Remove Asset Allocation Remove Pharmaceutical Remove Portfolio Management
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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

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. You know, what do, what do we think every asset class is gonna do over the next 3, 5, 10, 20 years? Unfortunately.

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Workable Wealth Investing Series: What Investment Strategies Should I Use?

Workable Wealth

Adding another layer, the stocks in your portfolio can be across economic sectors like pharmaceuticals, finance, and petroleum. . Asset Allocation. Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals.

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10 Sunday Reads

The Big Picture

New York Times ) • How Ken Paxton is stretching the boundaries of consumer protection laws to pursue political targets : The attorney general repeatedly uses laws meant to protect against fraudulent or deceptive practices to target hospitals, pharmaceutical companies and LGBTQ+ groups. His podcast is “ The Sherman Show.”

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Transcript: Richard Bernstein

The Big Picture

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. And so that makes it more difficult for them to manage portfolios like they used to. You know, it used to be that the financial advisor was also a portfolio manager.

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