Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Fri, 03/18/2022 - 06:42. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Watch the Video.

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Dear Mr. Market

AUGUST 5, 2022

We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors. The Top 10 Dividend Growth Portfolio was actually created last year and began trading live in January of 2022.

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Validea

JANUARY 4, 2023

While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. in 2022 vs. a 19.4% Were there any major surprises? Guru Model Portfolios. The model portfolio was up 17.2% Worst Performers.

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Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. They certainly could, but valuations remain attractive given where interest rates currently stand. As the saying goes, “price cures price.”

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Discipline Funds

MARCH 2, 2024

Long-time readers likely know my diatribes about the myth that is passive investing and this is a situation that makes that abundantly clear. It forced me to think in a multi-temporal sense which has completely changed how I think about asset allocation. Then again, you do have signs of frothiness and high valuations.

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Validea

SEPTEMBER 29, 2022

There’s no sugarcoating it — 2022 hasn’t been kind to investors. The downturn in stocks and other assets reflect a number of concerning things. Second, if investors aren’t willing to assign the same valuation to stocks (due to higher interest rates and uncertainty), that also has a negative effect. Stocks are down.

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Investing Caffeine

FEBRUARY 1, 2022

After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January. This notion rings especially true when it comes to finance and investing. More specifically, the S&P 500 fell -5% for the month and the NASDAQ -9%. www.Sidoxia.com.

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James Hendries

NOVEMBER 15, 2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. Value vs. Growth – Value Takes 2022. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations.

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James Hendries

SEPTEMBER 27, 2022

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 simplest terms, “plus” indicates a more flexible investment mandate across fixed income markets. A Historically Aggressive Fed.

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James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. One of the lessons learned in 2022 was to never underestimate our central bank’s resolve to squelch inflation. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%. economy to avoid recession, and support above-average valuations.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. And it might be investment grade credit or distressed credit.

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

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James Hendries

AUGUST 15, 2022

We won’t predict a soft landing, but there is a plausible scenario where a mild recession comes in 2023, the S&P 500 does not retest its June 2022 lows, and stocks are nicely higher in a year. We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Conclusion.

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James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

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James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. Marc Zabicki , CFA , Chief Investment Officer, LPL Financial . How Midterm Elections May Move Markets – November 7, 2022.

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James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2]. over the last 20 years, pre-2020.

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James Hendries

OCTOBER 7, 2022

in September, temporarily breaking below the June 2022 closing low. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. But valuations strongly favor value over growth. The Russell 1000 Growth Index has returned 4.6%

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James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Bond yields are subject to change.

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James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Bond yields are subject to change.

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James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

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James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. At the same time, the resilience of the U.S.

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Random Roger's Retirement Planning

MAY 2, 2024

First is a fascinating blog post from Finomial about factor investing. Finomial looked at the excess return generated long only factors like momentum, quality, various valuation metrics and I would add covered call fund to this discussion too. The time period is short obviously but the asset allocation appears to work.

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The Better Letter

JANUARY 26, 2024

In late August 2022, he claimed that “ [t]he biggest crash of our lifetime is in progress ,” but it wasn’t. In November, he pushed it back to early 2022. 2012 : “The present menu of investment opportunities continues to be among the worst in history.” 2020 : “[E]xtreme valuations.

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The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

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The Big Picture

NOVEMBER 8, 2022

His latest book could not be more timely, “The Price of Time: The Real Story of Interest,” it’s all about the history of interest rates, money lending, investing speculation, funded by banks and loans and credit. You can imagine, you give a bearish message at a bullish investment conference, and no one listens to you.

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James Hendries

MARCH 6, 2023

in 2022— to a more sustainable rate that neither stokes inflation nor stalls economic growth. Higher interest rates are challenging stock valuations and perhaps pushing the gains further out in 2023, but we still see solid potential for double-digit returns for stocks this year. What Does This Mean for You? in 2021 and 2.1%

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The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I found this to be really a fascinating conversation about approaching the world of investing from a different angle. MATHIEU CHABRAN, CO-FOUNDER, TIKEHAU CAPITAL: Thank you, Barry.

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The Big Picture

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

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The Big Picture

MARCH 14, 2023

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. Everybody wants to sell a company when they get a good valuation.

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The Big Picture

DECEMBER 20, 2022

His name is Robert Koenigsberger, and he has a fascinating career in emerging market, opportunistic and distressed debt investing. If you’re interested in what it’s like investing in emerging market debt, how that part of the investment firm has changed over the decades as the world itself has changed.

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The Big Picture

MAY 21, 2024

She is one of the few people who combine quantitative investing with behavioral finance. No, I think that that’s the part of it that I find the most interesting is the idea that, you know, a stock price doesn’t really have a, you know, the fair value of an an investment instrument is somewhat arbitrary. Right, right.

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The Big Picture

JUNE 3, 2024

There are few people who understand both fixed income and equity investment and quantitative strategies to each better than Jeffrey Sherman. He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets.

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James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. trillion more in checkable deposits on March 31, 2022 than at the end of 2019 before the pandemic. households held $3.2

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Darrow Wealth Management

MAY 29, 2024

presidential election nears, investors may be wondering what the implications are for their investments. President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history. As the next U.S. Probably not.

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James Hendries

NOVEMBER 8, 2022

These runoffs do happen: In 2022 both Georgia Senate seats went to a runoff, as did Georgia Senate election in 1992 and 2008. Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. You may also be interested in: Federal Reserve Preview: TRICK or Treat? – October 31, 2022.

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