Validea

AUGUST 5, 2022

Rowe Price told MarketWatch , adding that “now is a very attractive time to enter the asset class.” Brokerage provision of liquidity is worse by multiple times compared to 2008…their provision of liquidity is nonexistent,” says Loome, who is overweight on CCC bonds himself. But they shot back up 55% in 2009.

Portfolio Management 59

Portfolio Management Portfolio Banking Management 59

Random Roger's Retirement Planning

APRIL 7, 2024

Leverage used in this manner is not that new but maybe sort of new with retail accessible funds although I would note PIMCO has done this in mutual funds since at least 2008. Some portfolio managers might very well be constrained that they have to own bonds, chances are you are not constrained in that manner.

Management 97

Management Portfolio Portfolio Management Risk Management 97

The Big Picture

OCTOBER 24, 2022

BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager?

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question.

Clients 162

Clients Investing Investments Management 162

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets.

Valuation 130

Valuation Investing Investments Assets 130

Tobias Financial

AUGUST 16, 2024

Our Portfolio Manager, Chad NeSmith, CFA, CFP® offered his seasoned perspective on the situation. While fears of a recession are growing, Chad believes that even if a recession does occur, it won’t resemble the severe downturns of 2008 or the COVID-19 pandemic. Instead, he views the current market correction as an opportunity.

Marketing 52

Marketing Marketing CFP Taxes 52

The Irrelevant Investor

SEPTEMBER 4, 2018

Gold did fantastically well coming out of the GFC, but like most other assets, it got hit hard in the teeth of the crisis. In late October 2008, the S&P 500 was in a 40% drawdown. The rare trifecta of portfolio management. The chart below shows the rolling 12-month correlation between gold and a 60/40 portfolio.

Portfolio 52

Portfolio Portfolio Management Assets Management 52

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? That are all gone.

Management 162

Management Investing Investments Portfolio 162

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. The “core” allocation is made up of a mix of assets aimed at stability and growth. We cannot control the first two forces.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

DECEMBER 2, 2015

built up substantial reserve capital while recovering from the Great Recession in 2008-2009. By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

Clients 52

Clients Asset Allocation Economics Estate Planning 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. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

SEPTEMBER 3, 2015

1, 2008, until Dec. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

APRIL 1, 2016

Following the turmoil of the Great Recession, many market participants were lulled into complacency by seemingly steady gains in asset prices and the extended period of low interest rates. To help illustrate these trade-offs and manage risk, we adhere to what we call our “three-bucket” approach to portfolio construction.

Investing 52

Investing Investments Portfolio Assets 52

Investment Writing

NOVEMBER 20, 2024

Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” ” Though a securities analyst and a portfolio manager might want to dig into the annual report for more details, these sentences give them a quick idea of what to seek.

Compliance 52

Compliance Communication Assets 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. Fed Vice Chairman Stanley Fischer said in June that the central bank is carefully monitoring whether investors “take on risks they cannot measure or manage.”.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Big Balance Sheet By way of background, the Fed’s balance sheet has roughly quintupled since the financial crisis of 2008.

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By way of background, the Fed’s balance sheet has roughly quintupled since the financial crisis of 2008. Big Balance Sheet.

Investing 52

Investing Investments Assets Numbers 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. MIAN: So when people compare the current sort of bear cycle to 2001 and 2008, the reason I think that’s flawed is because that was in a secular bear market. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. MIELLE: After 2008?

Assets 285

Assets Investing Investments Management 285

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. And he had a sizable amount of money under management and hard-closed his vehicle and in his first 14 months, if I remember correctly, his gross return was 120%.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And in 2008, Bill McNabb took over. RAMPULLA: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. That had mismatched assets. It’s not an asset that other creditors can go after.

Banking 130

Banking Investing Investments Clients 130

Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. Fundrise counts more than 387,000 active investors with over $7 billion in total asset transaction value.

Accounting 69

Accounting eCommerce Investments Investing 69

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. This decade poses its own distinct set of economic challenges, many of which are aftershocks from the 2008—2009 financial crisis. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. This decade poses its own distinct set of economic challenges, many of which are aftershocks from the 2008—2009 financial crisis. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

The Big Picture

AUGUST 16, 2022

The basic concept is when one of these asset classes starts a long move, they tend to go much further and much longer than people typically expect, and you want to capture as much of that move as possible. So different time horizons, different assets. What assets are they in? I don’t know if all our listeners are.

Management 305

Management Assets Risk Management Valuation 305

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. In early 2015, Scott sold his ownership interest in the firm.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 8, 2024

It’s not as, as strong as your business in the asset management business. Hustle was managing institutional right assets. He helps portfolio managers make sense of the world. How, how did they coexist under the same roof? 00:10:51 [Speaker Changed] It was okay. 00:11:06 [Speaker Changed] Yeah.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. Go back right after 2008, every bank made markets. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone. And having these bonds that nobody really understood, come out of it. Every bank had balance sheet.

Banking 162

Banking Assets Government Marketing 162

The Better Letter

JANUARY 11, 2024

Like it or not, the unimaginable outcomes are the ones that make the biggest spread between expected asset returns and the actual result.” And, at Goldman Sachs (as at JPMorgan and elsewhere ), strategist Kamakshya Trivedi was pitching Chinese assets because he thought the economy there would finally roar back from Covid lockdowns.

Economy 96

Economy Economics Math Banking 96

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

Portfolio 147

Portfolio Management Assets Marketing 147

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

Valuation 298

Valuation Education Government Numbers 298