Clever Girl Finance

APRIL 22, 2025

Recession-proof businesses are more than just smart, they’re essential when economic uncertainty hits. Content related to challenging financial times Final thoughts: Start building a recession-proof business today Recession-proof businesses can thrive despite an economic downturn. What is a recession-proof business?

Economy 69

Economy Food Healthcare Economics 69

Trade Brains

AUGUST 20, 2022

FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%. 6 Tata Consultancy Services Ltd. FINANCIAL SERVICES 3.53%. 11 State Bank Of India FINANCIAL SERVICES 2.58%. FINANCIAL SERVICES 2.43%. FINANCIAL SERVICES 2.08%.

Marketing 98

Marketing Marketing Financial Services Healthcare 98

The Big Picture

OCTOBER 12, 2023

Why anyone would lend credence to economic projections that get revised on average nearly every other month is a mystery. ( Chief Investment Officer ) • How a Social Network Fails : Elon Musk and Linda Yaccarino are making the same mistake that has tanked other social networks. (

Ethics 130

Ethics Economy Financial Services Management 130

Carson Wealth

MARCH 3, 2025

Given our overall still positive economic backdrop, to see this much worry in the air is actually rather bullish and why we dont expect the recent weakness to spiral out of control. So, imports are just subtracting all the goods and services households and businesses buy from abroad, since it doesnt add to domestic economic activity.

Marketing 78

Marketing Marketing Economy Government 78

Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. These upcoming IPOs aren’t just about raising money.

Banking 111

Banking Financial Services Insurance Assets 111

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. The data shows we’re clearly not in a recession, and economic momentum suggests that’s unlikely to change over the next three to six months.

Marketing 143

Marketing Marketing Economy Retail 143

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Financial Services 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. As a financial services company, those factors include interest rate sensitivity and financial-sector exposure. Let’s call the stock "XYZ."

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Mon, 10/16/2017 - 11:53.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

The Big Picture

OCTOBER 30, 2023

Beijing’s relationship with the outside world is no longer guided by the principles of economic rationality, but rather by its yearning for political power. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. Aeon ) • Hear that?

Financial Services 130

Financial Services Food Assets Insurance 130

Carson Wealth

JULY 12, 2022

Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. As you can see, policy rate expectations have been creeping up since last summer, mostly as the labor market data has come in better than expected (along with other economic data). point, which is what we got).

Marketing 75

Marketing Marketing Economy Compliance 75

WiserAdvisor

MAY 13, 2025

Diversification is widely recommended to ensure financial security during this phase of life. A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. Below are 10 ways to diversify your investment portfolio for retirement: 1. Consumer goods for consistent performance.

Retirement 52

Retirement Portfolio Investments Investing 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Houston, We Have Turbulence The S&P 500 fell 2.0% Source: St.

Marketing 141

Marketing Marketing Economy Numbers 141

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Carson Wealth

DECEMBER 11, 2023

Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 143

Marketing Marketing Economy Compliance 143

Trade Brains

JULY 2, 2023

As a bull market rages in an economic upcycle, many penny stocks rise from micro-cap to small-cap, resulting in multi-fold gains for the investors. Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Visagar Financial Services is a low-debt penny stock under Rs 1 with a market capitalisation of Rs 56.6

Financial Services 59

Financial Services Education Investing Investments 59

Midstream Marketing

NOVEMBER 6, 2024

Trust is very important in the financial services industry. When you provide valuable content that teaches and supports your audience, it shows you care about their financial health. What makes your financial services stand out? Share economic signs and how they might affect your investment strategies.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I’m talking about diversified financial services. It was at Bank One, at the time. It was called the First Scholars Program, and they targeted Liberal Arts majors.

Clients 299

Clients Wealth Management Banking Investing 299

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

Investments 96

Investments Investing Marketing Marketing 96

Carson Wealth

JULY 29, 2024

Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% For markets, GDP is typically one of the least important economic data points because the numbers are relatively stale. At the same time, it’s the best broad measure of economic activity we have. This was well above expectations of a 2.0%

Marketing 97

Marketing Marketing Economy Transportation 97

Risk Management Guru

APRIL 21, 2020

All our contributors are seasoned, well rounded, Risk Management professionals or working in the Financial Services industry. Why portfolio diversification is for the ignorant investor. This was made clear by Bernard Baruch, a respected American investor, and economic advisor to President Franklin D. 2013, [link].

Portfolio 52

Portfolio Risk Management Management Commission 52

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. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Carson Wealth

SEPTEMBER 23, 2024

And if economic growth remains resilient, bond yields should not be moving lower. But mid- and small-cap stocks, which are even more geared to economic growth, outperformed. Full disclosure: we’re overweight these areas of the equity market in our model portfolios. All this is very positive for the economy.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

JULY 24, 2023

We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). All This Points to Strong Economic Growth The Atlanta Fed puts out a “nowcast” of quarterly real GDP growth that is updated with major economic data releases. It’s a Bird. It’s a Plane! It’s … the U.S. over the past year.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

OCTOBER 9, 2023

The surge in yields has come as economic data has shown signs of a much stronger and more resilient economy over the last three months. Ultimately, profits come from economic growth, and that will eventually play out — perhaps sooner rather than later, as earnings season kicks off in a couple of weeks.

Marketing 134

Marketing Marketing Economy Government 134

Trade Brains

OCTOBER 9, 2024

September 2024 marked a high point for Indian equities as Foreign Portfolio Investors (FPIs) poured in ₹57,724 crore, capping four months of sustained buying. This influx pushed total FPI investments to ₹89,717 crore for the first half of the 2024-2025 financial year. In this, financial services emerged as the clear favourite.

Investments 52

Investments Investing Banking Portfolio 52

Trade Brains

JUNE 11, 2023

In February 2023, the company received approval from the cabinet committee on economic affairs for the investment of Rs 1,600 crores, for pre-investment activities for its 2,880 MegaWatt Dibang multipurpose project in Arunachal Pradesh. As far as the financials of the company is concerned, it has grown at a fast pace. CMP (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. We believe that focusing solely on current market conditions ignores the true, long-term value that private real estate investments can add to a portfolio. Low correlation means that real estate helps to diversify balanced portfolios.

Portfolio 52

Portfolio Assets Clients Investing 52

Carson Wealth

SEPTEMBER 30, 2024

The Bearish Narratives Look Even Worse Now We just got a slew of economic data revisions from the Bureau of Economic Analysis (BEA) and our first response was, Wow! There’s a reason why the S&P 500 has risen over 90% over this same period, and that was because economic activity drove profit growth. Guess What?

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. This is why we have our own Carson Leading Economic Indicator (LEI) for the U.S. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. But as the week progressed things calmed down and better economic data showed fears of a recession were once again overblown. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 95

Marketing Marketing Numbers Economy 95

Truemind Capital

APRIL 19, 2024

The major laggards were FMCG (down 6%), IT (down 2%) and financial services (down 2%). Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below).

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98