Carson Wealth

JANUARY 16, 2024

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. although valuations should help international markets see reasonable gains as well. The chart below is our version of the industry staple Quilt Chart of asset class returns.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Banking Portfolio Communication 52

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. Following the huge 11.2% The full year and the following three quarters’ returns were much weaker.

Marketing 96

Marketing Marketing Valuation Economy 96

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In a way both of these groups have been right. This is not a good risk adjusted return so being less aggressive in recent years has been the right move.

Economy 102

Economy Asset Allocation Valuation Communication 102

The Big Picture

FEBRUARY 6, 2024

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. 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.

Valuation 130

Valuation Investing Investments Assets 130

Trade Brains

SEPTEMBER 21, 2024

Canara Bank – Canara Robecco AMC Canara Bank is set to make waves in the asset management sector with the planned IPO of its mutual fund arm, Canara Robeco Mutual Fund. Canara Robeco Mutual Fund, a joint venture between Canara Bank and the Robeco Group since 2007, has shown impressive growth with assets under management worth ₹839.3

Banking 111

Banking Financial Services Insurance Assets 111

Validea

OCTOBER 12, 2023

This generation’s fortune-teller has been Michael Burry, who called the 2007-2008 housing bubble burst early on. Despite his on-record statements such as “[this] could be worse than 2008” over the past four years, investors would’ve done better buying the S&P 500 each time than following his advice.

Marketing 52

Marketing Marketing Valuation Media 52

James Hendries

AUGUST 23, 2022

Outside of the pandemic, the rate of sales were close to sales rates in 2007 and 2008, when the economy was in the depths of a housing crisis [Figure 3]. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Sales of existing home in the West were hit hard in July.

Marketing 98

Marketing Marketing Sales Economy 98

The Irrelevant Investor

APRIL 12, 2020

By Joe Nocera Entering into a crisis is not the time to figure out what you want to be By Jamie Dimon This burgeoning mass of defined-contribution assets will be ground zero for the upward redistribution of equity assets By William Bernstein The scars of 2008 run deep, not just for economic policymakers but also for their critics By George Pearkes (..)

Valuation 52

Valuation Government Assets Economy 52

Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. But first a quick recap.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

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. IBM loses to QCOM based on valuation. Watch for those that have even worse financials and balance sheets than SVB did.

Investing 102

Investing Investments Portfolio Assets 102

The Big Picture

OCTOBER 24, 2022

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? NORTON: So in 2008, I just received my CFA charter, and I was beginning to look around and think about, you know, where else would I want to go in this company or outside the company.

Portfolio 130

Portfolio Management Assets Investing 130

Validea

DECEMBER 7, 2022

What the naysayers miss is that each market downturn created lowered valuations that resulted in “above-average returns,” the article quotes Doug Foreman of Kayne Anderson Rudnick. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios.

Asset Allocation 52

Asset Allocation Economy Valuation 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

Validea

FEBRUARY 17, 2023

While some investors are taking refuge in fixed-income assets and purchasing cheaper overseas stock funds, others are doubling down on speculative companies in the hopes that the Fed will slash rates again later this year as inflation eases. Investor sentiment seems to feel that opportunities lie outside of U.S.

Valuation 59

Valuation Economy Banking Sales 59

Validea

MAY 5, 2023

Paul Singer, founder of Elliott Management and well-known for predicting the financial crisis of 2008, calls the current environment “an extraordinarily dangerous and confusing period,” in an interview with The Wall Street Journal. He also pointed to gold, which many have added to their portfolios as a stable asset.

Economics 52

Economics Government Economy Banking 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. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

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. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 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

Trade Brains

JANUARY 24, 2023

Most of this debt was acquired before the global financial crisis hit in 2008. Post-2008, the losses kept mounting pushing the company to bankruptcy. On multiple occasions, its debt resolution plans fell apart due to a valuation mismatch. The management sold off its non-core assets a few times in the past to pare its debt.

Manufacturing 98

Manufacturing Sales Management Banking 98

Validea

OCTOBER 5, 2022

Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. 12/31/2008 2.1% 12/31/2008 24.9% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. By Jack Forehand, CFA, CFP® ( @practicalquant ) —.

CFP 59

CFP Valuation Economy Assets 59

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice. Large Cap was the next asset class under these foreign blue chips. stocks and Emerging Markets stocks: 2008 and 2011. 2008 may still bring back painful memories for domestic and global investors alike, as U.S.

