Abnormal Returns

APRIL 2, 2023

abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. morningstar.com) Asset location, 101. mailchi.mp) How portfolio complexity is too much?

Asset Allocation 173

Asset Allocation Assets Economics Portfolio 173

The Big Picture

NOVEMBER 7, 2022

Interest rates are heading higher, and the economic toll from the rapid, ongoing rise in the cost of credit is only starting to unfold. New York Times ). • Global Biodiversity: A Stable Ecosystem Yields Stable Economics : The U.N. . • Global Biodiversity: A Stable Ecosystem Yields Stable Economics : The U.N.

Nonprofit 278

Nonprofit Asset Allocation Economy Economics 278

Alpha Architect

SEPTEMBER 8, 2023

The correlation between stocks and bonds should be a critical component of any asset allocation decision, as it impacts not only the overall risk of a diversified multi-asset class portfolio but also the risk premia one should expect to receive for taking risk in different asset classes.

Asset Allocation 136

Asset Allocation Assets Economics Portfolio 136

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. But it helps illustrate the importance of diversifying within an asset class like fixed income. Morgan Asset Management. But correlations shift over time and within the asset class itself. Morgan Asset Management.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. If not allocated efficiently, you may become subject to a slew of taxes and other charges.

Asset Allocation 52

Asset Allocation Assets Portfolio Risk Tolerance 52

Abnormal Returns

MAY 23, 2023

mrzepczynski.blogspot.com) Economics How does the stock market do when the Fed is on pause? systematicindividualinvestor.com) Does economic trend add value above price trend? insights.finominal.com) How intangible asset intensity serves as a measure of quality. (aqr.com) How should investors rate hedge fund performance?

Asset Allocation 147

Asset Allocation Insurance Economics Assets 147

Alpha Architect

MAY 2, 2025

The financial research literature has found that the performance of assets (and factors) can vary substantially across regimes - factor premiums can be regime dependent. Unfortunately, the real-time identification of the current economic regime is one of the biggest challenges in finance.

Assets 96

Assets Economics Asset Allocation Investing 96

Discipline Funds

MARCH 10, 2025

But 20 years is a long time and most of us aren’t disciplined to let our assets sit around for 20 years because we live our lives in the present. It’s a long-term instrument that exacerbates that asset-liability mismatch in our lives. Of course, you can build multi-asset portfolios many different ways.

Assets 75

Assets Portfolio Financial Planning Insurance 75

Advisor Perspectives

FEBRUARY 7, 2025

In a first quarter 2025 asset allocation report, Confluence expects resilient economic growth in the short term.

Asset Allocation 40

Asset Allocation Assets Economics 40

The Big Picture

AUGUST 23, 2023

Given the widespread adoption of behavioral economics (including three separate Nobels for Kahneman, Schiller, and Thaler) we tend to take this for granted today. Whether we are talking about important milestones in life or your asset allocation, don’t let your decision-making default setting be “auto-pilot.”

Investments 246

Investments Investing Asset Allocation Healthcare 246

The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. ” We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

Advisor Perspectives

MAY 6, 2024

With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors.

Asset Allocation 52

Asset Allocation Assets Economics Investing 52

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. I was an economics and English major.

Management 130

Management Assets Portfolio Insurance 130

Alpha Architect

DECEMBER 9, 2022

Given that tightening monetary policy increases economic risks, Simpson and Grossman provided compelling evidence of a risk explanation for the size factor. For those investors who engage in tactical asset allocation strategies (market timing), their evidence suggests that it might be possible to exploit the information.

Asset Allocation 107

Asset Allocation Economics Assets Marketing 107

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. So I actually went and worked in economics, I was an econometrician. It depends on your asset allocation.

Assets 147

Assets Management Investing Investments 147

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. realpage.com) Companies are still hiring even though there are signs of economic weakness. (nytimes.com) Year-to-date, the Renaissance IPO ETF is down almost 50%. institutionalinvestor.com) Options trading is booming.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Advisor Perspectives

APRIL 3, 2025

An early-term recession, though difficult, can create strategic opportunities to push a bold and transformative agenda forward.

