James Hendries

AUGUST 15, 2022

Market-based interest rates those not controlled by the Fed—have come down quite a bit, supporting stock valuations. But we believe the combination of low valuations, lower interest rates, prospects for lower inflation, and the possibility that the Fed signals a pause over the upcoming months tip the scales toward the bulls.

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ClearMoney

DECEMBER 5, 2021

Any asset subject to such sharp swings may be catnip for traders but of limited value either as a reliable medium of exchange (to replace cash) or as a risk-reducing or inflation-hedging asset in a diversified portfolio (to replace bonds). Assessing the merits of bitcoin as an investment can be problematic.

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The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

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Steve Sanduski

JANUARY 20, 2023

Vista has over $95 billion AUM and over 20 years of experience investing exclusively in enterprise software. I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B software market. “We don’t do venture capital investing,” Michael explains.

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Trade Brains

NOVEMBER 26, 2023

It is the leading Registrar & Transfer Agency (RTA) to India’s Mutual Fund Industry, catering to ~69% of the Average Assets under Management (AUM) as of June 2023. Seafarer Overseas Growth Fund and Fidelity Investment Trust own about 3.23% and 2.87% of the Company respectively. Particulars Amount Particulars Amount CMP 2,786.1

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ClearMoney

NOVEMBER 4, 2021

per year in the US,3 as validation for investing in momentum-focused strategies. Considering the relatively low turnover required to capture profitability premiums,5 we believe high profitability strategies make a more compelling case as an asset allocation complement to value. Some see its outsize historical premium, 9.1%

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Trade Brains

MAY 6, 2023

However, still, it is much better than losing 90% of your investment amount. This further raised a red flag to investors looking to invest in the company. This resulted in the banks’ assets & advances growing by a CAGR of 34.1%. The carrier also lost its flying license during the period. Happy Investing!

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. It should not be assumed that investments in such securities have been or will be profitable.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Why biotechnology may offer especially compelling investment opportunities.

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Brown Advisory

AUGUST 24, 2017

Because of the cyclical nature of many real estate markets—and especially due to the recent painful memories of the mortgage crisis—many investors think that the only way to make money in real estate is to “catch a wave”—in other words, to invest in the right place and at the right time. Low correlation with other core asset classes.

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. But valuations strongly favor value over growth. The S&P 600 small cap index has returned about 1.5%

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Trade Brains

JULY 23, 2022

We commonly hear people talking about “I wish I had invested so and so money in so and so stock at that time I could’ve been a crorepati by now” but in reality, they ignore the stocks which have even more potential right now!! Stock selections in investing may seem customary decisions at first. What are growth stocks? TRENDING TOPIC.

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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. The Search for an ESG Investment Edge.

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Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Fee only advisors can now purchase annuities for their clients without having to be licensed agents.

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James Hendries

JANUARY 13, 2023

economy to avoid recession, and support above-average valuations. The relationship between inflation and stock valuations is a strong one, as shown in Figure 2 , which meant the market could no longer support price-to-earnings (P/E) ratios over 20 (the same goes for the relationship between interest rates and stock valuations).

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James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Investing involves risks including possible loss of principal.

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James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. While we acknowledge that interest rates could move higher still, we think the risk/reward profile of adding to rate-sensitive fixed income assets has improved.

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James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations. large cap S&P 500 Index.

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James Hendries

JULY 3, 2023

Later on, funding becomes essential, either via private equity, venture capital, or a direct relationship with investment banks, and even the Bank of Mom and Dad. A Fed pause is likely coming soon, if it’s not already here, as inflation continues to ease, supporting the case for staying fully invested. We think core bond sectors (U.S.

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James Hendries

JUNE 20, 2023

Summary and Investment Outlook Periods of economic regime shifts are difficult for policymakers to manage. LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. We think core bond sectors (U.S.

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James Hendries

OCTOBER 18, 2022

But overall, we would expect modest estimate cuts to be received positively by markets, supported by lower valuations and depressed investor sentiment. rather than 4%) could prop up valuations, stocks will likely take their cues from earnings in the near term. Investing involves risks including possible loss of principal.

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities. Stock investing involves risk including loss of principal. before falling back to near 3%.

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James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. All index data from FactSet.

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James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. All index data from FactSet.

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James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

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James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. Marc Zabicki , CFA , Chief Investment Officer, LPL Financial . Investing involves risks including possible loss of principal.

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James Hendries

JANUARY 26, 2023

Interest rates move higher along with the dollar, weighing on risk assets. We believe China-heavy emerging market equities are more of a trade than a long-term investment at this point. Investing involves risks including possible loss of principal. All investing involves risk, including possible loss of principal.

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James Hendries

MARCH 6, 2023

Higher interest rates are challenging stock valuations and perhaps pushing the gains further out in 2023, but we still see solid potential for double-digit returns for stocks this year. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

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James Hendries

OCTOBER 11, 2022

In addition, a major structural re-organization is in the planning stages that will involve sales of assets and spinning off parts of the international business. operate Liability Driven Investment (LDI) programs whereby they use derivatives to gain leveraged exposure to, supposedly safe, gilts. billion of debt securities.

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James Hendries

AUGUST 30, 2022

In our Midyear Outlook 2022: Navigating Turbulence , released back in mid-July, we wrote that it was tough to see the bull case through the cloud cover, but that an improved macroeconomic environment may set the stage for higher valuations, further earnings growth, and solid gains for stocks over the rest of the year.

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James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Bond yields are subject to change.

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James Hendries

JANUARY 31, 2023

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. All investing involves risk, including possible loss of principal.

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James Hendries

OCTOBER 25, 2022

As more metrics start blinking red, sticking to long-term investing plans with the guidance from a financial professional is becoming more and more important. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person.

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James Hendries

SEPTEMBER 13, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

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