Asset Allocation Economics Investment Advisor Numbers 
ClearMoney
FEBRUARY 22, 2022
Motivated by the substantial payoff associated with successful timing, researchers over the years have examined a wide range of strategies based on analysis of earnings, dividends, interest rates, economic growth, investor sentiment, stock price patterns, and so on. Tactical Asset Allocation: Periodic shifts in allocation to stocks.
ClearMoney
MARCH 1, 2022
Because early indexing didn’t spin its wheels in bottom-up company analysis or top-down economic trend forecasting, it became known as passive investing. Also blurring the line between active and passive is the fact that some investors may use index funds to pursue an active investment approach.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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. In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand.
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.
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.
The Big Picture
JULY 11, 2023
Not that Robinhood is how they should be necessarily investing, but hey, it gets them interested in finance, it gets them thinking about money. It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. That’s not a terrible thing.
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. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.
Expert insights. Personalized for you.
52 
Let's personalize your content