The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We have to pay attention to this, and we have to understand why this is potentially a risky asset.

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The Irrelevant Investor

NOVEMBER 5, 2018

Stocks on the 52-week low list often appear attractive based on blunt valuation ratios, but in investing, sometimes you get what you pay for. His famous paper, A Quantitative Approach to Tactical Asset Allocation is the most downloaded paper at the SSRN network. I first met Meb through his writing, like so many others.

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Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

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Brown Advisory

DECEMBER 2, 2015

We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. This helps to meet your immediate needs and instill discipline in a longterm context, averting excessive spending when valuations are rising. Diamonds In The Rough.

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The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. And I think you will also.

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The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So they’d give individual asset allocation to people and they’d go invest their money. What happened over the last year and a half or so is rates went up and valuations went down.

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Brown Advisory

SEPTEMBER 3, 2015

Among our holdings in sectors backed by clear flows of revenues, we maintain an overweight in health care and transportation and remain focused on credit stability, valuations and opportunities for price gains. Please download The Advisory to read other articles in this issue including: Shadow Consumption. Dream or Opportunity?

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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.

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The Big Picture

NOVEMBER 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and YouTube. No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. So — CHANCELLOR: Well, yes. CHANCELLOR: Yes and no.

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James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio.

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James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. Click here to download a PDF of this report.

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The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. RITHOLTZ: Hey, you get your money back.

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James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio.

Portfolio 52

Portfolio Taxes Asset Allocation Investments 52

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. IMPORTANT DISCLOSURES.

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James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. times the Committee’s 2023 S&P 500 earnings per share forecast of $230.

Portfolio 52

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James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. during the month as Treasury yields were steadily higher in August.

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Portfolio Taxes Investment Advisor Asset Allocation 52

The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. Great opportunity for us. Well guess what?

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The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He wasn’t tactical asset allocator. It’s about long-term planning and strategic asset allocation and, and just understanding how markets work and how behavior comes into the mix.

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The Big Picture

MARCH 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. So we do a lot of valuation work.

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The Big Picture

DECEMBER 20, 2022

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And that, quite frankly, was the beginning of the of the asset class. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone.

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Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

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Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

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The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

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The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. Eventually it, 00:30:12 [Speaker Changed] It matters.

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The Big Picture

JUNE 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets.

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James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Money market assets are also nearly $1 trillion above December 2019 levels. Not out of the woods but some encouraging signs.

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James Hendries

NOVEMBER 8, 2022

Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. It is also a major component used to calculate the price-to-earnings valuation ratio.

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