validea

NOVEMBER 16, 2022

Of course, getting that timing right is a challenge, but Arnott points to the Shiller price-to-earning ratios, which shows that equities are still expensive and the S&P 500, while trading below its recent peaks, is still well above the low it hit during the 2007-09 financial crisis.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

Validea

NOVEMBER 18, 2022

Of course, getting that timing right is a challenge, but Arnott points to the Shiller price-to-earning ratios, which shows that equities are still expensive and the S&P 500, while trading below its recent peaks, is still well above the low it hit during the 2007-09 financial crisis.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

The Big Picture

FEBRUARY 6, 2024

Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat.

Valuation 130

Valuation Investing Investments Assets 130

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change.

Marketing 52

Marketing Marketing Economy Communication 52

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. That is a huge loss on a bond portfolio. Thanks for joining me. My name is Ryan Kelley.

Marketing 52

Marketing Marketing Investing Investments 52

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. So she wants her portfolio managed that way. RITHOLTZ: Right.

Management 217

Management Investing Investments Assets 217

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

jigawatts of investing power (and volatility)! The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. large cap stocks in 2003-2007 and underperformance in 2019-2023. Sounds unstoppable, right? I’m not suggesting that U.S.

Assets 59

Assets Investing Investments Marketing 59