Advisor Perspectives

DECEMBER 9, 2023

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

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The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. And you know, we’re a, we’re a concentrated manager.

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WiserAdvisor

JUNE 16, 2025

Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? It is easy to get caught up in growing your wealth, chasing high-net-worth investment opportunities , or expanding your financial portfolio, but wealth preservation deserves just as much of your attention.

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Advisor Perspectives

FEBRUARY 25, 2024

Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher discuss how a return to pre-pandemic monetary policy could mean a promising 2024 for publicly traded real estate. The REIT sector has faced many challenges over the past few years, including COVID-related closures and tightening monetary policy.

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Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. The post Monthly Market Update | March 2024 appeared first on www.tobiasfinancial.com.

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SEI

JULY 23, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Erin Hueber, Client Service Director, present our economic outlook.

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Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. Just like everyone called it, right?

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Random Roger's Retirement Planning

MARCH 4, 2025

I spent a lot of time Monday evening going down the Blackrock rabbit hole starting with their thoughts about adding Bitcoin to a portfolio which they say they're starting to do in their models. The Blackrock Opportunistic Alts Portfolio is more interesting. This model overlaps a lot with the next model. It has 77.5%

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Tobias Financial

MAY 22, 2024

Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. Chad provides a comprehensive overview of what is currently happening in the market, and this month he dives deeper into the S&P intra-year decline vs. calendar year returns.

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Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

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Advisor Perspectives

DECEMBER 1, 2023

That should make for a positive outlook, says Janus Henderson Portfolio Managers Andy Acker and Dan Lyons. In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Consensus has moved toward our view in 2024, but we still see quite a bit of gloom out there, with several strategists holding to their recession calls.

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SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

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Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

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Advisor Perspectives

JANUARY 16, 2024

As we look ahead to the rest of 2024, we’ll explore one strategy that may help advisors weather the storm – real assets. My guest today, Christopher Huemmer, senior client portfolio manager at FlexShares Exchange Traded Funds, will offer insights into how to invest in real assets and ways to get exposure with ETFs.

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WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. The catch-up limit remains at $7,500 in 2024, just as it was during the last year.

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Advisor Perspectives

DECEMBER 21, 2023

But Capital Group is seeing some advisors hesitate to harvest losses due to ongoing volatility in the equity and bond markets, and general uncertainty about 2024. Courtney is a muni portfolio manager at Capital Group and the principal investment officer for the firm’s active muni ETF, CGMU.

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today.

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The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective.

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Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you.

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Trade Brains

FEBRUARY 19, 2024

ITC’s consumer goods businesses have created an amazing portfolio of over 25 Indian brands, such as Aashirvaad, Sunfeast, Yippee!, The post Best Debt-Free Stocks Under Rs 500 Add To Your Watchlist 2024 appeared first on Trade Brains. ITC is also in the business of hotels, paperboards and packaging, agribusiness, and IT. crore folios.

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Trade Brains

FEBRUARY 19, 2024

ITC’s consumer goods businesses have created an amazing portfolio of over 25 Indian brands, such as Aashirvaad, Sunfeast, Yippee!, The post Best Debt-Free Stocks Under Rs 500 Add To Your Watchlist 2024 appeared first on Trade Brains. ITC is also in the business of hotels, paperboards and packaging, agribusiness, and IT. crore folios.

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Trade Brains

SEPTEMBER 14, 2024

which will open on 16 th September 2024. The issue will close on 19 th September 2024 and be listed on the exchange on 24 th September 2024. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes.

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Trade Brains

OCTOBER 23, 2024

In the quarter that ended September 2024, FIIs increased their stake in Adani Energy Solutions Ltd from 15.53 percent in the June quarter of 2024, to 18.66 percent stake in September 2024. In the quarter that ended September 2024, FIIs increased their stake in Indus Towers Limited from 23.15

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The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Prior to getting to Wellington.

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Trade Brains

JULY 10, 2024

In this article, we are taken into various new indices introduced by NIFTY50 from the start of 2024 until now. The NSE has a market capitalization of $4.900 trillion as of May 2024. It helps in diversifying portfolios, managing risks, and aligning investments with emerging trends like technology or green energy.

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The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. So, so let’s talk a little bit about that giant portfolio of investments.

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David Nelson

FEBRUARY 27, 2023

Come July portfolio managers will shift their focus to 2024 and the 12 month look ahead for earnings which should look a lot better than 2023. We should be at or close to a peak Fed Funds rate and beyond the Debt Ceiling crisis which is still the biggest near term risk for the market.

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Trade Brains

JANUARY 26, 2024

The company’s product lines include mutual funds, including active and passive schemes across equity, hybrid, debt, liquid, and commodity categories; managed accounts, including alternative investment funds (AIF); portfolio management services (PMS); pension funds; and offshore business and advisory mandates. crore folios.

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Bell Investment Advisors

JANUARY 11, 2024

We were also delighted that three babies joined the broader Bell family: Relationship Manager Taylor Bogert welcomed baby Bret, Advisor Tiffany Blaho welcomed baby Neil, and Portfolio Manager Ryan Kelley welcomed baby Emma. Here’s to a 2024 filled with gratitude, meaning, and kindness to others.

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The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

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Carson Wealth

FEBRUARY 1, 2024

Tim Fisher, Managing Director and Wealth Advisor of Fisher Financial Advisors, expressed his enthusiasm about the partnership stating, “Carson will be instrumental in elevating our client experience. This marks Carson Group’s first deal of 2024, solidifying its reputation as a rapidly expanding force in the financial services industry.“We

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Random Roger's Retirement Planning

OCTOBER 2, 2024

Part 1 took a look the evolution of the blog and for Part 2, I want to try to look at how portfolio process has evolved and track how I view life milestones as related to things like retirement. Starting with portfolio construction, we've always placed a emphasis on holding long term. This is for two reasons.

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Brown Advisory

AUGUST 11, 2023

SNI 8% “We’re now assuming the economic recovery is pushed into 2024.” FAST 9% “PMI has always been a good indicator…suggesting the back half is going to be weak.” CSX 9% “We look for destocking activity to wind down…though timing remains uncertain.” HON 1% “Our aerospace business continues to perform at a very high level.”

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The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Because I view myself as an analyst first. Why aren’t you? Real really interesting.

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Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Investors expect the Fed to cut rates by about 1-1.25% in 2024, in the face of lower inflation, but not much more after that. As a result, several bearish analysts are changing their tunes.

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