Truemind Capital

JULY 5, 2024

A client said – I understand market valuations are expensive but it doesn’t seem that it will correct much. The fundamental driver of market peaks and exorbitant valuations is the perception that there is nothing to worry about – there is no investment risk. There is nothing to worry about.

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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 Stretched Valuations.

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Truemind Capital

NOVEMBER 8, 2024

Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

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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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Marketing Marketing Asset Allocation Assets 106

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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The Big Picture

MAY 9, 2023

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. So I had an interest in the Russian market. One, the London market is where it’s been most of my career. I knew the market, but I also knew the people there. There wasn’t a lot to do. SALISBURY: Yes.

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Truemind Capital

NOVEMBER 8, 2024

Negative effects of a prolonged bull market. Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. Be prepared for crazy when the markets are calm.

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Marketing Marketing Asset Allocation Valuation 52

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? India being highlighted as a beneficiary from the shift in Global equations along with the expected highest economic growth among major economies has attracted strong flows from the FIIs lifting overall market sentiments. Valuations across all sectors do not offer any margin of safety.

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Discipline Funds

JUNE 6, 2023

In the meantime, the overnight rate at 5% puts a lot of pressure on credit markets and this increases the probability of an outlier credit event. When you combine this with a very low unemployment rate and high market valuations you tend to see the sort of choppy stock market that we’ve been experiencing in the last few years.

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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. The rising risk of Global financial uncertainties affected Indian markets as well. The Adani saga also aggravated volatility. Sensex declined by 4% over the Jan-Mar quarter.

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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. The post Equity markets at a crossroads – What is the way forward? Source: ICICI MF. ARRANGE CALL BACK.

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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.

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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.

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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. Investors snapping up U.S.

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Investing Investments Asset Allocation Marketing 52

Truemind Capital

MARCH 12, 2024

Known Fact: Equity markets go through a cycle. At the extreme end of greed, the equity valuations are the most expensive with high downside risk and the lowest upside returns potential. During extreme fear, equity valuations are the cheapest with very limited downside risk and the highest upside returns potential.

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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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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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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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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. Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades.

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Truemind Capital

SEPTEMBER 13, 2021

Sentiments of greed, fear, and confusion are transient in the equity market. For those who are uninitiated, the below chart represents the cycle of greed and fear in any asset class with varying degrees of emotions. In this blog, I am attempting to understand where do we stand in the current market cycle. Do I need to say more?

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Random Roger's Retirement Planning

FEBRUARY 9, 2023

The fund does have an allocation to equities that I'd say is close to "normal" in the context of 60/40. Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation.

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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.

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James Hendries

JANUARY 13, 2023

Investors have been carefully dissecting Federal Reserve (Fed) officials’ words for decades, and depending on the composition of the Federal Open Market Committee (FOMC), its bark is often worse than its bite. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%. Caveat emptor.

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Truemind Capital

JANUARY 19, 2024

The simple solution is asset allocation. The investment in equity or any other risky asset class should not be a 0 or 1 game – get out or get in 100%. Depending upon your risk appetite and market levels, you should accordingly maintain equity exposure in your portfolio. and Gold (ETFs, Funds, SGBs, etc.).

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James Hendries

JUNE 26, 2023

We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market. A look at the charts suggests this market may be due for a pause. Bull markets are not linear. After such a strong rally off the October lows, this young bull probably needs a breather.

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Truemind Capital

MAY 27, 2024

The markets have not priced in this scenario and hence the risk associated with this is slightly higher. Markets will perceive the outcome as unstable which will disrupt the policy continuity and pace of reforms. Market valuation is the most important factor in determining long-term return outcomes.

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Dear Mr. Market

MARCH 11, 2023

Dear Mr. Market: March Madness is back! Large Cap What you’ll find as part of this exercise and bracket we produce, is really a way of explaining some current market themes and ideas we like as well as some we think are either done or fizzling out. IBM loses to QCOM based on valuation.

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The Big Picture

FEBRUARY 6, 2024

We hear a lot about Jeremy Grantham thoughts on markets, but much less on how the firm is managed, how this growth came about and the culture as a business. And actually Ben Inker is the head of our asset allocation group. And we like the fact that as you point out, they tend to work at different parts of the market cycle.

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Random Roger's Retirement Planning

OCTOBER 7, 2024

GMO posted a short paper in support of its Benchmark Free Asset Allocation Strategy (BFAAS). There is always a bear case but markets tend to go up in spite of whatever the bear case of the day is. For this post we'll focus on BFAAS' asset allocation. The asset mix is 53.6% to equities, 29.7%

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The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. And I said, “Yes, I agree.”

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Truemind Capital

MAY 19, 2020

It’s not that they knew the time of the market crash, but their investment strategies ensured that their portfolios were prepared for any such eventualities. They understand that stock markets go through a cycle and the valuable lessons from history taught them to read signs and stay cautiously optimistic.

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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. As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007.

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Brown Advisory

JUNE 21, 2023

CIO Perspectives: A New Bull Market? The economy shakes, but the market shrugs. The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world.

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Marketing Marketing Clients Asset Allocation 52

James Hendries

NOVEMBER 15, 2022

In this week’s Weekly Market Commentary we look at the factors driving value’s 2022 outperformance, the technical trading setup for growth and value, and what to look for in the coming months. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations. Future cash flows are devalued.

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