Alpha Architect

SEPTEMBER 8, 2023

The correlation between stocks and bonds should be a critical component of any asset allocation decision, as it impacts not only the overall risk of a diversified multi-asset class portfolio but also the risk premia one should expect to receive for taking risk in different asset classes.

Asset Allocation 137

Asset Allocation Assets Economics Portfolio 137

Abnormal Returns

MAY 23, 2023

mrzepczynski.blogspot.com) Economics How does the stock market do when the Fed is on pause? systematicindividualinvestor.com) Does economic trend add value above price trend? (aqr.com) How should investors rate hedge fund performance?

Asset Allocation 147

Asset Allocation Insurance Economics Assets 147

WiserAdvisor

DECEMBER 2, 2022

However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Asset allocation aims to balance risk and reward through a portfolio composition of different kinds of assets. If not allocated efficiently, you may become subject to a slew of taxes and other charges.

Asset Allocation 52

Asset Allocation Assets Portfolio Risk Tolerance 52

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. ” We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

The Big Picture

AUGUST 23, 2023

Given the widespread adoption of behavioral economics (including three separate Nobels for Kahneman, Schiller, and Thaler) we tend to take this for granted today. Whether we are talking about important milestones in life or your asset allocation, don’t let your decision-making default setting be “auto-pilot.”

Investments 246

Investments Investing Asset Allocation Healthcare 246

Advisor Perspectives

MAY 6, 2024

With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors.

Asset Allocation 52

Asset Allocation Assets Economics Investments 52

Alpha Architect

DECEMBER 9, 2022

Given that tightening monetary policy increases economic risks, Simpson and Grossman provided compelling evidence of a risk explanation for the size factor. For those investors who engage in tactical asset allocation strategies (market timing), their evidence suggests that it might be possible to exploit the information.

Asset Allocation 109

Asset Allocation Economics Assets Marketing 109

Discipline Funds

AUGUST 16, 2024

The Great Financial Crisis was wonderful because it got people interested in economics. And it was terrible in that it convinced a lot of people that mainstream economics was wrong about almost everything. I am a big fan of boring ETFs because I think asset allocation should be boring. But I think this is wrong.

Asset Allocation 122

Asset Allocation Financial Planning Assets Retirement 122

Advisor Perspectives

JUNE 16, 2023

Ignore the “noise” of the market and adhere to your well-thought-out asset-allocation strategy that acknowledges both the virtual certainty of recessions and bear markets while also recognizing that trying to time the market based on economic forecasts is likely to prove counterproductive.

Economics 59

Economics Asset Allocation Assets Marketing 59

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. realpage.com) Companies are still hiring even though there are signs of economic weakness. (nytimes.com) Year-to-date, the Renaissance IPO ETF is down almost 50%. institutionalinvestor.com) Options trading is booming.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. disciplinefunds.com) The economic schedule for the coming week. savantwealth.com) Gathering and interpreting information has a cost. mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate?

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Advisor Perspectives

DECEMBER 20, 2023

Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? What the “new rate regime” means for portfolios and strategic asset allocations Trends and opportunities in Fixed Income and Equities But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Financial Advisor Portfolio 131

Truemind Capital

APRIL 19, 2024

Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Investment Writing

MAY 7, 2024

Here’s an excerpt from the summary: Asset allocators favored the White-led, racially homogenous team when credentials were stronger, but the Black-led, racially diverse team when credentials were weaker. She has an uncanny ability to make very complex investment and/or economic topics accessible and understandable to anyone.”

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Validea

OCTOBER 12, 2022

It is constructed by looking at the four major economic environments we can experience (growth, contraction, inflation and deflation) and investing 25% of the portfolio in an asset that has historically performed well in each of them. Protective Asset Allocation and Generalized Protective Momentum – Grade: A.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Advisor Perspectives

OCTOBER 28, 2024

The yield curve indicates that US economic growth has slowed, with only limited signs that the economy could be heading into a broad decline.

