MarketWatch

MARCH 15, 2023

s valuation has reportedly fallen for the second time in 2023 as the company announced a new round of funding late Wednesday. Back in January, Stripe reportedly had cut its internal valuation to $63 billion, down from a $95 billion valuation in March 2021. Privately held fintech company Stripe Inc.’s

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Abnormal Returns

DECEMBER 19, 2023

alphaarchitect.com) The high quality anomaly shows up across asset classes. on.ft.com) Corporate finance Stock-based compensation makes a big difference for company valuations. aqr.com) Reinsurance returns are not surprisingly uncorrelated with traditional asset classes. papers.ssrn.com) Star analysts hit the road.

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Wealth Management

JANUARY 29, 2024

Larry Swedroe: Falling valuations mean that future expected returns are higher.

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Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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Abnormal Returns

JANUARY 14, 2024

downtownjoshbrown.com) Good luck trying to pick the best performing asset class on a year-by-year basis. awealthofcommonsense.com) 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' (thefp.com) Stock markets around the world are at or near their highs.

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Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. 02:32 – Cullen’s goals with his personal portfolio 04:50 – Matching the duration of assets with liabilities 09:38 – How Cullen views retirement 14:28 – Do Cullen’s macro views influence his portfolio?

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The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She 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.

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Abnormal Returns

MARCH 13, 2024

(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. axios.com) The long and winding road to a Reddit IPO. semafor.com) 18% of DFA's AUM is now in ETFs.

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MarketWatch

APRIL 12, 2023

GS on Wednesday drew an upgrade to buy from hold at UBS on the stock’s attractive valuation and lower risk profile than its peers. Goldman Sachs has an opportunity to accelerate its asset management business through “attractively-priced mergers and acquisitions,” Hawken said. Shares of Goldman Sachs rose 0.8%.

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Ron A. Rhodes

OCTOBER 2, 2023

stock asset classes, and even more significant losses in many… September 30, 2023 After a stellar first half of 2023, the third quarter of 2023 saw losses in most U.S.

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Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Abnormal Returns

JULY 25, 2023

sparklinecapital.com) Why asset managers need their own AI sandboxes. papers.ssrn.com) Research It makes total sense that equity market valuations are higher today than in the past. AI How to identify those companies that will benefit from AI adoption. alphaarchitect.com) Skew There's nothing magical about positive skew.

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Startup Valuation Taxes Accounting 206

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Valuations seem stretched, and there may be many signs that animal spirits are soaring. Valuations across asset classes, and the importance of interest rates to these valuations. Fri, 02/26/2021 - 13:22. Download the full report >.

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Advisor Perspectives

SEPTEMBER 23, 2023

While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.

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Assets Portfolio Valuation Investing 52

Abnormal Returns

MARCH 20, 2024

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. Strategy Ten things to know about building a diversified portfolio.

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Financial Advising Startup Valuation Economy 180

Abnormal Returns

JUNE 27, 2023

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. morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. Prices are now rising again.

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Asset Allocation Financial Advising Startup Valuation 185

The Big Picture

FEBRUARY 2, 2023

New York Times ) see also The Private Markets Valuation Debate Isn’t Settled Yet : The Miami conference circuit was abuzz with valuation chatter as investors weigh the pros and cons. Now, regular folk are outsmarting the pros. He is also a NYT bestselling author of multiple books on Goldman Sachs, Bear Stearns, and Lazard Frères.

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Valuation Banking Assets Investing 274

Abnormal Returns

JULY 24, 2023

(podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. thinkadvisor.com) Charles Schwab Charles Schwab ($SCHW) and TDA continues to grow RIA assets. thinkadvisor.com) A Q&A with Rob Meyerson, founder and principal of Heirloom, about naming your firm.

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Valuation Communication Financial Planning Management 186

Abnormal Returns

JUNE 27, 2023

(blog.thinknewfound.com) Gold trades like an investment asset, not a commodity. papers.ssrn.com) There doesn't seem to be a relationship between industry income volatility and valuations. papers.ssrn.com) Research Historically index returns were not available to investors due to higher costs, etc.

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A Wealth of Common Sense

OCTOBER 26, 2023

Further Reading: Do Valuations Even Matter For the Stock Market? 2And this is real since stocks are a real asset. The post What Returns Should You Expect in the Stock Market?

