2001 Asset Allocation Assets 
The Big Picture
MAY 17, 2024
Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. Be sure to check out our Masters in Business this week with Jeffrey Sherman, Deputy CIO at DoubleLine Capital , which manages over $100 billion in mostly fixed-income assets.
The Chicago Financial Planner
FEBRUARY 5, 2022
Baltimore (an old NFL team that was formerly the original Cleveland Browns) won in 2001 and the market dropped. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Louis (an old NFL team that was formerly and is now again the L.A. Rams) won in 2000 and the market dropped. Take stock of where you are.
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The Irrelevant Investor
JANUARY 22, 2019
Today I want to talk about practical tactical asset allocation. in January 2001 and down 10.7% in February 2001 when it switched to the flex. This is not advice. Please talk to your financial advisor, your accountant, your spouse, etc. The portfolio is: 70% MSCI World Index TR, 30% Bloomberg Barclays U.S.
Carson Wealth
JUNE 12, 2023
It was developed a decade ago and is a key input into our asset allocation decisions. It declined ahead of the actual start of the 2001 and 2008 recessions. We believe our proprietary leading economic index better captures the dynamics of the U.S.
James Hendries
JUNE 20, 2023
Despite raising rates by 5% over the past 15 months, the majority of the Committee, not just the median policymaker, sees at least two more 0.25% rate hikes this year, which would take the fed funds rate to 5.625%—the highest level since 2001. Asset allocation does not ensure a profit or protect against a loss.
The Big Picture
MAY 9, 2023
He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.
Dear Mr. Market
MARCH 11, 2023
We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. We’ve historically actually been bearish of the shiny metal as it’s simply a non-yielding asset. From 1980 to 2001 gold decreased -67% while inflation rose +126%.
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