Asset Allocation 40

Asset Allocation Assets Economics Management 40

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. disciplinefunds.com) The economic schedule for the coming week. savantwealth.com) Gathering and interpreting information has a cost. mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate?

Asset Allocation 130

Asset Allocation Banking Financial Advising Economy 130

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Advisor Perspectives

JUNE 16, 2023

Ignore the “noise” of the market and adhere to your well-thought-out asset-allocation strategy that acknowledges both the virtual certainty of recessions and bear markets while also recognizing that trying to time the market based on economic forecasts is likely to prove counterproductive.

Economics 59

Economics Asset Allocation Assets Marketing 59

Validea

OCTOBER 12, 2022

It is constructed by looking at the four major economic environments we can experience (growth, contraction, inflation and deflation) and investing 25% of the portfolio in an asset that has historically performed well in each of them. Protective Asset Allocation and Generalized Protective Momentum – Grade: A.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Discipline Funds

NOVEMBER 11, 2024

This included: 2:44 Defined Duration Investing – my new asset allocation process by which I focus on quantifying the time horizons over which to use certain instruments and help match them to a financial plan. I was really humbled to be featured on the Excess Returns podcast in one of their big lessons episodes.

Asset Allocation 52

Asset Allocation Portfolio Financial Planning Government 52

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Unlike AUM advisors, they dont have an incentive to keep assets under management, so their recommendations are truly objective.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Advisor Perspectives

DECEMBER 20, 2023

Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? What the “new rate regime” means for portfolios and strategic asset allocations Trends and opportunities in Fixed Income and Equities But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

A Wealth of Common Sense

MARCH 20, 2025

We also answered questions about when to change your asset allocation during a correction, why Wall Street is so bad at price targets, the economic impact of tariffs and taking out a 401k loan to fund a down payment. Further Reading: 10 Great Lines From Where Are the Customers’ Yachts? The post What is the Point of Money?

Asset Allocation 73

Asset Allocation Economics Assets 73

Truemind Capital

APRIL 19, 2024

Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Dear Mr. Market

APRIL 2, 2025

We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. This bracket focuses on who benefits most when the Russia-Ukraine war ends and economic rebuilding begins. With Europe and emerging markets outperforming U.S.

Investments 78

Investments Investing Valuation Advertising 78

Investment Writing

MAY 7, 2024

That’s because, as Wylie Tollette, head of client investment solutions at Franklin Templeton Multi-Asset Services, said, that would take 30 years and a double-blind study, but no one would want to be in the control group. She has an uncanny ability to make very complex investment and/or economic topics accessible and understandable to anyone.”

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. trillion in assets under management. a year on average.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Gen Y Planning

MARCH 10, 2025

This volatility is partially driven by uncertainty surrounding tariff policies and their potential economic impact. Diversifying portfolios across asset classes, sectors, and geographies to reduce concentrated risks. Markets (read: investors) dislike uncertainty, which is reflected in the day-to-day fluctuations.

Marketing 52

Marketing Marketing Financial Planning Asset Allocation 52

Advisor Perspectives

OCTOBER 28, 2024

The yield curve indicates that US economic growth has slowed, with only limited signs that the economy could be heading into a broad decline.

Asset Allocation 40

Asset Allocation Assets Economy Economics 40

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. One can do CFP online course for the most comprehensive financial planning services, which often include asset management. As an individual investor, CFPs are experts in the field of personal asset management.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

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. Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Discipline Funds

NOVEMBER 8, 2023

The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. Asset Allocation The Discipline Index is our core benchmark index and has an average duration, as measured in the Defined Duration strategy , of 10 years.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly).

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Nationwide Financial

MARCH 27, 2023

Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. Cash levels rose in March at the fastest pace since last September and remain above average and allocation to equities remains significantly lower than in history.

Banking 98

Banking Marketing Marketing Economics 98

Alpha Architect

DECEMBER 15, 2023

The timing of equity factor premiums has a strong allure for investors because academic research has found that factor premiums are both time-varying and dependent on the economic cycle. The Temptation of Factor Timing was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Economics 135

Economics Asset Allocation Assets Investing 135