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Nerd's Eye View

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

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oXYGen Financial

APRIL 7, 2024

![CDATA[ As we approach the threshold of history's most substantial generational wealth transfer, we foresee profound changes in asset allocation and valuation. This pivotal shiftcrucial for both families and the economysignals an era filled with opportunities and challenges, particularly for Gen X and Millennials.

Asset Allocation 52

Asset Allocation Valuation Assets 52

Abnormal Returns

SEPTEMBER 6, 2022

evidenceinvestor.com) Green assets don't always earn a premium. onveston.substack.com) Why you should be skeptical of private equity valuations when firms are fundraising. (morningstar.com) ETFs Sector ETFs by and large underperform the broad market. papers.ssrn.com) ETF issuers need to have a strong online presence.

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Marketing Marketing Valuation Assets 179

The Big Picture

MAY 5, 2023

Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations. He is a member of the Management Committee and Co-Chair of the Asset Management Investment Committees, (private equity, infrastructure, growth equity, credit, and real estate).

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Startup Wealth Management Assets Valuation 359

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. The underlying companies are similar."

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Nerd's Eye View

OCTOBER 18, 2023

However, it isn't just individual companies or speculative assets like Bitcoin that can be prone to bubbles. In fact, as more and more technology proliferates, with much of it promising to have a worldwide and life-changing impact, the temptation to chase the next big thing may grow even stronger.

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The Big Picture

DECEMBER 17, 2022

A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management. This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management.

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The Big Picture

APRIL 5, 2023

We are less focused on the risks to REITs and more focused on where private market property valuations are going,” says Cohen & Steers’ Rich Hill. The Atlantic ) Be sure to check out our Masters in Business interview this weekend with Ken Kencel , founder and CEO of Churchill Asset Management. trillion asset manager of TIAA.

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MarketWatch

MARCH 8, 2023

WHP Global, an acquirer of retail brands backed by Oaktree Capital Management, on Wednesday said it reached a company valuation of $1.6 For its part, Oaktree is owned by Brookfield Asset Management Ltd. billion based on a fresh $375 million investment from Ares Management Corp.

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Trade Brains

APRIL 9, 2023

We will cover different types of ratios like valuation ratios, profitability ratios, liquidity ratios, efficiency ratios, and debt ratios. Valuation ratios are relative and are generally more helpful in comparing the companies in the same sector (apple to apple comparison). EV/EBITDA This is a turnover valuation ratio.

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The Big Picture

FEBRUARY 27, 2023

MSCI ex-USA: 8.4% ( Wealth of Common Sense ) • I’m not Sure Speculation Is Gone : Jim Chanos, president and founder of Chanos & Company, believes the level of silliness and speculation seen in 2020 and 2021 marked an important moment for valuations. These were the annual returns1 from 1970 through January 2023: S&P 500: 10.5%

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The Big Picture

AUGUST 14, 2023

As the International Energy Agency put it, investment by the industry in clean fuels “is picking up” but “remains well short of where it needs to be.” ( New York Times ) • Do Valuations Even Matter For the Stock Market? Mind you, this is not valuations at screaming buy levels, just below average. That’s around 5% of the time.

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The Big Picture

JULY 24, 2023

My back-to-work morning train WFH reads: • The Problem with Valuation. I have an issue with valuation models in general. Because basically all the valuation metrics tell the same story—U.S. stocks are overvalued, therefore, we should expect a major crash as these metrics return to their long-term historical averages.

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Valuation Economics Assets Clients 130

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Source: Factset, Carson Investment Research 3/28/2024 Valuations Revenues, earnings, margins, and other fundamental factors all contribute to the valuation of a company. Following the huge 11.2%

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Advisor Perspectives

JULY 26, 2023

High-quality fixed-income assets may offer the best return potential in more than a decade along with diversification benefits as a likely recession approaches.

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Advisor Perspectives

NOVEMBER 16, 2023

In our 2024 outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.

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Advisor Perspectives

JANUARY 25, 2024

Equity valuations are stretched, particularly in big tech. Given those challenges, you will learn about the opportunities for investors across a range of asset classes. and international stocks that trade at reasonable valuations and stand to benefit from important technology and secular trends. Past episodes of high U.S.

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