Assets 59

Assets Investing Investments Marketing 59

The Irrelevant Investor

AUGUST 7, 2017

In it he wrote, "More than one industrial company in three selling for less than its net current assets, with a large number quoted at less than their unencumbered cash." What would have to happen for companies to be selling for less than their net current assets? up to 32.56. So is it possible that today is 1929 redux?

Assets 52

Assets Engineering Valuation Government 52

Validea

JANUARY 13, 2023

Mega-cap tech giants, a safe haven since the 2008 financial crisis, fell much more than the S&P 500 in 2022. Investors should pay attention to valuations. There isn’t a corner of the tech sector that hasn’t declined, driven downward by the impact of higher interest rates on future growth.

Valuation 59

Valuation Government Economy Portfolio 59

The Irrelevant Investor

OCTOBER 28, 2016

This range is determined by a number of factors, including but not limited to the business cycle, valuations, interest rates, inflation, and the collective mood of millions of investors. Since the top in March 2000, the S&P 500 has outperformed risk-free assets by just 2.7% a year, the largest spread over a 7.5

Valuation 52

Valuation Investments Investing Numbers 52

Investing Caffeine

APRIL 1, 2022

People forget that commodity prices approximately doubled after the 2008 Financial Crisis, only to experience a subsequent slow bleed over the next decade until prices were essentially chopped in half. They certainly could, but valuations remain attractive given where interest rates currently stand. Source: Trading Economics.

Economy 59

Economy Economics Valuation Investments 59

Investing Caffeine

JULY 1, 2022

However, since 2008, the stock market has generally been on a consistent tear racking up a record of 10 wins, 2 losses (2015 and 2018), and one tie (2011). PRICES: Valuations have come down significantly – Price/Earnings ratio of 15.9 (i.e., But so far this year, the winning streak appears to be coming to an end. Impeachment.

Economy 59

Economy Investing Investments CFP 59

James Hendries

OCTOBER 11, 2022

Memories of 2008-2009 are still vivid even though global banks, overall, are in much healthier shape due to stringent regulations put in place following the crisis. In addition, a major structural re-organization is in the planning stages that will involve sales of assets and spinning off parts of the international business.

Marketing 52

Marketing Marketing Banking Government 52

The Irrelevant Investor

MARCH 16, 2017

With the length of this current run (however you measure it), and more importantly, with rich valuations, it's hard to go a few hours without seeing a headline that a "rug pull" is imminent. On the early side, for example, are those who have argued that U.S. stocks are too expensive, or people saying this bull market is long in the tooth.

Valuation 52

Valuation Investing Investments Assets 52

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. BERRUGA: Exactly.

Clients 162

Clients Investing Investments Management 162

The Irrelevant Investor

NOVEMBER 11, 2015

This is from a large asset management company which manages almost $100 billion. In a study by Vanguard conducted in 2008, they found that actively managed U.S. In a study by Vanguard conducted in 2008, they found that actively managed U.S. Note that in 2008, 54.3%, 74.7% What is this gobbledygook?

Management 52

Management Financial Services Valuation Assets 52

The Big Picture

JULY 26, 2022

All-in, you’re $8 billion in assets totally. WEAVER: And you can overpay for any asset. And since we look at both private and public markets, what do you think of in terms of valuation? I think we have — the consumer isn’t as leveraged as they were back in 2008. RITHOLTZ: Quite interesting. WEAVER: Yeah.

Consulting 298

Consulting Numbers Management Investing 298

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. At the same time, the resilience of the U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. A lot changed over the course of 2007 and 2008 as the economy fell into the Great Financial Crisis. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economy Communication 52

Validea

NOVEMBER 16, 2022

.: Grantham, who is well-known for identifying bubbles before they burst such as the dot-com bust in 2000 and the housing market crash in 2008, has been outspoken about his belief that the market was in a “super bubble” that has yet to truly burst. Valuations are still high, despite rampant inflation and an economic slowdown.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

Discipline Funds

JULY 10, 2023

Individuals and politicians love to talk about “paying down debt”, but this is actually impossible at the aggregate level because your assets are someone else’s liabilities. And the key manner in which the aggregated system grows is through asset AND liability expansion.

Government 40

Government Assets Economy Economics 40

The Big Picture

DECEMBER 5, 2023

They run over $27 billion in, in assets. How, how are the higher rates affecting valuations amongst private companies? 00:37:43 [Speaker Changed] So there’s two issues that are affecting valuations. 00:39:24 [Speaker Changed] So, so let’s look at valuation in a historical perspective.

Management 173

Management Investing Investments Numbers 173