Nationwide Financial

MARCH 27, 2023

Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. Cash levels rose in March at the fastest pace since last September and remain above average and allocation to equities remains significantly lower than in history.

Banking 98

Banking Marketing Marketing Economics 98

The Irrelevant Investor

JANUARY 3, 2018

In February 2009, it fell to a low of 12.4, I would have thought that financials have had the best returns since March 2009, and was surprised to see that consumer discretionary has done better, returning 617% (oh my god 617%) compared with 548% for financials. investors who allocate to emerging markets. This is a scary chart.

Asset Allocation 52

Asset Allocation Education Assets Marketing 52

The Irrelevant Investor

JUNE 13, 2017

You'll notice they're very comparable, what put a little bit of space between them was the rebound in the twelve months following the 2009 bottom. Creating the proper asset allocation and staying with it has a much bigger impact on your returns than selecting the best performing funds within those asset classes.

Asset Allocation 52

Asset Allocation Portfolio Assets Investments 52

Random Roger's Retirement Planning

MAY 10, 2023

Sure, I'm $200,000 short of my goal but you know what, I beat the market five years in a row from 2009-2013." When you get close to retirement, you know what will matter? What will matter is whether you have enough to retire to the lifestyle you want plus maybe having some sort of margin for error in your accumulated savings.

Marketing 75

Marketing Marketing Wealth Advisor Retirement 75

The Irrelevant Investor

JUNE 15, 2019

18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. In 2009, 30% of participants in a plan that offered company stock had at least 20% of their assets in the company they worked for. More than one-third of that $900,000 is added in the last 5 years.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

Darrow Wealth Management

JUNE 27, 2022

Between 2000 – 2009, the cumulative total return for the S&P 500 was negative 9.1% Since trying to time regime changes is very difficult in real time without the benefit of hindsight, there are reasons to consider allocating both U.S. equities to an asset allocation. These bouts can be significant. vs positive 30.7%

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Brown Advisory

NOVEMBER 29, 2016

1 Also, from fiscal year 2009 until fiscal year 2016, federal agencies cut annual grants to private and public organizations by 3.4% Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Good Financial Cents

JUNE 11, 2023

You can also get information on your performance and asset allocation. This will help you to create an asset allocation that will get you where you need to go with your investments. It can be used to help you with your asset allocation, at least based on the investment options that your plan includes.

Management 80

Management Investing Investments Accounting 80

The Irrelevant Investor

MARCH 29, 2020

With the wild swings in the stock and bond market this year, it's likely that your asset allocation has gotten a bit out of whack. A portfolio rebalance is simply the act of returning to your pre-determined asset allocation. Asset allocation is all about trade offs. stock.bond) is now 54/46. Treasury Notes).

Asset Allocation 52

Asset Allocation Portfolio Assets Planning 52

SEI

AUGUST 2, 2022

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. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. .

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Truemind Capital

MAY 19, 2020

One can prepare a customized plan depending upon their investment liking and understanding of different asset classes, sub-categories, and their own risk profile. Having a sense of market/asset class cycles and at which stage we could be in that cycle helps tremendously.

Portfolio 52

Portfolio Asset Allocation Valuation Investing 52

Investing Caffeine

MAY 2, 2022

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way.

Electronics 59

Electronics Economy CFP Investments 59

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

James Hendries

JUNE 26, 2023

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.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

The Irrelevant Investor

MARCH 23, 2020

Since the March 2009 low, there have been 17 pullbacks of 5% or more. In the case of risk management via asset allocation, it's the size in stocks versus your size bonds. This doesn't happen suddenly, it slowly builds over time. One of the most important and least spoken about aspects of risk management is position sizing.

Risk Management 52

Risk Management Management Asset Allocation Investing 52

Brown Advisory

DECEMBER 2, 2015

built up substantial reserve capital while recovering from the Great Recession in 2008-2009. By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Truemind Capital

SEPTEMBER 13, 2019

Below is the price chart of HUL from Jan 2000 to Jan 2009. If you do not have requisite skill-set or don’t have time, then you should hire an investment adviser who has the expertise to evaluate fair investment valuation and has the experience, temperament and skill-set to alter asset allocation with changing market dynamics and cycles.

