Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Regulatory approvals: NSE’s business heavily relies on obtaining and renewing statutory approvals, licenses, and permissions.

Compliance 90

Compliance Banking Management Risk Management 90

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. At the same time, the resilience of the U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

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

NOVEMBER 3, 2022

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. Asset allocation does not ensure a profit or protect against a loss.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

DECEMBER 4, 2022

Forward-looking sales estimates paint a more subdued picture, which makes sense given the macro headwinds facing the economy and the consumer. Faster than expected deceleration in inflation and the economy avoiding a recession altogether (i.e., Insurance products are offered through LPL or its licensed affiliates.

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Insurance products are offered through LPL or its licensed affiliates. Value Target to 4,000-4,100 from 4,300-4,400.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

JULY 3, 2023

economy remains on solid footing, and expectations the Fed is close to completing its rate hiking campaign, bankers are hopeful they can begin taking a growing pipeline of companies public. economy and corporate America have has been impressive. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. There’s a continual, the economy continues to grow. 00:26:24 [Speaker Changed] Given that, what are the risks to the US economy and to the markets from too much passive investments flowing into equities. It goes so far.

Assets 173

Assets Management Portfolio Taxes 173

ClearMoney

JANUARY 4, 2022

Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. Value stocks, or those with lower relative prices, began the year strong as the economy reopened and interest rates were rising. But growth stocks rallied later in the year. Dimensional Japan Ltd., and Dimensional Hong Kong Limited.

Marketing 52

Marketing Marketing Commission Government 52

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. An economy does better if the most people are prosperous, right? I mean, it’s just not healthy.

Insurance 147

Insurance Healthcare Retail Medicine 147

James Hendries

JULY 6, 2022

economy will avoid recession. The good news is that if the economy does contract to the point where it is officially labeled a recession (the National Bureau of Labor Statistics makes that call), the impact will likely be muted somewhat by the strong financial position enjoyed by consumers heading into it.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

NOVEMBER 8, 2022

With the economy exhibiting low growth and generationally high inflation, these additional factors point to the House very likely flipping with some possibility of a wave election for Republicans. Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Our best advice: Just go and vote.

Marketing 52

Marketing Marketing Government Banking 52