Investing Caffeine

JANUARY 2, 2024

The last two months of 2023 finished with a bang! Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. For 2022-2023 combined, results registered at a meager +0.1% In 2022, the stock market fell -19% (S&P) due to a spike in inflation.

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Nationwide Financial

JANUARY 25, 2023

Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations. Reviewing personal and financial objectives can help to ensure success in 2023 and beyond.

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Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Equity Market Insights : Where is the recession? Sensex went up by 9.5%

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Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% In light of softer-than-expected inflation, Fed members made two dovish moves: They removed the extra rate hike for 2023 originally penciled in. The 2024 estimate was revised from 2.6%

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Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. years (Oct 2021-Mar 2023) when the benchmark indices produced negligible returns.

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Truemind Capital

JANUARY 16, 2024

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. The debt yields have declined across the yield curve maturities in the developed economies.

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Discipline Funds

JUNE 15, 2023

So the odds of a rate cut in 2023 are very low. But rate cuts are not a 2023 story. At the same time, there’s an interesting paradox in all of this where the longer the Fed is tight the slower the economy is going to be. They essentially said they’re close to finished, but might raise rates two more times this year.

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WiserAdvisor

JANUARY 8, 2023

However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. So, they can be one of the best investments in 2023 to tackle inflation.

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Zoe Financial

JANUARY 17, 2024

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 17, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Wealth Management Digest. Economies and markets fluctuate. We have three headlines this week. The first one is Bill Crager stepping down as CEO at Envestnet.

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Brown Advisory

JUNE 21, 2023

The economy shakes, but the market shrugs. Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. We'll see, but you can hear what Eric Gordon thinks about this current trend in his latest Equity Beat blog post.

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SEI

AUGUST 2, 2022

Investments and economy. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Markets expect Fed hikes to peak in 2023. Market volatility: Reminder to prepare for downturns. Institutional (US).

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Nationwide Financial

MARCH 27, 2023

Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. Cash levels rose in March at the fastest pace since last September and remain above average and allocation to equities remains significantly lower than in history.

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WiserAdvisor

MARCH 19, 2024

They are characterized by rapid economic growth and increasing integration with the global economy. Emerging market economies represent the transition phase between developing and developed nations. However, it is essential to move cautiously, considering the inherent risks associated with investing in new and emerging economies.

Investing 59

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Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. The bull market took a pause for the month, but consumer wallets remain fat, the economy keeps chugging, the employment picture remains strong, and stock prices remain up +12% for the year (S&P 500). www.Sidoxia.com Wade W.

Economics 52

Economics Economy CFP Government 52

Brown Advisory

MAY 3, 2023

Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. We also engage with company management teams to encourage best practices for mitigating risks, and to monitor implementation of those practices.

Banking 52

Banking Clients Asset Allocation Ethics 52

Brown Advisory

MAY 3, 2023

Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. We also engage with company management teams to encourage best practices for mitigating risks, and to monitor implementation of those practices.

Banking 52

Banking Clients Asset Allocation Ethics 52

James Hendries

NOVEMBER 3, 2022

First, investors may have begun to look beyond current inflation pressures and the Federal Reserve (Fed) monetary policy tightening cycle toward potentially better conditions in 2023. The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead. All index data from FactSet.

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Investing Caffeine

MAY 3, 2023

How will elections affect the economy? Are you overly concentrated in one asset class, sector, or individual security? Risk Tolerance: What is your asset allocation? This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 1, 2023). default on its debt?

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Investing Caffeine

APRIL 1, 2022

The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. The short answer is that companies are making money hand over fist and the economy remains strong (3.6% The short answer is that companies are making money hand over fist and the economy remains strong (3.6%

Economy 59

Economy Economics Valuation Investing 59

Discipline Funds

DECEMBER 31, 2023

Just when you feel like you know everything the markets and the economy will surprise you. Here are 3 things I learned in 2023 that I hope will help me formulate a better understanding of how to navigate the future. The last few years have made that abundantly clear as high inflation has ravaged most of the global economy.

Assets 86

Assets Asset Allocation Financial Planning Economy 86

Investing Caffeine

JULY 5, 2023

Unfortunately for those following this overly simplistic guidance of not opposing the Fed, investor portfolio balances have been harmed dramatically during 2023 by missing a large bull market run. for 2023, thus far. last month and has soared +15.9% this year, thanks in part to Apple Inc. www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan.

Accounting 52

Accounting CFP Investing Investments 52

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. They tend to do better early in economic cycles once the economy emerges from recession. equities.

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Dear Mr. Market

MARCH 17, 2024

We still like Energy this year and that is especially so with it being one of the most beaten down economic sectors from 2023. Speaking of another energy company that we’ve owned before in some portfolios is #7 EQT Corporation ( EQT ) and it’s recently been hit a bit which makes it somewhat appealing relative to where it was in 2023.

Investing 105

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James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

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James Hendries

JUNE 26, 2023

We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market. economy and corporate America has been impressive. LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash.

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The Big Picture

FEBRUARY 6, 2024

And actually Ben Inker is the head of our asset allocation group. 2022 was a a down 19% I think in the s and p 500, but last year, 2023 core quality and quality value slowed, but quality growth boomed somewhat different. We, we call asset allocation at GMO. Just wrote a, a very interesting piece on that too.

Valuation 130

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James Hendries

JULY 3, 2023

economy remains on solid footing, and expectations the Fed is close to completing its rate hiking campaign, bankers are hopeful they can begin taking a growing pipeline of companies public. billion through mid-June—bankers see the second half of 2023 and 2024 poised for considerable improvement.

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James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. These lessons learned from 2022 are particularly important for 2023 since FOMC members expect rates in 12 months to be higher than what investors are currently expecting. Caveat emptor.

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

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Marketing Marketing Economy Economics 52

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. The bottom line is many bears have been proven wrong, as the economy continued to surprise to the upside, inflation came back to earth, and overall earnings estimates increased. However, we’re close to mid-2023 and there’s no sign of a recession yet.

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The Big Picture

SEPTEMBER 19, 2023

It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies. We had rates and yields on fixed income shoot up in 2022 and 2023.

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Assets Management Portfolio Investing 141

WiserAdvisor

DECEMBER 11, 2022

The year 2023 can be particularly challenging as the economy heads towards a recession. The global economy has been in flux since the war between Ukraine and Russia. Here are some tips that can help you understand how to prepare financially for 2023 so you are able to start the year on a good note. 11,000 or less.

Financial Advisor 52

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The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. And, and even when you get to what happened earlier in 2023 with Credit Suisse, that again put pressure on the banks to really, to really think about how they’re gonna hedge their credit risk. 00:29:16 [Speaker Changed] Huh.

Banking 141

Banking Portfolio Assets Investing 141

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 the form of high-quality bonds, interest rate exposure has been a good diversifier to equity risk. Core vs Core Plus Bond Implementation.

Asset Allocation 52

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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.

Portfolio 52

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James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

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James Hendries

DECEMBER 4, 2022

In this week’s Weekly Market Commentary we share insights on publicly traded retailers, analyze their underperformance year to date, and look forward to 2023. Forward-looking sales estimates paint a more subdued picture, which makes sense given the macro headwinds facing the economy and the consumer. over the last 20 years, pre-2020.

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