The Big Picture
NOVEMBER 15, 2023
Instead, we can deploy small hacks to thwart your own worst instincts and behaviors ; by making small changes in your outlook and investment process, you can channel these behaviors into less destructive outlets. Understanding these basics will at least give you some guidance as to when your behavior is putting your assets at risk.
Abnormal Returns
DECEMBER 19, 2023
alphaarchitect.com) The high quality anomaly shows up across asset classes. advisorperspectives.com) A history of quant investing and the state of the factor zoo. aqr.com) Reinsurance returns are not surprisingly uncorrelated with traditional asset classes. Factors Timing returns factors is tempting, but difficult in practice.
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The Big Picture
FEBRUARY 23, 2024
This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.
The Big Picture
JANUARY 3, 2024
At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.
The Big Picture
SEPTEMBER 16, 2023
This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.
The Big Picture
OCTOBER 22, 2022
This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.
Nerd's Eye View
MAY 17, 2023
For example, some brokerage firms won’t even allow foreign nationals to open new accounts, and others may require the individual to close the account and move their assets out if they ever move away from the U.S. on a work visa – maintaining enough flexibility to preserve their assets should those plans change.
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