Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Abnormal Returns

APRIL 2, 2023

(abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. realreturns.blog) The stock market is almost always in a drawdown.

Asset Allocation 170

Asset Allocation Assets Economics Portfolio 170

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 146

Asset Allocation Insurance Economics Assets 146

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.”

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Investing Investments Asset Allocation Healthcare 246

Advisor Perspectives

FEBRUARY 7, 2025

In a first quarter 2025 asset allocation report, Confluence expects resilient economic growth in the short term.

Asset Allocation 40

Asset Allocation Assets Economics 40

Advisor Perspectives

APRIL 3, 2025

An early-term recession, though difficult, can create strategic opportunities to push a bold and transformative agenda forward.

Asset Allocation 40

Asset Allocation Assets Economics Management 40

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. Why stocks and bonds belong in a diversified portfolio Investors have different needs, risk tolerances, time horizons, and financial situations which should be considered in an asset allocation.

Risk Tolerance 63

Risk Tolerance Asset Allocation Assets Portfolio 63

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 Investing 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

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

A Wealth of Common Sense

MARCH 20, 2025

We also answered questions about when to change your asset allocation during a correction, why Wall Street is so bad at price targets, the economic impact of tariffs and taking out a 401k loan to fund a down payment. Further Reading: 10 Great Lines From Where Are the Customers’ Yachts? The post What is the Point of Money?

Asset Allocation 77

Asset Allocation Economics Assets 77

Discipline Funds

NOVEMBER 11, 2024

This included: 2:44 Defined Duration Investing – my new asset allocation process by which I focus on quantifying the time horizons over which to use certain instruments and help match them to a financial plan. I was really humbled to be featured on the Excess Returns podcast in one of their big lessons episodes.

Asset Allocation 52

Asset Allocation Portfolio Financial Planning Government 52

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

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 Portfolio Financial Advisor 131

Discipline Funds

MARCH 10, 2025

I can “stay the course”, as John Bogle liked to say, because my portfolio is so temporally robust.

Assets 74

Assets Portfolio Financial Planning Insurance 74

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

Dear Mr. Market

APRIL 2, 2025

Small & Mid-Cap Region: SOFI Surges in a Changing Market The small and mid-cap asset class has long been overshadowed by large-cap dominance, with the past decade favoring mega-cap technology stocks. This bracket focuses on who benefits most when the Russia-Ukraine war ends and economic rebuilding begins.

Investing 78

Investing Investments Valuation Advertising 78

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

Gen Y Planning

MARCH 10, 2025

This volatility is partially driven by uncertainty surrounding tariff policies and their potential economic impact. Diversifying portfolios across asset classes, sectors, and geographies to reduce concentrated risks. Markets (read: investors) dislike uncertainty, which is reflected in the day-to-day fluctuations.

Marketing 52

Marketing Marketing Financial Planning Asset Allocation 52

MainStreet Financial Planning

MARCH 7, 2025

Hands-Off Investment Management If you prefer a professional to handle asset allocation, rebalancing, and investment selection, an AUM-based advisor can actively manage your portfolio. Ongoing Portfolio Monitoring AUM advisors continuously review your investments and adjust strategies based on market conditions and economic trends.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

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 Investing 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

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly).

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

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 77

Asset Allocation Economy Financial Market Assets 77

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.

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Clients Retirement Risk Tolerance Asset Allocation 72