Brown Advisory

MARCH 13, 2018

which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% The future course of interest rates is probably the greatest single concern for investors today, from both a fundamental and a valuation perspective. Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investments 52

Investments Investing Economy Assets 52

Brown Advisory

MARCH 13, 2018

which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% The future course of interest rates is probably the greatest single concern for investors today, from both a fundamental and a valuation perspective. Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investments 52

Investments Investing Economy Assets 52

The Big Picture

JULY 1, 2025

So it was, if you think about insurance asset management, we have, you know, we obviously serve the group, but we have business units and legal entities and each of these business units and legal entities have their own strategic asset allocations. So my role was to manage those business unit and legal entity asset allocations.

Investments 143

Investments Investing Consulting Insurance 143

The Big Picture

NOVEMBER 8, 2022

And he did — when I met him, let’s say in 2010, he acknowledged that they’ve got things wrong. Now, not too long ago, just before the pre-pandemic period, like late 2010s, they kind of came out when Dow first crossed 36,000. Jeremy called and said, “Would you like to join the asset allocation team?”

Banking 143

Banking Valuation Economy Investing 143

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. It pushes valuations higher over time. 00:04:02 That’s what value add software was originally.

Assets 164

Assets Management Portfolio Taxes 164

Truemind Capital

JANUARY 22, 2024

Valuation/Prices at which you invest (the difficult part) Now, if you do some thorough research and gain some insight to feel confident about better future growth prospects of any particular sector/theme you can still lose a significant amount of money or get poor returns even if your understanding was right. Let me share two examples: 1.

Investing 52

Investing Investments Asset Allocation Fee Only 52

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.

Assets 105

Assets Valuation Marketing Marketing 105

The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. It’s about long-term planning and strategic asset allocation and, and just understanding how markets work and how behavior comes into the mix. It’s money that represents the cash needs or the, the, the liquidity side of, of asset allocation.

Marketing 143

Marketing Marketing Investing Investments 143

The Big Picture

JUNE 3, 2024

And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And the thing I remember is that the day we launched that total return fund at Double On, it was actually April 6th of, of 2010, Flash crash was May 10th, I think. And so it’s not just me.

Math 143

Math Marketing Marketing Engineering 143