Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. But first a quick recap.

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WiserAdvisor

MARCH 19, 2024

Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns.

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Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

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Nationwide Financial

DECEMBER 7, 2022

A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors. Economic headwinds and market fluctuations make the anxiety even worse for investors close to retirement.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47.

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Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

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Discipline Funds

JUNE 15, 2023

So that’s why they’re still hinting at hikes – they don’t want you to run out and buy fart jars in anticipation of lower future rates and accommodative economic conditions. At the same time, there’s an interesting paradox in all of this where the longer the Fed is tight the slower the economy is going to be.

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Truemind Capital

NOVEMBER 29, 2020

Trade was important to the Roman economy and it generated vast wealth for the citizens of Rome. The economy was in shambles and trade was majorly localized and was done using barter methods. There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers.

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SEI

AUGUST 2, 2022

Investments and economy. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Economic outlook: The “value restoration” project is underway. Economic outlook: Soft landing or recession?

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James Hendries

OCTOBER 7, 2022

Said another way, this is the longest period since 1976 that bonds haven’t played the traditional role in portfolios by offsetting losses in the stock market. The value proposition for core bonds is that they tend to provide liquidity, diversification, and positive total returns to portfolios. So why own bonds at all?

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James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

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Validea

SEPTEMBER 29, 2022

Inflation is the highest it’s been since the late 70s and early 80s, the Federal Reserve is raising interest rates and is on record saying it will do what it needs to in order to get inflation under control, even if it might mean driving the economy into a recession. Multi-Asset Portfolios.

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Brown Advisory

JUNE 21, 2023

The economy shakes, but the market shrugs. Read more > 2023 Asset Allocation Perspectives and Outlook 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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Truemind Capital

OCTOBER 22, 2021

The economic scenario during the 1970-80s serves as a good reference point. That resulted in temporary low unemployment and higher economic growth. Here is the simple economic logic – if the rate of money printing is higher than the rate of production of goods and services in an economy, the prices will increase.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

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Brown Advisory

AUGUST 19, 2022

From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. We discuss how transitory inflation may actually be, and how we have been positioning portfolios. Fri, 08/19/2022 - 10:50. Read more >.

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WiserAdvisor

JANUARY 8, 2023

The economic strain of the pandemic continued. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months.

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Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. stocks play in most investors’ core equity allocations.

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Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds. For years, “defense” in portfolios—i.e., allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. stocks play in most investors’ core equity allocations. Tue, 07/24/2018 - 09:25.

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Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

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Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

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Truemind Capital

MARCH 20, 2020

Not understanding the role & importance of tactical asset allocation (overweight debt in euphoric times and overweight equity in a time of acute pessimism) in creating superior returns over the long term. While benchmark Sensex is down by more than 25% in the last one year, our portfolios returns are in the range of 0% to 5%.

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Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

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Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

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The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. He’s a big picture guy.

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Dear Mr. Market

MAY 27, 2022

If your portfolio is down less than -18% this year… you’re beating the stock market. We point you to an old article we wrote and specifically to the “four distinct phases” that you can shift your asset allocation in order to outlast the average bear market. So how should you approach a bear market?

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Brown Advisory

OCTOBER 11, 2022

In this episode of CIO Perspectives, Keith Stone, Erika Pagel and Sid Ahl discuss some of the most notable market developments in recent weeks and how they are positioning portfolios accordingly. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Speakers: Keith Stone, Erika Pagel and Sid Ahl .

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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. of total imports.

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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. of total imports.

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The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. So I actually went and worked in economics, I was an econometrician.

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Investing Caffeine

FEBRUARY 1, 2022

However, the fact remains the economy remains strong, corporate profits are at record levels, unemployment is low, and interest rates remain at attractive levels despite nagging inflation ( see chart below ) and the removal of accommodative monetary policies by the Federal Reserve. Source: Federal Reserve Economic Data (FRED).

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Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up mhannan Fri, 08/19/2022 - 10:50 From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available. company.

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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. One can consider debt portfolios with floating rate instruments for long-term allocation.

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Brown Advisory

OCTOBER 11, 2022

In this episode of CIO Perspectives, Keith Stone, Erika Pagel and Sid Ahl discuss some of the most notable market developments in recent weeks and how they are positioning portfolios accordingly. Recent developments and the outlook for key segments of the private markets, including venture capital (VC), buyout credit and real estate.

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The Irrelevant Investor

SEPTEMBER 19, 2015

This book busts a lot of myths and empowers investors to take their portfolio into their own hands. Alpha Architect on the myth that economic growth drives stock returns We're going to let you in on a little secret: Investors focused on economic growth are wasting their time.If Here are some of my favorite bits from the book.

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