Truemind Capital

OCTOBER 22, 2021

Higher interest rates will lead to heavy mark to market losses on long-term debt papers and could lead to contagion in all the asset classes which have been inflated by massive systematic liquidity. Remember the taper tantrum of 2013? Having a 15-20% allocation in Gold could also help in times of hyperinflation.

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Marketing Marketing Banking Economics 52

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Investing 59

Dear Mr. Market

OCTOBER 11, 2022

For some quick background, our first original review was written in June of 2013 ( click here to see that). Most recently we revisited the topic with an update in November of 2020 ( click here ) as we climbed out of one of the wildest years in world history amidst a global pandemic.

Portfolio 59

Portfolio Assets Economics Marketing 59

Brown Advisory

AUGUST 1, 2018

The potential for inversion is not a reason in and of itself to make changes in asset allocation, but the combination of higher short-term yields and additional equity market uncertainty does affect our thinking about portfolio positioning. Annualized Returns, 04/30/2013-06/30/2018 Source: Bloomberg, using ICE BofAML Benchmarks.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

The potential for inversion is not a reason in and of itself to make changes in asset allocation, but the combination of higher short-term yields and additional equity market uncertainty does affect our thinking about portfolio positioning. Bond Returns Since 2013. Annualized Returns, 04/30/2013-06/30/2018. Aggregate.

Management 52

Management Investing Investments Valuation 52

The Big Picture

AUGUST 23, 2023

Whether we are talking about important milestones in life or your asset allocation, don’t let your decision-making default setting be “auto-pilot.”

Investing 246

Investing Investments Asset Allocation Healthcare 246

Brown Advisory

SEPTEMBER 22, 2017

Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). Deutsche Asset & Wealth Management White Paper. 2013(1): 1-15. Oxford University Press.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). Deutsche Asset & Wealth Management White Paper. 2013(1): 1-15. Oxford University Press.

Portfolio 52

Portfolio Investing Investments Management 52

The Big Picture

MAY 9, 2023

SALISBURY: So I led the European Special Situations Group from 2008 to 2013. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So we start with a strategic asset allocation.

Assets 286

Assets Clients Investing Investments 286

Aleph

SEPTEMBER 15, 2022

I have always kept my asset allocation around 70% risky, 30% safe. All that said, I haven’t had a good year prior to this since 2013. So what to do? For me, not much. I am near that now, and don’t feel the need to panic. I like the stocks that I own for me and my clients. We are up this year.

Asset Allocation 59

Asset Allocation Banking Assets Clients 59

The Better Letter

JANUARY 26, 2024

2013 : “[S]tock returns prospectively are very low.” Former Reagan White House Budget Director David Stockman has predicted market crashes in 2012 , 2013 , 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and 2023. .” That year, as the S&P 500 barely broke even (2.10 percent), HSGFX did worse (1.64

Valuation 103

Valuation Assets Management Investing 103

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. A 360-Degree Climate Evaluation. CARBON ATTRIBUTION” of SUSTAINABLE PORTFOLIOS .

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

JUNE 14, 2018

This was in 2013. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. She commuted in a self-driving car for an extended period, and the car worked perfectly. The technology is there.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

This was in 2013. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. She commuted in a self-driving car for an extended period, and the car worked perfectly. The technology is there.

Investing 52

Investing Investments Clients Numbers 52

WiserAdvisor

JANUARY 23, 2024

For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

The Big Picture

NOVEMBER 8, 2022

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. CHANCELLOR: Well, I said no initially. CHANCELLOR: Yes.

Banking 141

Banking Valuation Economy Investing 141

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Meanwhile, four out of five financial advisors wait for investors to begin the conversation, Calvert says. That can be a mistake.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

The Big Picture

SEPTEMBER 12, 2022

RITHOLTZ: Whereas the — and the market when — essentially didn’t get above 2000 to like 2013 or so. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. Of course, we have strategic asset allocations, strategic portfolios.

Clients 286

Clients Wealth Management Investing Investments 286

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. So my firm launched in 2013 with very little money. He is just, he’s just bearish all the time. TD was our custodian.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

JANUARY 31, 2023

I mean, by 2013, the household deleveraging was basically over, and the economy was gaining a lot of momentum. DUTTA: Well, to me, the ISM is the one that I harp on the most because there’s a cottage industry of people that just drive their entire asset allocation process off of it. You were at Merrill. RITHOLTZ: Really?

Economics 141

Economics Economy Marketing Marketing 141