The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. Jeremy’s never really been a portfolio manager. So I was at Harvard.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Clients 157

Clients Investing Investments Management 157

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. Because the idea of syndication is that you make a giant purchase and then you sell it off in smaller units to really more of a retail investor. Even retail assets are doing pretty well right now.

Assets 261

Assets Investing Investments Management 261

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls.

Math 59

Math Assets Government Engineering 59

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. Yes, the economy can clearly keep roaring along, which we’ve seen. And Greg Davis just does an amazing job. I thought this was a really fascinating conversation.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JULY 31, 2023

And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy. It’s kind of apparent some of these industries are going to be the first to really succumb to an economy shutting down. Did they self-selected?

Retail 130

Retail Government Economy Economics 130

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Hustle was managing institutional right assets. Your real business is having the best perspective of what is happening this moment in the economy. Don’t write it down, but they surveyed retailers. So at that point, I had a pretty big career.

Economy 144

Economy Clients Economics Banking 144