Alpha Architect

JULY 19, 2022

We examine Sentix sentiment indices for use in tactical asset allocation. Relative Sentiment and Machine Learning for Tactical Asset Allocation: Out-of-Sample Results was originally published at Alpha Architect. In particular, we construct monthly relative sentiment factors for the U.S.,

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Meb Faber Research

DECEMBER 5, 2022

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. The post Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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Abnormal Returns

MAY 21, 2024

alphaarchitect.com) Don't discount the impact of stock market memes. papers.ssrn.com) How 'good' and 'bad' inflation affect financial markets. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (papers.ssrn.com) Are 'fallen angels' still an opportunity?

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Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. priceactionlab.com) The case against a cryptocurrency allocation. wisdomtree.com) What happens to the stock market on days before holidays.

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Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Investors are analyzing the impact of the COVID-19 pandemic, a new presidential administration, and unprecedented levels of fiscal and monetary support on markets. Valuations across asset classes, and the importance of interest rates to these valuations.

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Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. fastcompany.com) Startups Great companies create markets, not the other way around. economist.com) Ibotta ($IBTA) is now public.

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Abnormal Returns

NOVEMBER 5, 2023

humbledollar.com) There's nothing magic about asset allocation. obliviousinvestor.com) Money market returns look good.almost too good. Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." humbledollar.com) Be wary shifting too much of your money into bonds.

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Abnormal Returns

NOVEMBER 19, 2023

ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection. behaviouralinvestment.com) How worried should you be by an increasingly concentrated stock market?

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Abnormal Returns

DECEMBER 10, 2023

awealthofcommonsense.com) What happens after a 20% up year for the stock market? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. Top clicks this week Why investors may regret earning 5% on cash. allstarcharts.com) Investing is hard. Really hard.

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Truemind Capital

FEBRUARY 23, 2024

On one hand, I was happy that many apps have enabled even investors with minuscule savings to invest in the market but on the other hand, I realized the person picked schemes just based on past performance with dominant holdings in mid & small cap schemes. Neither, I am implying that markets will go into the correction mode in some time.

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Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

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The Irrelevant Investor

OCTOBER 2, 2023

The stock market is a complicated place. You have all sorts of different participants: day traders and swing traders, high-frequency traders and market makers, stock pickers and asset allocators, growth investors and value investors, and on and on. The post What’s the Stock Market Worth?

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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. a year on average. a year on average.

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A Wealth of Common Sense

NOVEMBER 26, 2023

In a rational world every investor would set their asset allocation based on their willingness, ability and need to take risk. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives.

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The Irrelevant Investor

APRIL 13, 2016

Perhaps it is no surprise that this has left investors' paralyzed, with them opting to invest their 401(k)s in target-date funds, which experienced a record $69 billion in positive net asset flows in 2015. stock market, it will perform almost exactly the same as the Russell 1000, which represent the 1000 1021 largest U.S.

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Abnormal Returns

AUGUST 27, 2023

ritholtz.com) Asset allocation is not a science. newcomer.co) The stock market is laser-focused on interest rates. Top clicks this week Better investing comes from better decision making. obliviousinvestor.com) It's hard to overstate the sea change that has occurred with interest rates.

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Abnormal Returns

APRIL 2, 2023

abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. realreturns.blog) The stock market is almost always in a drawdown. awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. morningstar.com) Asset location, 101.

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Abnormal Returns

SEPTEMBER 26, 2023

Alternatives Private market access funds are all the rage. morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. integratinginvestor.com) Will music royalties turn out to be a worthy investment?

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Abnormal Returns

MARCH 20, 2024

stock market has held up. peterlazaroff.com) Investing There's no magic rule for asset allocation. Podcasts Robin Powell talks with Ben Carlson about why the U.S. youtube.com) Barry Ritholtz talks with Jim O'Shaughnessy about the benefits of a quantitative investment approach.

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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. He is the author of “ Predicting the Markets: A Professional Autobiography.”

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The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Regardless, here are five things you should do during a stock market correction.

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Abnormal Returns

MAY 23, 2023

mrzepczynski.blogspot.com) Economics How does the stock market do when the Fed is on pause? institutionalinvestor.com) Why trend following in equity markets can be challenging. insights.finominal.com) How intangible asset intensity serves as a measure of quality. (aqr.com) How should investors rate hedge fund performance?

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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.

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A Wealth of Common Sense

SEPTEMBER 1, 2023

Rob Isbitts at ETF.com says Jerome Powell’s speech at Jackson Hole is bad news for 60/40 investors: For nearly two decades, investment advisors and self-directed investors came to understand and appreciate “asset allocation” as a complementary combination of stocks and bonds.

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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. Luckily it, it actually, as you probably know, the market turned around rather sharply. She can go anywhere, do anything.

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A Wealth of Common Sense

JANUARY 7, 2024

That means we’re going on a decade’s worth of asset allocation quilts on this blog. Last year was bad for the majority of asset classes. The moral of the story is I’m getting old.

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Abnormal Returns

JANUARY 29, 2023

klementoninvesting.substack.com) A century long look at various asset allocation strategies. humbledollar.com) Market narratives shift all the time. (thomaskopelman.com) Many investors don't understand the difference between arithmetic and geometric returns. papers.ssrn.com) How to use money to avoid unhappiness.

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Wealth Management

OCTOBER 17, 2023

Monday, November 06, 2023 | 2:00 PM ET

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? Investors view these stocks as relatively safe defensive havens that offer a bulwark against declining or volatile markets. billion in assets they held in 2011.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. Investors view these stocks as relatively safe defensive havens that offer a bulwark against declining or volatile markets. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 stock market (chart 1).

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Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. awealthofcommonsense.com) There are a lot of different asset allocations you can live with.

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The Big Picture

OCTOBER 22, 2022

The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Her role is to help create multi-asset model portfolios with assets that include Mutual Funds, ETFs, and Alternatives.

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Abnormal Returns

JANUARY 24, 2023

Private equity Allocators need better models to value their private holdings. alphaarchitect.com) Factors The case for diversifying away from the market factor. blog.thinknewfound.com) A century long look at various asset allocation strategies. kitces.com) How higher interest rates affect a return-stacked portfolio.

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Ron A. Rhodes

OCTOBER 2, 2023

stock asset classes, and even more significant losses in many… September 30, 2023 After a stellar first half of 2023, the third quarter of 2023 saw losses in most U.S.

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A Wealth of Common Sense

OCTOBER 5, 2023

Further Reading: The Bond Bear Market & Asset Allocation 1Maybe I would change my mind if long-term rates ever get to 7-8%. Nick Maggiulli joined me again this week to talk about questions on dollar cost averaging, locking in higher bond yields and how much leverage is enough for your personal balance sheet.

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A Wealth of Common Sense

JANUARY 29, 2023

I love this data because stocks, bonds and cash are the building blocks of asset allocation.1 1 Sure, you can add other asset classes and strategies but those three are where most investors should start when it comes to figuring out your portfolio mix.

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