The Big Picture

APRIL 29, 2025

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators.

Management 130

Management Assets Portfolio Insurance 130

Nationwide Financial

MARCH 27, 2023

Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. Cash levels rose in March at the fastest pace since last September and remain above average and allocation to equities remains significantly lower than in history.

Banking 98

Banking Marketing Marketing Economics 98

Dear Mr. Market

APRIL 2, 2025

Small & Mid-Cap Region: SOFI Surges in a Changing Market The small and mid-cap asset class has long been overshadowed by large-cap dominance, with the past decade favoring mega-cap technology stocks. This bracket focuses on who benefits most when the Russia-Ukraine war ends and economic rebuilding begins.

Investing 78

Investing Investments Valuation Advertising 78

Validea

AUGUST 2, 2024

The strategy is one of the series of quantitative asset allocation strategies we feature on Validea and uses momentum to build a multi-asset portfolio with very interesting risk and return characteristics. This asset is either short-term or intermediate-term treasuries depending on which of the two has more momentum.

Asset Allocation 52

Asset Allocation Assets Portfolio Management 52

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

NOVEMBER 29, 2020

However, due to the finite supply of silver and gold, the spending was limited by the number of Denarii that could be minted. Whereas, the complete economic recovery is still far away and uncertain in terms of its timing and structure. Rising number of cases in Europe has been affecting the economic recovery.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 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.

Assets 173

Assets Management Marketing Marketing 173

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

Portfolio Asset Allocation Taxes Investment Advisor 52

Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

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. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. It was at Bank One, at the time. BITTERLY MICHELL: … was — no, no.

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Clients Wealth Management Banking Investments 299

Random Roger's Retirement Planning

DECEMBER 4, 2023

Maybe it's a health issue or something bad happens at work but either way, the latest numbers are something like people plan to retire at an average age of 67 but end up retiring at 62. The very short version is that for the first time in several years an HSA through the marketplace makes economic sense for us for 2024.

Retirement 75

Retirement Asset Allocation Planning Accounting 75

Random Roger's Retirement Planning

OCTOBER 11, 2024

The ten year numbers for 50% VOO/50% AQMIX were 8.85% and 7.76% respectively. FIG, the blue line, " is a modern take on the balanced portfolio, built to help navigate today’s toughest asset allocation challenges." First is sort of an asset allocation picture from the Pioneer Cat Bond Fund (CBYYX).

Asset Allocation 52

Asset Allocation Portfolio Assets Management 52

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.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

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. EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

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. It is expressed as a number of years.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Validea

SEPTEMBER 29, 2022

The downturn in stocks and other assets reflect a number of concerning things. I for one don’t think so and neither does Burton Malkiel, Princeton Economics professor and author of the classic finance book A Random Walk Down Wall Street. Multi-Asset Portfolios. By Justin Carbonneau ( @jjcarbonneau ) —. Stocks are down.

Assets 69

Assets Portfolio Asset Allocation Retirement 69

WiserAdvisor

DECEMBER 15, 2023

These professionals also go beyond the numbers and charts and educate you about investing. Market conditions shift, the values of your investments fluctuate, and your portfolio’s asset allocation may deviate from its original balance. A financial advisor can actively monitor your investments.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

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. The Conference Board’s measure has not been as bad, but even that index has recorded numbers below pre-pandemic levels. economy, despite the skeptics.

Marketing 89

Marketing Marketing Economy Manufacturing 89

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Any economic forecasts set forth may not develop as predicted and are subject to change.

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Retail Marketing Marketing Sales 52

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. Our asset allocation process accounts for a wide range of potential outcomes over the next 18–36 months.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

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.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

WiserAdvisor

SEPTEMBER 8, 2022

Investing your money involves a number of strategies and instruments. However, your asset allocation can fluctuate over time, depending on how your investments fare. For instance, consider a scenario where your original asset allocation was 60% in stocks and 30% in debt, and 10% in cash.

Risk Management 52

Risk Management Portfolio Management 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. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Just to be clear, this is not a sudden or abrupt shift in our thinking. In the U.S.,

Management 52

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. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Just to be clear, this is not a sudden or abrupt shift in our thinking. Incremental Equity Risks.

Management 52

Management Investing Investments Valuation 52

The Big Picture

JUNE 6, 2023

And they do that for 35 years tweaking numbers I go you won, you won the game. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. In fact, here’s the phone number you call, and you will get your $37 fee waived. Number two is travel.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

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.

Marketing 52

Marketing Marketing Economy Communication 52

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. Source: GasBuddy.com.

Economy 59

Economy Economics Valuation Investments 59

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. 00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. New York is number one. It depends on your asset allocation.

Assets 147

Assets Management Investments Investing 147

Dear Mr. Market

MAY 27, 2022

There have been a few times in recent history where we didn’t officially touch that magic number (2018 for example) but it was still an absolutely miserable environment. For starters, yes indeed the definition of a bear market is when we’ve drawn down -20% from a fresh market high. So how should you approach a bear market?

Marketing 52

Marketing Marketing Asset Allocation Assets 52

The Irrelevant Investor

JULY 19, 2016

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. These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence.

Investing 52

Investing Investments Asset Allocation Assets 52

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.

Marketing 52

Marketing Marketing Banking Economics 52

Brown Advisory

NOVEMBER 20, 2018

Multiple Risks Stock prices, the skeptics say, have not reflected the reality of rising economic and political risks. While current economic conditions in the U.S. In practice, a number of factors need to be taken into account in order to produce the desired result. Source: Brown Advisory.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

NOVEMBER 20, 2018

Stock prices, the skeptics say, have not reflected the reality of rising economic and political risks. While current economic conditions in the U.S. Based on this philosophy, we recommend that clients generally stay the course, making adjustments only at the margin when an asset class appears especially over- or undervalued.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. According to the report, annual inflation-adjusted U.S.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. According to the report, annual inflation-adjusted U.S.

Investing 52

Investing Investments Portfolio Assets 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. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52