Abnormal Returns

MARCH 13, 2024

(etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. nytimes.com) Private equity shops are turning into one-stop alternative asset providers. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." axios.com) The long and winding road to a Reddit IPO.

Financial Advising 278

Financial Advising Valuation Retail Media 278

Trade Brains

JUNE 15, 2023

Best PSU Banks in India : The economy of every nation revolves around its financial sector. The Indian government purchased and formed public sector banks to address this issue. It enabled them to offer a wide range of support initiatives and offering interest at rates lower than private banks. What are PSU Banks?

Banking 98

Banking Government Accounting Numbers 98

Abnormal Returns

MARCH 8, 2024

spyglass.org) Economy Derek Thompson talks with Judd Cramer about what economists got wrong about the current economy. dollar with Linda Goldberg, a Financial Research Advisor at the Federal Reserve Bank of New York. The biz Transcripts have come to Apple ($AAPL) Podcasts.

Economy 201

Economy Media Management Banking 201

Advisor Perspectives

MAY 9, 2023

With regional bank volatility grabbing headlines, CIO Larry Adam looks at what this activity means for the economy and asset classes.

Banking 98

Banking Economy Assets 98

Discipline Funds

OCTOBER 20, 2023

Is it gold, commodities, TIPS, stocks, Bitcoin, real assets or something else? ” 1 So, it turns out that the best inflation hedge of the last few years wasn’t any of the assets we traditionally think of inflation hedges. Institutions such as banks, insurance companies and governments hold the majority of bonds.

Economy 73

Economy Retail Government Banking 73

Abnormal Returns

FEBRUARY 29, 2024

investmentnews.com) Finance Banks are now lending to private credit funds. theatlantic.com) Global Western countries are debating what to do with Russia's frozen assets. semafor.com) Economy Personal income and spending were healthy in January. (theblock.co) A skeptical take on crypto, and factors.

Financial Advising 224

Financial Advising Media Economy Banking 224

Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. trillion in assets under management. a year on average.

Assets 52

Assets Asset Allocation Marketing Marketing 52

The Big Picture

APRIL 21, 2023

If the S&P PMI report proves to be correct (inflation reaccelerating) that is going to be highly problematic for risk assets that have become more comfortable with a “hike to pause” narrative. It should also not be ignored that this survey is following the banking scare. This is not the same economy as the pre-Covid era.

Economy 324

Economy Banking Manufacturing Management 324

Trade Brains

NOVEMBER 12, 2023

Best Banking Stocks With High FII Holdings : Banks are critical to the economy and necessary for individuals and businesses to thrive. The banking sector has benefited the most from India’s booming economy by lending loans, providing banking services, rural outreach, technology adoption, and so on.

Banking 59

Banking Retail Accounting Government 59

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. apolloacademy.com) How much longer can banks and office owners push out loan expirations? entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy.

Financial Advising 187

Financial Advising Startup Valuation Economy 187

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. blockworks.co) Banks JP Morgan Chase ($JPM) is now the owner of First Republic. cnbc.com) The banking industry's 'crisis phase' may be over for now. cnbc.com) The banking industry's 'crisis phase' may be over for now. etftrends.com) Economy Is the U.S.

Financial Advising 200

Financial Advising Startup Banking Manufacturing 200

Discipline Funds

MAY 8, 2023

In this post I am going to describe some of the dynamics of the banking panic from an operational perspective. The S&P regional bank index is now down -34% year to date and discussions of a credit crisis are running rampant. The Fed responded to this by re-pricing the overnight rate in the banking system.

Banking 64

Banking Economy Assets Portfolio 64

Advisor Perspectives

MARCH 20, 2023

Franklin Templeton Investment Solutions explores the shared macro concerns that set the stage for the recent banking crisis, its ripple effects on the broader economy and implications for multi-asset investing.

Assets 52

Assets Banking Economy Investing 52

The Big Picture

NOVEMBER 25, 2023

He coined the term “K-shaped recovery” to describe the pandemic’s effects on the economy. Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, Bank One and Juniper Financial. The work from home confidence divide was both revealed and amplified by the pandemic.

Economy 274

Economy Economics Banking Assets 274

Dear Mr. Market

MARCH 17, 2023

Dear Mr. Market: SVB (Silicon Valley Bank) logo is seen through broken glass in this illustration taken March 10, 2023. We’re not market timers but whenever there is a lot of pressure in one area of the market or a certain sector of the economy, it’s worth assessing if it’s truly the end of the world or not.

Banking 59

Banking Assets Government Marketing 59

Abnormal Returns

OCTOBER 23, 2023

washingtonpost.com) Banking Regional banks are feeling the pain of higher deposit rates. wsj.com) Big banks are next. lefsetz.com) Just how big is Costco's ($COST) clothing business? (genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. wsj.com) Global The U.S.'

Financial Advising 182

Financial Advising Startup Banking Media 182

Abnormal Returns

MARCH 12, 2023

(theirrelevantinvestor.com) Bank runs happen because of people. etftrends.com) Silicon Valley Bank How SVB went wrong, an explainer. wsj.com) SVB's customers were not typical of other banks. nytimes.com) The former Boston Private money management arm of SVB is a prized asset.

Financial Advising 234

Financial Advising Startup Banking Economy 234

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 175

Economics Marketing Marketing Valuation 175

Trade Brains

OCTOBER 31, 2023

ESAF Small Finance Bank IPO Review : ESAF Small Finance Bank is coming up with the IPO which is set to be listed on the NSE and BSE. In this ESAF Small Finance Bank IPO review, we take a look the the banks operations, industry, financials, strengths, weaknesses, GMP & more. The bank manages assets worth 16,331Cr.

