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Wednesday links: late strategizing

Abnormal Returns

Markets Market valuations are a lot more attractive than they were a year ago. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? morningstar.com) Breaking down which assets are still ripe for active management. axios.com) Mortgage rates are at their highest level since October 2008.

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility.

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Four Hard Investing Lessons From 2022 With Silver Linings

Validea

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Source: [link].

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Equity markets at a crossroads – What is the way forward?

Truemind Capital

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. But first a quick recap.

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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Parent Companies who are coming up with IPOs of their subsidiaries

Trade Brains

Canara Bank – Canara Robecco AMC Canara Bank is set to make waves in the asset management sector with the planned IPO of its mutual fund arm, Canara Robeco Mutual Fund. Canara Robeco Mutual Fund, a joint venture between Canara Bank and the Robeco Group since 2007, has shown impressive growth with assets under management worth ₹839.3

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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. A diversified portfolio does not assure a profit or protect against loss in a declining market.