The Big Picture

AUGUST 23, 2023

I’ve spent my adult life watching markets and, more importantly, how people behave when they interact with those markets. Given the widespread adoption of behavioral economics (including three separate Nobels for Kahneman, Schiller, and Thaler) we tend to take this for granted today.

Investing 246

Investing Investments Asset Allocation Healthcare 246

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

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

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 111

Asset Allocation Economics Assets Marketing 111

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

Abnormal Returns

OCTOBER 1, 2022

Markets No matter how you measure it, 2022 is one of the worst years for bonds in history. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

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. In a competitive market blaming inflation on corporations is like blaming plane crashes on gravity.

Asset Allocation 122

Asset Allocation Financial Planning Assets Retirement 122

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate? tker.co) Bank depositors are moving money into money market mutual funds. disciplinefunds.com) The economic schedule for the coming week.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Nationwide Financial

MARCH 27, 2023

Thoughts Equity markets look to extend their winning streak to three weeks despite continued uncertainty in the banking sector. Markets have displayed remarkable resilience, with the S&P 500® Index currently showing a modest gain for March and a 4% year-to-date return. over the past two weeks. at the best level in nearly a year.

Banking 98

Banking Marketing Marketing Economics 98

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

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. market is closer to 40%, higher than the tech bubble peak weighting.

Asset Allocation 131

Asset Allocation Government Financial Advisor Portfolio 131

Validea

OCTOBER 12, 2022

There have certainly been bear markets in the period, and some of them have even been severe, but the consistent negative correlation between stocks and bonds during those periods meant that bonds served as an excellent diversifier. During deflationary bear markets, bonds work great. The issue here is obviously inflation.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Carson Wealth

JANUARY 2, 2024

The Year Played Out as Expected Ryan Detrick, VP and Chief Market Strategist You might not believe it, but 2023 played out just as expected. 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

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. Bond yields fell, and equity markets rallied. The 2024 estimate was revised from 2.6%

Marketing 96

Marketing Marketing Economy Investing 96

Truemind Capital

JULY 19, 2024

Equity Market Insights: The equity markets kind of ensure that there is never a dull quarter! From April to June 2024, the Indian equity market was highly volatile, mainly due to the Lok Sabha election results and ensuing political developments. This unexpected result led to a sharp market correction.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Nationwide Financial

DECEMBER 7, 2022

The market headwinds have been many this year, with high inflation, rising interest rates, and diminishing liquidity causing concerns among investors. A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors.

Retirement 52

Retirement Asset Allocation Marketing Marketing 52

Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up. From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. Read more >.

Marketing 98

Marketing Marketing Investments Investing 98

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 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!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Discipline Funds

AUGUST 2, 2024

Just a week ago the market narrative was all about “soft landing”, but after Friday’s labor report the narrative is quickly shifting to “emergency landing” Odds of a September rate cut are now 100% and odds of a 50 bps cut went up to 75%. And as I’ve noted in the past, that will be just the first cut.

Financial Planning 114

Financial Planning Assets Asset Allocation Economy 114

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. trillion in assets under management.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? 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. The recent rally in the market has made the valuations more expensive compared to historical standards.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Brown Advisory

OCTOBER 11, 2022

CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back? And while we believe private markets continue to be hotbeds of innovation and long-term outperformance, they too face some challenges. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Tue, 10/11/2022 - 13:22.

Marketing 98

Marketing Marketing Investments Investing 98

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.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. 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. Mon, 09/12/2016 - 01:00. Strategic Advisory.

Investing 52

Investing Investments Asset Allocation Marketing 52

Truemind Capital

JUNE 30, 2022

The sharp uptick in yields caused the mark to market losses in long-term debt instruments. There is a lot of chaos recently after Russia’s attack on Ukraine and the market seems directionless & confused on the way forward. The quantum of money printing jumped massively after Corona-led economic shutdowns. trillion to ~$8-8.5

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 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. In last week’s Weekly Market Commentary , we wondered how much higher interest rates could go. A Historically Aggressive Fed.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 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. This is best seen in the Discipline Index Benchmark which shows the level of risk in the financial markets over time. with a standard deviation of 22.6.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Stocks have officially entered a new bull market, increasing the odds of continued strength. Carson’s leading economic index indicates the economy is not in a recession. on average one year after a 20% bounce.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. With the equity market seeing a rapid rise over the last quarter, a few investors start getting the feeling of missing out after hearing the stories in their social circle, thus wanting to get more aggressive towards equity at the wrong time.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

SEI

AUGUST 2, 2022

Market volatility: Reminder to prepare for downturns. 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. . Stress testing various market cycles. Tue, 08/02/2022 - 14:05. Institutional (US).

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Dear Mr. Market

MAY 27, 2022

Dear Mr. Market: Simple title. We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. The intent of this article is to explain not only what a real bear market is, and how this one has behaved differently, but also what to do next.

Marketing 52

Marketing Marketing Asset Allocation Assets 52

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. But this market has also made it tough for the bears to get it right.

Assets 52

Assets Marketing Marketing Asset Allocation 52

James Hendries

JUNE 20, 2023

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. That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change.

Marketing 52

Marketing Marketing Economy Communication 52

The Big Picture

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Clients 299

Clients Wealth Management Banking Investing 299

Investing Caffeine

JANUARY 2, 2024

For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. In 2022, the stock market fell -19% (S&P) due to a spike in inflation. As you can see from the stock market cycles chart (below) that spans back to 1962, the average bull market lasts 51 months (i.e.,

Economy 98

Economy CFP Accounting Economics 98

Validea

SEPTEMBER 24, 2024

In the world of market valuation metrics, few have gained as much prominence as the Shiller P/E Ratio, also known as the Cyclically Adjusted P/E (CAPE) Ratio. Made famous during the late 1990s tech bubble, this metric continues to be a valuable tool for investors seeking to understand market valuations and potential future returns.

Asset Allocation 52

Asset Allocation Valuation Financial Planning Assets 52

Nationwide Financial

MARCH 1, 2023

Recessions often arrive unexpectedly, even for investors tuned in to the latest economic news. As a financial professional, keeping your clients on track toward their goals is a key mandate, especially in times of recession or market upheaval. People don’t like to experience recessions, much less look forward to them.

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72