Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. capitalspectator.com) The drop in bond yields reversed a lot of market trends. ft.com) Triple-levered anything can wreck your portfolio. ft.com) Economy Consumers are finally pushing back against higher prices.

Media 225

Media Financial Advising Retail Economy 225

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 140

Assets Management Portfolio Investing 140

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market.

Financial Advising 184

Financial Advising Startup Valuation Economy 184

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

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

OCTOBER 14, 2022

Markets Bond market volatility is at crisis levels. axios.com) The biggest risk to the market right now is central bank policy error. awealthofcommonsense.com) When the stock market is down 25% we are usually already in a recession. theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. The bottom line: A big first quarter could indicate the bull market is alive and well.

Marketing 96

Marketing Marketing Valuation Economy 96

Abnormal Returns

NOVEMBER 12, 2023

Markets U.S. allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. theblock.co) Demographics U.S.

Financial Advising 225

Financial Advising Economics Economy Manufacturing 225

Abnormal Returns

SEPTEMBER 26, 2023

Alternatives Private market access funds are all the rage. 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.

Asset Allocation 251

Asset Allocation Financial Advising Assets Media 251

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. The total bond market is experiencing a -17% decline from the all-time high. year instrument.

Economy 81

Economy Retail Government Banking 81

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 210

Financial Advising Media Economy Economics 210

Truemind Capital

JANUARY 24, 2024

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. Similarly today, easy monetary policy has boosted the equity market valuations. However, this is not going to be easy.

Portfolio 52

Portfolio Valuation Engineering Economics 52

Advisor Perspectives

MAY 9, 2024

Shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios.

Marketing 52

Marketing Marketing Economy Portfolio 52

Abnormal Returns

AUGUST 3, 2023

Markets Share buybacks are down some 15% YTD. rcmalternatives.com) The Big Seven It's not surprising that a handful of stocks are driving the market. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. capitalallocators.com) Strategy Market regimes change, whether you like it or not.

Financial Advising 194

Financial Advising Portfolio Management Economy Media 194

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 93

Insurance Economy Portfolio Assets 93

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? 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. nytimes.com) It's easy to load up on cash, harder to put it to work.

Asset Allocation 208

Asset Allocation Financial Advising Startup Economy 208

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? slate.com) Economy The Misery Index is falling rapidly. ritholtz.com) Why aren't higher interest rates tamping down more on the housing market? morningstar.com) Why young people are at-risk of overtrading. cnbc.com) What the Musk-Zuckerberg spat tells us about technology.

Financial Advising 193

Financial Advising Media Economy Economics 193

Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. 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.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. twitter.com) Crypto Gary Gensler's SEC has been busy.

Financial Advising 194

Financial Advising Startup Banking Manufacturing 194

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. stock market is on a five-month winning streak. ft.com) Markets What investors got wrong about the stock market's rally year-to-date. ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in.

Financial Advising 210

Financial Advising Retail Media Economy 210

Advisor Perspectives

NOVEMBER 29, 2023

Now it has become part of the indexing landscape, competing for assets with other quantitative approaches. It has historically outperformed in markets that favored value stocks and shown resilience in growth markets.

Portfolio 52

Portfolio Valuation Assets Economy 52

Abnormal Returns

JANUARY 11, 2023

Markets How does the 60/40 portfolio perform after big down years? economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. etf.com) Finance Wells Fargo ($WFC) is pulling back from the mortgage origination market. thebasispoint.com) Fidelity is buying Shoobx Inc.,

Financial Advising 194

Financial Advising Startup Economy Media 194

Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The Adani saga also aggravated volatility. 5%) and by RBI (25 bps to 6.5%).

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

We often tell our clients that we don’t have a crystal ball, we don’t know how the market will perform over the next few months or what specific stocks will be up or down. What we do know is fundamentally how markets work and what previous economic cycles have shown to be true over and over again. That’s why they hire us.

Marketing 81

Marketing Marketing Financial Advisor Clients 81

The Big Picture

DECEMBER 12, 2022

The Hustle ). • What Is the Bond Market Saying About the Economy? The bond market is known for being much smarter than the stock market but we don’t have to go back very far to find a time when it was wrong. The bond market certainly DID NOT see the pandemic-induced inflation coming. ( New York Times ). •

Math 290

Math Economy Communication Economics 290

Validea

AUGUST 9, 2022

In the past, the 60% stocks and 40% bonds portfolio strategy was an easy-to-maintain winning approach that offered good returns alongside solid protection during market turmoil. But when bond yields hit bottom in March 2020, the global economy was already undergoing a massive shift. The post The 60/40 Portfolio: Is It Dead?

Portfolio 59

Portfolio Financial Advisor Clients Management 59

The Big Picture

APRIL 17, 2023

My back-to-work morning train WFH reads: • Would You Rather Outperform During Bull Markets or Bear Markets? It’s hard to believe how much brainpower, time, effort and money go into beating the market by hedge funds, mutual funds, separately-managed accounts and stock-pickers…and the vast majority of them fail at their stated goal. (

Management 275

Management Assets Taxes Investing 275

Carson Wealth

DECEMBER 18, 2023

Markets were off to the races after the Fed released its statement and economic projections. Bond yields fell, and equity markets rallied. This is outdated information as private market indices such as Apartment List show rents falling compared to last year. And the first cut could come sooner rather than later.

Marketing 96

Marketing Marketing Economy Investing 96

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards. Sensex went up by 9.5%

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

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 266

Wealth Management Financial Services Banking Management 266

Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Let’s discuss asset classes in terms of something everyone understands – shoes. Like asset classes, they each serve a purpose, and it is a good idea for your closet, and your portfolio, to have some of each. Boat Shoes – U.S.

Assets 52

Assets Portfolio Taxes Financial Services 52

Carson Wealth

JANUARY 22, 2024

Setting all-time highs is generally supportive for markets, and they’re even better if it’s been a year or more since the last one. As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. The previous record high was set on Jan. They are perfectly normal.

Marketing 97

Marketing Marketing Economy Portfolio 97

Abnormal Returns

MAY 11, 2023

Markets What's the best asset to hold during a recession? ft.com) Softbank continues to mark down its Vision Fund portfolio. ritholtz.com) Housing The American housing market is locked up due to prior low mortgage rates. morningstar.com) If you invest in stocks there are going to be extended periods of poor performance.

Financial Advising 194

Financial Advising Media Economy Portfolio 194

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Integrity Financial Planning

SEPTEMBER 26, 2022

There is no simple fix for getting ready for a rocky economy – what is right for you may vary based on your unique financial situation, goals, and retirement timelines. What Can We Expect from the Markets? We might see sustained inflation, more market volatility, and an overall tighter economy.

Financial Advisor 98

Financial Advisor Retirement Planning Risk Tolerance Marketing 98

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand. etf.com) Global U.S.

Startup 185

Startup Valuation Financial Advising Distribution 185