Abnormal Returns

MARCH 20, 2024

ritholtz.com) Dan Haylett talks with Christine Benz about her new book "How to Retire: 20 Lessons For A Happy, Successful & Wealthy Retirement." peterlazaroff.com) Investing There's no magic rule for asset allocation. humansvsretirement.com) Bogumil Baranowski talks with Dan Haylett about 'retirement rebels.'

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Meb Faber Research

DECEMBER 5, 2022

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast.

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The Big Picture

OCTOBER 22, 2022

The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Her role is to help create multi-asset model portfolios with assets that include Mutual Funds, ETFs, and Alternatives.

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The Big Picture

MAY 17, 2024

She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.

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The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

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A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

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The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

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Abnormal Returns

DECEMBER 13, 2024

(podcasts.apple.com) Matt Zeigler talks with Yuri Khodjamirian, Chief Investment Officer at Tema ETFs (epsilontheory.com) Corey Hoffstein talks with Victor Haghani about the case for tactical asset allocation. twopct.com) Jonathan Fields talks with Alex Elle, author of the book "Do Walk: Navigate earth, mind and body."

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Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? amycastor.com) Books Five insights from Edward Chancellor's new book "The Price of Time: The Real Story of Interest." nextbigideaclub.com) Tyler Cowen recommends Jon Hilsenrath's new book "The Trailblazing Economist Who Navigated an Era of Upheaval."

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The Big Picture

NOVEMBER 14, 2022

My back-to-work morning train WFH reads: • Big Investors Are Giving Up on Crypto Markets Going Mainstream : Bitcoin as a portfolio diversifier hasn’t worked for investors Crypto won’t ‘find a home in institutional asset allocation’. Bloomberg ). Wall Street Journal ). • Morningstar ). Institutional Investor ).

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Investment Writing

MAY 7, 2024

For a handy overview of my approach to investment commentary, you can buy my mini e-book. That’s because, as Wylie Tollette, head of client investment solutions at Franklin Templeton Multi-Asset Services, said, that would take 30 years and a double-blind study, but no one would want to be in the control group. Is that really a word?

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MainStreet Financial Planning

MARCH 2, 2023

I’ve been asked if there is a textbook we use, and as part of the required reading, we use a book that originally came out in 1975! My class uses this book to understand the history of the markets and theories such as the efficient market hypothesis, capital assets market theory and fundamental and technical analysis.

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The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. Two, I got my first Wall Street bonus three, I sold another book, which meant I got a big advance. I contacted the journal about writing for them again, I also started working on a book. Tell us about some of your favorite books.

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The Big Picture

NOVEMBER 8, 2022

His book on the history of speculation and manias and bubbles, “Devil Take the Hindmost” is just legendary. His latest book could not be more timely, “The Price of Time: The Real Story of Interest,” it’s all about the history of interest rates, money lending, investing speculation, funded by banks and loans and credit.

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A Wealth of Common Sense

SEPTEMBER 26, 2024

Further Reading: How Much Money You Need For Retirement 1We’ve talked about JEPI on Animal Spirits in a past Talk Your Book episode with the portfolio manager of the strategy —

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The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. 00:14:30 [Speaker Changed] I talked about setting up the infrastructure to prepare to invest, and we looked at every asset class. So it’s, it’s assets like that. This was gonna be a multi-strategy vehicle.

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The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. The requirements for asset managers to have a bank were such that it would inhibit us a bit. JOHNSON: …for most assets. I also ran our credit card business at the time.

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The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: … across asset classes is the way that I think about it. perspective, how you hold your assets is just as important as what you hold, right?

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Truemind Capital

JULY 8, 2024

BOOK ONE TIME FREE CONSULTATION SESSION WITH OUR EXPERT ADVISORS ARRANGE CALL BACK The post A guide to best tax saving instruments in India appeared first on Investment Blog. Originally posted on LinkedIn : www.linkedin.com/shivanichopra Email us at connect@truemindcapital.com or call us at 9999505324.

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A Wealth of Common Sense

SEPTEMBER 3, 2023

If you look back at enough charts and read enough books about market history, you’re invariably drawn to the booms and busts. You can’t predict the future by learning about the past but it can help you better understand the relationship between risk, reward and human nature. The to.

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The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this.

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Truemind Capital

JUNE 30, 2022

The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. This strategy based on possibilities is called tactical asset allocation which always leads to higher portfolio returns at a given level of risk. trillion to ~$8-8.5 Source: ICICI MF.

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Truemind Capital

SEPTEMBER 10, 2019

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.

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Random Roger's Retirement Planning

OCTOBER 26, 2022

FIG is a multi-asset/multi-strategy fund that tries to modernize a balanced portfolio by leveraging up to gain most of its equity exposure and balance out the leverage up by using strategies like managed futures and risk parity to leverage down in such a way that they are trying to mitigate the downside.

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The Irrelevant Investor

MARCH 3, 2019

By Morgan Housel The smoothest life paths sometimes fail to teach us about what really brings us satisfaction day to day By Charles Duhigg You should always cherish your exceptions because markets are full of them By Ben Carlson Retirement comes down to your savings rate and asset allocation.

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Validea

OCTOBER 25, 2023

With over $230 billion in total assets, the SPDR Select Sector ETFs are considered the go-to funds for investors looking to make sector bets or investment allocations. One observation is the Energy (XLE) ETF, at $40 billion in assets under management (AUM), accounting for 17% of the total assets across all sector ETFs.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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The Irrelevant Investor

JULY 1, 2018

With Tim Ferriss and Adam Robinson Books Music that had ben merely good, the rock and roll soundtrack of our lives, turned into rapture and prophecy. By Drew Voros When you chase outperformance, you catch underperformance. By William Finnegan The post These Are the Goods appeared first on The Irrelevant Investor.

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Validea

SEPTEMBER 29, 2022

The downturn in stocks and other assets reflect a number of concerning things. Higher interest rates have made the affordability of homes and other assets much more costly. I for one don’t think so and neither does Burton Malkiel, Princeton Economics professor and author of the classic finance book A Random Walk Down Wall Street.

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The Big Picture

FEBRUARY 6, 2024

So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets. Then what enables that you have to have some asset ability capability that competitors can’t equally duplicate. I do keep a strong balance sheet.

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Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Is the Global Financial Asset Portfolio the Perfect Indexing Portfolio?

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The Irrelevant Investor

JULY 19, 2016

This list could easily be four times as long, but to avoid this post becoming a book, I had to draw a line somewhere. Here are two brilliant quotes from The Little Book of Common Sense Investing : Don't look for the needle in the haystack. Adam Smith's " The Money Game is one of my favorite investment books ever written.

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Truemind Capital

AUGUST 12, 2023

We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Other Asset Classes : After a strong rally, Gold cooled off in Q1FY24 on the back of profit booking and shifting focus towards equity.

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