The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. First, what is a concentrated portfolio? Tell us a little bit about that.

Management 130

Management Assets Portfolio Insurance 130

Truemind Capital

APRIL 19, 2024

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available. The index is quoted in USD.

Asset Allocation 52

Asset Allocation Assets License Investing 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Our CIOs recently discussed current market conditions, how we are positioning portfolios, and an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable investing, the outlook for China, and more.

Asset Allocation 52

Asset Allocation Assets License Investing 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield. company.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Nationwide Financial

JANUARY 25, 2023

Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations. This shift would have resulted in a riskier portfolio with increased volatility.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

WiserAdvisor

MAY 13, 2025

A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. Instead of depending on a single investment type, spreading assets across multiple classes enhances stability and fosters long-term financial resilience. It reduces risks associated with domestic market downturns.

Retirement 52

Retirement Portfolio Investing Investments 52

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 105

Economy Asset Allocation Communication Valuation 105

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

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. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. To learn more about our investment management service please contact us here.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. We could see a retest of 3.5% over the next few months.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Brown Advisory

MARCH 9, 2023

As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S. Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades. multinationals and aggregate demand.

Startup 98

Startup Asset Allocation Clients Investing 98

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

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. 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. Further, we see room for the European economy to grow.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

Investing 78

Investing Investments Valuation Advertising 78

The Big Picture

SEPTEMBER 11, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Karen Veraa. I think where it gets tricky is that that’s just an average for the bond or for the bond portfolio. And so, we had investors reacting to that and that’s why we saw a year where both asset classes were down.

Management 147

Management Portfolio Marketing Marketing 147

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Value Target to 4,000-4,100 from 4,300-4,400. currency crisis also contributed to a tough month for stocks.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … obviously, the United States, the global economy. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

Clients 299

Clients Wealth Management Banking Investing 299

WiserAdvisor

DECEMBER 21, 2022

Diversification refers to investing in a wide mix of investments within a portfolio. No matter the asset allocation, keeping a healthy mix of stocks is always advised, especially if you are not nearing retirement anytime soon. How many stocks should I have in my portfolio? They also indicate your ownership of a company.

Portfolio 52

Portfolio Financial Advisor Taxes Investing 52

Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. But first a quick recap.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates. Here’s why.

Marketing 96

Marketing Marketing Economy Investing 96

Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. We still prefer a portfolio duration of around 1-1.5

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. We continue to prefer a portfolio duration of around 1-1.5

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? What is the Purposes of Interest?

Investing 52

Investing Investments Asset Allocation Assets 52

Truemind Capital

JULY 19, 2024

By mid-June, the Nifty had bounced back from its lows, driven by expectations of a stable coalition government and positive monsoon forecasts, which are vital for the rural economy and consumption sectors. With respect to market cap, value large cap portfolios are less expensive as they are closer to their historical average.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Nationwide Financial

MARCH 1, 2023

Align client portfolios with their risk tolerance and time horizon. A suitable asset allocation between stocks and bonds would enable clients to manage market volatility with greater confidence. The current market environment offers a unique window for adjusting clients’ portfolio allocations.

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72

Nationwide Financial

DECEMBER 7, 2022

A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors. Many near-retirees see their highest portfolio values just before retirement. Different cycles of growth and inflation over time tend to favor other asset classes.

Retirement 52

Retirement Asset Allocation Marketing Marketing 52

Truemind Capital

OCTOBER 18, 2024

Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS! We maintain our underweight position to equity (check the asset allocation section) on the back of pricey markets.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Darrow Wealth Management

MARCH 28, 2022

But if you give yourself enough of a margin for the uncontrollable, with other adjustments, you can work to control the impact the economy has on your retirement plans. Asset allocation. Bonds are the ballast in many portfolios and exposure to fixed income is often essential during market downturns. Consider U.S.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

The Big Picture

MARCH 7, 2023

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 173

Assets Management Marketing Marketing 173

Truemind Capital

NOVEMBER 29, 2020

Trade was important to the Roman economy and it generated vast wealth for the citizens of Rome. The economy was in shambles and trade was majorly localized and was done using barter methods. There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. economy, despite the skeptics. But the Fed was determined in its fight against inflation as the economy continued to defy expectations. Top Charts of the Year What a year it has been!

Marketing 89

Marketing Marketing Economy Manufacturing 89

Validea

DECEMBER 7, 2022

Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios. In short, markets will always be cyclical, “so it’s best to be dynamic in asset allocation” and be ready for the next big trend, Matt Lloyd of Advisors Asset Management advises.

Asset Allocation 52

Asset Allocation Economy Valuation Portfolio 52