The Big Picture

FEBRUARY 6, 2024

That led me down that track and really well, I had a software engineering job. Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position. We, we call asset allocation at GMO.

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Brown Advisory

SEPTEMBER 1, 2015

economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. By Taylor Graff, CFA, Asset Allocation Analyst. Dream or Opportunity?

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Brown Advisory

APRIL 1, 2015

stocks more than doubled, but other asset classes (with the notable exception of commodities) have provided excellent returns as well. economy following the financial crisis. The small valuation gain may be considered reasonable in light of growing investor confidence as the economy has recovered from the depths of 2008-2009.

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The Big Picture

SEPTEMBER 19, 2023

It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies. Sam Danziger is my audio engineer. 00:26:07 [Speaker Changed] No.

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The Big Picture

JULY 1, 2025

So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy. So what’s happening with the global economy, what’s happening with interest rates, what is the Fed going to do?

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The Big Picture

JUNE 23, 2025

You need to get those assets allocated, you know, on a risk basis. The economy seems to be doing all right as we talked about, you know, people were worried about recession, it hasn’t materialized yet. And so that caused a general rethinking of the way the economy is going to move going forward. They are, yeah.

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Discipline Funds

AUGUST 2, 2024

We’ve spent much of the last year explaining how higher rates were slowly putting the screws to the broader economy. The economy doesn’t land like a plane. 5%+ interest rates are not a normalized economy and now looks far too restrictive. None of this is terribly surprising to readers here.

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The Big Picture

NOVEMBER 8, 2022

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. CHANCELLOR: Well, I said no initially. CHANCELLOR: Yes.

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Dear Mr. Market

MARCH 11, 2023

MSFT’s search engine Bing just reached 100 million daily active users after its ChatGPT adoption. For one, Japan does not always “act” like our domestic markets nor other international economies so in that regard it provides a layer of diversification most portfolios rarely have. As an economy, however, China will soar this year.

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The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. So what we’re trying to do is use historical data to predict how an asset reacts in different states of the economy. Now, I think at the end of the day, it was just too big of a risk to the economy.

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The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. Yes, the economy can clearly keep roaring along, which we’ve seen. What led to an interest in insurance?

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The Big Picture

AUGUST 20, 2024

It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. There’s a continual, the economy continues to grow. It goes so far. Did you give me cash?

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The Big Picture

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. middle market is the third largest economy in the world. Justin Milner is my audio engineer. RITHOLTZ: Right.

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The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. And so, you take Advisor Engine, it has a CRM system that was built by a financial advisor.

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The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. KOENIGSBERGER: So that’s what — with our multi-asset strategy, we wanted to solve for that problem, which is — I call it a governance problem.

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The Big Picture

JUNE 13, 2023

RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. So I think we’ve now entered a period where we have to swallow this whole mispriced, over-levered assets out there. So I’m actually very optimistic that all asset owners, asset allocators, the one can be nimble.

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The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. 00:20:56 [Speaker Changed] So, so let’s talk a little bit about what goes into managing a hundred plus billion dollars in assets.

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The Big Picture

MARCH 12, 2024

They’re asset allocation model driven folks. They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy. Kayleigh Lepar is my audio engineer. Yeah, it’s super patient, it’s super sophisticated. I’m Barry.

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The Big Picture

MAY 21, 2024

00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. My dad was an engineer and my mom was a software person, so Oh, really?

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The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. It’s about long-term planning and strategic asset allocation and, and just understanding how markets work and how behavior comes into the mix. He is just, he’s just bearish all the time. It wasn’t the case. Versus more of the day traders, the wing it kind.

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The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. economy was actually starting to slow and slow pretty dramatically. Not that we saw the pandemic coming, but we saw the economy slowing, and so we ended up doing very well.

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The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? An economy does better if the most people are prosperous, right? Sara Livezey is my audio engineer. MORGENSON: This is a really, really crucial question for the whole private equity industry. I mean, it’s just not healthy.

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The Big Picture

JUNE 3, 2024

Undergraduate applied mathematics, master’s degree in financial engineering, a little bit of, of teaching. So how Barry Ritholtz : Do you go from a PhD program to financial engineering masters? They ended up going back to a school in LA called Claremont, and they had a financial engineering program there.

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The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. DUTTA: Well, I think you just have to go back to the initial reopening of the economy, right?

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