Discipline Funds

AUGUST 2, 2024

We’ve spent much of the last year explaining how higher rates were slowly putting the screws to the broader economy. The economy doesn’t land like a plane. 5%+ interest rates are not a normalized economy and now looks far too restrictive. None of this is terribly surprising to readers here.

Financial Planning 115

Financial Planning Assets Asset Allocation Economy 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

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. To learn more about our investment management service please contact us here.

Asset Allocation 77

Asset Allocation Economy Financial Market Assets 77

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

Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

Marketing 96

Marketing Marketing Economy Investing 96

Investing Caffeine

JANUARY 2, 2024

With China’s stagnating economy, it has helped our inflationary cause by exporting deflationary goods to our country. Source: Trading Economics Declining inflation and interest rates explain a lot of investor optimism, but there are additional reasons to be sanguine. Source: Visual Capitalist Why So Bullish? a few months ago to 3.9%

Economy 98

Economy CFP Accounting Economics 98

Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. a year on average.

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

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. 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.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Investing Caffeine

JUNE 3, 2024

most recently) and the economy went into recession with GDP (Gross Domestic Product) declining by -2.2%. Bad economic news turned out to be good news for stocks. On the flip side, during 2022, the economy was firing on all cylinders. That same year, the unemployment rate reached a sky-high level of 14.9% (vs. It fell -19%.

Risk Tolerance 52

Risk Tolerance Economics Economy Asset Allocation 52

Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. The quantum of money printing jumped massively after Corona-led economic shutdowns. This resulted in inflation to the levels last seen 40 years ago in many developed economies.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 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?

Investing 52

Investing Investments Asset Allocation Portfolio 52

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Truemind Capital

JULY 19, 2024

By mid-June, the Nifty had bounced back from its lows, driven by expectations of a stable coalition government and positive monsoon forecasts, which are vital for the rural economy and consumption sectors. We do not recommend allocating a significant amount of your assets to real estate at these prices.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: … obviously, the United States, the global economy. It was at Bank One, at the time. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

Clients 299

Clients Wealth Management Banking Investments 299

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. The bottom line is many bears have been proven wrong, as the economy continued to surprise to the upside, inflation came back to earth, and overall earnings estimates increased. economy. This has run contrary to most economists’ predictions.

Marketing 52

Marketing Marketing Economy Manufacturing 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

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one.

Marketing 52

Marketing Marketing Economy Economics 52

Discipline Funds

JUNE 15, 2023

So that’s why they’re still hinting at hikes – they don’t want you to run out and buy fart jars in anticipation of lower future rates and accommodative economic conditions. At the same time, there’s an interesting paradox in all of this where the longer the Fed is tight the slower the economy is going to be.

Asset Allocation 58

Asset Allocation Economy Portfolio Management Distribution 58

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Truemind Capital

OCTOBER 18, 2024

Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS! We maintain our underweight position to equity (check the asset allocation section) on the back of pricey markets.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

NOVEMBER 29, 2020

Trade was important to the Roman economy and it generated vast wealth for the citizens of Rome. The economy was in shambles and trade was majorly localized and was done using barter methods. Whereas, the complete economic recovery is still far away and uncertain in terms of its timing and structure. grams of pure silver.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

Assets 173

Assets Management Marketing Marketing 173

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

Brown Advisory

AUGUST 19, 2022

From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up. Fri, 08/19/2022 - 10:50. MORE ON THIS TOPIC.

Marketing 98

Marketing Marketing Investments Investing 98

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Dear Mr. Market

MARCH 11, 2023

For one, Japan does not always “act” like our domestic markets nor other international economies so in that regard it provides a layer of diversification most portfolios rarely have. It first has to fend off #10 Turkey ( TUR ) whose economy is already vulnerable but also having to recover from a pair of massive 7.8 earthquakes.

Investments 93

Investments Investing Portfolio Assets 93

Truemind Capital

JANUARY 16, 2024

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. The debt yields have declined across the yield curve maturities in the developed economies.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

SEI

AUGUST 2, 2022

Investments and economy. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Economic outlook: The “value restoration” project is underway. Economic outlook: Soft landing or recession?

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. Source: Trading Economics As long as consumers continue to hold a job, they will continue spending to buoy economic activity – remember, consumer spending accounts for roughly 70% of our country’s economic activity.

Economics 52

Economics Economy CFP Government 52

Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. stocks play in most investors’ core equity allocations.

Valuation 52

Valuation Economics Asset Allocation Clients 52

Brown Advisory

JULY 24, 2018

allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield. stocks play in most investors’ core equity allocations.

Valuation 52

Valuation Economics Asset Allocation Clients 52

Darrow Wealth Management

MARCH 28, 2022

Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), Asset allocation. Trying to anticipate and subsequently prepare for the next market correction/recession/etc. is a fool’s game.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. equity market: With the economy stable, the investor mood remains sanguine.

Valuation 52

Valuation Economy Banking Economics 52

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52