SEI

AUGUST 2, 2022

We are currently experiencing one of the most volatile times in decades, on top of the start of the pandemic and the 2008-2009 recession. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. .

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James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

Marketing 52

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Darrow Wealth Management

MARCH 28, 2022

Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), Asset allocation. Trying to anticipate and subsequently prepare for the next market correction/recession/etc. is a fool’s game.

Asset Allocation 52

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Investing Caffeine

OCTOBER 2, 2023

Source: Trading Economics As long as consumers continue to hold a job, they will continue spending to buoy economic activity – remember, consumer spending accounts for roughly 70% of our country’s economic activity. rate (see chart below). Under this scenario, you are likely to stay put and not sell your home. for the month.

Economics 52

Economics Economy CFP Government 52

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. Our Leading Economic Index (LEI) Says the Economy is Not in a Recession We have long believed the economy can avoid a recession this year, as we wrote in our 2023 outlook. It was developed a decade ago and is a key input into our asset allocation decisions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

JUNE 3, 2015

The Fed has held the benchmark federal funds rate at zero—a record low—since December 2008 and further reduced borrowing costs through so-called quantitative easing, a bond-purchase program that more than quadrupled its balance sheet to $4.5 The economic expansion is weak and inflation is still below the central bank’s 2% target.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

DECEMBER 2, 2015

Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%

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Clients Asset Allocation Economics Estate Planning 52

Truemind Capital

OCTOBER 22, 2021

The economic scenario during the 1970-80s serves as a good reference point. That resulted in temporary low unemployment and higher economic growth. Here is the simple economic logic – if the rate of money printing is higher than the rate of production of goods and services in an economy, the prices will increase.

Marketing 52

Marketing Marketing Banking Economics 52

Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

Economy 59

Economy Economics Valuation Investments 59

Investing Caffeine

MAY 2, 2022

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way.

Electronics 59

Electronics Economy CFP Investments 59

Dear Mr. Market

MARCH 11, 2023

Obviously this rattled a lot of nerves and the way we see it is that it won’t be a 2008 “Lehman” type event, however there will be other casualties or at least some banks that get major pressure. Watch for those that have even worse financials and balance sheets than SVB did.

Investments 101

Investments Investing Portfolio Assets 101

James Hendries

DECEMBER 12, 2022

during the month, which was the best month for core bonds since December 2008. The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52

Brown Advisory

SEPTEMBER 3, 2015

The Federal Reserve, since pushing down the main interest rate to zero in 2008, has repeatedly acknowledged that a “reach for yield” may threaten financial stability. million in 2006, inhibiting demand and economic growth, according to the Krueger report. By Taylor Graff, CFA, Asset Allocation Analyst. Current U.S.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

AUGUST 1, 2018

From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. Just to be clear, this is not a sudden or abrupt shift in our thinking. In the U.S.,

Management 52

Management Investments Investing Valuation 52

Brown Advisory

AUGUST 1, 2018

From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. Just to be clear, this is not a sudden or abrupt shift in our thinking. Incremental Equity Risks. In the U.S.,

Management 52

Management Investments Investing Valuation 52

Brown Advisory

FEBRUARY 15, 2019

Later in the year, markets became anxious about other topics, such as a potential economic slowdown, a new level of dysfunction in Washington (including unusual executive challenges to the Fed's independence and an extended partial government shutdown), and escalating trade disputes between the U.S. equity exposure.

Valuation 52

Valuation Clients Portfolio Investments 52

Brown Advisory

DECEMBER 2, 2015

After the 2008-2009 financial crisis, many clients could use loss carry-forwards to reduce taxes against gains taken in subsequent years. By Taylor Graff, CFA, Asset Allocation Analyst. There are few pieces of news more exasperating for investors than a significant tax bill following a period of meager returns.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions. How can this be?

Marketing 52

Marketing Marketing Economy Valuation 52

The Big Picture

FEBRUARY 6, 2024

I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular. And actually Ben Inker is the head of our asset allocation group. We, we call asset allocation at GMO. That’s the key to quality investing.

