The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. I did it in 2000, 2002. I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed.

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Park Place Financial

JULY 6, 2022

In Texas, public pension trusts hold over $250 billion in combined assets. For plans with amortization periods exceeding 30 years during three consecutive annual actuarial valuations, the plan and sponsoring groups must form an FSRP. The law also includes compliance standards for FSRPs.

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Retirement Retirement Planning Certified Financial Planner Ethics 52

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

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Management Investing Investments Government 130

The Irrelevant Investor

JANUARY 21, 2021

You don't understand how low interest rates make long-duration assets more valuable today. Stocks flooded the market, and valuations stretched into the stratosphere. I turned to my friends at O'Shaughnessy asset management for some tech data to see what happened to the sector as the bubble was inflating and after it burst.

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Sales Valuation Marketing Marketing 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariffs: Bark or Bite?

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariffs: Bark or Bite? Thu, 05/10/2018 - 11:18.

Economy 52

Economy Portfolio Clients Sales 52

Trade Brains

MAY 6, 2023

At its height spanning 14 years between 2002 and 2016, the company went on an acquisition spree. This resulted in the banks’ assets & advances growing by a CAGR of 34.1%. Not only this the company also had services spanning 17 international locations. But Then How did it All Go Wrong for Cox & Kings?

Banking 52

Banking License Government Investing 52

Mr. Money Mustache

MAY 20, 2022

Instead of investing in a productive asset, these speculators were just assuming the recent momentum would continue. True to form, she got back to me within just a few minutes with these thoughts: MMM: How should potential retirees think of the recent crash in valuation – has it really pushed out their retirement date, or not?

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. He helps to oversee $2.5 RIEDER: Yeah.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

DECEMBER 12, 2023

And the assets under management were smaller. And the fact that you’re trying to bundle it up into a terminal value in, unless the assets are cash or convert to cash. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. Magellan had more than that.

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Management Investing Investments Retail 264

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 162

Assets Investments Investing Valuation 162

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. While no two downturns are the same, we believe this approach can again be effective in the current period.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. While no two downturns are the same, we believe this approach can again be effective in the current period.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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Valuation Education Numbers Government 298

The Big Picture

MAY 21, 2024

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. But it’s, it’s sort of strange.

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Numbers Management Banking Marketing 147