Asset Allocation Download Economics Investment Advisor 
The Big Picture
FEBRUARY 6, 2024
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And actually Ben Inker is the head of our asset allocation group. We, we call asset allocation at GMO. Just wrote a, a very interesting piece on that too.
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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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. Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change.
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 Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. IMPORTANT DISCLOSURES.
James Hendries
OCTOBER 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Click here to download a PDF of this report. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. IMPORTANT DISCLOSURES.
James Hendries
SEPTEMBER 8, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Click here to download a PDF of this report. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.
The Big Picture
JULY 11, 2023
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Not that Robinhood is how they should be necessarily investing, but hey, it gets them interested in finance, it gets them thinking about money. That’s not a terrible thing.
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