The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. BERRUGA: In December of 2018, we launched our full suite of China sector ETFs, tracking MSCI indices, and it was a direct reaction to client demand. BERRUGA: Yeah. It was a big drop.

Clients 162

Clients Investing Investments Management 162

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Vehicle production has rebounded to the highest level it has been since 2018, which means it’s even higher than at any point in 2019. As a result, several bearish analysts are changing their tunes.

Marketing 52

Marketing Marketing Economy Retail 52

The Big Picture

FEBRUARY 28, 2023

Between, you know, the 2018 time period and 2021, the public markets experienced multiple expansion on an EV to EBITDA basis of about 11, 12 times, historically. And so, let me just create a little bit of context for — RITHOLTZ: Sure. LAYTON: — some of the differences in valuation that have been out there.

Investing 147

Investing Investments Clients Assets 147

Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So you retire in 2018. You have a lot — RITHOLTZ: The emerging manager category? The survival rate of an emerging manager is low. But it was not a liquidity issue. ’08 RITHOLTZ: Really interesting.

Assets 285

Assets Investing Investments Management 285

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. I’m gonna hold it in my portfolio.

Assets 173

Assets Management Portfolio Marketing 173

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. For advise on such matters, contact a legal or compliance advisor.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59