Abnormal Returns

SEPTEMBER 22, 2022

(morningstar.com) Breaking down which assets are still ripe for active management. citywireusa.com) Women are still not making much headway in the asset management business. axios.com) Mortgage rates are at their highest level since October 2008. finance.yahoo.com) Economy Auto loan delinquencies are on the rise.

Financial Advising 130

Financial Advising Media Valuation Assets 130

The Big Picture

APRIL 4, 2024

Jim Bianco : Coming out of the financial crisis in 2008. The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. One of the reasons that the Fed wanted to put rates at zero and push all that money in the risk markets was the psyche coming out of 2008 was people were afraid.

Portfolio 152

Portfolio Management Assets Economy 152

Advisor Perspectives

OCTOBER 16, 2023

My guest today is here to talk about an asset class that is often misunderstood. Institutional investors have benefitted from the ownership of CLOs for over 25 years, and the asset class has grown to over $1 trillion. These are not the same bonds that eroded the economy in 2008 during the global financial crisis.

Education 52

Education Assets Economy Investing 52

Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Let’s discuss asset classes in terms of something everyone understands – shoes. Like asset classes, they each serve a purpose, and it is a good idea for your closet, and your portfolio, to have some of each. Our advice is always to diversify.

Assets 52

Assets Portfolio Taxes Financial Services 52

The Big Picture

JULY 27, 2022

This attests to the robustness of the labor economy, recession or not. The post- 2008-09 era saw wealth inequality, already substantial in the United States, explode. The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. I wrote a book about this).

Medicine 325

Medicine Numbers Food Insurance 325

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 92

Economy Asset Allocation Valuation Communication 92

Discipline Funds

MAY 8, 2023

Some even worry this is 2008 all over again. In this piece I will explain why this isn’t 2008 all over again, but that the current environment is still very challenging for banks (and the broader economy) and likely to remain this way for the foreseeable future. But the good news is that this isn’t 2008 either.

Banking 62

Banking Economy Assets Portfolio 62

Validea

MAY 5, 2023

Paul Singer, founder of Elliott Management and well-known for predicting the financial crisis of 2008, calls the current environment “an extraordinarily dangerous and confusing period,” in an interview with The Wall Street Journal. He also pointed to gold, which many have added to their portfolios as a stable asset.

Economics 52

Economics Government Economy Banking 52

Validea

SEPTEMBER 23, 2022

Nouriel Roubini, the economist known as Dr. Doom for predicting the 2008 financial crisis, has turned his forecasting skills on the current economy and foresees a “long and ugly” recession beginning at the end of this year and lasting well into next year, reports an article in Bloomberg.

Government 59

Government Economy Banking Portfolio 59

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. economy, and the job market is leading the way. last week, getting the first quarter off to a slow start.

Marketing 96

Marketing Marketing Valuation Economy 96

Nerd's Eye View

SEPTEMBER 28, 2022

Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. My guest on today's podcast is Joe Duran.

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Financial Advisor Executive Compensation Wealth Management Recruitment 130

Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. But first a quick recap.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Investing Caffeine

JANUARY 3, 2023

The bad news is last year turned out to be the 4th worst year in the stock market since World War II (1945) and also marked the worst year since 2008. Here’s a summary of the S&P 500’s worst years over the last eight decades: 2008: -38.5% 2022: -19.4%. Source: CNBC (Bob Pisani). Typically, during weak stock markets (i.e.,

Economy 59

Economy Transportation CFP Investing 59

Validea

DECEMBER 23, 2022

Active management has been unpopular since the 2008 financial crisis as big tech stocks such as Apple, Amazon and Microsoft monopolized the S&P 500 and investors made easy money through passive investments that tracked the index.

Marketing 59

Marketing Marketing Management Manufacturing 59

Validea

JULY 20, 2022

This option could help you weather the storm; since the end of the financial crisis in 2008, the standard 60% stocks/40% bonds portfolio would have brought in returns just as high as a portfolio that switched out bonds for liquid alternatives, as many were advised to do in the wake of that crisis.

Portfolio 59

Portfolio Economy Assets Investing 59

Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. In other words, if you’re 65 in 2007 and 100% invested in stocks and then 2008 happens then you end up going back to work until you’re at least 70.

Financial Planner 103

Financial Planner Budgeting Taxes Asset Allocation 103

The Irrelevant Investor

APRIL 12, 2020

Articles If private equity suffers, the blow will reverberate throughout the entire economy By Bethany McLean No one runs a business on the assumption that that business won’t be there tomorrow By Tim Duy The government made more than $13 billion from its bailout of Citigroup, $5 billion on its stake in AIG, $4.5

Valuation 52

Valuation Government Assets Economy 52

Nationwide Financial

MARCH 27, 2023

Over the past four weeks, money markets have added $300 billion, on par with surges in 2008 and 2020, bringing the total to a record $5.1 Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities.

Banking 98

Banking Marketing Marketing Asset Allocation 98

SEI

AUGUST 2, 2022

Investments and economy. We are currently experiencing one of the most volatile times in decades, on top of the start of the pandemic and the 2008-2009 recession. Setting a strategic asset allocation and stress testing it, as part of the risk management exercise, is a critical component in “pre-experiencing” such downturns.

