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New Bull May Need a Breather | Weekly Market Commentary | June 26, 2023

James Hendries

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. Diversification does not protect against market risk.

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Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

James Hendries

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. Asset allocation does not ensure a profit or protect against a loss.

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Transcript: Tom Hancock, GMO

The Big Picture

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 asset allocation group. We, we call asset allocation at GMO.

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Case for Recession Weakens | Weekly Market Commentary | August 8, 2022

James Hendries

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. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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Investment Perspectives | Real Returns

Brown Advisory

Changes in their assumed rate of return can impact decisions ranging from asset allocation 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 asset allocation decisions and recommendations.

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Investment Perspectives | Real Returns

Brown Advisory

Changes in their assumed rate of return can impact decisions ranging from asset allocation 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 asset allocation decisions and recommendations.

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Is It Time to Sell Stocks?

ClearMoney

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 Asset Allocation: Periodic shifts in allocation to stocks.