The Big Picture

SEPTEMBER 12, 2022

We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Let’s talk a little bit about inflation. You mentioned 8.5 percent inflation rate.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 147

Assets Management Investments Investing 147

Carson Wealth

DECEMBER 18, 2023

At Carson Investment Research, we have moved our longer-term strategic asset allocations to their maximum equity overweight while continuing to favor U.S. 3% in 2023 after adjusting for inflation, which would be above the 2010-2019 trend. That is why we seek to control risk in our portfolios. Here’s why.

Marketing 95

Marketing Marketing Economy Investing 95

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. My background in the asset management space was originally going to small cap value, and Canyon Partners really gave me the platform that allowed me to branch that out into multiple different areas. I’m gonna hold it in my portfolio. I buy everything.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investments 52

Investments Investing Clients Portfolio Management 52

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. So she wants her portfolio managed that way. That’s not a terrible thing.

Management 222

Management Investments Investing Assets 222

Brown Advisory

APRIL 1, 2015

Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices. In 2010, the economic expansion was widely forecast to be weak, and indeed it turned out to be slower than in most postrecession periods. Diversification Should Help.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investments 52

Investments Investing Economy Assets 52

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investments 52

Investments Investing Economy Assets 52

ClearMoney

FEBRUARY 22, 2022

Invariably, the question behind the question is, “Should I be doing something different in my portfolio?” If only we could find them, our portfolios would do so much better. How would her hypothetical portfolio have performed over the past 50 years following this simple annual readjustment strategy? Consider Felicity Foresight.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 4, 2023

So when you think about the individual exposure to a specific name, in our funds, it represents less than one half of 1 percent of the portfolio. Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011. So we saw an opportunity to really partner with a leader in the same business as us.

Banking 147

Banking Management Investing Investments 147

The Big Picture

MARCH 26, 2024

And I was a portfolio manager, so I was doing bottom up research and picking stocks. He wasn’t tactical asset allocator. Hey, if you knew with perfect clarity, if that bird landed on your shoulder and told you here’s where equity prices are gonna be in 10 years, position your portfolio for that.

Marketing 147

Marketing Marketing Investing Investments 147

The Irrelevant Investor

OCTOBER 20, 2015

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)

Investments 52

Investments Investing Asset Allocation Investment Planning 52

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. Signs him, right?]

Math 147

Math Marketing Marketing Engineering 147