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Trade Brains

JULY 29, 2023

NBFCs’ market share has grown in recent years, with Asset Under Management (AUM) accounting for up to 18% of total lending in March 2019, up from 12% in March 2008. billion in March 2008 to about US$ 330.21 billion in March 2008 to about US$ 330.21 The AUM of NBFCs has expanded from US$ 44.02 crores in March 2023.

Assets 52

Assets Banking Management Numbers 52

Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. As you can see, the inventory of homes has dramatically collapsed from a peak of about four million homes, circa the 2008 Financial Crisis, to around one million homes today. households has reached a record $154.3

Economics 52

Economics Economy CFP Government 52

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Validea

AUGUST 30, 2022

Last year, as the economy rebounded after the onset of the pandemic, growth logged in at 31.2% Value investors used to have the field to themselves, but in the past few years more people have been getting in on the action, such as hedge funds and quant funds, the article maintains; indeed, hedge funds doubled assets between 2008 and 2015.

Investing 59

Investing Investments Retail Economy 59

Clever Girl Finance

OCTOBER 1, 2022

Knowing how it affects the economy and your finances and taking key steps will help you during an economic downturn. Well, economies work in a cycle. For example, you know about the great recession of 2008 triggered mainly as a result of the housing bubble in the United States. So, what is a recession? It's a bad idea.

Budgeting 105

Budgeting Economy Healthcare Investing 105

Validea

OCTOBER 5, 2022

12/31/2008 2.1% 12/31/2008 24.9% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. As you can see in the chart below, if we look at just large-cap stocks, there is still an increase, but it is much less pronounced. 12/29/2006 1.2% 12/31/2007 1.0%

CFP 59

CFP Valuation Economy Assets 59

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. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investing 59

The Irrelevant Investor

APRIL 1, 2021

The oldest Millennials entered the workforce while the economy was booming. I do have an objection to raise to your point about boomers having been better off “because they didn’t have a generation above them sucking up assets like they are”. Things were rough for the graduating class of 2008. These are excellent points.

Retirement 52

Retirement Assets Numbers Economy 52

BlueMind

SEPTEMBER 11, 2022

Let’s take an example of a client who has a tendency to always play it safe and prefers taking the less risky approach when it comes to investing, despite the fact they have a high asset and low liability portfolio. Hardly: don’t forget the unexpected and shocking financial crisis of 2008 in the United States which crippled the economy.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investing 98

Validea

JANUARY 13, 2023

Mega-cap tech giants, a safe haven since the 2008 financial crisis, fell much more than the S&P 500 in 2022. There are many reasons for the tech sector’s woes aside from higher interest rates, from the potential energy crisis in Europe, wage pressures, and a slowdown in the global economy, as well as geopolitical tensions.

Valuation 59

Valuation Government Economy Portfolio 59

Nationwide Financial

JANUARY 9, 2023

2022 was a historically painful period for investors, with near-universal pain among various asset classes. Since 1950, this was the third-worst return for a 60/40 portfolio (-16%), eclipsed by only 2008 (-20%) and 1974 (-17%). There are currently 5.7 million unemployed people, well below the 10.5

Marketing 59

Marketing Marketing Healthcare Portfolio 59

James Hendries

JULY 21, 2022

So far, this year hasn’t seen a full-blown crisis like 2008- 2009 or 2020, but the ride has been very bumpy. References to markets, asset classes, and sectors are generally regarding the corresponding market index. We may not be flying into a storm, but there’s been plenty of turbulence. The sources of turbulence are clear.

Clients 52

Clients Investment Advisor License Financial Advice 52

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

Electronics 59

Electronics Economy CFP Government 59

Yardley Wealth Management

OCTOBER 6, 2021

Superlatives like “best” and “worst” grab the most attention, so outlets have been abuzz with reports of how a 5% May consumer pricing surge was “the biggest 12-month inflation spike since 2008.” . We’re comparing May 2021 to May 2020, when we were still deep into what The Wall Street Journal called a “screwy” pandemic economy.

Wealth Management 52

Wealth Management Certification Economy CFP 52

The Irrelevant Investor

JANUARY 4, 2016

When all was said and done it fell 1.4%, making today the worst opening day since 2008. What the optimal asset allocation will be over the next twelve months. How fast or slow the economy will expand or contract. What the best asset class/sector/stock will be over the next year. into the close. Your future spending needs.

Asset Allocation 52

Asset Allocation Assets Planning Economy 52

Investing Caffeine

MARCH 1, 2024

It took the Nikkei over 34 years to surpass its previous record peak, which was last achieved in 1989 when Japan experienced a massive bursting of an asset bubble. What’s the big difference between these two indexes simultaneously surpassing a record 39,000 in the same month? The same concept holds true for investing.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Truemind Capital

OCTOBER 22, 2021

Low interest rates have also played a major role to push people towards speculative asset classes. Here is the simple economic logic – if the rate of money printing is higher than the rate of production of goods and services in an economy, the prices will increase. All the economies are getting affected by a sharp rise in inflation.

Marketing 52

Marketing Marketing Banking Economics 52