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. Insurance products are offered through LPL or its licensed affiliates. Core vs Core Plus Bond Implementation.

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. Corporate bonds are considered higher risk than government bonds. Insurance products are offered through LPL or its licensed affiliates. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 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. Insurance products are offered through LPL or its licensed affiliates.

Assets 52

Assets Marketing Marketing Asset Allocation 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. Diversification does not protect against market risk.

Marketing 52

Marketing Marketing Asset Allocation Valuation 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 Corporate bonds are considered higher risk than government bonds. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 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.

Portfolio 52

Portfolio Investing Investments Management 52

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. Deutsche Asset & Wealth Management White Paper. The Guardian.

Portfolio 52

Portfolio Investing Investments Management 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. LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash.

Marketing 52

Marketing Marketing Economy Asset Allocation 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Corporate bonds are considered higher risk than government bonds. It includes all of private and public consumption, government outlays, investments and exports less imports that occur within a defined territory.

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. Corporate bonds are considered higher risk than government bonds. Insurance products are offered through LPL or its licensed affiliates. All index data from FactSet.

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 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. Insurance products are offered through LPL or its licensed affiliates. Investors and policy makers alike should expect a softening in housing-related inflation in the coming months.

Marketing 52

Marketing Marketing Economy Economics 52

Tucker Advisors

NOVEMBER 3, 2021

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%. Their research showed that, net of fees, fixed indexed annuities had an annualized return of 5.81%, compared to 5.32% for long-term government bonds. Not today.” . to 6% in interest.”. The New York Times .

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 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. Insurance products are offered through LPL or its licensed affiliates.

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. Insurance products are offered through LPL or its licensed affiliates. Conclusion.

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. Insurance products are offered through LPL or its licensed affiliates.

Retail 52

Retail Marketing Marketing Sales 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. Insurance products are offered through LPL or its licensed affiliates. LPL Research’s $220 S&P 500 earnings per share forecast at the start of the year looks spot on—consensus is now calling for $220.30

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

JULY 3, 2023

LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Banking Valuation 52

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? MORGENSON: Well, they did very well because they got a lot of CARES Act money from the government. Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows.

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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. Insurance products are offered through LPL or its licensed affiliates.

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