Asset Allocation 40

Asset Allocation Assets Economy Economics 40

Alpha Architect

DECEMBER 15, 2023

The timing of equity factor premiums has a strong allure for investors because academic research has found that factor premiums are both time-varying and dependent on the economic cycle. The Temptation of Factor Timing was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Economics 136

Economics Asset Allocation Assets Investments 136

Nationwide Financial

MARCH 27, 2023

Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. Cash levels rose in March at the fastest pace since last September and remain above average and allocation to equities remains significantly lower than in history.

Banking 98

Banking Marketing Marketing Economics 98

Discipline Funds

NOVEMBER 8, 2023

The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. Asset Allocation The Discipline Index is our core benchmark index and has an average duration, as measured in the Defined Duration strategy , of 10 years.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Discipline Funds

AUGUST 2, 2024

And that’s the ultimate measure of the Fed’s success – are they able to normalize interest rates or do they end up having to shift interest rates because they flew too low for too long and now they have to try to enact an emergency engine thrust to avoid an economic stall?

Financial Planning 112

Financial Planning Assets Asset Allocation Economy 112

Validea

SEPTEMBER 24, 2024

This approach smooths out short-term fluctuations and provides a more stable view of earnings across a full economic cycle. Asset Allocation Insights The Shiller P/E can also inform asset allocation decisions. for US large-cap stocks over the next ten years. Emerging markets, for example, project an 9.0%

Asset Allocation 52

Asset Allocation Valuation Financial Planning Assets 52

Validea

AUGUST 2, 2024

The strategy is one of the series of quantitative asset allocation strategies we feature on Validea and uses momentum to build a multi-asset portfolio with very interesting risk and return characteristics. So a different approach is needed. This can lead to more stable overall portfolio volatility.

Asset Allocation 52

Asset Allocation Assets Portfolio Management 52

Nationwide Financial

DECEMBER 7, 2022

Economic headwinds and market fluctuations make the anxiety even worse for investors close to retirement. Different cycles of growth and inflation over time tend to favor other asset classes. Maintaining an appropriate asset allocation for an investor’s specific goals and risk tolerance is critical for long-term success.

Retirement 52

Retirement Asset Allocation Marketing Marketing 52

Truemind Capital

JULY 19, 2024

Given the high valuations and fuzzy near-term outlook, our ideal strategy is to stick the asset allocation framework which best suits our risk profile. Our tactical allocation to Chinese equities has been bearing fruits despite continued domestic demand challenges and real estate sector issues.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Advisor Perspectives

OCTOBER 4, 2023

Rooted in the firm’s deep capital market analysis, the CMA report informs the investment decisions and asset allocation recommendations made by Northern Trust, which as of June 30, 2023, had US$1.4 trillion in assets under management.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Nationwide Financial

MARCH 1, 2023

Recessions often arrive unexpectedly, even for investors tuned in to the latest economic news. When a rough economic patch appears on the horizon, your clients seek your guidance to help them check their emotions and stick to a strategy to help them manage market risk. Diversify your client’s income sources.

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72

Truemind Capital

JUNE 30, 2022

The quantum of money printing jumped massively after Corona-led economic shutdowns. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. US Fed increased its balance sheet size from ~$4-4.5 trillion to ~$8-8.5 trillion in a span of just 2 years.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Where Does Money Come From? What Backs the Value of Money?

Investments 52

Investments Investing Asset Allocation Portfolio 52

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. As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

Truemind Capital

OCTOBER 18, 2024

Combined with India’s own economic strength and lower interest rates, asset prices—stocks, real estate, gold—could rise even further. The assumption that asset prices will keep rising can quickly be challenged by things like escalating geopolitical tensions, a U.S. What does this mean for India? But so will inflation!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Validea

JULY 27, 2022

As investors, we are consistently being hit with news and headlines related to economic activity, earnings, company announcements, geopolitical developments and hundreds of other pieces of information that influence our decisions and seem important, or impactful, at the very moment.

Investments 104

Investments Investing Risk Tolerance Asset Allocation 104

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investments 52

Investments Investing Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investments 52

Investments Investing Asset Allocation Marketing 52

Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52