The Big Picture

SEPTEMBER 12, 2022

We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Let’s talk a little bit about inflation. You mentioned 8.5 percent inflation rate.

Clients 290

Clients Wealth Management Banking Investments 290

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. That led me down that track and really well, I had a software engineering job. Jeremy’s never really been a portfolio manager.

Valuation 130

Valuation Investments Investing Assets 130

Dear Mr. Market

AUGUST 27, 2023

3) China (2nd largest economic engine of the world) is struggling and so is Europe. (4) So in summation, what should one possibly consider as an action step to incorporate TLT into their current bond allocation? 2) We have an inverted yield curve. Never in history has an inverted yield curve of this size not led to a recession. (3)

Economics 98

Economics Assets Government Marketing 98

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 143

Assets Management Portfolio Investments 143

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. VASSALOU: Yes.

Assets 164

Assets Management Marketing Marketing 164

Brown Advisory

SEPTEMBER 1, 2015

Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. Rude Awakening.

Food 52

Food Portfolio Management Sales Asset Allocation 52

The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. We have our quant equity platform, which manages risk control equity portfolios that are, we’re quants. That is p gm.

Math 130

Math Management Insurance Assets 130

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. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared. Not only have U.S. Possible Signs.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

JUNE 23, 2025

And sometimes portfolios come into the office. That got, at that point a lot of attention because now the products have scaled to a level where even the largest investors could use them in their portfolios. Or could we take a low cost bond, ETF as sort of the core of that portfolio? And so that was interesting.

Portfolio 130

Portfolio Marketing Marketing Banking 130

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. RITHOLTZ: Sure. RITHOLTZ: Really intriguing.

Assets 290

Assets Clients Investments Investing 290

The Big Picture

JULY 1, 2025

Velina Peneva : I think that the, the clients understand that when you’re thinking about portfolio construction, you can have only so much allocation to a given geography redundancy to a different industry sector. So my role was to manage those business unit and legal entity asset allocations. From 2019 till when?

Investing 143

Investing Investments Consulting Insurance 143

The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. This was gonna be a multi-strategy vehicle. Oh, really?

Banking 143

Banking Portfolio Assets Investments 143

Discipline Funds

AUGUST 2, 2024

And that’s the ultimate measure of the Fed’s success – are they able to normalize interest rates or do they end up having to shift interest rates because they flew too low for too long and now they have to try to enact an emergency engine thrust to avoid an economic stall? What Does it Mean for Your Portfolio?

Financial Planning 116

Financial Planning Assets Economy Asset Allocation 116

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that 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. MSFT’s search engine Bing just reached 100 million daily active users after its ChatGPT adoption. times and return on equity (ROE) of 9%. earthquakes.

Investing 105

Investing Investments Portfolio Assets 105

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. Undergraduate, you get a BS in insurance from Penn State. What led to an interest in insurance?

Portfolio 130

Portfolio Investments Investing Numbers 130

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. Initially I joined to help them manage their equity portfolio. I’m gonna hold it in my portfolio.

Assets 164

Assets Management Portfolio Taxes 164

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

Investments 143

Investments Investing Management Retirement 143

The Big Picture

APRIL 4, 2023

So when you think about the individual exposure to a specific name, in our funds, it represents less than one half of 1 percent of the portfolio. And I think that what our investors saw is that, number one, our portfolio held up incredibly well. And TIAA takes note of that as our largest investor. RITHOLTZ: Right.

Banking 143

Banking Management Investments Investing 143

The Big Picture

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. We want to focus on the well-being of our clients, our portfolio investments in their communities, and our team members.

Banking 154

Banking Assets Government Marketing 154

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. So she wants her portfolio managed that way. That’s not a terrible thing.

Management 215

Management Investments Investing Assets 215

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. Today they can effectively allocate capital into strategies which will create a compounding effect to their portfolio.

Banking 143

Banking Assets Investments Investing 143

The Big Picture

MARCH 12, 2024

They’re asset allocation model driven folks. So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. Kayleigh Lepar is my audio engineer. Yeah, it’s super patient, it’s super sophisticated. I’m Barry.

Banking 143

Banking Marketing Marketing Investments 143

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.

Asset Allocation 143

Asset Allocation Wealth Management Clients Assets 143

The Big Picture

APRIL 7, 2025

Institutional Investor ) I Quit Google Search for AIand Im Not Going Back : Ads and search-optimized junk made a mess of the go-to engine. Fidelity and GSAM are among the managers using an emerging approach to active that could be as disruptive as BlackRocks deal for iShares. Bright headlights can make it easier for drivers to see the road.

Budgeting 208

Budgeting Asset Allocation Wealth Management Engineering 208

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. First, what was the transition like going from being on a training desk and managing portfolios to running the complete organization to CEO? The parent company handles all the asset liability management side of things.

Assets 143

Assets Insurance Investments Investing 143

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?

Numbers 143

Numbers Banking Management Marketing 143

The Big Picture

MARCH 26, 2024

And I was a portfolio manager, so I was doing bottom up research and picking stocks. He wasn’t tactical asset allocator. Hey, if you knew with perfect clarity, if that bird landed on your shoulder and told you here’s where equity prices are gonna be in 10 years, position your portfolio for that.

Marketing 143

Marketing Marketing Investments Investing 143

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. When we form portfolios of individual stocks, we’re always forming baskets of stocks. And so — RITHOLTZ: Meaning, can you express that investment thesis in a portfolio?

Economy 154

Economy Investments Investing Portfolio 154

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Versus, Hey, you know, if you have a portfolio with a B, C de, here’s what you can expect. Well, most naive value portfolios are stuffed with financials.

Portfolio 143

Portfolio Management Assets Marketing 143

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? Now, they do have to disclose in their statutory filings with the insurance regulators how much of their investment portfolio in the insurance company is related transactions or related stocks or bonds or mortgages or whatever. Or does that happen?

Insurance 143

Insurance Healthcare Retail Medicine 143

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. Signs him, right?]

Math 143

Math Marketing Marketing Engineering 143

The Big Picture

APRIL 5, 2025

Wealthsimple ) I Quit Google Search for AIand Im Not GoingBack : Ads and search-optimized junk made a mess of the go-to engine. How a computer language controls the financial life of the world. Now ChatGPT, Perplexity, Claudeand even Googles own AIdo it better.

Asset Allocation 164

Asset Allocation Wealth Management Engineering Assets 164