2013 Asset Allocation Valuation 
Brown Advisory
OCTOBER 28, 2016
Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.
Brown Advisory
OCTOBER 28, 2016
Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Stretched Valuations. In 2013, as the Fed ended its bond-purchasing program, U.S. Reach for yield.
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The Big Picture
MAY 9, 2023
SALISBURY: So I led the European Special Situations Group from 2008 to 2013. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So we start with a strategic asset allocation.
Truemind Capital
JANUARY 16, 2024
Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space. We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio.
Truemind Capital
OCTOBER 18, 2024
The assumption that asset prices will keep rising can quickly be challenged by things like escalating geopolitical tensions, a U.S. This is where our disciplined dynamic asset allocation approach will really shine, keeping us steady through any rough waters ahead. The enthusiasm was of course born from the US rate cut decision.
The Big Picture
NOVEMBER 8, 2022
CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: Well, he sort of — yeah, he thought about it.
Brown Advisory
AUGUST 1, 2018
We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Concentration: Much of the U.S.
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