James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2].

Retail 52

Retail Marketing Marketing Sales 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 It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al., Deutsche Asset & Wealth Management White Paper. Cavium, a U.S.-based

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al., Deutsche Asset & Wealth Management White Paper. Cavium, a U.S.-based

Portfolio 52

Portfolio Investing Investments Management 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates. Securities with credit ratings of BBB and above are considered investment grade.

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. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JANUARY 13, 2023

When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

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.

Marketing 52

Marketing Marketing Economy Valuation 52

The Big Picture

JUNE 20, 2023

That’s a shocking number. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. Or should this be kept out of private asset allocators’ hands? RITHOLTZ: Really, that’s a big number. That’s not even a rounding error. Kind of a thing.

Insurance 143

Insurance Healthcare Retail Medicine 143

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Valuation Economy 52