Abnormal Returns

AUGUST 5, 2022

wsj.com) Economy Sam Ro, "The U.S. (marginalrevolution.com) Stuff The value of NFL franchises just keeps going up. sportico.com) Boatsetter is Airbnb ($ABNB) for boats. news.crunchbase.com) On the bear market in luxury watches. labor market continues to be very strong."

Assets 211

Assets Startup Financial Advising Media 211

Advisor Perspectives

MARCH 9, 2024

will continue hiring in China for its asset management business as it targets growth in the world’s second-largest economy. JPMorgan Chase & Co.

Assets 59

Assets Management Economy 59

Abnormal Returns

MAY 1, 2024

on.spdji.com) How major asset classes performed in April 2024. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago. April 2024 The S&P 500 lost 4.08% in April 2024. Good luck identifying them.

Marketing 265

Marketing Marketing Financial Advising Manufacturing 265

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. How the Stock Market Affect the Economy?

Economy 98

Economy Marketing Marketing Economics 98

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. ft.com) Frozen Russian assets could soon pay for Ukraine's defense. wsj.com) Bitcoin is whatever you want it to be.

Asset Allocation 268

Asset Allocation Financial Advising Startup Assets 268

Advisor Perspectives

OCTOBER 2, 2023

In this special mid-year podcast, Rob is joined by MFS Chief Economist Erik Weisman to discuss all things around the economy, including the rate of inflation, probability of recession, and other trends that may affect the financial markets and assets.

Economy 52

Economy Financial Market Assets Marketing 52

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. theringer.com) Economy How well does consumer sentiment correlate with the real economy? 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.

Financial Advising 240

Financial Advising Economy Media Economics 240

Abnormal Returns

MAY 5, 2024

billion in assets in 28 ETFs. npr.org) Economy Q2 GDP is tracking above 3.0%. calculatedriskblog.com) Two reasons why the economy is still so strong. apolloacademy.com) The labor economy continues to soften. nytimes.com) Auditor, BF Borgers, has been suspended by the SEC. cnn.com) ETFs Avantis now has $43.4

Financial Advising 205

Financial Advising Medical Economy Media 205

Advisor Perspectives

FEBRUARY 7, 2024

Stocks and bonds rallied at the end of last year on the hope of a seemingly improbable combination of dynamics playing out to support financial assets in 2024 — cooling inflation, solid economic growth, a resilient labor market, and as much as 150 basis points of interest-rate cuts.

Economy 105

Economy Economics Assets Marketing 105

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. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 141

Assets Management Portfolio Investing 141

Wealth Management

APRIL 6, 2023

CBRE IM and Accelerate Investment Partnership formed a joint venture to invest in ground leases under critical, digital and green economy infrastructure assets. Here’s what executives from the two companies told WMRE about their plans.

Assets 99

Assets Economy Planning Investing 99

Bell Investment Advisors

NOVEMBER 6, 2023

The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? While higher rates suppress asset prices, they also tend to reward us with higher future returns. during the third quarter.

Economy 52

Economy Economics Investment Advisor Numbers 52

Abnormal Returns

JANUARY 7, 2024

entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' allstarcharts.com) How major asset classes performed in December 2023. wsj.com) Asset class returns were pretty green in 2023 except for commodities. Top clicks this week Some of the best charts of 2023.

Assets 257

Assets Economy Investing Investments 257

Abnormal Returns

SEPTEMBER 1, 2022

readthegeneralist.com) Economy Jobless claims have stopped going up. (economist.com) Football Real Madrid's new stadium is nearing completion. huddleup.substack.com) Chelsea's new owners are spending freely on talent. ft.com) Barcelona FC is under real financial pressure. pragcap.com) Housing are still selling quickly.

Assets 130

Assets Financial Advising Media Economy 130

Advisor Perspectives

AUGUST 7, 2023

Last week’s sharp moves in the US government bond market have people wondering about the implications not only for the outlook for other financial assets, including stocks but also for the economy and policy.

Economy 52

Economy Government Assets Marketing 52

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 80

Economy Retail Government Banking 80

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

Yardley Wealth Management

DECEMBER 23, 2022

The post The Stock Market is Not the Economy appeared first on Yardley Wealth Management, LLC. The Stock Market is Not the Economy. I think that the economy and the stock market always diverge, and the stock market is way more volatile than the economy. They are not the same thing.

Economy 52

Economy Marketing Marketing Wealth Management 52

Abnormal Returns

APRIL 26, 2024

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

Portfolio Management 242

Portfolio Management Economics Assets Management 242

MainStreet Financial Planning

AUGUST 16, 2022

There are many steps in building an investment portfolio, in this article, I’ll discuss how asset allocation and risk tolerance are important considerations when investing. In simple terms, asset allocation is the mix of all the different types of investments you have in your portfolio. Some examples include U.S.

