Trade Brains

JULY 23, 2022

The company has managed a low PE compared to its peers in the industry promises a fair valuation despite the meteoric rise. India, being an emerging economy urbanization and industrialization hold key to the development. Economy of scales. Technical Charts. Economic development. Higher scope. Liquidity Framework.

Manufacturing 52

Manufacturing Government Investing Investments 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And the third, the one that nobody talks about is risk management. Risk management. Then the volatility and, and the valuation makes an enormous difference. We talked about the importance of risk management and volatility.

Investing 130

Investing Investments Clients Management 130

The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. 00:14:30 [Speaker Changed] I talked about setting up the infrastructure to prepare to invest, and we looked at every asset class. So they’re always making this judgment, will I produce enough cash to, to manage those liabilities?

Banking 143

Banking Portfolio Assets Investing 143

The Better Letter

JANUARY 26, 2024

In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. who became a professor at the University of Michigan before setting up his own asset management firm. High on that success, as of September 2010, Hussman managed $6.7

Assets 103

Assets Valuation Management Investing 103

The Big Picture

AUGUST 29, 2023

That period very much encompasses Vanguard going from an admittedly successful, but not enormous entity, till I think the 2000s, especially the financial crisis, changed how people thought about managed assets, indexing, advisory versus transactional, and Vanguard, along with BlackRock, have been two of the biggest beneficiaries of this.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question.

Clients 154

Clients Investing Investments Management 154

Brown Advisory

NOVEMBER 1, 2019

In an economy where more of our younger clients are classified as consultants or freelancers, and not “employees” in a legal sense, payment of medical premiums that may be higher than with a traditional employer plan is a meaningful gift. Intra-spousal transfer, to provide one spouse with sufficient assets to fund…. …a

Planning 52

Planning Taxes Clients Estate Planning 52

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. That had mismatched assets. It’s not an asset that other creditors can go after.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. So different time horizons, different assets. TROPIN: Yeah.

Management 296

Management Assets Risk Management Valuation 296

The Big Picture

JULY 19, 2022

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. Or is it just country by country?

Banking 154

Banking Assets Government Investing 154

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 143

Banking Investing Investments Marketing 143