Carson Wealth

DECEMBER 18, 2023

At Carson Investment Research, we have moved our longer-term strategic asset allocations to their maximum equity overweight while continuing to favor U.S. The average return over rolling five-year periods from 1923 through 2017 is about 11% (before inflation). Here’s why.

Marketing 96

Marketing Marketing Economy Investing 96

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. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

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. We maintain a model portfolio internally to track the results of our asset allocation stances.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MARCH 13, 2018

Further, 2017 overall was extraordinary for its lack of market volatility; the S&P 500 Index rose steadily throughout the year without so much as a 3% pullback—a first in the Index’s long history. For most of 2017, the VIX was exceptionally depressed, signaling that investors expected very little volatility in prices.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

Further, 2017 overall was extraordinary for its lack of market volatility; the S&P 500 Index rose steadily throughout the year without so much as a 3% pullback—a first in the Index’s long history. For most of 2017, the VIX was exceptionally depressed, signaling that investors expected very little volatility in prices.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

AUGUST 1, 2018

Incremental Equity Risks Several evolving dynamics in the stock market, when taken together, suggest that risk levels have increased a bit over the last year or so: Valuations: To state the obvious, stock prices gained considerable ground during 2017 and are slightly higher so far in 2018. Concentration: Much of the U.S.

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Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Several evolving dynamics in the stock market, when taken together, suggest that risk levels have increased a bit over the last year or so: Valuations: To state the obvious, stock prices gained considerable ground during 2017 and are slightly higher so far in 2018. Concentration: Much of the U.S. Risks in Bonds.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

FEBRUARY 15, 2019

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. During both of these events, asset prices became disconnected from reasonable estimates of intrinsic value. An index constituent must also be considered a U.S.

Valuation 52

Valuation Clients Portfolio Government 52

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.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

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. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera.

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Numbers Management Banking Marketing 143

The Big Picture

JANUARY 31, 2023

What was the big — RITHOLTZ: 2017. And you know, the Fed can play a role in sort of backtracking sentiment in the short run, but the Fed can’t permanently increase the level of asset values. and so many different asset classes, and so many different types of constituents that they serve, right? DUTTA: Yeah.

Economics 143

Economics Economy Marketing Marketing 143