Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. Alternatives Private market access funds are all the rage.

Asset Allocation 253

Asset Allocation Financial Advising Assets Media 253

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 115

Asset Allocation Assets Economics Portfolio 115

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

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

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

Abnormal Returns

DECEMBER 3, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. wsj.com) The economic schedule for the coming week. (wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? nytimes.com) It's easy to load up on cash, harder to put it to work.

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Asset Allocation Financial Advising Startup Economy 210

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.

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Assets Management Portfolio Investing 140

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?

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Asset Allocation Financial Advising Banking Economy 130

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

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.

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Certified Financial Planner Financial Planner Assets CFP 52

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 85

Asset Allocation Economics Assets Marketing 85

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

WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. Below are the key terms associated with asset allocation. The primary asset classes include: a.

Asset Allocation 59

Asset Allocation Assets Risk Tolerance Portfolio 59

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.

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Asset Allocation Economy Financial Market Assets 78

Discipline Funds

JUNE 26, 2023

Names like Buffett and Bogle might be more recognizable to the common investor, but Markowitz had more influence on financial planning and asset allocation than any person in financial history. Perhaps more importantly, Markowitz was obsessed with automation and creating systems to allocate assets.

Asset Allocation 52

Asset Allocation Financial Planner Portfolio Portfolio Management 52

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Nationwide Financial

DECEMBER 7, 2022

Economic headwinds and market fluctuations make the anxiety even worse for investors close to retirement. Different cycles of growth and inflation over time tend to favor other asset classes. Maintaining an appropriate asset allocation for an investor’s specific goals and risk tolerance is critical for long-term success.

Retirement 52

Retirement Asset Allocation Marketing Marketing 52

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Where Does Money Come From? What Backs the Value of Money?

Investing 52

Investing Investments Asset Allocation Portfolio 52

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

International College of Financial Planning

JULY 31, 2023

They are professionals who hold specialized degrees or certifications in finance, economics, or related fields. It is accompanied by spreading investments across different asset classes, sectors, and geographic regions to mitigate risk. By diversifying investments advisors can help with asset allocation.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

Truemind Capital

JANUARY 16, 2024

Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. For example, a stock rising by 100% in a year, if had a weightage of 1% in the overall assets, adds only 1% more return to the portfolio.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

JUNE 30, 2022

The quantum of money printing jumped massively after Corona-led economic shutdowns. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. US Fed increased its balance sheet size from ~$4-4.5 trillion to ~$8-8.5 trillion in a span of just 2 years.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

WiserAdvisor

MARCH 19, 2024

Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. It can also lead to financial losses.

Investing 59

Investing Investments Financial Advisor Taxes 59

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 Asset Allocation 98

WiserAdvisor

DECEMBER 15, 2023

Market conditions shift, the values of your investments fluctuate, and your portfolio’s asset allocation may deviate from its original balance. Portfolio rebalancing is a proactive measure that realigns your investment mix and brings it back in line with your predetermined asset allocation strategy.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

WiserAdvisor

DECEMBER 3, 2023

It allows you to realign your asset allocations as your financial objectives evolve. This can prevent overexposure to volatile assets and reduce the potential consequence of market downturns on your investments. Rebalancing also prevents portfolio drift by maintaining your preferred target allocations.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

WiserAdvisor

DECEMBER 13, 2023

The best retirement advice isn’t just about saving money; it’s about creating a diversified portfolio that’s robust enough to weather economic shifts. Adapt your approach Late starters should consider a strategic shift in their asset allocation.

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Retirement Risk Tolerance Retirement Planning Taxes 45

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance & investment planning, risk, return & asset allocation, equity markets, analysis, investing, mutual funds and strategies for wealth creation. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

SEI

AUGUST 2, 2022

That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Equities: equity asset classes were down double digits, regardless of size and geography. . Economic outlook: Soft landing or recession?

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Zoe Financial

JANUARY 17, 2024

I think the big question for advisors will be, “Does this mean that you’ll have to look at it as another part of your asset allocation decision, the way you would for commodities or REITs, etc?” Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Wealth Management 52

Wealth Management Management Taxes Asset Allocation 52

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 118

Economics Asset Allocation Assets Investing 118

James Hendries

NOVEMBER 3, 2022

The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead. Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning.

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Clients Asset Allocation Investment Advisor Economics 52

Dear Mr. Market

AUGUST 27, 2023

3) China (2nd largest economic engine of the world) is struggling and so is Europe. (4) Let’s briefly explore the potential scenarios: (1) Credit Event or Recession: In times of a credit event or economic recession, investors often seek safety, and U.S. 2) We have an inverted yield curve. During such periods, demand for U.S.

Economics 98

Economics Assets Government Marketing 98

Truemind Capital

NOVEMBER 29, 2020

There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers. Whereas, the complete economic recovery is still far away and uncertain in terms of its timing and structure. Rising number of cases in Europe has been affecting the economic recovery.

Asset Allocation 52

Asset Allocation Valuation Portfolio Assets 52

WiserAdvisor

SEPTEMBER 8, 2022

In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals. The portfolio is made up of different asset classes, investments, market capitalizations, etc. Typically, you can categorize asset classes into three types – equity, debt, and cash.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

ClearMoney

FEBRUARY 22, 2022

Motivated by the substantial payoff associated with successful timing, researchers over the years have examined a wide range of strategies based on analysis of earnings, dividends, interest rates, economic growth, investor sentiment, stock price patterns, and so on. Tactical Asset Allocation: Periodic shifts in allocation to stocks.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52