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. morningstar.com) Achieving these three portfolio goals simultaneously is tough. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere.

Asset Allocation 265

Asset Allocation Financial Advising Assets Media 265

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. morningstar.com) A look at different variants of the 60/40 portfolio. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% unemployment rate.

Financial Advising 225

Financial Advising Media Economy Economics 225

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. wsj.com) The economic schedule for the coming week.

Asset Allocation 224

Asset Allocation Financial Advising Startup Economy 224

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? slate.com) Economy The Misery Index is falling rapidly. thinkadvisor.com) Aaron Brown, "When the economics of EMH is added to the mathematics of MPT, you get the financial revolution that created the Capital Asset Pricing Model and its many descendants." bloomberg.com)

Financial Advising 210

Financial Advising Media Economy Economics 210

Truemind Capital

JANUARY 24, 2024

Many investors of today do not have much idea about how persistently high inflation can be ruinous to the economic health and their own wealth. The world has accumulated a significant proportion of debt at low yields (thanks to reckless money printing) that any meaningful monetary tightening can plunge the economies into recession.

Portfolio 52

Portfolio Valuation Engineering Economics 52

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. wggtb.substack.com) Finance The Apple ($AAPL) Card savings account now has more than $10 billion in assets. economy didn't go into recession this year. theatlantic.com) Why economic perceptions have been so negative.

Financial Advising 211

Financial Advising Portfolio Management Economy Media 211

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. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

Assets 143

Assets Management Portfolio Investing 143

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. 3) The “This is Fine” Economy. 1) What’s the best inflation hedge?

Economy 77

Economy Retail Government Banking 77

Discipline Funds

FEBRUARY 9, 2024

1) Portfolio Insurance. Anyhow, I will write something more detailed on this in the near future, but I have always liked the idea that certain “alternative” assets are insurance. The basic thinking is that stocks and bonds are the core assets in our financial system. T-Bonds are deflation insurance.

Insurance 91

Insurance Economy Portfolio Assets 91

The Big Picture

OCTOBER 28, 2023

New York Times ) • How creators became an economic juggernaut and the new American Dream : Millions have ditched traditional career paths to work as online creators and content-makers, using their computers and phones to amass followers and build businesses whose influence now rivals the biggest names in entertainment, news and politics.

Wealth Management 271

Wealth Management Financial Services Banking Management 271

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

The Big Picture

APRIL 17, 2023

from the burial economy. But as investors are discovering, they aren’t exactly set-it-and-forget-it assets. Money dominates our thoughts, but time is actually your most important asset. Make sure you manage your portfolio differently than they do. If you’ve already won the game, take your money off the table. (

Management 281

Management Assets Taxes Investing 281

The Big Picture

DECEMBER 12, 2022

My back-to-work morning train WFH reads: • The sneaky economics of Ticketmaster : Ticketmaster’s maligned fees and customer service issues are again under the microscope. The Hustle ). • What Is the Bond Market Saying About the Economy? Has private equity avoided the asset-price crash? New York Times ). • Economist ).

Math 297

Math Economy Communication Economics 297

The Big Picture

SEPTEMBER 21, 2022

‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( The Overshoot ). Were Those Great Returns the Result of Skill — or Just Luck? Of Dollars And Data ). •

Financial Advice 279

Financial Advice Engineering Economy Management 279

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? (nytimes.com) AI requires a lot of semiconductors. pragcap.com) Fidelity is hiring!

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Validea

MAY 5, 2023

With valuations still high, the threat of a recession still looms over the economy, ushering in a prolonged period of low returns across the market, from stocks and real estate to corporate profits, as well as elevated inflation and unemployment rates. He also pointed to gold, which many have added to their portfolios as a stable asset.

Economics 52

Economics Government Economy Banking 52

The Big Picture

JANUARY 13, 2024

Perhaps we’ve all just become economic snowflakes? dollar, it would reshape the global economy and geopolitical landscape. Marcus is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Portfolio Management 154

Portfolio Management Economy Economics Portfolio 154

Discipline Funds

SEPTEMBER 22, 2023

But here are some things to consider before getting lured into this sort of drastic move: Shifting your portfolio like this is more akin to gambling than investing. Consider your time horizons and personal asset-liability mismatch. Shifting your portfolio like this is more akin to gambling than investing.

Portfolio 126

Portfolio Assets Insurance Investing 126

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. bnnbloomberg.ca) Jeff Benjamin, "Schwab Asset Management is launching a pilot program that enables fund investors to have a say in the direction of the proxy voting process." npr.org) Economy Retail sales are pointing to weaker growth.

