The Big Picture

MARCH 4, 2023

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. in financial economics from London Business School. Previously, she worked at Soros Capital Management and with Steve Cohen at SAC Capital. She earned her Ph.D.

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Assets Management Media Investing 164

Wealth Management

FEBRUARY 1, 2023

Managing a real estate asset through uncertain economic times largely relies on controlling expenses and optimizing revenue. Getting these fundamentals right is something that good property managers excel at.

Assets 113

Assets Management Economics 113

Advisor Perspectives

DECEMBER 20, 2023

Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? What the “new rate regime” means for portfolios and strategic asset allocations Trends and opportunities in Fixed Income and Equities But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Mish Talk

NOVEMBER 28, 2022

Crypto Firms in Bankruptcy Proceedings End of an Era The Balance Sheet Assets $256 million. The firm, founded in 2017 by Zac Prince and Flori Marquez and backed by Thiel Capital spinout Valar Ventures, lends money to customers using their cryptocurrency assets as collateral. Liabilities $1 to $10 billion.

Assets 214

Assets Management Economics 214

Advisor Perspectives

JANUARY 16, 2024

As we look ahead to the rest of 2024, we’ll explore one strategy that may help advisors weather the storm – real assets. My guest today, Christopher Huemmer, senior client portfolio manager at FlexShares Exchange Traded Funds, will offer insights into how to invest in real assets and ways to get exposure with ETFs.

Assets 59

Assets Portfolio Management Portfolio Economics 59

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. So I actually went and worked in economics, I was an econometrician. It depends on your asset allocation. Elizabeth Burton : Hi Barry.

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Assets Management Portfolio Investing 139

Advisor Perspectives

OCTOBER 1, 2023

Certain asset classes thrive or lag as economies move through one cycle to the next. Franklin Templeton Institute’s Tony Davidow shares how to analyze different economic indicators and how asset classes perform through economic regime changes.

Economics 45

Economics Assets Economy 45

Mish Talk

DECEMBER 4, 2022

The liquidators later ordered the transfer of the unit’s crypto assets to a digital wallet controlled by the Bahamian government. In Turkey, authorities have seized the assets of FTX’s local subsidiary, an affront to Mr. Ray’s efforts to sweep FTX’s assets into the chapter 11 process in Delaware. Turkey found nearly $3.1

Assets 176

Assets Banking Government Commission 176

Advisor Perspectives

JUNE 16, 2023

Ignore the “noise” of the market and adhere to your well-thought-out asset-allocation strategy that acknowledges both the virtual certainty of recessions and bear markets while also recognizing that trying to time the market based on economic forecasts is likely to prove counterproductive.

Economics 59

Economics Asset Allocation Assets Marketing 59

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 240

Asset Allocation Wealth Accumulation Assets Portfolio 240

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

Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. With economic factors weighing heavy on their minds and 90% of pre-retirees concerned that the U.S.

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Retirement Economics Planning Retirement Planning 97

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. 1] [link]. [2] 2] [link]. [3] 3] [link]. [4]

Accounting 97

Accounting Retirement Economics Financial Planning 97

Abnormal Returns

APRIL 26, 2024

spyglass.org) Economy Barry Ritholtz talks with Bill McBride about which economic data really matters. ritholtz.com) James Pethokoukis talks economic optimism with Ed Yardeni. (bigtechnology.com) The Apple ($AAPL)-Spotify ($SPOT) battle is just exhausting.

Portfolio Management 130

Portfolio Management Economics Assets Management 130

Wealth Management

NOVEMBER 14, 2023

Financial firms are continuing to reduce headcount in response to mounting economic and geopolitical uncertainties, higher rates and a slower pace of dealmaking.

Assets 102

Assets Management Economics 102

Abnormal Returns

JANUARY 16, 2024

Asset management Big asset managers get paid on AUM, not performance. papers.ssrn.com) Media (economic) sentiment has gotten increasingly negative over the past 50 years. papers.ssrn.com) Media (economic) sentiment has gotten increasingly negative over the past 50 years. papers.ssrn.com) A primer on private credit.

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Distribution Media Assets Economics 229

Alpha Architect

JULY 19, 2022

We examine Sentix sentiment indices for use in tactical asset allocation. Europe, Japan, and Asia ex-Japan by taking the difference in 6-month economic expectations between each region's institutional and individual investors. In particular, we construct monthly relative sentiment factors for the U.S.,

Asset Allocation 87

Asset Allocation Assets Economics Marketing 87

Wealth Management

MAY 1, 2023

Discover how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions.

