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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 assetallocation perspective. Diversification does not protect against market risk.
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. Assetallocation does not ensure a profit or protect against a loss.
That’s the key to quality investing. I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular. And actually Ben Inker is the head of our assetallocation group. We, we call assetallocation at GMO.
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 assetallocation. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).
Changes in their assumed rate of return can impact decisions ranging from assetallocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to assetallocation decisions and recommendations.
Changes in their assumed rate of return can impact decisions ranging from assetallocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to assetallocation decisions and recommendations.
This indicator had correctly foreshadowed major downturns in 1987 and 2008. The report examined the results of two types of funds7, each holding a mix of stocks and bonds: Balanced: Minimal change in allocation to stocks. Tactical AssetAllocation: Periodic shifts in allocation to stocks.
But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). IMPORTANT DISCLOSURES.
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, AssetAllocation Strategist, LPL Financial. Georgia’s Libertarian candidate is expected to receive 1-2% of the vote and polling has been tight, so it’s certainly a possibility.
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