Asset Allocation, Economics, Presentation and Valuation

What lessons today’s investors can learn from the collapse of the Roman Empire?

Truemind Capital

NOVEMBER 29, 2020

Can you draw any parallels from the story with the present times? Fast forward to the present times, the gold standard is not used by any government now. This has resulted in skyrocketing valuations of the stock markets. Nifty currently is trading at a multi-year’s high valuation. K-shape recovery ?

Asset Allocation

Asset Allocation Valuation Assets Portfolio

Top 10 Dividend Growth Portfolio

Dear Mr. Market

AUGUST 5, 2022

Inflation is currently at 40 year highs with increasing signs of slowing economic growth. We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors.

Portfolio

Portfolio Risk Tolerance Valuation Investing

Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

And often, as in the present instance, it just “feels right.” As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Other times, a series of occurrences allows a decision to evolve gradually.

Investing

Investing Investments Clients Portfolio Management

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Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

And often, as in the present instance, it just “feels right.”. As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Other times, a series of occurrences allows a decision to evolve gradually.

Investing

Investing Investments Clients Portfolio Management

Investment Perspectives | Confidence

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. As important, however, is the contrast in how the two countries have dealt with financial or economic crises.

Investing

Investing Investments Assets Economics

Investment Perspectives | Confidence

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

Investing Investments Assets Economics

Financial Market Round-Up – Apr’24

Truemind Capital

APRIL 19, 2024

Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Mid & small cap indices witnessed some correction after the SEBI expressed concerns regarding frothy valuations and nudged mutual funds to restrict inflows. European indices also saw decent returns.

Financial Market

Financial Market Asset Allocation Marketing Marketing

Tariffs: Bark or Bite?

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. A rapid increase in foreign trade has fueled global economic growth, and multinational companies have flourished in this environment. Tariffs: Bark or Bite? economy.

Economy

Economy Portfolio Clients Sales

Tariffs: Bark or Bite?

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. A rapid increase in foreign trade has fueled global economic growth, and multinational companies have flourished in this environment. Tariffs: Bark or Bite? Tariff Recap.

Economy

Economy Portfolio Clients Sales

Transcript: Edward Chancellor

The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. I gave a copy to Jeremy as a present. CHANCELLOR: Yes and no.

Banking

Banking Valuation Economy Investing

On A Shoestring

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

Asset Allocation Portfolio Assets Clients

On A Shoestring

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

Asset Allocation Portfolio Assets Clients

Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations.

Marketing

Marketing Marketing Valuation Asset Allocation

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

It then presents a framework for how to use ESG information to support fundamental research. In more pragmatic terms, we are looking for exceptional companies that have the potential to thrive in many different market or economic scenarios. Resource and Energy Economics 41:103-121. Journal of Financial Economics.

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

It then presents a framework for how to use ESG information to support fundamental research. In more pragmatic terms, we are looking for exceptional companies that have the potential to thrive in many different market or economic scenarios. Resource and Energy Economics 41:103-121. Journal of Financial Economics.

Portfolio

Portfolio Investing Investments Management

Outlook for 2018 | Confronting the Unknown

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

Asset Allocation Portfolio Assets Valuation

Transcript: Greg Davis, CIO Vanguard

The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: Right. And that’s all sentiment.

Portfolio

Portfolio Investing Investments Numbers

Midyear Planning Tools for 2016

Brown Advisory

JUNE 16, 2016

Economic growth in the U.S. With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments. A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers.

Planning

Planning Taxes Assets Clients

Investment Perspectives | Corrections

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. Still, it’s incumbent upon us to position client portfolios to endure periods of volatility like the present one.

Investing

Investing Investments Economy Assets

Investment Perspectives | Corrections

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. Still, it’s incumbent upon us to position client portfolios to endure periods of volatility like the present one.

Investing

Investing Investments Economy Assets

March Madness: Final Four Investing Bracket 2023

Dear Mr. Market

MARCH 11, 2023

IBM loses to QCOM based on valuation. Sticking back to the balancing theme of quality businesses, great valuations, meshed with the reward of a dividend, you get Ford yielding 4.62% and Conoco only at 2.16% but trading for a bargain P/E of 7. times and return on equity (ROE) of 9%.

Investing

Investing Investments Portfolio Assets

Transcript: Liz Ann Sonders, Schwab

The Big Picture

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. And, and part of the reason why I took advantage of an opportunity that presented itself to move over to us trust was I was much more interested in and fascinated by the top down and not the bottom up. He wasn’t tactical asset allocator.

Investing

Investing Investments Marketing Marketing

Transcript: Sean Dobson, Amherst Holdings

The Big Picture

MARCH 12, 2024

So these big brokerage firms get together and they set up a convention like, like plumbers, and they all give out tchotchkes and they have a, and then they give presentations in their businesses. And when I give this presentation in Europe or the, or the e the EU or the uk, they look at me like, you’re crazy.

Banking

Banking Investing Investments Marketing

Outlook for 2017 | Balance in an Uncertain Time

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation

Asset Allocation Assets Clients Portfolio

Outlook for 2017 | Balance in an Uncertain Time

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Investors today face a high degree of uncertainty, from geopolitical transformation to economic transition to fragile market fundamentals. Fri, 02/03/2017 - 14:19.

Asset Allocation

Asset Allocation Assets Clients Portfolio

Transcript: Robert Koenigsberger

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. RITHOLTZ: Really quite fascinating.

Banking

Banking Assets Government Investing

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