Asset Allocation Document Financial Market 
A Wealth of Common Sense
JANUARY 10, 2023
It’s now well-documented that 2022 is one of the worst years in history for financial markets. Past performance tells us nothing about future performance but studying market history can provide. Last year was one of the worst years ever for stocks and the worst year ever for bonds.
Trade Brains
SEPTEMBER 26, 2024
Financial services became the backbone of India’s growth. Key indicators like banked population and market capitalization improved. Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Comment below.
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Brown Advisory
DECEMBER 2, 2015
A family will then approach its portfolio—and any foul weather in financial markets—with confidence, increasing the likelihood of achieving its long-term goals. . By Taylor Graff, CFA, Asset Allocation Analyst. Please download The Advisory to read other articles in this issue including: Off the Beaten Trail.
The Better Letter
OCTOBER 5, 2023
However, as Mandelbrot is careful to emphasize, it is empty hubris to think that we can somehow master market volatility. When one looks closely at financial-market data, seemingly unexplained accidents routinely appear. The financial markets are inherently dangerous places to be, Mandelbrot stresses.
Investing Caffeine
JULY 5, 2023
And although the “ January Effect ” has been documented by academics as a great period to buy stocks, this so-called phenomenon has failed in three of the last four years. Case in point, following the guideline to “sell in May and go away” would have cost you dearly last month with prices gushing higher. Which brings us back to the Fed.
Brown Advisory
JUNE 16, 2016
As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S. Re-examine asset allocation, expected income and principal return expectations.
Brown Advisory
MARCH 30, 2020
Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” ILLIQUIDITY IMPACTS These dynamics have dramatically shifted the liquidity landscape across financial markets.
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