Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. We found there were two times during the tech bubble that stocks gained 20% and again moved to new lows, and it also happened during the global financial crisis of 2007-2009. 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

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

Brown Advisory

SEPTEMBER 3, 2015

War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . Exceeding Expectations.

Economy 40

Economy Economics Asset Allocation Banking 40

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

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Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Investment Perspectives | Bubbles II. Wed, 04/01/2015 - 16:48.

Investing 52

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Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

SEPTEMBER 22, 2017

While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Available from [link]. Douglas, E.,

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Available from [link]. Douglas, E.,

Portfolio 52

Portfolio Investing Investments Management 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

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. has not seen 10+ year economic expansions, other developed markets certainly have. Additionally, while it is true that the U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. has not seen 10+ year economic expansions, other developed markets certainly have. Additionally, while it is true that the U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

The Big Picture

JUNE 6, 2023

And I think that has been true since 2009 until now. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? So, they just looked at me like I was an alien. Let’s talk about that.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Reasons for this tendency are varied. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Investment Perspectives - The Great Debate. Wed, 06/21/2017 - 12:35. Reasons for this tendency are varied. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

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 147

Banking Management Investing Investments 147

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. You get a BA in Economics from Hamilton College. RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out.

Economy 162

Economy Investing Investments Portfolio 162

The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market.

Banking 147

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The Big Picture

DECEMBER 20, 2022

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. KOENIGSBERGER: So that’s what — with our multi-asset strategy, we wanted to solve for that problem, which is — I call it a governance problem.

Banking 162

Banking Assets Government Marketing 162

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

NOVEMBER 25, 2024

And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. I think ity economics would argue you have to protect your capital to survive.

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The Big Picture

JUNE 3, 2024

And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. So you mentioned financial repression, you and the rest of the quants in your core group, including gun lock, decide to stand up your own firm in 2009. And so it’s not just me.

Math 147

Math Marketing Marketing Engineering 147

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 147

Economics Economy Marketing Marketing 147

Darrow Wealth Management

MAY 29, 2024

President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history. For example, the September 11th terrorist attacks and the 2008 Great Financial Crisis occurred under President G.W. Probably not.

Marketing 105

Marketing Marketing Asset Allocation Investing 105

Darrow Wealth Management

MAY 29, 2024

President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history. For example, the September 11th terrorist attacks and the 2008 Great Financial Crisis occurred under President G.W. Probably not.

Marketing 52

Marketing Marketing Asset Allocation Investing 52