2009, Asset Allocation, Economics and Numbers

Market remarkably resilient given banking sector challenges

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

Banking Marketing Marketing Economics

Europe's Slow Climb

Brown Advisory

SEPTEMBER 3, 2015

War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . Exceeding Expectations.

Economy

Economy Economics Asset Allocation Investing

Investment Perspectives | Cool Change

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. has not seen 10+ year economic expansions, other developed markets certainly have. Additionally, while it is true that the U.S.

Investing

Investing Investments Clients Portfolio Management

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Investment Perspectives | Cool Change

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. has not seen 10+ year economic expansions, other developed markets certainly have. Additionally, while it is true that the U.S.

Investing

Investing Investments Clients Portfolio Management

Anchoring Expectations

Brown Advisory

DECEMBER 2, 2015

Set hard numbers. 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. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell.

Taxes

Taxes Clients Estate Planning Compliance

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Available from [link]. Douglas, E.,

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Available from [link]. Douglas, E.,

Portfolio

Portfolio Investing Investments Management

Investment Perspectives | Bubbles II

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. Investment Perspectives | Bubbles II. Wed, 04/01/2015 - 16:48.

Investing

Investing Investments Valuation Assets

Investment Perspectives - The Great Debate

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Reasons for this tendency are varied. In short, every situation is different.

Investing

Investing Investments Portfolio Management

Investment Perspectives - The Great Debate

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Investment Perspectives - The Great Debate. Wed, 06/21/2017 - 12:35. Reasons for this tendency are varied. In short, every situation is different.

Investing

Investing Investments Portfolio Management

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

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions. How can this be?

Marketing

Marketing Marketing Economy Valuation

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

And I think that has been true since 2009 until now. And they do that for 35 years tweaking numbers I go you won, you won the game. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. SETHI: Yes, number one is eating out or dining.

Accounting

Accounting Numbers Budgeting Financial Counseling

Investment Perspectives | Corrections

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

Investing Investments Economy Assets

Investment Perspectives | Corrections

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

Investing Investments Economy Assets

Transcript: Richard Bernstein

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. You get a BA in Economics from Hamilton College. RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out.

Economy

Economy Investing Investments Portfolio

Transcript: Sean Dobson, Amherst Holdings

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. And so, so starting in 2009, we, we, there was no flip market. They’re asset allocation model driven folks.

Banking

Banking Investing Investments Marketing

Transcript: Ken Kencel

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. So a very different dynamic than we saw back in 2007, 2008, 2009. Ken was there at the beginning of the private credit markets when he was working at Drexel.

Banking

Banking Management Investing Investments

Transcript: Robert Koenigsberger

The Big Picture

DECEMBER 20, 2022

You put a different number on the piece of paper, and that was the moment that I decided I wanted to start the firm. RITHOLTZ: So given those sorts of numbers, the pullbacks, recoveries, what sort of correlations are there with other types of debt, be it performing or distressed equities and other asset classes? RITHOLTZ: Sure.

Banking

Banking Assets Government Investing

Transcript: Jeffrey Sherman, DoubleLine

The Big Picture

JUNE 3, 2024

The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And effectively I did. That’s right.

Math

Math Engineering Marketing Marketing

Constructive, Not Complacent | Weekly Market Commentary | July 5, 2022

James Hendries

JULY 6, 2022

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices. IMPORTANT DISCLOSURES.

Marketing

Marketing Marketing Valuation Economy

Transcript: Neil Dutta

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics

Economics Economy Marketing Marketing

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