Brown Advisory
MARCH 29, 2019
Staying Cool When Bond-Market Stress Heats Up ajackson Fri, 03/29/2019 - 08:45 “When is the credit cycle going to turn?” It feels like we have been hearing—and asking—that same question for several years now. And in an era marked by uncertainty, we are at an especially uncertain crossroads right now in the bond market. The Fed’s path forward over the next couple of years is fairly murky.
The Irrelevant Investor
MARCH 27, 2019
If you're reading this you probably already heard that the yield curve has inverted, which you can see in the GIF below (H/t Nicky Numbers ). You probably also heard that it has a perfect track record of preceding a recession. Empirically, this has not been good for stocks. 1, 2, and 3-year returns have been mediocre to lousy when the spread is in the first quintile, which is the situation we're faced with today.
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SEI
MARCH 25, 2019
SEI Private Wealth Management awarded by Family Wealth Report
Brown Advisory
MARCH 29, 2019
Staying Cool When Bond-Market Stress Heats Up. ajackson. Fri, 03/29/2019 - 08:45. “When is the credit cycle going to turn?” It feels like we have been hearing—and asking—that same question for several years now. And in an era marked by uncertainty, we are at an especially uncertain crossroads right now in the bond market. The Fed’s path forward over the next couple of years is fairly murky.
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Brown Advisory
MARCH 28, 2019
On A Shoestring ajackson Thu, 03/28/2019 - 08:20 In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short
Brown Advisory
MARCH 28, 2019
On A Shoestring. ajackson. Thu, 03/28/2019 - 08:20. In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the sh
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
MARCH 26, 2019
Mention Animal Spirits to receive 20% off (*New YCharts users only) Stories Discussed Footing the Bill Ben on Kahneman And Ben on IPOs Is real estate a better investment than stocks? Sign up for Tony Isola's blog The majority of bitcoin trading is not real See Jeffrey Skilling Hedge fund launches fall to 18-year low Listen Here Recommendations Where the Crawdads Sing Rex Chapman Charts Tweets [link] [link] [link] [link] [link] The post Animal Spirits: Footing the Bill appeared first on The Irr
The Irrelevant Investor
MARCH 25, 2019
One of the reasons why so many mutual funds fail to beat their benchmark is because so many stocks fail to beat their benchmark. This idea has been pushed forward with papers like The Agony & The Ecstasy: The Risks and Rewards of a Concentrated Stock Position and Do Stocks Outperform Treasury Bills? Vanguard recently came out with a piece that provides investors with additional data to bring to this conversation.
The Irrelevant Investor
MARCH 24, 2019
Bill Gurley, general partner at Benchmark Capital, recently spoke at the University of Texas. During the talk, he gave his 5 keys to a rewarding career. I've listed them below, with some additional thoughts of my own. Pick a career about which you have immense passion If you're lucky enough to have a passion at a young age, great. Most people, however don't, which is fine.
The Irrelevant Investor
MARCH 24, 2019
Today's Animal Spirits Talk Your Book is presented by Innovator ETFs. For more information, click here. On today's show we discuss: Surviving the upside when trying to hedge the downside The ideal client for a hedging strategy Using options to provide a buffer on the downside and capping the upside Why the payouts of a structured product are typically more appealing than the actual structure of a structured product What you give up to provide a downside buffer Why complex products require home
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
SEI
MARCH 25, 2019
SEI Private Wealth Management awarded by Family Wealth Report
The Irrelevant Investor
MARCH 28, 2019
In New Ideas From Dead CEOs , Todd Buchholz tells a story about the time Akio Morita said no. Long before Sony was a household name, they had an opportunity to turbo-charge their growth. Their hand-held radio caught the attention of the watch company, Bulova. At the time, the young scrappy company was selling units out of a briefcase so when Bulova came to them wanting to order one-hundred thousand units, the board was ecstatic.
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