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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.

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Transcript: Jonathan Clements

The Big Picture

I did it during the coronavirus collapse in 2020, and I did it again in 2022. I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed. I did it in 2000, 2002. I did it in 2008 in oh nine.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

The sell side indicator is a sentiment indicator that’s based on Wall Street’s consensus, recommended asset allocation. But rather, you know, we look at size, style, geography, and, you know, asset allocation, things like that. And then number three is gonna be sentiment and valuation. Yeah, exactly.

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Timing the Stock Market Using Valuations

A Wealth of Common Sense

A reader asks: My asset allocation has been pretty conservative since the market run-up in 2020. My basic thesis is that the market is overvalued, and the only way I can keep myself in equities at all is to have a 60/40 stock/bond allocation. I have nagging doubts that my alloc.

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Everything you need to know about NSE IPO

Trade Brains

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Its revenue surged from ₹3,508 crore in March 2020 to ₹14,780 crore in March 2024. It increased from ₹1,885 crore in March 2020 to ₹8,306 crore in March 2024. in March 2020 to ₹167.79

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Equity markets at a crossroads – What is the way forward?

Truemind Capital

The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. However, we can think of three possible scenarios ahead: Irrespective of what scenario will pan out, equity valuations inevitably have to adjust according to the principle of mean reversion.

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Taking Advantage of Higher Yields | Weekly Market Commentary | September 26, 2022

James Hendries

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. from its August 2020 lows and has already seen the biggest move higher in yields since 1987, when rates moved higher by 3.2%.