2015 Asset Allocation Economy Financial Services 
Truemind Capital
APRIL 19, 2024
Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. The major laggards were FMCG (down 6%), IT (down 2%) and financial services (down 2%).
Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. is much clearer.
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Brown Advisory
MAY 31, 2017
Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.
The Better Letter
JANUARY 26, 2024
In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers.
Brown Advisory
OCTOBER 4, 2021
This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.
Brown Advisory
OCTOBER 4, 2021
This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.
Brown Advisory
AUGUST 1, 2018
Even as the “E” (earnings) component of the P/E ratio has increased in 2018 thanks to the strong economy and tax cuts, the “P” (price) component has moved up more, and valuations have risen perceptibly. The S&P 500 ® Index is now priced at about 17 times forward 12 months’ estimated earnings. Using the 10-year U.S.
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