James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. At the same time, the resilience of the U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Valuations are elevated but nowhere near the bubble levels of the late 1990s. GDP than it was 100 years ago.

Investing 52

Investing Investments Portfolio Management Clients 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Valuations are elevated but nowhere near the bubble levels of the late 1990s. GDP than it was 100 years ago.

Investing 52

Investing Investments Portfolio Management Clients 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Tariffs: Bark or Bite?

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Tariffs: Bark or Bite?

Economy 52

Economy Portfolio Clients Sales 52

James Hendries

JUNE 20, 2023

Despite emerging signs of slowing, the Fed recently communicated a hawkish stance on the path of interest rates going forward and the markets seemed to take it all in stride. Earnings per share (EPS) is the portion of a company’s profit allocated to each outstanding share of common stock. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. Higher interest rates are challenging stock valuations and perhaps pushing the gains further out in 2023, but we still see solid potential for double-digit returns for stocks this year. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Economics 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. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

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. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

JUNE 16, 2016

If you expect the business to grow in value over a period of time, then an earlier gift or sale of your interest to family members may make sense before a new (and potentially higher) valuation is established for the business. Secure valuation discounts by obtaining necessary valuations early in the year. . Income Tax.

Planning 52

Planning Taxes Assets Clients 52

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. BERNSTEIN: Correct.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

MARCH 12, 2024

They’re asset allocation model driven folks. And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now.

Banking 141

Banking Investing Investments Marketing 141