Valuation 130

Valuation Investing Investments Assets 130

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to asset allocation decisions and recommendations.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to asset allocation decisions and recommendations.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. It’s remarkable how far the markets have come in the five years since then. Then and Now.

Investments 52

Investments Investing Valuation Assets 52

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies.

Assets 148

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The Big Picture

AUGUST 20, 2024

And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. Things like leading economic indicators, et cetera, are all consistent with historical recessions. In 2008, we didn’t have Uber, right? Otherwise, why not just buy passive?

Assets 174

Assets Management Portfolio Marketing 174

The Big Picture

JUNE 13, 2023

RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class. Certainly that helps the top 10 percent in the United States.

Banking 148

Banking Assets Investing Investments 148

ClearMoney

FEBRUARY 22, 2022

Motivated by the substantial payoff associated with successful timing, researchers over the years have examined a wide range of strategies based on analysis of earnings, dividends, interest rates, economic growth, investor sentiment, stock price patterns, and so on. This indicator had correctly foreshadowed major downturns in 1987 and 2008.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Trade Brains

JANUARY 20, 2024

Established in the year 2016 backed by a strong full-service broker India Infoline (IIFL), 5 paisa is looking to revolutionize the idea of broking service as it is majorly focused upon investment planning and guides what should be the asset allocation which makes it even more unique amongst the competitors. Client Base : 1.5

Accounting 59

Accounting Planning Startup Clients 59

The Big Picture

NOVEMBER 7, 2022

Interest rates are heading higher, and the economic toll from the rapid, ongoing rise in the cost of credit is only starting to unfold. New York Times ). • Global Biodiversity: A Stable Ecosystem Yields Stable Economics : The U.N. . • Global Biodiversity: A Stable Ecosystem Yields Stable Economics : The U.N.

Nonprofit 279

Nonprofit Asset Allocation Economy Economics 279

The Big Picture

APRIL 4, 2023

So a very different dynamic than we saw back in 2007, 2008, 2009. You raised another $11 billion in capital, despite the economic environment. KENCEL: So I was actually speaking at a conference, the Greenwich Economic Forum last week, where your folks interviewed me, actually. That being said, we stuck to our knitting.

Banking 148

Banking Management Investing Investments 148

The Big Picture

MARCH 12, 2024

My family and I moved to McLean, Virginia in, in 2008. They’re asset allocation model driven folks. It’s highly data driven, but we need to know the price history for assets, the correlation to the, to what drives price. Economic occupancy is who’s paying the rent. Sometimes five years.

Banking 148

Banking Marketing Marketing Investments 148

The Big Picture

DECEMBER 20, 2022

Go back right after 2008, every bank made markets. KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. That’s our asset allocation. Every bank had balance sheet. RITHOLTZ: Sure. KOENIGSBERGER: Exactly.

Banking 163

Banking Assets Government Marketing 163

The Big Picture

NOVEMBER 25, 2024

There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. And then what happened in, in 2008? Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with.

Portfolio 148

Portfolio Management Marketing Marketing 148

James Hendries

JULY 6, 2022

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. For instance copper, often referred to as Dr. Copper for its ability to forecast economic conditions, just hit its lowest level since February 2021.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? This was a small asset class that, whether it was the illiquidity premium or just the ability to go places where the public markets couldn’t, actually did better than the markets. MORGENSON: It stopped outperforming in like the mid-2000s or towards 2008.

Insurance 148

Insurance Healthcare Retail Medicine 148

The Big Picture

OCTOBER 6, 2024

Recall in 2007, the polls had a head-to-head featuring Rudy Giuliani and Hillary Clinton (neither became their party’s 2008 nominee). Behavioral economics provides insight into both surveys and modern polling errors). Indeed, polling a year ahead of elections frequently focuses on candidates who do not end up on the ballot.

Media 362

Media Asset Allocation Numbers Economics 362

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 148

Economics Economy Marketing Marketing 148