The Big Picture

FEBRUARY 14, 2025

This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. She also covers all sectors in Africa.

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The Big Picture

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. billion in assets under management.

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Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. But even when a client agrees with the reasoning in the moment, the anxiety often lingers. Read More.

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Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. But even when a client agrees with the reasoning in the moment, the anxiety often lingers. Read More.

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Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

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The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

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Wealth Management

SEPTEMBER 16, 2024

Blackstone's global head of private wealth solutions discusses how private markets are becoming easier to invest in for a broader range of individuals.

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The Big Picture

NOVEMBER 15, 2023

Markets screamed higher yesterday after a benign CPI report showed a 0.0% It was a classic fear-driven error, a combination of bad market timing and poor impulse control. It was a classic fear-driven error, a combination of bad market timing and poor impulse control. Last, recognize that markets go up and down.

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Wealth Management

MAY 8, 2025

Vanguard Group and Wellington Management Co are launching a fund that will invest in public equities, bonds and private markets. Blackstone Inc.,

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The Big Picture

MAY 5, 2025

First, lets go to the data (via Bloomberg ): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964 to 2024. We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. It yielded 78,600 hits. And thats fine.

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Wealth Management

FEBRUARY 24, 2025

Hightower's Robert Picard unravels the shifting dynamics of private markets and their role in contemporary investment portfolios.

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The Big Picture

MAY 26, 2025

I had a great conversation with Eric Balchunas and Joel Weber on Trillions : In investing, there are many rules. And the rules are intended to help you, dear investor, make money. They discuss several of Ritholtzs hot takes all rooted in what not to do with your money.

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The Big Picture

MARCH 20, 2025

This will run its course over the next few weeks and months… There are lots of reviews trickling in, and I want to share one from someone you may not be familiar with: John Tamny of Real Clear Markets. Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

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The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.

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Abnormal Returns

MAY 22, 2025

Markets Japanese government bond yields are soaring. podcasts.apple.com) Strategy Investors learn the wrong lessons from bull markets. novelinvestor.com) What to invest in when everything looks unattractive? ft.com) 30-year Treasury yields hit levels not seen since 2007.

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Wealth Management

DECEMBER 18, 2024

In the Wealth Management Invest Podcast, Partners Group's Robert Collins explores the shift from public to private markets and its significance for investors.

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The Big Picture

MARCH 13, 2025

market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. They unpack why diversification is both boring and sexy, whether the U.S.

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Wealth Management

AUGUST 6, 2024

Amid the market rancor in recent days, some wirehouse advisors are telling clients to “buy the dip,” reports FundFire. The unwinding of a popular carry trade borrowing in yen and investing in other currencies is a culprit in the increased market volatility.

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Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. What do these mean, and which is a sounder investment strategy? Does Time In the Market Beat Market Timing?

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The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

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Wealth Management

MARCH 11, 2025

RSM, the middle market consultancy and accounting firm, will integrate Arch into its family office data management platform.

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Wealth Management

JULY 16, 2024

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

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Wealthfront

APRIL 22, 2025

Over the last several weeks, financial markets have been volatile because of uncertainty about the impact and extent of tariffs. While we cant know for sure how long these policies will persist, there […] The post What Tariff-Fueled Market Uncertainty Means for Your Investments appeared first on Wealthfront Blog.

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Wealth Management

AUGUST 12, 2024

The sustained popularity of ETFs is threatening to take market share aware from separately managed accounts, according to Financial Times. 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

DECEMBER 17, 2024

Opto Investments, a private markets platform for wealth management firms, has launched Planner, a new tool to simplify the private markets investing process.

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Trade Brains

NOVEMBER 6, 2024

The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. Real Estate Investment Trusts (REITs) have revolutionised property investment in India.

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Wealth Management

NOVEMBER 7, 2024

Private markets are where the public markets were 30 years ago when investment choices were abundant and information sporadic.

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A Wealth of Common Sense

DECEMBER 12, 2024

We also covered questions about how AI will impact the financial advice landscape, timing the next market correction, factoring an inheritance into the house-buying process and using long-dated options in a portfolio. The post Investing in Stoc. The least was just 9 (hello lost decade).

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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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Abnormal Returns

AUGUST 9, 2024

(theringer.com) Finance Meb Faber talks with Michael Mauboussin about his latest research on market concentration, equity issuance and stock buybacks. podcasts.apple.com) Justin Carbonneau and Jack Forehand talk with Meb Faber about ten investment myths.

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The Big Picture

JUNE 17, 2024

They are based on historical data that looks at 200 Years of Market Concentration. As the chart above shows, there are long periods of market concentration. Increased concentration is a sign of a bull market and bear markets reduce concentration.” You might be surprised at the findings.

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The Big Picture

APRIL 28, 2025

This is a direct result of muscle memory a Recency Effect impact driven by 15 years of market gains. What has developed over the entirety of the post-financial crisis era of rising equity markets and until 2022, falling or zero interest rates.The good news is that this is how you build wealth over the long haul.

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Wealth Management

MARCH 18, 2025

Recent market volatility has perked new interest among investors and advisors in buffer ETFs. These are among the investment must reads we found this week for wealth advisors. Morningstar profiled the 15 funds that have lost the most value for shareholders over the past decade.

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Abnormal Returns

OCTOBER 24, 2024

Markets Degeneracy has become a fixture of the current environment. howardlindzon.com) The stock market's biggest winners started out as small caps. awealthofcommonsense.com) Cash was never meant to be a long-term investment. awealthofcommonsense.com) Cash was never meant to be a long-term investment.

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The Big Picture

APRIL 10, 2025

But this is a fun conversation with Pete Dominick discussing the economy, the market and of course, the new book! on How Not to Invest appeared first on The Big Picture. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). The post Stand Up with Pete!

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The Big Picture

MARCH 18, 2024

The 2017 Barron’s cover (above) showing Apple’s extravagant new headquarters and suggesting that the company’s market value would reach $1 trillion in 2018 generated some chatter from the usual suspects. Because separating reality from silliness is the key to making better-informed and more intelligent investment decisions.

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Wealth Management

JANUARY 6, 2025

Ukrainian farmland could offer a chance to diversify your portfolio while fueling the recovery of a nation.

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