Financial Advisor 104

Financial Advisor Assets Economics Investing 104

The Big Picture

AUGUST 25, 2023

China, Clickbait, & Market Crises: What Investors Should Know About Behavioral Economics Here is the Moneyshow’s description: “Barry Ritholtz is Founder and CIO of Ritholtz Wealth Management. He is also a long-time market analyst, commentator, and expert on behavioral economics principles as they apply to investing.

Wealth Management 246

Wealth Management Economics Assets Management 246

The Big Picture

NOVEMBER 15, 2023

Note: We deploy many of these solutions at RWM that take advantage of our knowledge of behavioral economics.) Understanding these basics will at least give you some guidance as to when your behavior is putting your assets at risk. March 3, 2023) How to Use Behavioral Finance in Asset Management: Part I , Part II , Part III _ 1.

Investing 339

Investing Investments Portfolio Economics 339

Wealth Management

OCTOBER 18, 2023

But can it be sustained, given the negative asset growth in 2022?

Economics 115

Economics Assets 115

Discipline Funds

JUNE 29, 2023

So far, it looks like the smooth landing is unfolding, but I joined Oliver Renick yesterday on TD Ameritrade TV to discuss the possibility of a different scenario – the “trampoline landing” This scenario is not just a smooth landing, but a big bounce in economic activity coming off of 2022. in T-Bills for many years to come.

Economics 52

Economics Distribution Economy Assets 52

Advisor Perspectives

MAY 19, 2023

Despite economic uncertainty, we see compelling value in high-quality, liquid assets that we view as more resilient in the face of a potential recession.

Assets 52

Assets Economics 52

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. novelinvestor.com) Growth and value performance flip-flopped in March 2024. mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried?

Financial Advising 243

Financial Advising Economy Media Economics 243

Wealth Management

APRIL 4, 2024

After accounting for additional risks and fees, the asset class delivers virtually no extra return to investors, according to a study released by the National Bureau of Economic Research.

Economics 113

Economics Accounting Assets 113

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. insights.finominal.com) Economy Aging isn't great for economic growth. obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. barrons.com) Strategy Everyone and everything ends up underperforming at some point.

Asset Allocation 245

Asset Allocation Financial Advising Media Assets 245

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. mrzepczynski.blogspot.com) Economic activity continues to shift toward these four Sunbelt cities.

Financial Advising 245

Financial Advising Economics Economy Manufacturing 245

NAIFA Advisor Today

FEBRUARY 14, 2023

This month's InsuranceNewsNet magazine features an article by NAIFA leader Jeff Snyder sharing how to use proactive asset reallocation over the next three years to help clients avoid unintended tax consequences and other possible financial pitfalls in retirement.

Assets 52

Assets Retirement Taxes Clients 52

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. Alternatives Private market access funds are all the rage.

Asset Allocation 267

Asset Allocation Financial Advising Assets Media 267

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30. 70–90% vs. 80%).

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Abnormal Returns

APRIL 2, 2023

abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. morningstar.com) Asset location, 101. realreturns.blog) The stock market is almost always in a drawdown.

Asset Allocation 173

Asset Allocation Assets Economics Portfolio 173

Discipline Funds

JULY 21, 2023

You’re buying a long-term asset that is designed to lose money, but will create a very large short-term real return in the case of an outlier risk event. Journal of Financial Economics (JFE), Forthcoming, Available at SSRN: [link] or [link] Investment portfolio insurance is a more interesting thought exercise. May 28, 2018).

Insurance 52

Insurance Assets Portfolio Financial Planning 52

Abnormal Returns

MAY 23, 2023

mrzepczynski.blogspot.com) Economics How does the stock market do when the Fed is on pause? systematicindividualinvestor.com) Does economic trend add value above price trend? insights.finominal.com) How intangible asset intensity serves as a measure of quality. (aqr.com) How should investors rate hedge fund performance?

Asset Allocation 147

Asset Allocation Insurance Economics Assets 147

Advisor Perspectives

DECEMBER 4, 2023

In November, Treasury rates dropped, and risk assets rallied. The market expects continuing drops in inflation and slower, but not disastrous, growth. The data support the market's sanguine assessment.

Economics 52

Economics Marketing Marketing Assets 52

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. nytimes.com) Economy The economic graph of 2023. wsj.com) The economic schedule for the coming week. on.spdji.com) Some of the best charts of 2023. theblock.co) Spot Bitcoin ETFs will be run by the biggest financial players on the planet.

Financial Advising 245

Financial Advising Medical Economy Economics 245

Advisor Perspectives

JUNE 25, 2023

As market conditions have improved, inter-asset correlations have also shifted. Since the March trough the S&P 500 Index has gained around 14% and ten-year Treasury yields have risen roughly 0.50%.

Economics 52

Economics Assets Marketing Marketing 52