The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

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Management Medical Portfolio Management Economics 176

Random Roger's Retirement Planning

JULY 3, 2022

Certainly there are plenty of places in traditional fixed income to hide out while the most volatile parts of the asset class continues to work through whatever it is working through. I think it is important to manage portfolio volatility to reduce the odds of panicking and reduce the odds that client income needs are disrupted.

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Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

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Taxes Investing Investments Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Rising uncertainty for risk assets, coupled with a favorable mix of healthy demand and limited supply, offer a promising backdrop.

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Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence achen Thu, 05/31/2018 - 09:20 The advent of artificial intelligence (AI) is one of the top technology stories in recent years. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Sharpened by both the U.S.

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Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence. Thu, 05/31/2018 - 09:20. The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. Sharpened by both the U.S.

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Startup Math Clients Assets 52

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Battled Crisis The company, which was once an outperformer and the 5th largest private bank in the country, ran into problems due to stressed assets such as ADAG, Essel Group, and DHFL. 2018-19 ₹ 9,812.51 ₹ 3,460.77 2020-21 ₹ 7,428.35 ₹ 7,383.03

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Banking Planning Accounting Retail 104

Trade Brains

FEBRUARY 11, 2024

2018-19 5,591.22 The NIM represents the net earnings of the company on the average interest-earning assets. crores was reported, constituting 3.42% of the company’s total loan portfolio. The ROA represent the returns the company has earned on its total assets. 2021-22 6,997.66 2020-21 7,277.73 2019-20 7,571.64

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Trade Brains

DECEMBER 31, 2023

Tax Loss Harvesting : As an investor, you earn capital gains irrespective of the asset you invest in. These capital gains are a part of your taxable income based on how long you stay invested in the asset. From the beginning of April 1st, 2018, all LTCG on assets exceeding Rs. What Exactly is Tax Loss Harvesting?

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Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. Jane Korhonen, a portfolio manager in our Washington, D.C.

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Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. Thu, 06/14/2018 - 10:27. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C.

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Risk Management Guru

APRIL 21, 2020

Why portfolio diversification is for the ignorant investor. This is often mentioned in the world of investing where clients trust their advisors to spread their money over a hundred stock funds among other asset classes such as bonds and commodities to protect their customers against risk. Financial Post. Financial Post , 7 Dec.

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Trade Brains

OCTOBER 27, 2023

Shriram Finance has a wide presence with over 2,900 Branches comprising 64,000+ employees spread across India with Assets under Management (AUM) of 1,85,000 crore and above as compared to a rise of 46% from the PY. 2018-19 7,807.54 2018-19 96,751.48 Net NPA has reduced by 13% indicating the strength of asset quality.

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Planning Transportation Retail Assets 59

The Irrelevant Investor

OCTOBER 17, 2019

trillion in financial assets as of December 2018. of average household assets DC-only households were least likely to trade, with only 6% trading, while 4 in 10 households holding both IRA and taxable accounts traded. Again, only 6% of households with defined contribution accounts made changes to their portfolio in 2018.

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Accounting Retail Assets Portfolio 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. MidAmerican owns more wind-powered generation assets than any other U.S. Should an investor looking for a fossil fuel-free portfolio consider this bond?

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Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. We have learned that our clients have differing motives—some simply want the comfort of knowing their bond portfolio is “clean,” while others want to invest in bonds that are funding the transition to wind, solar and other renewable energy sources. Conclusion.

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Random Roger's Retirement Planning

OCTOBER 7, 2023

A quick reminder that risk parity allocates to assets based on how risky they are although really I'd say volatility is more accurate. From that simplistic idea, other assets can be included but that is the general idea. I don't know what he meant by that but he cited the AQR Multi-Asset Fund (AQRIX) as a better example of risk parity.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

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Trade Brains

FEBRUARY 6, 2024

The institution started operating as a small finance bank with effect on March 28, 2018, and became a scheduled commercial bank on July 16, 2019. As of September 30, 2023, Jana Small Finance Bank holds the rank of the fourth-largest small finance bank based on assets under management (AUM) and deposit size. 914 crore in FY21 to Rs.

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Dear Mr. Market

MAY 27, 2022

There have been a few times in recent history where we didn’t officially touch that magic number (2018 for example) but it was still an absolutely miserable environment. If your portfolio is down less than -18% this year… you’re beating the stock market. On average bear markets actually hit your doorstep every 3.6

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Marketing Marketing Asset Allocation Assets 52

Trade Brains

JANUARY 1, 2024

The goal of the merger is to simplify statutory and regulatory work, improve earnings, cash flows, and debt servicing, and create shareholder value by expanding the asset base. 2018-19 ₹ 867.41 ₹ 111.32 It was delisted, and on March 22, 2022, it was relisted as Gateway Distriparks Limited. Financial Year Revenue (Cr.) Net profit (Cr.)

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Yardley Wealth Management

MAY 18, 2022

Following are some relevant examples: Global investing and inflation : In their 2021 analysis, “ US Inflation and Global Asset Returns ,” Wei Dai and Mamdouh Medhat of Dimensional Fund Advisors studied how bonds, stocks, industry portfolios, factor premiums, commodities, and REITs performed during periods of high and low U.S.

