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. rationalwalk.com) How the bank crisis could ripple through the economy.

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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.

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Yardley Wealth Management

DECEMBER 23, 2022

The post The Stock Market is Not the Economy appeared first on Yardley Wealth Management, LLC. The Stock Market is Not the Economy. I think that the economy and the stock market always diverge, and the stock market is way more volatile than the economy. Also, the stock market looks forward.

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Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? rationalwalk.com) 12 lessons from Charlie Munger and Warren Buffett on money and life including 'Volatility is not risk.' (hunterwalk.com) Global The Canadian economy continues to add jobs. washingtonpost.com) Housing The housing market is worse than you think.

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Discipline Funds

AUGUST 16, 2024

The greedflation narrative is enticing and intuitive, but that narrative really only applies to monopolies and uncompetitive markets. In a competitive market blaming inflation on corporations is like blaming plane crashes on gravity. I am a big fan of boring ETFs because I think asset allocation should be boring.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Key themes in energy markets. Fri, 03/18/2022 - 06:42.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? Investors view these stocks as relatively safe defensive havens that offer a bulwark against declining or volatile markets. billion in assets they held in 2011.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. Investors view these stocks as relatively safe defensive havens that offer a bulwark against declining or volatile markets. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 stock market (chart 1).

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Discipline Funds

MARCH 2, 2024

billion dollar market cap rule as recently as December. And not only are the additions somewhat subjective, but the rules themselves often have to change due to market circumstances. That’s a big overweight compared to the total global equity market. Is 3 months enough?

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Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 102

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Carson Wealth

DECEMBER 18, 2023

Markets were off to the races after the Fed released its statement and economic projections. Bond yields fell, and equity markets rallied. This is outdated information as private market indices such as Apartment List show rents falling compared to last year. And the first cut could come sooner rather than later.

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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%. The economy doesn’t land like a plane.

Financial Planning 114

Financial Planning Assets Asset Allocation Economy 114

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.

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

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Marketing Marketing Economy Manufacturing 89

Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. Suppose they made emotional investment decisions during the market volatility of 2022.

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Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up . MORE ON THIS TOPIC.

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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.

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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.

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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.

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Asset Allocation Economy Financial Market Assets 78

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards. Sensex went up by 9.5%

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.

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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. This resulted in inflation to the levels last seen 40 years ago in many developed economies.

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Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The Adani saga also aggravated volatility. 5%) and by RBI (25 bps to 6.5%).

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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.

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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.

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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!

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Financial Market Marketing Marketing Asset Allocation 52

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. economy. on average one year after a 20% bounce.

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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.

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The Irrelevant Investor

AUGUST 15, 2018

Are buybacks starving the economy? On this week's Animal Spirits, we discuss: Why did I say "funding secured" Why do companies go private? No, but it's complicated And earning-per-share bonuses need to be adjusted for buybacks The housing crash disproportionately affected the middle class The CAPE ratio arguments are usually black or white.

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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.,

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Discipline Funds

DECEMBER 31, 2023

I think that’s one of the things that makes the financial markets so fascinating. Just when you feel like you know everything the markets and the economy will surprise you. The last few years have made that abundantly clear as high inflation has ravaged most of the global economy. the market cap index was up 26.2%.

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Brown Advisory

MARCH 9, 2023

Topics in this episode include: The macro outlook for the new year, as markets kick it off with a meaningful tailwind and the first few months see a wave of stronger-than-expected data. As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S.

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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.

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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.

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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.

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Darrow Wealth Management

MARCH 28, 2022

Before discussing ways to prepare for a recession or market downturn, it’s imperative to clarify an important point. Trying to anticipate and subsequently prepare for the next market correction/recession/etc. or downturn in the financial markets that could occur at any time is just common sense. is a fool’s game.

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