James Hendries

DECEMBER 4, 2022

The LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) continues to hold a cautious view and an underweight to the S&P 500 consumer discretionary sector, from an asset allocation perspective. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JUNE 20, 2023

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

Tucker Advisors

NOVEMBER 3, 2021

But as an average, it has definitely beat inflation throughout the history of the market. . This way, people can better identify the assets they need to take risks with in order to outpace inflation. Make your income-producing assets produce income and let your growth assets grow. for $100.14 Annuities and Stocks.

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

James Hendries

JULY 3, 2023

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. NBER’s broader definition will likely enable the economy to avoid recession in the first half regardless, though GDP may eke out a small gain anyway. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

JUNE 20, 2023

Anyway… RITHOLTZ: Well, it’s definitely better. I think that the asset stripping that has also occurred, pensions, for instance, are sold off, overfunded pensions get sold off and that goes into the private equity firm instead of into the company itself. Or should this be kept out of private asset allocators’ hands?

Insurance 139

Insurance Healthcare Retail Medicine 139

Brown Advisory

SEPTEMBER 22, 2017

Defining the question in this way is appealing: it demands a definitive yes-or-no answer. This work builds on the Capital Asset Pricing Model developed in the 1960s.) There are many challenges to finding definitive causality between ESG data and financial performance. Deutsche Asset & Wealth Management White Paper.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Defining the question in this way is appealing: it demands a definitive yes-or-no answer. This work builds on the Capital Asset Pricing Model developed in the 1960s.) There are many challenges to finding definitive causality between ESG data and financial performance. Deutsche Asset & Wealth Management White Paper.

Portfolio 52

Portfolio Investing Investments Management 52