Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. The Search for an ESG Investment Edge.

Portfolio 52

Portfolio Investing Investments Management 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

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. In simplest terms, “plus” indicates a more flexible investment mandate across fixed income markets. A Historically Aggressive Fed.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. We think core bond sectors (U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Investing involves risks including possible loss of principal.

Assets 52

Assets Marketing Marketing Asset Allocation 52

James Hendries

NOVEMBER 15, 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 To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. Summary and Investment Outlook Periods of economic regime shifts are difficult for policymakers to manage. Investing involves risks including possible loss of principal. We think core bond sectors (U.S.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

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. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

JULY 3, 2023

Later on, funding becomes essential, either via private equity, venture capital, or a direct relationship with investment banks, and even the Bank of Mom and Dad. A Fed pause is likely coming soon, if it’s not already here, as inflation continues to ease, supporting the case for staying fully invested. We think core bond sectors (U.S.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. Marc Zabicki , CFA , Chief Investment Officer, LPL Financial . Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

MARCH 6, 2023

Industry data already show declining rent prices, so it’s just a matter of time before the official government statistics reflect that easing. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

AUGUST 15, 2022

Job gains were broad-based and especially prominent in sectors such as education, health care, and government. We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Investing involves risks including possible loss of principal. is currently not in recession.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

DECEMBER 4, 2022

The LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) continues to hold a cautious view and an underweight to the S&P 500 consumer discretionary sector, from an asset allocation perspective. Investing involves risks including possible loss of principal.

Retail 52

Retail Marketing Marketing Sales 52

Tucker Advisors

NOVEMBER 3, 2021

and BAA investment grade corporate bonds about 8%… In 1978, when inflation hit 7.6%, Treasuries were paying north of 8% and BAA corporates north of 9%. As of October 26 th , the interest on a 10-year government bond was posting around 1.62%, while 30-year bonds hovered around 2%. So you had a cushion,” Arends writes. “In

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

The Big Picture

JUNE 20, 2023

So, when private equity really was ramping up in the ’80s and ’90s, it was essentially an institutional allocation. This wasn’t a mom-and-pop investment. That’s a real estate investment trust that is a Blackstone entity. Or should this be kept out of private asset allocators’ hands?

Insurance 141

Insurance Healthcare Retail Medicine 141

James Hendries

JULY 6, 2022

A tax break from both state and federal governments is expected to give consumers approximately $30 of savings per month for one weekly fill-up. cents per gallon for the federal tax and 31 cents per gallon on average from state governments. Investing involves risks including possible loss of principal. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

NOVEMBER 8, 2022

This alone would be enough to give us a mixed government, where a party different from the president’s controls at least one Chamber of Congress. Historically, there are two key general takeaways from midterms: 1) Markets like them to be over and 2) Markets prefer mixed government. The first one is just a matter of time passing.

Marketing 52

Marketing Marketing Government Banking 52