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Wednesday links: a good process

Abnormal Returns

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. on.ft.com) There is still a lot of uncertainty around office building valuations. nytimes.com) Private equity shops are turning into one-stop alternative asset providers. Nobody really knows. wired.com) The spot Bitcoin ETF fee war is here.

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Tuesday links: the case for diversification

Abnormal Returns

Strategy High uncertainty decisions, like investing, are by definition difficult. behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. abnormalreturns.com) Adviser links: a decent place.

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Tuesday links: detrimental behavior

Abnormal Returns

Markets How major asset classes performed in December 2022. investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. abnormalreturns.com) Adviser links: forced distributions.

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Wednesday links: late strategizing

Abnormal Returns

Markets Market valuations are a lot more attractive than they were a year ago. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times. morningstar.com) Breaking down which assets are still ripe for active management. blog.validea.com) Visualizing U.S. interest rates since 2020.

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Tuesday links: a healthy accounting system

Abnormal Returns

Markets How major asset classes performed in October 2020. finance.yahoo.com) Strategy Joe Wiggins, "There is a stigma attached to saying “I don’t know”, not just in the investment industry but in many walks of life." every.to) Q3 saw big drops in startup valuations. Then check out our weekly e-mail newsletter.

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Global Leaders Strategy Annual Investment Review: January 2023

Brown Advisory

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

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Tuesday links: types of investors

Abnormal Returns

Markets A look at Magnificent Seven valuations. behaviouralinvestment.com) How to pick a proper investment benchmark. behaviouralinvestment.com) How to pick a proper investment benchmark. institutionalinvestor.com) Brookfield Asset Management ($BAM) keeps raising new infrastructure funds.