Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Financial Services Investing 86

The Big Picture

JANUARY 3, 2023

Holding onto expectations of major shifts in key drivers of the markets and the economy – merely due to the changing of the calendar – is a carryover from the days when the calendar mattered much more. We can credit three elements for this massive outperformance: -Substantial prices resets: 57% in 2008-09 and 34% in 2020.

Economy 323

Economy Economics Portfolio Media 323

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Abnormal Returns

SEPTEMBER 22, 2022

wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? axios.com) Mortgage rates are at their highest level since October 2008. finance.yahoo.com) Economy Auto loan delinquencies are on the rise. (axios.com) It's not just you, planes are dirtier now. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 280

Numbers Insurance Economy Marketing 280

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

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

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

Your Richest Life

MARCH 31, 2023

The top spot belongs to the 2008 Lehman Brothers collapse.) So, what does all of that mean for your money, and the economy? Just like with your portfolio, banking diversification helps to keep your money safe if something goes awry at one of your banks, and lets you maximize the benefits of each of those institutions.

Banking 105

Banking Insurance Fee Only Accounting 105

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

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

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

Trade Brains

NOVEMBER 3, 2023

2008: Tata Motors suspended work in Singur, and alternative sites were being explored. October 3, 2008: Tatas announced moving the Nano project from Singur to Sanand, Gujarat. However, if we consider the other side of the story, the factory could have generated jobs and boosted the local economy.

Government 59

Government Manufacturing Investing Investments 59

Validea

JULY 20, 2022

The article offers 3 options of how to readjust your portfolio: Stay the course. Keep your portfolio as it is and turn off the news to avoid panic selling or changing allocations based on fear. But there’s no guarantee that this bear market will follow the same path. Change Your Allocation.

Portfolio 59

Portfolio Economy Assets Investing 59

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

Walkner Condon Financial Advisors

JULY 8, 2022

Let’s take a closer look at recessions and how one may impact the economy and markets for the remainder of 2022. . One recession may be caused by a shake-up in the labor markets while another may be due to an unexpected shift in the economy such as the housing market crash in 2008-2009 or a non-economic factor such as a pandemic.

Economics 59

Economics Financial Advisor Economy Portfolio 59

The Irrelevant Investor

JUNE 7, 2022

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio. Government Bonds The worst years ever for a 60/40 portfolio BlockFi is raising a down round Myth-busting: is the US Dollar losing reserve currency status?

Retirement Planning 52

Retirement Planning Retail Portfolio Government 52

Truemind Capital

JUNE 30, 2022

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.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Nationwide Financial

MARCH 29, 2023

These innovations included the Primary Dealer Credit Facility in March 2008 (at the outset of the Global Financial Crisis) and the Municipal Liquidity Facility in April 2020 (in the early days of the COVID-19 pandemic.) According to the Federal Reserve, banks borrowed approximately $152.9

Banking 98

Banking Financial Planning Economics Portfolio 98

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

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

James Hendries

JULY 13, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022.

Investment Advisor 98

Investment Advisor License Banking Insurance 98

Nationwide Financial

JANUARY 19, 2023

Market volatility in 2022 also hit the traditional 60% equity/40% bond model portfolio. This was the third worst calendar-year return for 60/40 portfolios since 2002, losing 16% in 2022. Investors have to look back to 2008 or 1974 to find worse returns. lost in 1994.

Portfolio 59

Portfolio Numbers Marketing Marketing 59

BlueMind

SEPTEMBER 11, 2022

It is your duty as a financial advisor to determine where your client’s portfolio stands currently and the amount of risk it can bear. Hardly: don’t forget the unexpected and shocking financial crisis of 2008 in the United States which crippled the economy. However, risk capacity is a numbers game.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investing 98

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?

Budgeting 105

Budgeting Economy Healthcare Investing 105

Validea

DECEMBER 9, 2022

Of course, economists aren’t always right; since the Federal Reserve Bank of Philadelphia began an annual survey of GDP expectations in 1968, not one recession was forecast a year in advance, and the 1990, 2001 and 2008 recessions were totally missed.

Engineering 52

Engineering Banking Portfolio Economy 52

Nationwide Financial

JANUARY 11, 2023

or more, levels not seen since 2008 (78 days) or 2002 (73 days). Spells of downside volatility can present opportunities for financial professionals and investors to re-assess risk and reset portfolio allocations if warranted. Notably, on the downside, there were 65 trading days last year when the S&P 500 sank by 1.0%

Investing 72

Investing Investments Risk Tolerance Accounting 72

Nationwide Financial

JANUARY 9, 2023

Since 1950, this was the third-worst return for a 60/40 portfolio (-16%), eclipsed by only 2008 (-20%) and 1974 (-17%). This could be a positive omen, as the following year’s returns have been positive following weak years, with an 18% return for a 60/40 portfolio in 2009 and 28% in 1975. There are currently 5.7

Marketing 59

Marketing Marketing Healthcare Portfolio 59

Carson Wealth

AUGUST 28, 2023

Recent economic data from China show that the world’s second largest economy is in trouble. economy is likely to be minimal. In short, China’s economy is in trouble. Usually, the industrial side of the economy makes up for slow consumer spending, but not this time. Any adverse impact on the U.S. and financial markets.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

JULY 29, 2023

With the growing presence of MSME lenders in smaller locations and lenders increasingly focusing on underserved customers, the portfolio of secured MSME loans with ticket sizes ranging from 0.50 billion in March 2008 to about US$ 330.21 million to 3.00 The AUM of NBFCs has expanded from US$ 44.02 crores in March 2021 to ₹4,942.8

Assets 52

Assets Banking Management Numbers 52

Nationwide Financial

APRIL 19, 2023

With echoes of the 2008 financial crisis and the COVID recession in 2020 still reverberating, perhaps it’s not surprising to see investors bracing for the worst. But investors who maintain proper portfolio diversification with a suitable allocation to equities are likely to capture long-term capital appreciation.

Economics 64

Economics Clients Financial Planning Retirement 64

Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. 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. In fact, in 2008, many of these blue chip stocks declined by 38%. It is especially true with stocks and bonds.

Assets 52

Assets Portfolio Taxes Financial Services 52

Validea

JANUARY 13, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks. Mega-cap tech giants, a safe haven since the 2008 financial crisis, fell much more than the S&P 500 in 2022. Meanwhile, IPOs had their worst year in decades, with 71 IPOs generating only $7.7

Valuation 59

Valuation Government Economy Portfolio 59