The Big Picture

SEPTEMBER 12, 2022

I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. I’m talking about diversified financial services. RITHOLTZ: Right. RITHOLTZ: Yeah.

Clients 300

Clients Wealth Management Banking Investments 300

Carson Wealth

JANUARY 2, 2024

Source: FactSet 12/18/2023 Yields Back Where They Started Barry Gilbert, VP and Asset Allocation Strategist Nothing tells the story of the 2023 markets like yields, and the 10-year Treasury yield is a great reference point. This is a massively underrated story of what’s happening in the U.S. economy, despite the skeptics.

Marketing 88

Marketing Marketing Economy Manufacturing 88

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. Industry data already show declining rent prices, so it’s just a matter of time before the official government statistics reflect that easing. What Does This Mean for You?

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. We believe this is fundamental to building a diversified asset allocation.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. We believe this is fundamental to building a diversified asset allocation.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2022

Speakers: Keith Stone, Erika Pagel and Sid Ahl MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. Bloomberg is a trademark/service mark of Bloomberg Finance L.P.,

Marketing 52

Marketing Marketing Investments Investing 52

Brown Advisory

FEBRUARY 15, 2019

Later in the year, markets became anxious about other topics, such as a potential economic slowdown, a new level of dysfunction in Washington (including unusual executive challenges to the Fed's independence and an extended partial government shutdown), and escalating trade disputes between the U.S. stock market.

Valuation 52

Valuation Clients Portfolio Investments 52

Brown Advisory

NOVEMBER 12, 2019

Having traditionally run surpluses, the government attempted to stimulate the economy by incurring large deficits, in part to help fund interest costs on the growing debt load. government debt is nearly 110%, compared to 82% ten years ago and 32% in 1981 (its modern-day low point). As a percentage of GDP, U.S.

Investments 52

Investments Investing Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Having traditionally run surpluses, the government attempted to stimulate the economy by incurring large deficits, in part to help fund interest costs on the growing debt load. government debt is nearly 110%, compared to 82% ten years ago and 32% in 1981 (its modern-day low point). As a percentage of GDP, U.S.

Investments 52

Investments Investing Assets Economics 52

Brown Advisory

JUNE 21, 2017

Other studies highlight additional factors that seem to characterize successful managers: Governance: Management structure and manager tenure are meaningfully related to performance. Regulations governing inside information also level the playing field among market participants. Therefore, the market for U.S.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Other studies highlight additional factors that seem to characterize successful managers: Governance: Management structure and manager tenure are meaningfully related to performance. Regulations governing inside information also level the playing field among market participants. Therefore, the market for U.S.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. government bonds haven’t exceeded 2% for most of the past four years, compared to more than 11% in early 1985. Thus, it’s important to have a view on this key question.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. government bonds haven’t exceeded 2% for most of the past four years, compared to more than 11% in early 1985. Thus, it’s important to have a view on this key question.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

AUGUST 1, 2018

The potential for inversion is not a reason in and of itself to make changes in asset allocation, but the combination of higher short-term yields and additional equity market uncertainty does affect our thinking about portfolio positioning. It’s important to note here that we’re not recommending wholesale changes in asset allocation.

Management 52

Management Investments Investing Valuation 52

Brown Advisory

AUGUST 1, 2018

The potential for inversion is not a reason in and of itself to make changes in asset allocation, but the combination of higher short-term yields and additional equity market uncertainty does affect our thinking about portfolio positioning. It’s important to note here that we’re not recommending wholesale changes in asset allocation.

Management 52

Management Investments Investing Valuation 52

Brown Advisory

MARCH 13, 2018

Government spending, the other large component of the economy, may also pick up if infrastructure and defense measures are enacted as planned. Without making a call on the near-term direction of the markets, we continue to stress the importance of maintaining liquidity and safety as a critical component of asset allocation.

Investments 52

Investments Investing Economy Assets 52

Brown Advisory

MARCH 13, 2018

Government spending, the other large component of the economy, may also pick up if infrastructure and defense measures are enacted as planned. Without making a call on the near-term direction of the markets, we continue to stress the importance of maintaining liquidity and safety as a critical component of asset allocation.

Investments 52

Investments Investing Economy Assets 52

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So they’d give individual asset allocation to people and they’d go invest their money. So we all know that by Monday morning the contagion risk was too high and, and the government did step in, but the opportunities really arose from that.

Banking 148

Banking Portfolio Assets Investments 148

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Management 222

Management Investments Investing Assets 222

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. Because London remains a critical business center for financial services.

Banking 148

Banking Assets Investments Investing 148

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

JANUARY 27, 2025

It is a financial services hub. It’s certainly not New York City, but it’s, it’s definitely the top two or three in terms of large financial services. Mike Freno : It’s become, it’s become an asset for us to be located there for, for sure. So it’s been, it’s been great.

Assets 148

Assets Insurance Management Investments 148

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. The areas of risk and indebtedness are sitting in the, the, on the government balance sheet. I mean, I, I think this debt sitting on government balance sheet said something to worry about.

Numbers 148

Numbers Management Banking Marketing 148