Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Its revenue surged from ₹3,508 crore in March 2020 to ₹14,780 crore in March 2024. It increased from ₹1,885 crore in March 2020 to ₹8,306 crore in March 2024. in March 2020 to ₹167.79

Compliance 90

Compliance Banking Management Risk Management 90

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. from its August 2020 lows and has already seen the biggest move higher in yields since 1987, when rates moved higher by 3.2%.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 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

James Hendries

DECEMBER 4, 2022

over the last 20 years, pre-2020. The LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) continues to hold a cautious view and an underweight to the S&P 500 consumer discretionary sector, from an asset allocation perspective.

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. The SVX/SGX ratio chart has recently broken out from a bottom formation that has been under development since 2020.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

AUGUST 15, 2022

Total employment has returned to pre-pandemic levels in February 2020 but not back to pre-pandemic trends [ Figure 1 ]. percentage points below February 2020, and the largest gaps were for those of high school and college age and those 55 years old and up [ Figure 2 ]. Overall, the July labor force participation rate was 1.3

Marketing 52

Marketing Marketing Economy Valuation 52

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. That actually is exactly what we ended up doing. Otherwise, why not just buy passive?

Assets 173

Assets Management Portfolio Taxes 173