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 185

Financial Advising Startup Valuation Economy 185

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. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. Then check out our weekly e-mail newsletter.

Startup 195

Startup Valuation Financial Advising Distribution 195

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theatlantic.com) Finding a good retail CEO is tough these days.

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? morningstar.com) Breaking down which assets are still ripe for active management. blog.validea.com) Visualizing U.S. interest rates since 2020.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. Can They Take Over $GBTC?

Math 59

Math Assets Government Engineering 59