The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. The multi-asset platform manages things like offerings that give you inflation, hedging against inflation.

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The Big Picture

MAY 9, 2023

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 you’re Chief Investment officer of Asset and Wealth Management. So we start with a strategic asset allocation.

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The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. Go to the decade before 2022, the equity side was something like 13%.

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The Big Picture

JANUARY 21, 2025

I did it during the coronavirus collapse in 2020, and I did it again in 2022. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. It’s, it’s a temporary move. But you know, I’ve done it repeatedly. I did it in 2000, 2002. I did it in 2008 in oh nine. That’s exactly right.

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ClearMoney

JANUARY 4, 2022

Daily portfolio management can spare investors from such style drift by rebalancing portfolios incrementally over time, keeping them focused on the targeted asset allocation and putting investors in a better position to capture higher returns. 2MSCI data © MSCI 2022, all rights reserved. All rights reserved.

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The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: Emerging markets in the late ‘80s was very different than the emerging markets of 2022. KOENIGSBERGER: So we — you know, we had the good fortune to have no Russia or no Ukraine in February of 2022. Tell us what that experience was like during that period. The 1980s was the lost decade in Latin America.

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The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. JOHNSON: By 2019, it was, I think, nine to 10 years, and by 2022, it was 14 to 15 years before they were going public, right? So she wants her portfolio managed that way.

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The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks. We sure was.

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The Big Picture

MAY 21, 2024

So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. And somehow in 2022 when, when stocks were down about 20% and bonds were down about 15%.

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The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. And so what we do is we balance out those macro views with the risk assessment, the quantitative assessment, to form a realistic portfolio. RITHOLTZ: Yeah. RITHOLTZ: Right.

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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?]

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