Truemind Capital

JANUARY 16, 2024

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio.

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Dear Mr. Market

AUGUST 27, 2023

3) China (2nd largest economic engine of the world) is struggling and so is Europe. (4) Let’s briefly explore the potential scenarios: (1) Credit Event or Recession: In times of a credit event or economic recession, investors often seek safety, and U.S. investment-grade bonds, including corporate and government bonds.

Economics 98

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WiserAdvisor

DECEMBER 2, 2022

However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Asset allocation aims to balance risk and reward through a portfolio composition of different kinds of assets. If not allocated efficiently, you may become subject to a slew of taxes and other charges.

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Investing Caffeine

OCTOBER 2, 2023

Source: Trading Economics As long as consumers continue to hold a job, they will continue spending to buoy economic activity – remember, consumer spending accounts for roughly 70% of our country’s economic activity. rate (see chart below). Under this scenario, you are likely to stay put and not sell your home. for the month.

Economics 52

Economics Economy CFP Government 52

Truemind Capital

NOVEMBER 29, 2020

Thus, by debasement of the currency, they were able to make more coins which led to higher spending by the Government. Fast forward to the present times, the gold standard is not used by any government now. Whereas, the complete economic recovery is still far away and uncertain in terms of its timing and structure.

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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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Clients Asset Allocation Investment Advisor Economics 52

Carson Wealth

JANUARY 2, 2024

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. Sure enough, late last year shelter inflation began to slow and the Fed began to pivot at its final policy committee meeting of the year, which concluded Dec.

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Marketing Marketing Economy Manufacturing 89

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Investing Caffeine

JANUARY 2, 2024

Source: Trading Economics Declining inflation and interest rates explain a lot of investor optimism, but there are additional reasons to be sanguine. There are always plenty of unforeseen issues that could slow or reverse our economic train. a few months ago to 3.9% today (see chart below). Source: Yardeni.com What could go wrong?

Economy 98

Economy CFP Economics Investing 98

WiserAdvisor

SEPTEMBER 8, 2022

The possibility that the bond issuing entity, such as the government, municipality, or company, may run into a loss and will be unable to pay you interest is known as the credit risk. However, your asset allocation can fluctuate over time, depending on how your investments fare. In such a case, your risk will also increase.

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Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. over the next couple of years.

Economy 59

Economy Economics Valuation Investing 59

Brown Advisory

OCTOBER 11, 2022

The steps private companies are taking to respond to the current economic backdrop, how different VC subsegments are performing and where we may be in a potential correction in private markets, which tend to lag pubic markets by several months. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report.

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Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Investing 59

Investing Caffeine

MARCH 1, 2022

As you can see below, the worst economic impact is forecasted to be felt by Russia (consensus on 2/24/22 of approximately a -1.0% hit to economic growth), more than twice as bad as the -0.2% a rounding error and less than 1% of total global economic activity). knock to growth for the U.S., Source: The Financial Times.

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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

allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield. stocks play in most investors’ core equity allocations.

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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. Naturally, millions of Americans were angry with the Government by the late 1970s. The value of money has just gone down by 50%, leaving you in the same economic state as earlier.

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Marketing Marketing Banking Economics 52

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. government.

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WiserAdvisor

JANUARY 31, 2023

government bond that is designed to offer protection from inflation as their principal value is indexed to inflation. government. Since the government issues them, they carry low risk and can be ideal for conservative investors. Treasury Inflation-Protected Securities (TIPS) TIPS are a type of U.S.

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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. government debt is nearly 110%, compared to 82% ten years ago and 32% in 1981 (its modern-day low point).

Investing 52

Investing Investments Assets Economics 52

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.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

OCTOBER 11, 2022

The steps private companies are taking to respond to the current economic backdrop, how different VC subsegments are performing and where we may be in a potential correction in private markets, which tend to lag pubic markets by several months. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available.

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Marketing Marketing Investing Investments 52

ClearMoney

JANUARY 4, 2022

The distribution of vaccines and the easing of lockdowns were followed by an economic rebound, but the emergence of new variants would be a setback for the recovery. For the year, corporate bonds generally outperformed their government counterparts. But inflation concerns needn’t scare one away from fixed income.

Marketing 52

Marketing Marketing Commission Government 52

Truemind Capital

APRIL 19, 2024

Central Governments have given hope of meaningful rate cuts within this year. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

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.

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Valuation Clients Portfolio Investing 52

Brown Advisory

SEPTEMBER 3, 2015

Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. Yet creditors shrug off signs of decline and cling to public-sector bonds yielding as much as 15%—until the government abruptly drops the pretense of fiscal solidity and labels the debt unpayable. Not Appropriate.

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Transportation Government Economy Asset Allocation 52

Brown Advisory

AUGUST 1, 2018

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. Just to be clear, this is not a sudden or abrupt shift in our thinking. In the U.S.,

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Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

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. Just to be clear, this is not a sudden or abrupt shift in our thinking. Incremental Equity Risks. In the U.S.,

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Management Investing Investments Valuation 52

Brown Advisory

JUNE 3, 2015

The economic expansion is weak and inflation is still below the central bank’s 2% target. equity market: A comparatively quick interest rate increase counteracts the benefit from stronger economic growth, impairing profitability and valuations. Concern about future economic growth undermines valuations. Impact on U.S.

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Valuation Economy Banking Economics 52

Investing Caffeine

FEBRUARY 1, 2022

Source: Federal Reserve Economic Data (FRED). Furthermore, if you give the Fed the benefit of the doubt of achieving this uncertain target, this 2.5% level is very appealing and still extremely low, historically speaking ( see chart below ). Many investors are very myopic in their focus on U.S. interest rates.

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Math Assets Investing Investments 52

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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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. Resource and Energy Economics 41:103-121. Douglas, E.,

Portfolio 52

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative.

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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.

Portfolio 52

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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

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. High portfolio turnover can be an indicator of changing risk.

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