The Irrelevant Investor

JULY 19, 2016

These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence. Ferri was an early champion of indexing and asset allocation for financial advisors. He taught me that asset allocation matters.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

Clients 299

Clients Wealth Management Banking Investing 299

Truemind Capital

OCTOBER 22, 2021

– Wages have started rising faster in many decades due to shortage of labour as compared to the number of vacancies. Higher interest rates will lead to heavy mark to market losses on long-term debt papers and could lead to contagion in all the asset classes which have been inflated by massive systematic liquidity.

Marketing 52

Marketing Marketing Banking Economics 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Considering Climate within Portfolios. Mon, 10/04/2021 - 11:00.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

NOVEMBER 8, 2022

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. CHANCELLOR: Well, I said no initially. CHANCELLOR: Yes.

Banking 147

Banking Valuation Economy Investing 147

Brown Advisory

JUNE 14, 2018

So, after the NOW conference, I invited a number of colleagues to join me for dinner so we could gather in a comfortable off-site environment, free of distractions, and connect the dots between what we heard at NOW and what we’re thinking about as investors. This was in 2013. The technology is there.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

So, after the NOW conference, I invited a number of colleagues to join me for dinner so we could gather in a comfortable off-site environment, free of distractions, and connect the dots between what we heard at NOW and what we’re thinking about as investors. This was in 2013. The technology is there.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

SEPTEMBER 22, 2017

Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). Deutsche Asset & Wealth Management White Paper. 2013(1): 1-15. Oxford University Press.

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). Deutsche Asset & Wealth Management White Paper. 2013(1): 1-15. Oxford University Press.

Portfolio 52

Portfolio Investments Investing Management 52

The Better Letter

JANUARY 26, 2024

2013 : “[S]tock returns prospectively are very low.” Former Reagan White House Budget Director David Stockman has predicted market crashes in 2012 , 2013 , 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and 2023. .” That year, as the S&P 500 barely broke even (2.10 percent), HSGFX did worse (1.64

Assets 104

Assets Valuation Management Marketing 104

The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. There’s Saunders is not spelled with a z There’s no numbers added to it. If 00:34:44 [Speaker Changed] You, so wait, gimme those numbers again. He is just, he’s just bearish all the time. It wasn’t the case. But, but the big ones he really nailed.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

NOVEMBER 25, 2024

Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And so in 2013, I’m staring down my largest client, all of a sudden it becomes obvious. Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not.

Portfolio 147

Portfolio Management Assets Marketing 147

The Big Picture

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. I mean, by 2013, the household deleveraging was basically over, and the economy was gaining a lot of momentum. It’s a giant number. And number two, what was the call that Greenspan nailed? DUTTA: — and he still is.

Economics 147

Economics Economy Marketing Marketing 147