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Trade Brains

MAY 23, 2023

Fiscal Year Operating Revenue Net Profit 2023 TBA TBA 2022 3,084 256 2021 1,768 127 2020 1,534 70 2019 1,569 72 2018 1,393 76 5-Yr CAGR 17.23% 27.64% (figures in Rs Cr except for CAGR) Profits can rise faster than sales either because of operating leverage or margin improvement. With Laxmi Organic, both factors played their respective roles.

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Planning Manufacturing Sales Pharmaceutical 105

Trade Brains

JANUARY 4, 2023

They provide dividend income and protect a portfolio against inflation. The company provides an integrated portfolio of services including software-led IT solutions, remote infrastructure management, engineering and R&D services and BPO. However, its net profit margin has decreased as compared to the year 2018. EPS (₹) 50.88

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Trade Brains

DECEMBER 16, 2023

Furthermore, as of December 31, 2022, the company was the fourth largest NBFC-MFI in India in terms of gross loan portfolio. Muthoot Microfin IPO Review – About The Industry The joint liability group portfolio of the microfinance industry has seen steady growth in recent years. trillion in the third quarter of the Financial Year 2023.

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Portfolio Banking Government Distribution 59

Good Financial Cents

MAY 1, 2023

Diversifying Your Contributory IRA Portfolio Diversification is an essential strategy for maximizing the returns of a Contributory IRA account while minimizing risks. Diversification involves investing in a variety of asset classes, such as stocks, bonds, and cash, to spread out the risk and reduce the impact of market volatility.

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Risk Tolerance Taxes Retirement Retirement Planning 94

Trade Brains

NOVEMBER 21, 2022

It has a diversified lending portfolio across retail, SME, and commercial customers. in Cr) 2018 12,785.86 Moreover, its current ratio is 0.42, indicating that its current assets are lower than its current liabilities. in Cr) 2018 1,386.30 in Cr) 2018 3,295.77 Top stocks under Rs 10000 #1 – Bajaj Finance.

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Trade Brains

FEBRUARY 8, 2023

Intrinsic value, in simple words, is a measure of what an asset is worth. Year 2018 2019 2020 2021 2022 Total Income (in Crores) ₹1,658.46 ₹1,748.49 ₹1,731.72 ₹1,981.83 ₹2,300.69 The company has a current ratio of 1.77, indicating that its current assets are nearly two times its current liabilities. CRISIL ltd.

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Random Roger's Retirement Planning

AUGUST 8, 2022

The last couple of months we've been having a ton of fun looking at what are hopefully very sophisticated portfolios that involve terms like capital efficiency, return stacking and leveraging down (that term is a Random Roger original). Relying on certain cross asset dynamics that usually work always working is a bad bet.

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Portfolio Numbers Management Accounting 92

The Irrelevant Investor

FEBRUARY 22, 2018

"The economy has changed and investors can no longer rely on a diversified stock-bond portfolio to provide protection in times of market volatility, according to JP Morgan Asset Management." This comes from a recent Bloomberg article, A Diversified Portfolio May Not Help Investors Much This Year. with bonds (U.S.

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Portfolio Assets Economy Numbers 52

Random Roger's Retirement Planning

JULY 29, 2022

Many years ago I wrote quite a few posts about trying to add farmland investing into client portfolios. There was also an offhand mention of Versus Capital Real Assets Fund (VCRRX) which is a weird one. In the Christmas 2018 crash, LAND fell about as much as the S&P 500 while FPI fared much worse. Now here's the YTD chart.

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Carson Wealth

MARCH 2, 2023

Often, they have built exceptionally successful careers and saved substantial amounts in various asset classes. Having a good-sized pool of liquid assets is important so you can preserve your capital rather than making withdrawals during an ongoing market downturn, which can have a damaging impact. Finally, look at your debt picture.

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Trade Brains

NOVEMBER 15, 2022

BPCL has a balanced portfolio with strategically located refineries and marketing infrastructure. Year 2018 2019 2020 2021 2022. Year Return on Networth / Equity (%) ROCE (%) Return On Assets (%). Mar 2018 24.6 BPCL has a good return on equity at 22.50% and an ideal Return on assets at 6.22%. Profit Margins.

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Planning Retail Assets Transportation 52

Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., Many noisy political topics have dominated the investment discourse in 2018, but underneath that noise and volatility, the drum beat of rising interest rates in the U.S.

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Valuation Economics Asset Allocation Clients 52

Brown Advisory

JULY 24, 2018

Tue, 07/24/2018 - 09:25. For years, “defense” in portfolios—i.e., Many noisy political topics have dominated the investment discourse in 2018, but underneath that noise and volatility, the drum beat of rising interest rates in the U.S. Robust Q1 2018 earnings growth improved the valuation picture for U.S. and 2.9%). .

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Valuation Economics Asset Allocation Clients 52

Good Financial Cents

DECEMBER 22, 2022

2018: – 6.24%. One of the challenges of building a diversified portfolio with individual stocks is that some come with a high sticker price of $2,000 per share, $5,000 per share, or more. Note that Fundrise requires a 0.15% annual advisory fee and an annual asset management fee of up to 0.85%. 2020: 16.26%. 2019: 28.88%.

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Investing Investments Risk Tolerance Accounting 108

Investing Caffeine

FEBRUARY 1, 2022

As I have discussed numerous times in the past, money goes where it is treated best, which is why interest rates, cash flows, and valuations play such a key role in ultimately determining long-term values across all asset classes. With that said, I am always quick to point out that diversification in a portfolio is important (i.e.,

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