Investing Caffeine

APRIL 1, 2022

People forget that commodity prices approximately doubled after the 2008 Financial Crisis, only to experience a subsequent slow bleed over the next decade until prices were essentially chopped in half. They certainly could, but valuations remain attractive given where interest rates currently stand. Source: Trading Economics.

Economy 59

Economy Economics Valuation Investments 59

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Concentration: Much of the U.S.

Management 52

Management Investments Investing Valuation 52

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Concentration: Much of the U.S.

Management 52

Management Investments Investing Valuation 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Assets 293

Assets Clients Investments Investing 293

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. As we now know, this celebration was premature.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. RECENT TRENDS AFFECTING LIQUIDITY.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

DECEMBER 2, 2015

We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. This helps to meet your immediate needs and instill discipline in a longterm context, averting excessive spending when valuations are rising.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Big Balance Sheet By way of background, the Fed’s balance sheet has roughly quintupled since the financial crisis of 2008.

Investments 52

Investments Investing Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By way of background, the Fed’s balance sheet has roughly quintupled since the financial crisis of 2008.

Investments 52

Investments Investing Assets Numbers 52

Brown Advisory

SEPTEMBER 3, 2015

The Federal Reserve, since pushing down the main interest rate to zero in 2008, has repeatedly acknowledged that a “reach for yield” may threaten financial stability. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses.

Transportation 52

Transportation Government Economy Asset Allocation 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. At the same time, the resilience of the U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Validea

DECEMBER 7, 2022

What the naysayers miss is that each market downturn created lowered valuations that resulted in “above-average returns,” the article quotes Doug Foreman of Kayne Anderson Rudnick. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios.

Asset Allocation 52

Asset Allocation Economy Valuation Portfolio 52

The Better Letter

JANUARY 26, 2024

In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. .” who became a professor at the University of Michigan before setting up his own asset management firm. He missed this one, too.

Assets 103

Assets Valuation Management Marketing 103

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. A lot changed over the course of 2007 and 2008 as the economy fell into the Great Financial Crisis. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

AUGUST 15, 2022

is dragged down by 2008-2009 when the index tumbled 37%. We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. References to markets, asset classes, and sectors are generally regarding the corresponding market index. The average of 1.1% How can this be?

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

DECEMBER 12, 2022

during the month, which was the best month for core bonds since December 2008. The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 It is also a major component used to calculate the price-toearnings valuation ratio.

Portfolio 52

Portfolio Taxes Asset Allocation Investments 52

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. Well guess what?

Banking 144

Banking Assets Investments Investing 144

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Low rates are generally good for stocks, as they tend to drive investors into riskier asset classes with higher return potential.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Low rates are generally good for stocks, as they tend to drive investors into riskier asset classes with higher return potential.

Investments 52

Investments Investing Portfolio Assets 52

Dear Mr. Market

MARCH 11, 2023

We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. IBM loses to QCOM based on valuation. Watch for those that have even worse financials and balance sheets than SVB did.

Investments 93

Investments Investing Portfolio Assets 93

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. Every bank had balance sheet.

Banking 157

Banking Assets Government Marketing 157

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 144

Banking Investing Investments Marketing 144

James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Money market assets are also nearly $1 trillion above December 2019 levels. Not out of the woods but some encouraging signs.

Marketing 52

Marketing Marketing Valuation Economy 52

Darrow Wealth Management

MAY 29, 2024

For example, the September 11th terrorist attacks and the 2008 Great Financial Crisis occurred under President G.W. President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history. Probably not.

Marketing 103

Marketing Marketing Asset Allocation Investments 103

Darrow Wealth Management

MAY 29, 2024

For example, the September 11th terrorist attacks and the 2008 Great Financial Crisis occurred under President G.W. President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history. Probably not.

Marketing 52

Marketing Marketing Asset Allocation Investments 52

James Hendries

NOVEMBER 8, 2022

These runoffs do happen: In 2022 both Georgia Senate seats went to a runoff, as did Georgia Senate election in 1992 and 2008. Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Government Banking 52