Marketing 52

Marketing Marketing Management Investing 52

Carson Wealth

JUNE 12, 2023

We found there were two times during the tech bubble that stocks gained 20% and again moved to new lows, and it also happened during the global financial crisis of 2007-2009. It was developed a decade ago and is a key input into our asset allocation decisions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Brown Advisory

DECEMBER 2, 2015

After the 2008-2009 financial crisis, many clients could use loss carry-forwards to reduce taxes against gains taken in subsequent years. By Taylor Graff, CFA, Asset Allocation Analyst. There are few pieces of news more exasperating for investors than a significant tax bill following a period of meager returns.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Simply stated, asset classes tended to move together: When U.S.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . By Taylor Graff, CFA, Asset Allocation Analyst. The momentum helped push up the proportion of European companies beating estimates for second-quarter earnings to 65%, the highest level since J.P.

Economy 40

Economy Economics Asset Allocation Banking 40

The Big Picture

FEBRUARY 6, 2024

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. That’s the key to quality investing.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Company case studies and practitioner-oriented books provide an outlook on the business case for corporate environmental strategies (Esty, 2009). Deutsche Asset & Wealth Management White Paper. John Wiley and Sons.

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Company case studies and practitioner-oriented books provide an outlook on the business case for corporate environmental strategies (Esty, 2009). Deutsche Asset & Wealth Management White Paper. John Wiley and Sons.

Portfolio 52

Portfolio Investments Investing Management 52

James Hendries

AUGUST 15, 2022

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. The entirety of a recession—particularly a mild one—hasn’t historically been all that bad for stocks from start to finish. The average of 1.1% How can this be?

Marketing 52

Marketing Marketing Economy Valuation 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. In terms of the economic cycle, we think the risk of a recession is at its highest level since 2009, but it is still far from a certainty.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. In terms of the economic cycle, we think the risk of a recession is at its highest level since 2009, but it is still far from a certainty.

Investing 52

Investing Investments Clients Portfolio Management 52

The Big Picture

JUNE 6, 2023

And I think that has been true since 2009 until now. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? So, they just looked at me like I was an alien. Let’s talk about that.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Brown Advisory

JUNE 21, 2017

Exhibit 1 at right illustrates this pattern; for example, it shows clearly how the relative performance of active managers has slipped during the bull market that started in 2009. Reasons for this tendency are varied. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

JUNE 21, 2017

Exhibit 1 at right illustrates this pattern; for example, it shows clearly how the relative performance of active managers has slipped during the bull market that started in 2009. Reasons for this tendency are varied. In short, every situation is different. 1 [link] AssetFlows/AssetFlowsJan2017.pdf

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets.

Management 52

Management Marketing Marketing Clients 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

Amusingly, about the only content I found was stuff I'd written including this at Seeking Alpha from October, 2009. Where John's approach veers from mine is how complex his portfolio was in 2009. It was an active portfolio though with changes made as necessary. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7%

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Big Picture

JANUARY 21, 2025

And then on top of that, of course we ran straight into the 2008, 2009 great recession. And by the summer of 2009, they’d pulled the plug on this venture and suddenly, you know, I’ve thrown away my journalism career to join Citigroup. 00:17:41 [Speaker Changed] That’s 00:17:42 [Speaker Changed] Right.

Investing 147

Investing Investments Management Retirement 147

Discipline Funds

MARCH 2, 2024

I recall one particularly glaring moment during 2009 when AIG became mostly owned by the US government and failed to meet S&P liquidity requirements, but they just ignored it. It forced me to think in a multi-temporal sense which has completely changed how I think about asset allocation.

Marketing 111

Marketing Marketing Asset Allocation Assets 111