Remove Definition Remove Financial Services Remove Valuation
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401(k) Record Keepers Facing Existential Moment

Wealth Management

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5 Staying still might delay extinguishing or irrelevance, but it cannot avoid it.

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Market Commentary: Investment Takeaways as Tariffs Take Their Toll on Markets

Carson Wealth

But what we do know is that with every decline, more risk has already been priced in and stock valuations have become cheaper compared to their longer-term earnings potential. As for April so far, markets have definitively passed their judgment on tariffs. This brings up an important point.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

You know, all these different things, which have definitely been influential in my career, without a doubt. 00:16:25 [Speaker Changed] It was definitely improving. And then number three is gonna be sentiment and valuation. Now, sometimes people say sentiment and valuation, why are they together?

Numbers 144
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Transcript: Apollo’s Torsten Slok

The Big Picture

But it’s absolutely clear what you’re saying that it was definitely the case and continues to be the case that who is it that is impacted when interest rates are high? How do you think about valuations for both equities and fixed income here in the beginning of 2025? They were saying we can begin to cut interest rates.

Economy 253
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Outlook for 2019 | The Measure of All Things

Brown Advisory

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. This is also a fitting moment to review the intersection of risk and valuation. Entering 2019, we face rising economic, political and market risks. In non-U.S.

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Market Commentary: Stocks in the Middle of Some Amazing Streaks While Job Growth Perks Up

Carson Wealth

We can divide that up into three key pieces that make overall returns: Earnings growth has contributed 57%-points Dividends contributed 14%-points Valuation multiple growth contributed 21%-points In other words, most of the returns have come from profits (and dividends). away from being rounded down to 4.0%.

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Balancing Act | For Good Measure: How We Value Global Leaders

Brown Advisory

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.