Fourth quarter economic outlook
SEI
JANUARY 16, 2024
Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.
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SEI
JANUARY 16, 2024
Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.
Abnormal Returns
APRIL 26, 2024
spyglass.org) Economy Barry Ritholtz talks with Bill McBride about which economic data really matters. ritholtz.com) James Pethokoukis talks economic optimism with Ed Yardeni. (bigtechnology.com) The Apple ($AAPL)-Spotify ($SPOT) battle is just exhausting.
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SEI
JULY 25, 2023
Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.
Abnormal Returns
NOVEMBER 30, 2023
(valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected. etf.com) How much personal trading is too much for a mutual fund portfolio manager? marketwatch.com) Economics Weekly initial unemployment claims continue to bounce along the bottom.
The Big Picture
FEBRUARY 23, 2024
This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.
The Big Picture
SEPTEMBER 23, 2023
This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.
SEI
APRIL 17, 2024
Part one: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.
Abnormal Returns
DECEMBER 9, 2022
podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. nytimes.com) Tracy Alloway and Joe Weisenthal talk with Brad DeLong author of "Slouching Towards Utopia: An Economic History of the Twentieth Century." (acquired.fm) Roben Farzad talks with Felix Gillette and Joel Mier about the future of streaming.
Abnormal Returns
AUGUST 3, 2023
(advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. theatlantic.com) Why economic perceptions have been so negative. capitalallocators.com) Strategy Market regimes change, whether you like it or not.
Advisor Perspectives
FEBRUARY 29, 2024
Dina Ting, Head of Global Index Portfolio Management for Franklin Templeton Exchange-Traded Funds, delves into these positive developments and sheds light on Japan’s expanding economic prospects.
SEI
APRIL 18, 2024
Part two: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.
Abnormal Returns
JULY 19, 2022
Portfolio management Byrne Hobart, "Inverse correlations tend to go away when people rely on them. thediff.co) Concentrated portfolios are at-risk of missing out on overall equity market gains. evidenceinvestor.com) What's the best way to take distributions from a portfolio? stock returns from 1963-2020.
Advisor Perspectives
DECEMBER 16, 2023
John Baldi, Portfolio Manager at ClearBridge Investments, examines the evolving US equity income landscape and shares his strategies for generating income and growth, while also aiming to manage risk in uncertain economic and market conditions.
The Big Picture
AUGUST 12, 2023
Be sure to check out our Masters in Business next week with legal scholar Cass Sunstein, who founded and leads Harvard Law School’s program on behavioral economics and public policy. All of our earlier podcasts on your favorite pod hosts can be found here.
The Big Picture
JANUARY 13, 2024
Perhaps we’ve all just become economic snowflakes? Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Financial Times ) • China Wants To Ditch The Dollar : Should Beijing successfully wean the world off the U.S. Morningstar ) • Do we really live in an “age of inequality”?
Advisor Perspectives
AUGUST 1, 2023
Russ Koesterich CFA, JD, Managing Director, and Portfolio Manager discusses how improving economic expectations may suggest adding to cyclical areas of the market.
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.
Advisor Perspectives
JANUARY 16, 2024
Real asset categories – such as natural resources, infrastructure and real estate – have historically served as an effective hedge against inflation, demonstrated resilience across economic cycles, and provided diversification to more traditional portfolios.
Advisor Perspectives
NOVEMBER 7, 2023
Adam Bloch, Portfolio Manager on our Total Return team, and Matt Bush, Guggenheim Investments' U.S. Economist, update our economic and market outlook.
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.
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. Wed, 09/20/2017 - 16:43.
Validea
AUGUST 31, 2023
In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria he looks at.
Nerd's Eye View
AUGUST 8, 2023
In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)
Brown Advisory
APRIL 21, 2023
To tackle these kinds of questions, our portfolio managers—who, as noted, generally focus on bottom-up fundamental research—have developed a variety of methods and perspectives for “bringing the macro” into their decisions. She considers that information when, for example, she is deciding whether to add to a position or trim it.
The Big Picture
JANUARY 14, 2024
FRBSF Economic Letter ) • Why Are American Drivers So Deadly? Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Financial markets show heightened uncertainty among investors for companies that have been hit by hurricanes.
Nerd's Eye View
MARCH 13, 2023
However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financial planning, and more than a dozen other sub-categories of technology that financial advisors use in their firms. broker-dealers, RIA aggregators, TAMPs, etc.)
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.
Validea
FEBRUARY 17, 2023
Wall Streeters give a lot of credence to economic forecasts at the start of every year, as corporations project demand and craft their budgets and money managers plan out their strategies for the next year.
Mish Talk
DECEMBER 9, 2022
The indexes for machinery and vehicle wholesaling, loan services (partial), fuels and lubricants retailing, portfolio management, and long-distance motor carrying also moved higher. Prices for transportation of passengers (partial) fell 5.6 Prices for arrangement of freight and cargo transportation dropped 15.2 percent.
International College of Financial Planning
JULY 10, 2023
Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance.
Validea
JUNE 27, 2023
In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are. As interest rates rose last year, shares of homebuilders in the U.S.
Brown Advisory
AUGUST 9, 2021
2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. ESG research is an essential part of our investment strategy.
Brown Advisory
AUGUST 9, 2021
A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Portfolio Manager . . Mon, 08/09/2021 - 09:43.
Brown Advisory
FEBRUARY 21, 2022
George Sakellaris, Portfolio Manager of Brown Advisory’s Mid-Cap Growth (MCG) strategy interviews John Kett, CEO of Insurance Auto Auctions (IAA). Innovation and Growth Potential in Mid-caps: a Conversation with John Kett, CEO of IAA. Mon, 02/21/2022 - 08:12.
International College of Financial Planning
JUNE 14, 2023
It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products. Individuals associated with investment guidance must possess at least two years of experience in financial offerings, securities, funds, or portfolio management.
Brown Advisory
AUGUST 24, 2023
Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Bertie Thomson reflect on the past year.
Brown Advisory
AUGUST 24, 2023
Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Berite Thomson reflect on the past year.
Discipline Funds
JUNE 26, 2023
Markowitz is the the father of Modern Portfolio Theory and the basic building blocks of how most financial planners and portfolio managers think about asset allocation. The concepts in Portfolio Selection formed the foundation for how we think about diversification and “efficient” portfolio construction.
Discipline Funds
MARCH 7, 2023
1 It’s interesting in the context of economic growth as we tend to think of economic growth across “cycles” or repeating ups and downs. But one of the great lessons I’ve learned over the course of my career studying financial markets and economics is that these things almost always take longer than we expect.
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.
The Big Picture
MARCH 13, 2024
To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders. We did it!
Discipline Funds
JUNE 15, 2023
So that’s why they’re still hinting at hikes – they don’t want you to run out and buy fart jars in anticipation of lower future rates and accommodative economic conditions. As it all pertains to portfolio management and asset allocation – this all means that the current high T-Bill rates are here to stay for now.
Brown Advisory
AUGUST 11, 2023
SNI 8% “We’re now assuming the economic recovery is pushed into 2024.” The ISM Manufacturing Index , also known as the purchasing managers' index (PMI) a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms.
Validea
AUGUST 5, 2022
Though investors could own high-yield ETFs or individual issues, the article advises to instead buy an actively-managed fund with an expert portfolio manager at its helm to navigate you through this “tricky economic environment.”.
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