The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? How does this affect VC investing? Can your capital make an impact? As it turns out, it depends where you look.

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The Big Picture

OCTOBER 2, 2023

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Being right may be a necessary condition for investment success, but it won’t be sufficient.

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Abnormal Returns

DECEMBER 19, 2023

advisorperspectives.com) A history of quant investing and the state of the factor zoo. advisorperspectives.com) Can you use alternative measures to invest across countries? Factors Timing returns factors is tempting, but difficult in practice. alphaarchitect.com) The high quality anomaly shows up across asset classes.

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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

FEBRUARY 9, 2024

Hey, I am heading up to Boston today for the annual MIT Sloan Investment Conference. I am looking forward to meeting Karen Karniol-Tambour, Co-Chief Investment Officer at Bridgewater Associates. Please join us for the 19th Annual MIT Sloan Investment Conference on February 9th, 2024 at the Intercontinental Hotel in Boston.

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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

OCTOBER 4, 2024

He explains how he learned market-neutral sector-specific investing at Millenial and Citadel. he generates idiosyncratic investments in the pharmaceutical and biotech space. Favorite Books The post MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing appeared first on The Big Picture.

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A Wealth of Common Sense

SEPTEMBER 8, 2024

Each year since 2011, Gallup has asked people what they think is the best long-term investment: After a brief love affair with gold, real estate has been in the top spot every year since 2013. So why do we Americans love the housing market so much from an investment perspective? Stocks are a distant second.

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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

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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Wealth Management

SEPTEMBER 10, 2024

Several investment managers are exploring how to overcome obstacles such as limited liquidity in order to package private assets into ETFs. Are covered call ETFs a good investment, asks barchart. These are among the investment must reads we found this week for wealth advisors.

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Wealth Management

AUGUST 6, 2024

The unwinding of a popular carry trade borrowing in yen and investing in other currencies is a culprit in the increased market volatility. These are among the investment must reads we found this week for wealth advisors.

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Wealth Management

OCTOBER 1, 2024

These are among the investment must reads we found this week for wealth advisors. Wealth advisors and asset managers expect a boost in flows to actively managed fixed income strategies in the wake of lower interest rates, reports FundFire. Schwab Asset Management is splitting shares on two-thirds of its ETFs in an attempt to boost sales.

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Wealthfront

AUGUST 14, 2024

Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Should I invest my down payment or keep it in […] The post Ask Wealthfront: Should I Invest My Down Payment? Want to see your question answered here? I’m saving for a house. appeared first on Wealthfront Blog.

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Alpha Architect

AUGUST 2, 2024

Wallstreetbets has become an increasingly prominent source of investment research. The Value of WallStreetBets Investment Research Recommendations was originally published at Alpha Architect. Do their recommendations have value? Please read the Alpha Architect disclosures at your convenience.

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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

AUGUST 20, 2024

Vanguard published its most recent investment and economic outlook, which lays out its bull case for bonds. These are among the investment must reads we found this week for wealth advisors. With the election season heating up, Morningstar looked at how the potential outcomes could affect investors.

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Wealth Management

AUGUST 27, 2024

These are among the investment must reads we found this week for wealth advisors. Options strategies are increasingly being packaged into SMAs, reports FundFire. The outcome of the U.S. elections has cast some uncertainty on the future of private infrastructure funds.

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Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. The post Carson Investment Research Forecasts the Rest of 2024 appeared first on Carson Wealth. We are targeting a total return for the S&P 500 of 17-20% in 2024.

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Wealth Management

JUNE 17, 2024

Opto Investments' Jake Miller provides insights on the current state and future trends within private investments.

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Wealth Management

JULY 23, 2024

Genstar Capital is making a majority investment in Docupace. FTV Capital took a majority stake in the company in 2020 and will remain a minority investor.

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Truemind Capital

AUGUST 2, 2024

Here is what we are doing to efficiently manage investments after accounting for the budget changes. The Positive impacts : – Investments in Gold funds qualify for LTCG (Long Term Capital Gain) at 12.5% – International investments through mutual funds also qualify for LTCG at 12.5% after 2 years of holding.

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Wealth Management

SEPTEMBER 3, 2024

These are among the investment must reads we found this week for wealth advisors. YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. ETF.com has published a guide to leveraged ETFs.

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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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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

JULY 16, 2024

These are among the investment must reads we found this week for wealth advisors. BlackRock’s plans to leverage its recent acquisition of Preqin to build private market ETFs have drawn skeptics, reports the Financial Times. Fortune profiled nine executives in the burgeoning private credit arena.

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Wealth Management

AUGUST 12, 2024

These are among the investment must reads we found this week for wealth advisors. The increased volatility in equities markets in recent weeks has been a boon for some parts of the bond market as investors seek safety, reports Morningstar.

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Wealth Management

JUNE 18, 2024

Blackrock’s Chief Investment Officer reported that while hedge funds and brokerages have dipped into spot bitcoin ETFs, RIAs have been slower to embrace them. These are among the investment must reads we found this week for wealth advisors. Morgan Stanley is adding more manager-traded SMAs to its UMA platform, reports FundFire.

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Alpha Architect

DECEMBER 8, 2023

Diseconomies of Scale in Investing was originally published at Alpha Architect. While the research shows that fund managers are skilled, skill doesn’t translate into outperformance due to the diseconomies of scale. Please read the Alpha Architect disclosures at your convenience.

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Your Richest Life

SEPTEMBER 10, 2024

Your ideal investing strategy will be unique to you: your life phase, goals and risk tolerance will all play a role in informing your “ideal” methodology. Here are some steps to nailing down your best investing strategy: Finding Your Best Investing Strategy Tip #1: Figure Out Your Goals Your goals are a great place to start.

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Validea

OCTOBER 3, 2024

Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Investing in a Flows Driven World | Cem Karsan appeared first on Validea's Guru Investor Blog.

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Wealth Management

SEPTEMBER 24, 2024

These are among the investment must reads we found this week for wealth advisors. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters.

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Wealth Management

MAY 28, 2024

Impact investment funds perform as well as regular private market funds in delivering returns, according to Preqin research. These are among the investment must reads we found this week for wealth advisors. JPMorgan predicts Ethereum ETFs will start trading within the next six months.

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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

SEPTEMBER 4, 2024

based firm The Investment Group, with about $9 billion in managed assets supporting approximately 240 advisors. LPL is acquiring the Bedminster, N.J-based

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Wealth Management

MAY 20, 2024

WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.

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