The Big Picture

MAY 9, 2023

But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models.

Assets 293

Assets Clients Investing Investments 293

The Better Letter

JANUARY 26, 2024

Dent got a big market decline in 2020, but because of Covid, not for any of the reasons he cited. 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. ” The S&P earned 15.89 2015 : “Exit now.”

Assets 104

Assets Valuation Management Investing 104

The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. The unrated piece yielded 2020 5% where the rated piece would yield three to 5%. So they’re always making this judgment, will I produce enough cash to, to manage those liabilities? We found it in the mortgage market.

Banking 144

Banking Portfolio Assets Investing 144

The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. RITHOLTZ: Right. And that’s all sentiment.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. RITHOLTZ: Really quite fascinating.

Banking 157

Banking Assets Government Investing 157