Asset Allocation 52

Asset Allocation Assets Risk Tolerance Portfolio 52

Abnormal Returns

NOVEMBER 13, 2023

on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. wsj.com) Economy When will the Fed cut rates? calculatedriskblog.com) The bull case for the global economy. Crypto The crypto industry is at a crossroads, post-FTX. wsj.com) How did Singapore get so rich?

Education 268

Education Startup Financial Advising Economy 268

Abnormal Returns

JANUARY 2, 2024

Markets How major asset classes performed in December 2023. albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theinformation.com) Economy State coincident indicators show a slowing economy. capitalspectator.com) 2023 was a welcome respite from 2022, market-wise.

Financial Advising 242

Financial Advising Economy Media Assets 242

Abnormal Returns

FEBRUARY 2, 2024

econbrowser.com) How to use frozen Russian assets to benefit Ukraine. nytimes.com) Economy The January NFP report showed a big jump in jobs and a 3.7% nytimes.com) Economy The January NFP report showed a big jump in jobs and a 3.7% bonddad.blogspot.com) A stronger economy, for now, means higher mortgage rates.

Financial Advising 216

Financial Advising Economy Media Accounting 216

Validea

AUGUST 4, 2022

Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such as brands and intellectual property. We speak to Sparkline Capital founder Kai Wu about how he looks at intangible assets and the machine learning based methods he uses to value them.

Assets 59

Assets Economy Numbers Investing 59

Abnormal Returns

JANUARY 5, 2024

vulture.com) Economy 10 things Joe Weisenthal and Tracy Alloway learned in 2023. bloomberg.com) Four megatrends heading into 2024 including a more normal economy. ritholtz.com) Patrick O'Shaughnessy talks investing in money managers with Erik Serrano who is the CEO of Stable Asset Management.

Economy 228

Economy Economics Management Assets 228

Advisor Perspectives

JULY 17, 2023

Nikko Asset Management presents an analysis of global market trends, offering insights into the surprising performance of equities and the resilience of the global economy to date.

Assets 40

Assets Management Investing Investments 40

A Wealth of Common Sense

APRIL 30, 2024

It feels like we’re in a weird place from the perspective of the economy and financial assets. Housing prices seem too high. Consumer prices seem too high. Stock prices seem too high. Government debt seems too high. I understand why people are worried. Bear markets, financial crises, recessions, etc.

Government 122

Government Economy Assets Marketing 122

Abnormal Returns

MARCH 5, 2024

investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. biopharmadive.com) Economy Heavy truck sales increased in February. (seeitmarket.com) Strategy Being right is more important than being first. microcapclub.com) Being fearful is no way to invest. dariusforoux.com) Why you should write more.

Financial Advising 273

Financial Advising Media Economy Sales 273

Abnormal Returns

MARCH 8, 2024

spyglass.org) Economy Derek Thompson talks with Judd Cramer about what economists got wrong about the current economy. podcasts.apple.com) Matt Reustle talks with James Wilson, who is a fund manager at Phoenix Asset Management, about CNX Resources ($CNX). The biz Transcripts have come to Apple ($AAPL) Podcasts.

Economy 211

Economy Media Management Banking 211

Abnormal Returns

SEPTEMBER 25, 2023

etf.com) Higher yields are going to be a headwind for risky asset classes. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession. Cash Advisers are seeing more clients interested in cash. ft.com) Betterment is closing two of its crypto strategies.

Financial Advising 254

Financial Advising Startup Economy Media 254

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Economy Consumers are finally pushing back against higher prices. econbrowser.com) If you are looking for signs of weakness in the economy, here they are. capitalspectator.com) The drop in bond yields reversed a lot of market trends.

Media 241

Media Financial Advising Retail Economy 241

Abnormal Returns

MARCH 13, 2024

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." (nytimes.com) Fund management Venture capital is seeing a changing of the guard as experienced VCs pull the ripcord.

Financial Advising 288

Financial Advising Valuation Retail Media 288

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 171

Economics Marketing Marketing Valuation 171

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

Advisor Perspectives

DECEMBER 15, 2023

consumer, Global Head of Multi-Asset Adam Hetts at Janus Henderson Investors explains why he believes investors should take a defensive stance by prioritizing quality companies and cross-asset diversification.

Economy 52

Economy Engineering Assets Economics 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 263

Asset Allocation Financial Advising Assets Media 263

MarketWatch

JUNE 23, 2023

and markets“A deeply inverted yield curve means recession risks are on the rise, plain and simple,” said Michael Reynolds, vice president of investment strategy at Glenmede, which oversees around $41 billion in assets from Philadelphia. It has a lag time of six to 12 months or beyond, and the economy can take a while to make big turns.

Economy 75

Economy Marketing Marketing Banking 75