Marketing 130

Marketing Marketing Financial Advising Retail 130

WiserAdvisor

MARCH 19, 2024

These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. A financial advisor can help you employ similar strategies and create a robust financial portfolio similar to wealthy investors.

Investing 59

Investing Investments Financial Advisor Taxes 59

Abnormal Returns

JULY 12, 2022

wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. caia.org) Every major asset class yields more than it did at the beginning of 2022. fastcompany.com) Economy How to model an economic recession in real-time. Markets S&P 500 companies paid out a record amount of dividends in Q2 2022.

Financial Advising 130

Financial Advising Media Economy Economics 130

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Stocks tend to lead the economy, and several major indexes are near new highs, which is a good signal for the economy.

Marketing 143

Marketing Marketing Economy Compliance 143

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Investing Caffeine

APRIL 3, 2023

In recent years, COVID and a ZIRP (Zero Interest Rate Policy) caused out-of-control inflation to swerve the economy in the wrong direction. Source: Trading Economics Unfortunately, this unparalleled spike in interest rates contributed to the 2nd and 3rd largest bank failures in American history, both occurring in March.

Banking 105

Banking Economy Economics Government 105

Integrity Financial Planning

AUGUST 31, 2023

It reveals a remarkable continuity in financial technology across cultures and epochs, highlighting the importance of these systems in societal development and economic growth. 1] In the same era, the concept of an investment portfolio came into being. 1] In addition to money, other financial tools also saw significant advancements.

Banking 97

Banking Financial Planning Accounting Portfolio 97

Trade Brains

SEPTEMBER 30, 2023

Most traded Commodities in The World : Commodities are the basic essential materials of a good economy from which other by-products are manufactured. Here we shall discuss the most traded commodities in the world with their importance, impact on economics and factors affecting their prices globally.

Economics 119

Economics Food Manufacturing Government 119

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. To learn more about our investment management service please contact us here.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? What Backs the Value of Money?

Investing 52

Investing Investments Asset Allocation Risk Management 52

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. We seek to avoid climate risks while embracing opportunities for mitigation and adaptation in our sustainable fixed income strategies, using multiple layers of research and analysis in an effort to pursue improved risk-adjusted returns and decarbonize our portfolios.

Portfolio 52

Portfolio Assets Investing Investments 52

Discipline Funds

MAY 3, 2024

In general, high rate debt like credit card debt is bad and certain types of low interest debt can be beneficial when the ROI is high(er) on the corresponding assets. And as a general rule I think it’s smart to assume that any debt with an interest rate higher than a 50/50 stock/bond portfolio’s expected return, is a bad debt.

Government 52

Government Economics Economy Portfolio 52

Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

Marketing 96

Marketing Marketing Economy Investing 96

Trade Brains

JANUARY 31, 2024

REC provides long-term loans and other financing products to State, Centre, and Private Companies to create infrastructure assets in the country. Classifying revenue based on major products or services offered, Particulars Contribution Income from Loan Assets 98.18% Fee for Implementation of Govt. The Economic Survey predicts a 6.5%

Planning 59

Planning Government Distribution Economics 59

Trade Brains

MAY 7, 2024

As of December 2023, the gross assets managed by the Company are worth Rs. Aadhar Housing Finance IPO Review – About the Industry The International Monetary Fund (IMF), on January 2024 economic outlook update, revised its India economic growth estimate in real terms for FY24 to 6.7% as of December 2023. from the previous 6.3%

Banking 59

Banking Assets Management Economy 59

Trade Brains

MAY 2, 2023

These Peter Lynch Categories of Stocks were named Slow growers, Stalwarts, Fast growers, Cyclical, Asset plays, and Turnarounds. Peter Lynch did not like to spend a lot of time on these ‘sluggards’ and his portfolio consisted of a very less percentage of slow growers.

Assets 98

Assets Portfolio Banking Management 98

Talon Wealth

MARCH 22, 2022

Economic indicators revealed an economy still running hot, with retail sales and manufacturing indicators all showing growth. In spite of the economic developments here at home, all eyes remain fixed on the Russian invasion of Ukraine and its possible outcomes. US equities jumped this week as the cost of oil fell. Market Update.

Economy 52

Economy Risk Tolerance Economics Assets 52

Talon Wealth

MARCH 15, 2022

In spite of the economic developments here at home, all eyes remain fixed on the Russian invasion of Ukraine and its possible outcomes. While war is never a welcome headline, the primary risk to the US economy right now remains inflation. Overall, the economy is still recovering well from pandemic lockdowns. Market Update.

Economics 52

Economics Economy Risk Tolerance Assets 52