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MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. We discuss how the traditional “bucketing” approach of crisply defining asset classes can limit opportunities for asset allocators.

Assets 297
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Sunday links: a satellite asset

Abnormal Returns

npr.org) Using Russian sovereign assets to rebuild Ukraine would be unprecedented. (barrons.com) Boeing's ($BA) downfall is a wakeup call. businessinsider.com) Global At least 19,000 Ukrainian children have been spirited away to Russia illegally. axios.com) Why academic freedoms is under attack in India.

Assets 240
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Underperforming Your Own Assets

The Big Picture

I have addressed Tax Alpha before ( see this and this ); but Pomp indirectly raised a very different issue: Why do people underperform their own assets? That underperformance between asset class returns and investor returns is the behavior gap. The post Underperforming Your Own Assets appeared first on The Big Picture.

Assets 246
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Monday links: asset allocation magic

Abnormal Returns

Strategy There's nothing magic about asset allocation. obliviousinvestor.com) Do stocks really become less risky over the long run? morningstar.com) Companies Google ($GOOGL) is investing $2 billion in AI player Anthropic. axios.com) Pharmaceutical companies are getting out to the consumer product business.

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The Threat That Could End Community Banking & What To Do About It

Though only in charge of a small percentage of total assets, they’re disproportionately dominating small business lending. Small business lending is ground zero for this imminent disaster. On the surface, things are going well for community and regional banks and credit unions.

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Monday links: attention as an asset class

Abnormal Returns

Markets How major asset classes performed in March 2024. capitalspectator.com) There has been a fair amount of equity return dispersion, YTD. mrzepczynski.blogspot.com) Strategy Why U.S. equity outperformance looks obvious in hindsight. behaviouralinvestment.com) International diversification is no panacea, but what's the alternative?

Assets 210
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Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

Nerd's Eye View

And the financial advisor who can find an overlap between their soft assets and the interests of a COI they'd like to connect with is much more likely to be successful in their outreach efforts. Often, sharing a connection through soft assets can be more valuable than the professional services of the COI – at least at first.

Assets 233
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Test Asset for Integration

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.