Remove 2018 Remove Portfolio Remove Portfolio Management
article thumbnail

Digging In With A Complex Model

Random Roger's Retirement Planning

I spent a lot of time Monday evening going down the Blackrock rabbit hole starting with their thoughts about adding Bitcoin to a portfolio which they say they're starting to do in their models. The Blackrock Opportunistic Alts Portfolio is more interesting. This model overlaps a lot with the next model. It has 77.5%

article thumbnail

2024 Forecasting Follies

The Better Letter

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. From its January 22, 2018 inception through November 1, 2024, the fund lost 2.8 RELX earned 16 percent, but the other three did poorly.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Tariffs Are a Big Deal and Risks Are Very High

Carson Wealth

Now, we did have a trade war in 2018 2019 and didnt see a big collapse in business investment but that time had two things going for it: 1) a huge corporate tax cut, and 2) a Federal Reserve (Fed) that started to reverse tight policy. What About Markets, and Portfolios? We just dont know how large and for how long.

article thumbnail

Market Commentary: Rebound Shows the Upside for Stocks as Economic Uncertainty Persists

Carson Wealth

Heres the thing weve seen many near bear markets lately from a big picture perspective, including 1990, 1998, 2011, and 2018. All of those years had scary headlines and worries, yet managed to barely miss officially going into a bear market.

article thumbnail

What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity

Nerd's Eye View

Today, the financial plan itself is increasingly becoming not just a ‘value-add’ supporting other services like portfolio management, but rather the whole purpose of (and primary value proposition for) the client relationship to begin with.

article thumbnail

MiB: Armen Panossian, Oaktree Capital Management

The Big Picture

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 previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.

article thumbnail

2018 Impact Report: Sustainable Core Fixed Income Strategy

Brown Advisory

2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. 30, 2018, our firm managed approximately $4.1 As of Sept.