Meb Faber Research

AUGUST 12, 2022

The post Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) appeared first on Meb Faber Research - Stock Market and Investing Blog.

Assets 78

Assets Management Investing Investments 78

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Advisors, meanwhile, are facing constraints while grappling with a volatile market, and their relationships with clients are being tested.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She discusses how her carrer in media branding and marketing was a perfect background for an online digital asset manager.

Wealth Management 167

Wealth Management Media Portfolio Management Retail 167

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

Investing 96

Investing Investments Marketing Marketing 96

Abnormal Returns

AUGUST 16, 2022

(institutionalinvestor.com) Portfolio management Alpha calculations don't matter if allocators ignore them. blogs.cfainstitute.org) Does adding a trend filter to bonds matter in a portfolio context? klementoninvesting.substack.com) Research Emerging markets act like a big risk-on asset.

Portfolio Management 130

Portfolio Management Portfolio Assets Management 130

The Big Picture

DECEMBER 9, 2023

Be sure to check out our Masters in Business next week with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets. Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years.

Management 190

Management Portfolio Management Investing Investments 190

Abnormal Returns

AUGUST 3, 2023

Markets Share buybacks are down some 15% YTD. advisorperspectives.com) Managed futures are struggling to keep up YTD. rcmalternatives.com) The Big Seven It's not surprising that a handful of stocks are driving the market. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks.

Financial Advising 189

Financial Advising Portfolio Management Economy Media 189

The Big Picture

AUGUST 12, 2023

This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June.

Management 245

Management Portfolio Management Portfolio Assets 245

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. What is asset management? is referred to as asset management.

Management 52

Management Assets Investing Investments 52

Advisor Perspectives

FEBRUARY 16, 2024

Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios.

Investing 52

Investing Investments Portfolio Management Portfolio 52

The Big Picture

DECEMBER 30, 2023

billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

Portfolio Management 130

Portfolio Management Management Distribution Portfolio 130

The Big Picture

JANUARY 13, 2024

NOEMA ) • 12 Lessons the Market Taught Investors in 2023 : Market-timing, short-term thinking again cost investors. Marcus is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Portfolio Management 157

Portfolio Management Economy Economics Portfolio 157

The Big Picture

JULY 13, 2023

My morning train reads: • Stocks Took an 18-Month Round Trip From Tech Bear to AI Bull : The same handful of megacap names that led the market down have been powering the latest surge. New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

Portfolio Management 246

Portfolio Management Food Economy Accounting 246

The Big Picture

JULY 8, 2023

billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

Portfolio Management 167

Portfolio Management Management Distribution Portfolio 167

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 191

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 191

Meb Faber Research

SEPTEMBER 20, 2023

Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors.

Investing 67

Investing Investments Portfolio Management Portfolio 67

Advisor Perspectives

JANUARY 4, 2024

Themes ETFs, a new ETF sponsor, offers products that seek to provide investors with a way to own the opportunities that are shaping the future and moving markets, with expense ratios 40% cheaper than the average charged by competitor funds.

Investing 64

Investing Investments Portfolio Management Distribution 64

The Big Picture

JULY 18, 2023

My Two-for-Tuesday train WFH reads: • Good News-Bad News About the Economy : The hard part about markets and the economy is that there are often conflicting signals about what’s going on. National Endowment for the Humantiies ) Be sure to check out our Masters in Business this week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. We find opportunities in the $1.5

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Many of these businesses were still viewed as compelling investment opportunities, but market capitalization limits precluded incremental purchases. to $30 billion market cap range that look a lot like what we see in the $0.5 Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Carson Wealth

JANUARY 2, 2024

The Year Played Out as Expected Ryan Detrick, VP and Chief Market Strategist You might not believe it, but 2023 played out just as expected. Emerging from the depths of the 2022 bear market, the introduction of ChatGPT illuminated the potential of AI for the layman, igniting a remarkable surge in related tech stocks. While 6.5%

Marketing 89

Marketing Marketing Economy Manufacturing 89

Brown Advisory

JUNE 21, 2023

CIO Perspectives: A New Bull Market? The economy shakes, but the market shrugs. The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world.

Marketing 52

Marketing Marketing Asset Allocation Clients 52

Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 205

Financial Advisor Investing Investments Financial Advice 205

Meb Faber Research

JUNE 7, 2023

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.

Portfolio Management 55

Portfolio Management Risk Management Portfolio Management 55

Meb Faber Research

JUNE 21, 2023

Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity Guest: Ben Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm.

Asset Allocation 52

Asset Allocation Portfolio Management Portfolio Assets 52

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)

Wealth Management 157

Wealth Management Portfolio Management Management Investment Advisor 157

The Big Picture

JULY 19, 2023

Teddy ) • Jerome Powell’s Prized Labor Market Is Back. The Federal Reserve chair spent the early pandemic bemoaning the loss of a strong job market. The firm, Strive Asset Management, is seen “as political over investment oriented,” turning off some investors and limiting its opportunities to grow, according to the letter.

Advertising 130

Advertising Portfolio Management Sales Retail 130

The Big Picture

JANUARY 14, 2024

New Yorker ) • Buying Home and Auto Insurance Is Becoming Impossible : Huge losses from national disasters prompt industry to jack up prices and pull back from some markets; ‘worst possible scenario’ for consumers. Financial markets show heightened uncertainty among investors for companies that have been hit by hurricanes.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

David Nelson

NOVEMBER 28, 2022

stocks sometimes to the exclusion of most other asset classes. Since October the only top five market cap contender and hands down winner is none other than value guru Warren Buffet’s Berkshire Hathaway (BRKB). Data for the Market is still suspect. Data for the Market is still suspect. By David Nelson, CFA.

Marketing 52

Marketing Marketing Portfolio Management Manufacturing 52

Discipline Funds

FEBRUARY 21, 2023

Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process. The All Duration Investing approach adds the element of time by quantifying a portfolio for returns per unit of risk across time.

Asset Allocation 52

Asset Allocation Investing Investments Portfolio Management 52

International College of Financial Planning

MAY 9, 2024

Advanced data analytics, and AI-driven market prediction tools are now at the forefront, helping advisors identify market trends, forecast economic conditions, and tailor investment strategies to meet specific client needs. Such a panoramic financial perspective empowers users to make informed financial decisions.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Trade Brains

JANUARY 26, 2024

Best Midcap Stocks with High Net Profit Margin : Mid-cap stocks are companies whose market cap ranges between Rs 16800 and Rs 48900 crores. Its operations cover most of the real estate development, including planning, execution, marketing, management, maintenance, and sales. Market Cap (Cr.) ₹ 47,239 EPS(TTM) 51.69

Retail 105

Retail Assets Accounting Management 105

Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Meb Faber Research

OCTOBER 10, 2022

Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global and has over 15 years of […].

Investing 52

Investing Investments Portfolio Management Portfolio 52

Advisor Perspectives

FEBRUARY 6, 2023

Northern Trust Asset Management (NTAM) is a leading global investment manager with $1 trillion in assets under management. It released “The Risk Report” late last year, which is an aggregated analysis of 280 institutional equity portfolios across the globe.

Portfolio Management 52

Portfolio Management Consulting Portfolio Assets 52

Nerd's Eye View

AUGUST 2, 2022

Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. My guest on today's podcast is Matthew Topley.

Clients 178

Clients Financial Advisor Financial Planning Portfolio Management 178

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52