2023 Asset Allocation Economy Investment Advisor 
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.
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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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.
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.
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.
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.
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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