Truemind Capital

APRIL 19, 2024

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. The major laggards were FMCG (down 6%), IT (down 2%) and financial services (down 2%).

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Management 213

Management Investing Investments Assets 213

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So they’d give individual asset allocation to people and they’d go invest their money. And so I remember back, back in 2005 when we first started, you know, we think about the banks. This was gonna be a multi-strategy vehicle.

Banking 141

Banking Portfolio Assets Investing 141

Brown Advisory

AUGUST 1, 2018

Even as the “E” (earnings) component of the P/E ratio has increased in 2018 thanks to the strong economy and tax cuts, the “P” (price) component has moved up more, and valuations have risen perceptibly. Central banks across the globe are in various stages of withdrawing monetary support after many years of reflating.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Even as the “E” (earnings) component of the P/E ratio has increased in 2018 thanks to the strong economy and tax cuts, the “P” (price) component has moved up more, and valuations have risen perceptibly. Central banks across the globe are in various stages of withdrawing monetary support after many years of reflating. Risks in Bonds.

Management 52

Management Investing Investments Valuation 52

WiserAdvisor

DECEMBER 29, 2022

Inflation increases year-on-year and is defined as the rise in the prices of goods and services in an economy. Further, it helps to avoid concentrating all your money on investments that provide a return that is not at par with inflation, such as bank accounts, money market accounts, etc. Inflation-adjusted return. Rule of 72.

Investing 52

Investing Investments Financial Advisor Planning 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Source: BLOOMBERG Source: Federal Reserve Bank of New York. Essentially, liquidity refers to how quickly an investment can be turned into cash.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Source: Federal Reserve Bank of New York. These dynamics have dramatically shifted the liquidity landscape across financial markets.

Management 52

Management Marketing Marketing Clients 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. One example is the slow recalibration of goods and services spending.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. I mean, when you look at that pre, it was, you know, the thought counterparty risk of a bank was solid, right, like that was something.

Clients 286

Clients Wealth Management Investing Investments 286

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. We believe this is fundamental to building a diversified asset allocation.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. We believe this is fundamental to building a diversified asset allocation.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

JUNE 21, 2017

Stock-specific fundamental research from our equity research teams, along with input on asset allocation from our Investment Solutions Group, can be supplemented by customized portfolio analytics to achieve client-defined outcomes. All MSCI indexes and products are trademarks and service marks of MSCI or its subsidiaries.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Stock-specific fundamental research from our equity research teams, along with input on asset allocation from our Investment Solutions Group, can be supplemented by customized portfolio analytics to achieve client-defined outcomes. All MSCI indexes and products are trademarks and service marks of MSCI or its subsidiaries.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. We then use medium-term scenario analysis to weigh pros and cons in each asset class and settle on a desired target allocation for each.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And the place where I was looking for this risk factors was in the real economy.

Assets 161

Assets Management Portfolio Marketing 161

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. On that question, the economy is sending somewhat mixed signals. Technical factors also contributed to the swift decline in stocks.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. On that question, the economy is sending somewhat mixed signals. Technical factors also contributed to the swift decline in stocks.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

JUNE 13, 2023

You went to school in Paris, but you began your career in London at Merrill and Deutsche Bank. You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. I joined, effectively, Deutsche Bank.

Banking 141

Banking Assets Investing Investments 141

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.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

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.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. So a lot of the investment banking analysts had already lined up their gig. DUTTA: Yes.

Economics 141

Economics Economy Marketing Marketing 141