2013 Asset Allocation Valuation 
Brown Advisory
OCTOBER 28, 2016
Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.
Brown Advisory
OCTOBER 28, 2016
Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Stretched Valuations. In 2013, as the Fed ended its bond-purchasing program, U.S. Reach for yield.
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Truemind Capital
OCTOBER 18, 2024
The assumption that asset prices will keep rising can quickly be challenged by things like escalating geopolitical tensions, a U.S. This is where our disciplined dynamic asset allocation approach will really shine, keeping us steady through any rough waters ahead. The enthusiasm was of course born from the US rate cut decision.
Truemind Capital
JANUARY 16, 2024
Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space. We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio.
Brown Advisory
AUGUST 1, 2018
We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Concentration: Much of the U.S.
Brown Advisory
AUGUST 1, 2018
We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Concentration: Much of the U.S. Risks in Bonds.
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.
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