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2021 Asset Allocation Perspectives and Outlook

Brown Advisory

2021 Asset Allocation Perspectives and Outlook. Fri, 02/26/2021 - 13:22. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report. Valuations seem stretched, and there may be many signs that animal spirits are soaring. Download the full report >.

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Financial Market Round-Up – Jul’23

Truemind Capital

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. Valuations across all sectors do not offer any margin of safety.

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GMO's Answer To 60/40

Random Roger's Retirement Planning

GMO posted a short paper in support of its Benchmark Free Asset Allocation Strategy (BFAAS). For this post we'll focus on BFAAS' asset allocation. The asset mix is 53.6% A more detailed look at the asset mix shows the the following. A more detailed look at the asset mix shows the the following.

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Financial Market Round-Up – Apr’23

Truemind Capital

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.

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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. In late 2021, markets expected the Fed to largely stay on the sidelines and keep short-term interest rates low.

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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. Revenue Segments Particulars Amount (Crores) Amount (Crores) Amount (Crores) Amount (Crores) Amount (Crores) Segments 2024 2023 2022 2021 2020 Trading ₹13,586.63 ₹11,182.54 ₹7,762.80 ₹4,848.29 ₹2,832.41

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Financial Market Round-Up – Jan’24

Truemind Capital

Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space. We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio.