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.

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The Big Picture

APRIL 28, 2023

Today, I am interviewing Peter Borish, one of the legends of trading & investing: Founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation; he was Director of Research for 10 years. He has been an IFM Trustee since 1991.

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The Big Picture

MARCH 22, 2024

This week, we speak with Liz Ann Sonders , managing director and chief investment strategist at Charles Schwab & Co , with $8.5 trillion on its platforms. She has been named best market strategist by Kiplinger Personal Finance and one of SmartMoney magazine’s Power 30.

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The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.

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The Big Picture

JANUARY 25, 2023

But they also asked questions about how these managers invested their own monies. Robin buries the lede in his discussion, but allow me to correct that oversight: “ Active managers invest their own capital passively.” ” It’s is worth your time to delve into the entire discussion.

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The Big Picture

FEBRUARY 27, 2024

Transcript: The transcript from this week’s MiB: Andrew Slimmon, Morgan Stanley Investment Management , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX ~~~ The post Transcript: Andrew Slimmon, Morgan Stanley Investment Management appeared first on The Big Picture.

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Wealth Management

APRIL 15, 2024

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

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Abnormal Returns

SEPTEMBER 15, 2023

ft.com) Venture capital Most companies are not suitable for a venture capital investment. (wsj.com) If Hipgnosis is any sign, the bull market in song royalties seems to be coming to an end. chrisneumann.com) Which companies might go through the IPO window?

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Abnormal Returns

DECEMBER 1, 2023

ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment. (tim.blog) Finance Barry Ritholtz talks with Peter Atwater author of "The Confidence Map: Charting a Path from Chaos to Clarity."

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Wealth Management

APRIL 16, 2024

These are among the investment must reads we found this week for wealth advisors. KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. Morningstar published an explainer on the growing world of interval funds.

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Abnormal Returns

FEBRUARY 14, 2023

wired.com) Spotify Spotify ($SPOT) invested big in podcasting and is struggling to make it all work. variety.com) Hedge funds Successfully investing in hedge funds requires getting four things right. behaviouralinvestment.com) The more a fund investing in alternatives, the more it needs to manage cash requirements.

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Alpha Architect

APRIL 15, 2024

The authors develop and test a two-component model to address the question of, "Is Sector Neutrality in Factor Investing a Mistake?" Is Sector Neutrality in Factor Investing a Mistake? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Wealth Management

APRIL 18, 2024

From Telemus Capital, Matt Dmytryszyn's resume spans 20 years as a research analyst for LaSalle Street, Russell Investments and Piper Jaffray,

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Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

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Wealth Management

MARCH 19, 2024

Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found this week for wealth advisors. Grayscale has signaled that it intends to lower fees on its Bitcoin ETF.

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A Wealth of Common Sense

MARCH 7, 2024

A reader asks: I don’t recall any questions being asked on the benefits of gold investing. Gold has increased by around 7% a year for the past 10 years but it’s never mentioned on any of The Compound shows as a good investment.

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Wealth Management

APRIL 11, 2024

Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research.

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Advisor Perspectives

DECEMBER 8, 2023

Investing in “smart beta” was the rage in the early 2000s, as small-cap-value stocks vaulted over large-cap-growth stocks. But like all supercharged investment strategies, it didn’t last. We’ll go over the case for and against factors in this interview with long-term investment adviser, Rick Ferri.

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Wealth Management

APRIL 2, 2024

These are among the investment must reads we found this week for wealth advisors. Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform. Some asset managers are raising the alarm on the booming private credit market, reports FundFire.

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Alpha Architect

MARCH 25, 2024

This study offers valuable information to provide insights into the underlying mechanisms driving investment behavior. Similarly, understanding how Openness influences risk preferences can shed light on why certain individuals are more willing to take investment risks than others.

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Wealth Management

FEBRUARY 20, 2024

Aaron Filbeck, who leads UniFi by CAIA, delves into how the CAIA association contributes to the education surrounding alternative investments.

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Wealth Management

APRIL 9, 2024

These are among the investment must reads we found this week for wealth advisors. The IMF raised red flags about the growing private credit market. Blackrock’s bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched.

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Wealth Management

MARCH 26, 2024

These are among the investment must reads we found this week for financial advisors. Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream.

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Wealth Management

MARCH 12, 2024

These are among the investment must reads we found this week for wealth advisors. Private equity funds are facing a massive backlog on exits, according to a new report from Bain & Co. Publicly listed REITs are trading at a 15% discount to their consensus NAVs, based on S&P Global Market Intelligence data.

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Advisor Perspectives

APRIL 6, 2024

Better to do as he does, investing in specific parts of America. A critical question is how do we get as much buying power as possible from the beginning of the crisis through to the other side? Part of the answer is Warren Buffett’s admonition to never bet against America.

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Wealth Management

MARCH 4, 2024

Michael Batnick explores how investors can navigate the changing landscape of cash investments in 2024.

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Advisor Perspectives

FEBRUARY 12, 2024

I hope illustrating them will help you avoid their damaging effects on your investment portfolio. There are three pitfalls that I most commonly see income investors fall victim to.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

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Integrity Financial Planning

OCTOBER 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. What is a Total Return Investment Strategy?

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Wealth Management

FEBRUARY 13, 2024

The push to develop products for the wealth channel has raised concerns about how asset managers are selecting investments for these funds vs. their traditional vehicles, reports Pitchbook. These are among the investment must reads we found this week for wealth advisors.

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A Wealth of Common Sense

DECEMBER 29, 2023

Life and investing is not this easy! A podcast listener asks: Michael and Ben are so optimistic it makes me nervous. This past month+ has been so good it can’t be real. The market goes up and gas goes down every day, the VIX is at 12, etc. Help us explore the potential downsides.

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Wealth Management

FEBRUARY 27, 2024

These are among the investment must reads we found this week for wealth advisors. Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Retail investor activity helped drive the crypto market rally in January, says JP Morgan.

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Alpha Architect

SEPTEMBER 2, 2023

Investment predicts returns because, given expected profitability, high costs of capital imply low net present value of new capital and low investment, and low costs of capital imply high net present value of new capital and high investment. Dissecting the Investment Factor was originally published at Alpha Architect.

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Wealth Management

MARCH 5, 2024

These are among the investment must reads we found this week for wealth advisors. Blackstone’s spot Bitcoin ETF reached $10 billion in assets faster than any other ETF. PIMCO has filed for its first mutual fund to ETF conversion on a mutual fund focused on mortgage-backed securities.

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Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest.

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Advisor Perspectives

APRIL 11, 2024

Your mother likely imparted valuable investing lessons you may not have known. With Mother’s Day approaching and bullish market exuberance present, such is an excellent time to revisit the investing lessons she taught me.

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A Wealth of Common Sense

SEPTEMBER 24, 2023

Here are some things I believe about investing. Patiently holding onto your investments is more important for most investors than. Patiently holding onto your investments is more important for most investors than. I believe simple beats complex. Picking tops and bottoms is for the lucky and the liars.

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