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The Power of the Midyear Gut Check

Wealth Management

It doesn’t require a significant time investment—just a willingness to be honest about what’s working, what’s not and what needs to change. For advisors, this is an important exercise that can provide clarity and set the stage for a strong finish to the year. And the best part?

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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 For current valuations to be justified for the Mag 7 and large growth stocks more broadly, very large earnings growth will have to continue. Pay attention to valuations. 2 Figure 4 demonstrates. Source: Morningstar.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Eva is group Chief Investment Officer for insurance, giant Swiss Ray.

Investing 147
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We learned everything, you know, across from accounting to auditing to, to tax and valuation. What was that experience like and how did it affect how you look at investments today?

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And the firm is really a very interesting mix of quantitative value-based and factor-based investing. People ask how does that relate to investing? It’s really none and all of the above.

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Transcript: Jonathan Clements

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You, you went and you interviewed some star manager, usually a man, and you would have a couple paragraphs about their investment philosophy and strategy. And it was very formulaic.

Investing 147
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401(k) Record Keepers Facing Existential Moment

Wealth Management

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.