Banking 59

Banking Retail Financial Services Assets 59

Abnormal Returns

DECEMBER 15, 2023

thefinancialbodyguard.com) Banks Citigroup ($C) has shuttered its municipal bond business. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. entertainmentstrategyguy.com) Economy A soft landing is now consensus. variety.com) Why every cable outlet is running reruns.

Startup 224

Startup License Financial Advising Media 224

MarketWatch

JUNE 23, 2023

manufacturing-sector data and a spate of European central bank interest-rate hikes from Thursday. It’s at one of its widest levels since early March, a period dominated by fears about Silicon Valley Bank. It has a lag time of six to 12 months or beyond, and the economy can take a while to make big turns. should as well.”

Economy 75

Economy Marketing Marketing Banking 75

Validea

APRIL 3, 2023

More and more investors are wagering that the banking sector will rebound and that regional banks are in much better shape than originally thought, according to an article in The Wall Street Journal. Those gains would indicate that Wall Street is feeling more confident about investing in banks.

Banking 52

Banking Government Portfolio Assets 52

Abnormal Returns

AUGUST 31, 2023

(morningstar.com) Banks How is the integration of First Republic going for JP Morgan Chase ($JPM)? wsj.com) Hedge funds are a compensation scheme masquerating as an asset class, redux. etf.com) Economy The July PCE price index increased 3.3% theinformation.com) More capital would not have saved SVB. year-over-year.

Financial Advising 244

Financial Advising Media Economy Banking 244

Abnormal Returns

NOVEMBER 9, 2023

ft.com) Finance Are bank stocks actually cheap? variety.com) Fund management Why Western asset management firms are struggling in China. institutionalinvestor.com) Economy Are the Fed's models for the economy broken, post-pandemic? Markets What does the S&P 493 tell us?

Financial Advising 162

Financial Advising Media Economy Economics 162

Abnormal Returns

DECEMBER 18, 2023

institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. bbc.com) How young Chinese are dealing with a lethargic economy. wsj.com) Why we should give Ukraine frozen Russian assets now.

Financial Advising 232

Financial Advising Startup Media Government 232

Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. wsj.com) Finance More banks are marking down the value of U.S. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps.

Financial Advising 251

Financial Advising Taxes Manufacturing Media 251

Abnormal Returns

MARCH 13, 2023

(bonddad.blogspot.com) We still don't know everything about the downfall of Silicon Valley Bank. ritholtz.com) The reversal in interest rates could relieve some pressure on bank portfolios. mailchi.mp) Why more assets are going to flow to systemically important banks. marginalrevolution.com) Why Signature Bank went under.

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

The Big Picture

OCTOBER 28, 2023

The creator economy, as it’s known, is now a global industry valued at $250 billion, with tens of millions of workers, hundreds of millions of customers and its own trade association and work-credentialing programs. Wellington is one of the world’s top 20 asset managers, was founded in 1933, and runs $1.2 trillion in client assets.

Wealth Management 271

Wealth Management Financial Services Banking Management 271

Abnormal Returns

MARCH 14, 2023

(portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. neckar.substack.com) Silicon Valley Bank There is plenty of blame to go around for the downfall of SVB including the pandemic. theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. nytimes.com) What's new in GPT-4.

Startup 200

Startup Financial Guidance Financial Advising Media 200

Abnormal Returns

APRIL 21, 2023

CDs Short duration assets, like CDs, look good right now, but they do have risks. awealthofcommonsense.com) Bank CD rates are at 15-year highs. wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? ft.com) Banks and direct lenders are increasingly in conflict. The question is for how long?

Financial Advising 206

Financial Advising Banking Media Economy 206

MarketWatch

JUNE 23, 2023

manufacturing-sector data and a spate of European central bank interest rate hikes on Thursday. It’s at one of its widest spreads levels since early March, a period dominated by fears about Silicon Valley Bank. It has a lag time of six to 12 months or beyond, and the economy can take a while to make big turns. should as well.”

Economy 75

Economy Marketing Marketing Banking 75

Indigo Marketing Agency

MARCH 14, 2023

The collapse of a bank is a significant event—one that can cause shockwaves throughout the financial industry. In the case of the Silicon Valley Bank failure, it can be particularly alarming for those invested in the technology sector. This results in less time spent educating and calming individual skittish clients.

Communication 98

Communication Banking Clients Financial Advisor 98

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. blogs.cfainstitute.org) Banks Bitcoin is benefiting from the banking crisis. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. tker.co) Bank depositors are moving money into money market mutual funds.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

The Big Picture

MARCH 10, 2023

For more than a century, America’s central bank has been a key part of the investing environment, and it’s your job as an active manager to incorporate their probable policy decisions into your strategy. The FOMC seems a little panicky; the result is the Fed is breaking things throughout the economy.

Banking 341

Banking Assets Management Economy 341

Nationwide Financial

MARCH 27, 2023

Thoughts Equity markets look to extend their winning streak to three weeks despite continued uncertainty in the banking sector. Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. over the past two weeks.

Banking 98

Banking Marketing Marketing Asset Allocation 98

Abnormal Returns

MARCH 20, 2023

bloomberg.com) Rising rates are still working their way through the markets and economy. allstarcharts.com) New York Community Bank is acquiring Signature Bank but not its crypto assets. cnbc.com) When will weakness in the tech sector spill over into the broader economy?

Financial Advising 130

Financial Advising Banking Economy Media 130

Trade Brains

JUNE 2, 2023

Best Private Bank Stocks in India: As of May 2023, India has a total of 25 listed private banks. There are only six large-cap banks which are very well known to us like HDFC Bank, Axis Bank, and ICICI Bank. Keep reading to find out more about the Best Private Bank Stocks in India. billion as of 2022.

Banking 52

Banking Financial Services Retail Assets 52