The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. Investment grade Corporates gave you a little more, between ~3-4% at somewhat higher risk levels with minimal default rates. Of course, you should never let fear and greed drive your portfolio decisions.

Portfolio 143

Portfolio Government Wealth Management Taxes 143

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. Data as of July 30, 2023 Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Abnormal Returns

JUNE 14, 2023

Strategy When it comes to investing, more activity doesn't guarantee better results. awealthofcommonsense.com) Focus on the role bonds play in your portfolio. sellwoodconsulting.com) Future Proof 2023 The 2023 Future Proof agenda is live and you can sign up now for a $200 discount. In fact, just the opposite is true.

Financial Advising 196

Financial Advising Insurance Media Economy 196

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. thinkadvisor.com) Fixed income Investment grade issuance is at a record pace in January. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics."

Financial Advising 177

Financial Advising Economy Manufacturing Media 177

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. abnormalreturns.com) A list of the best investing blogs of 2023.

Financial Advising 197

Financial Advising Startup Banking Manufacturing 197

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

Discipline Funds

NOVEMBER 8, 2023

To learn more about our investment management service please contact us here. Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. capitalspectator.com) The U.S.

Financial Advising 213

Financial Advising Retail Media Economy 213

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. awealthofcommonsense.com) Good luck trying to identify skilled investment managers with any certainty. nytimes.com) Policy How higher minimum wages make for a better economy. economy actually does fall into recession later this year."

Financial Advising 185

Financial Advising Economy Banking Media 185

Carson Wealth

JANUARY 25, 2023

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. and global economies. We expect stocks to produce a total return of between 12% to 15% in 2023. You can download the whitepaper here. Schedule a conversation.

Investing 98

Investing Investments Economy Manufacturing 98

Abnormal Returns

SEPTEMBER 26, 2023

integratinginvestor.com) Will music royalties turn out to be a worthy investment? morningstar.com) Achieving these three portfolio goals simultaneously is tough. wsj.com) Finance Private debt funds are on pace to raise more than $200 billion in new capital in 2023. morningstar.com) How politics broke consumer sentiment measures.

Asset Allocation 254

Asset Allocation Financial Advising Assets Media 254

Abnormal Returns

MAY 11, 2023

morningstar.com) If you invest in stocks there are going to be extended periods of poor performance. ft.com) Softbank continues to mark down its Vision Fund portfolio. news.crunchbase.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. Markets What's the best asset to hold during a recession?

Financial Advising 197

Financial Advising Media Economy Portfolio 197

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Trade Brains

JANUARY 1, 2024

Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent. lakh crores.

Marketing 59

Marketing Marketing Numbers Economy 59

Abnormal Returns

MARCH 17, 2023

(mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? axios.com) Industrial production was flat in February 2023. abnormalreturns.com) Longform links: combating burnout.

Financial Advising 209

Financial Advising Startup Banking Manufacturing 209

WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

Investing 59

Investing Investments Financial Advisor Taxes 59

Trade Brains

MARCH 27, 2024

The markets move in response to news and events, and when some prominent investors invest or divest in a company, the stock price moves sideways or downward. The DIIs importance in investing in Indian markets is to provide stability, support, and growth. DIIs sometimes absorb potential selling by FIIs, keeping the market stable.

Pharmaceutical 59

Pharmaceutical Banking Portfolio Insurance 59

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. investment in semiconductor manufacturing can only do so much. feld.com) 2023 is going to be a year or reckoning for the startup space. nytimes.com) The UK has 'deconverged' from the rest of the global economy. axios.com) U.S. in 2022 vs. 2021.

Startup 188

Startup Valuation Financial Advising Distribution 188

Brown Advisory

AUGUST 24, 2023

market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe. Highlights: Mick’s investment philosophy is heavily focused on “bottom-up” investing in companies with strong fundamentals.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe. Highlights: Mick’s investment philosophy is heavily focused on “bottom-up” investing in companies with strong fundamentals.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). This has already been a historic year — the stock market experienced one of its best starts in 2023. Moderate” is Fedspeak for a strong economy. between March 2022 and June 2023.

Economy 52

Economy Marketing Marketing Compliance 52

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. What a ride it has been, but investors were once again rewarded for sticking to their investment plans. Over those 15 weeks it gained 22%.

Marketing 97

Marketing Marketing Economy Investing 97

The Big Picture

JANUARY 13, 2024

dollar, it would reshape the global economy and geopolitical landscape. NOEMA ) • 12 Lessons the Market Taught Investors in 2023 : Market-timing, short-term thinking again cost investors. She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally.

Portfolio Management 154

Portfolio Management Economy Economics Portfolio 154

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. wsj.com) Intel ($INTC) had a tough 2022 and 2023 isn't looking better. portfoliocharts.com) Why so many investors get caught up in return chasing.

Financial Advising 202

Financial Advising Distribution Valuation Media 202

Trade Brains

DECEMBER 8, 2023

Basically, the price of a Big Mac can tell us a lot about the economy’s condition and how well it is doing. If the price of a Big Mac in India is much lower than in other countries, it suggests that the Rupee is undervalued, making it a good investment opportunity for foreign investors. How does it reflect a Country’s Economy?

Economy 64

Economy Economics Food Investing 64

Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. semafor.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. theathletic.com) Economy There is one big difference between PPI and CPI. (fa-mag.com) How AI hype has affected the stock market, YTD.

Financial Advising 153

Financial Advising Banking Food Retail 153

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. As the latest inflation readouts are nowhere near that target, more rate hikes from the Fed are expected in 2023, although at a slower pace than seen in 2022. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Our investment philosophy has not changed over time but as our investors know we always challenge what we do and believe there is room to continually improve our process and develop as investors.

Investing 52

Investing Investments Valuation Clients 52

Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. in 2023 and crashed further to 1.5% economy grew 5.8%

Marketing 97

Marketing Marketing Economy Government 97

Brown Advisory

MARCH 9, 2023

As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. A look at who may benefit from China’s long-awaited reopening.

Asset Allocation 98

Asset Allocation Startup Clients Investing 98

Carson Wealth

APRIL 29, 2024

Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Investment spending picked up, with tech and industrial equipment spending accelerating. Sell in May and Go Away?

Marketing 97

Marketing Marketing Economy Government 97

The Big Picture

JULY 18, 2023

My Two-for-Tuesday train WFH reads: • Good News-Bad News About the Economy : The hard part about markets and the economy is that there are often conflicting signals about what’s going on. Wall Street analysts think companies in the S&P 500 will see earnings per share rise just 1% in 2023, compared with 2022. I became one.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

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%

Marketing 96

Marketing Marketing Economy Investing 96

Trade Brains

DECEMBER 31, 2022

Recession Proof Stocks in India 2023: Every time the markets reach an all-time high, along with the existing optimism the fear also increases. Is the Indian economy headed toward a recession? In this article, we take a look at exactly this aspect of ‘How one can create a portfolio that can withstand a recession?’. FMCG Sector.

Retail 52

Retail Economy Investing Investments 52

Carson Wealth

DECEMBER 4, 2023

The economy overall remained firm and the consumer quite healthy all along, but the realization that inflation was no longer a headwind prompted stocks to rise. This was based on our view that there would be no recession in 2023, even as inflation fell and unemployment remained low. in 2023 and 2.6% 5.50% to the 4.0-4.25%

Marketing 96

Marketing Marketing Economy Compliance 96