Brown Advisory

FEBRUARY 15, 2019

Later in the year, markets became anxious about other topics, such as a potential economic slowdown, a new level of dysfunction in Washington (including unusual executive challenges to the Fed's independence and an extended partial government shutdown), and escalating trade disputes between the U.S. equity exposure. In non-U.S.

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WiserAdvisor

JANUARY 31, 2023

Another benefit of long-term investment strategies is they help to diversify your portfolio, which further reduces risk. Diversification is the process of spreading investments across different asset classes, market capitalizations, geographies, and sectors to mitigate the impact of market fluctuations on the overall portfolio.

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Brown Advisory

NOVEMBER 12, 2019

could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. Japan’s GDP had grown by an average of more than 5% per year from 1950 to 1989—a true post-War economic miracle. As important, however, is the contrast in how the two countries have dealt with financial or economic crises.

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Brown Advisory

NOVEMBER 12, 2019

could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth.

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Truemind Capital

SEPTEMBER 13, 2021

Here is the front page of Economic Times, 1 st Sept 2021 edition. That’s why many investors prepare a trap for themselves as any minor correction is looked like an opportunity to invest more and overexpose the portfolio to already expensive valuations. Do I need to say more? So, this checks our second observation point. Observation 3.

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Defining the question in this way is appealing: it demands a definitive yes-or-no answer.

Portfolio 52

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Defining the question in this way is appealing: it demands a definitive yes-or-no answer.

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief.

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Brown Advisory

JUNE 3, 2015

In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. In many clients’ portfolios we have eliminated our overweight position in U.S. The economic expansion is weak and inflation is still below the central bank’s 2% target.

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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. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariff Recap The U.S. or Chinese GDP.

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. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariff Recap. or Chinese GDP.

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James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Any economic forecasts set forth may not develop as predicted and are subject to change. We could see a retest of 3.5%

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Brown Advisory

SEPTEMBER 1, 2015

Economic recoveries usually feature a surge in consumption as employment and wages rebound. Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Current U.S.

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Food Portfolio Management Sales Strategic Planning 52

James Hendries

DECEMBER 12, 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 Any economic forecasts set forth may not develop as predicted and are subject to change. Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%

Portfolio 52

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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 Any economic forecasts set forth may not develop as predicted and are subject to change. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.

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The Big Picture

MARCH 5, 2024

00:01:59 [David Snyderman] I don’t know why I thought I could, but I definitely thought I could at the time and so I wanted to play at the highest level possible. So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance.

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James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Any economic forecasts set forth may not develop as predicted and are subject to change. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions.

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. Any economic forecasts set forth may not develop as predicted and are subject to change. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8% It is expressed as a number of years.

Portfolio 52

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The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. So she wants her portfolio managed that way. That’s not a terrible thing.

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Brown Advisory

SEPTEMBER 3, 2015

War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. Faster economic growth helped increase to 65% the proportion of Stoxx® Europe 600 Index companies that beat estimates for secondquarter earnings per share.

Economy 40

Economy Economics Asset Allocation Investing 40

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal.

Asset Allocation 52

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The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. So a variety of risk meetings, a variety of economic meetings. And me and him had an instant connection.

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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. All index data from FactSet.

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Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. At Carson, we aren’t crazy about this definition of a bull market. We’ve believed for a while now that the bear market ended in October, but the financial media prefer the 20% definition. This has run contrary to most economists’ predictions.

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Marketing Marketing Economy Manufacturing 52

Darrow Wealth Management

MARCH 28, 2022

Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), By its very definition, unknowns can’t be meticulously planned for. Asset allocation. is a fool’s game. Consider U.S.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

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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.

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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 that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

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The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: … across asset classes is the way that I think about it. And so, there’s definitely a pre and post. It was at Bank One, at the time. RITHOLTZ: Right.

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The Irrelevant Investor

JULY 19, 2016

It's the assets you have to worry about. By definition, everybody can't beat the market. On the economic side there is no denying that the more financial predictions you make the more business you do and the more commissions you get. Ferri was an early champion of indexing and asset allocation for financial advisors.

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Dear Mr. Market

MAY 9, 2022

We just saw the first negative quarter of GDP growth so technically we’re only one quarter away from that technical definition of the next official recession coming to fruition. It just means that it’s part of an economic cycle and stocks don’t go up in stair step fashion.

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Marketing Marketing Economics Financial Advisor 52

Brown Advisory

MARCH 13, 2018

Investment Perspectives | Corrections jsayo Tue, 03/13/2018 - 12:38 The abrupt stock market downturn in February was “officially” a market correction, according to the conventional definition (a market decline of more than 10%). Still, it’s incumbent upon us to position client portfolios to endure periods of volatility like the present one.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

The abrupt stock market downturn in February was “officially” a market correction, according to the conventional definition (a market decline of more than 10%). Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. Investment Perspectives | Corrections.

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Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return).

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Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return). Key Factors.

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The Big Picture

JUNE 13, 2023

But New York is definitely its own creature. And obviously it’s a long-term game and you have to be definitely long-term greedy when you set up a business in the US. CHABRAN: Well, I mean, size is definitely a reason. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there.

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The Big Picture

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. And I was a portfolio manager, so I was doing bottom up research and picking stocks. He wasn’t tactical asset allocator. He says even God would get fired as a portfolio manager. 00:05:52 [Speaker Changed] Alright, let’s get serious.

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