Nerd's Eye View

JANUARY 3, 2024

That said, plenty of factors can still impact the economy and markets, including the conflicts in Israel and Ukraine, increased tensions with China, a spiking debt-to-GDP ratio, and chances for a government shutdown. the Magnificent Seven) means that any sort of correction in those names could reverberate through the broader market.

Economics 246

Economics Marketing Marketing Economy 246

The Big Picture

JUNE 29, 2023

My morning train WFH reads: • Gold Is No Longer a Good Hedge Against Bad Times : The precious metal has become just another cyclical asset, no longer a useful harbinger of social and economic collapse. Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! Slate ) • St.

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Recruitment Transportation Valuation Consulting 130

Validea

OCTOBER 19, 2022

But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. Source: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Discipline Funds

DECEMBER 10, 2024

There’s increasing chatter about the US government starting a “strategic Bitcoin reserve” I will be blunt about this – I have no idea why any government would want to do this. So governments don’t need to hold reserves of Bitcoin or gold. That doesn’t even make sense. It’s wild stuff.

Government 103

Government Asset Allocation Assets Valuation 103

Harness Wealth

MARCH 27, 2025

Other reasons involve changes in investment strategy, portfolio rebalancing, or a simple desire to exit a specific asset class. Capital gains can result from the sale or exchange of capital assets, such as fund interests or portfolio company stock. This separates the UBTI/ECI-generating activity from the tax-exempt or non-U.S.

Taxes 52

Taxes Tax Planning Assets Compliance 52

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? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield. Conclusion.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Stretched Valuations. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year?

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Truemind Capital

APRIL 19, 2024

Central Governments have given hope of meaningful rate cuts within this year. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity. Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Investing Investments Economics 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Investing Investments Economics 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. As is the case with all asset classes, we are always learning and looking for new ways to enhance the frameworks we have already built.

Government 52

Government Investing Investments Economics 52

Harness Wealth

APRIL 16, 2025

Key takeaways Tax planning impacts every facet of an acquisition, from initial valuation to post-closing integration, with early strategic decisions potentially saving millions in future tax liabilities. Asset deals In asset deals, purchase price allocation among asset categories is crucial, as each has its own tax implications.

Taxes 52

Taxes Tax Planning Startup Compliance 52

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. Certainly not if you are sticking to your asset allocation.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

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. Bloomberg Indices are trademarks of Bloomberg or its licensors.

Asset Allocation 52

Asset Allocation Assets License Investing 52

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 . Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report.

Asset Allocation 52

Asset Allocation Assets License Investing 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 valuations strongly favor value over growth. The S&P 600 small cap index has returned about 1.5%

Assets 52

Assets Marketing Marketing Asset Allocation 52

Advisor Perspectives

JANUARY 25, 2024

Equity valuations are stretched, particularly in big tech. And governments have probably already reached the limits of the fiscal stimulus they can provide. Given those challenges, you will learn about the opportunities for investors across a range of asset classes. Past episodes of high U.S. There are quality U.S.

Marketing 59

Marketing Marketing Valuation Government 59

Truemind Capital

MAY 27, 2024

There could be the following three broader outcomes on 4th June: Outcome #1 NDA forming the government with BJP winning the full majority on its own: This is the most probabilistic scenario as per the investment community which means that this scenario is already discounted in the stock prices. This outcome is perceived as less probable.

Government 52

Government Asset Allocation Valuation Investing 52

Trade Brains

JUNE 12, 2024

The core strategy driving this transformation is the “asset-right” approach. This strategy involves leveraging ITC’s existing strengths, maximizing the use of current assets, and investing selectively to enhance the portfolio. The company is pursuing its “Asset right” strategy, which involves owning and managing properties.

Planning 81

Planning Valuation Portfolio Assets 81

Truemind Capital

JULY 19, 2024

On June 4, the election results showed that the ruling BJP did not achieve a majority on its own, although it remained the largest party in a coalition government. Given the high valuations and fuzzy near-term outlook, our ideal strategy is to stick the asset allocation framework which best suits our risk profile.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Much of the employment growth over the past year has come from non-cyclical sectors, such as health care, education, and government, but only because these sectors lagged the initial recovery in 2021-2022.

Marketing 96

Marketing Marketing Valuation Economy 96

Fortune Financial

OCTOBER 31, 2023

This surge in yields has led some commentators to argue that bonds now appear attractive relative to stocks , given that a 5% yield on government backed bonds compares favorably to the S&P 500, which now has an earnings yield (the inverse of the P/E ratio) of ~5.5% government securities were free of the risk of default).

Government 78

Government Valuation Financial Advisor Accounting 78

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 162

Assets Investing Investments Valuation 162

Aleph

JUNE 17, 2023

Image Credit: Aleph Blog || Has the return on assets for public equities permanently risen? What if AI increases total productivity of assets and labor by 1%/year on net, permanently? Inflation is going down, and the US government can’t finance all its debt if rates rise too much. But, maybe it’s different this time.

Valuation 59

Valuation Assets Government Investing 59

James Hendries

AUGUST 23, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. All index data from FactSet.

Marketing 98

Marketing Marketing Sales Economy 98

Truemind Capital

APRIL 21, 2023

Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. The rising risk of Global financial uncertainties affected Indian markets as well. The Adani saga also aggravated volatility.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Trade Brains

JANUARY 21, 2024

Fundamental Analysis of Jupiter Wagons: The Indian Government announced a budget of Rs. 75.52% Industry Overview As mentioned initially, the government allocated Rs. These assets collectively represent 43% of the Company’s total assets. Now would you bet on Jupiter Wagons at this valuation? 491 Cr & Rs.

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Truemind Capital

JULY 26, 2024

Japanese Market In Japan, corporate governance reforms have been crucial, aimed at enhancing company returns. These reforms have led companies to adopt shareholder-friendly practices, such as better disclosures, increased dividends, share buyback programs, and divesting underperforming assets.

Portfolio 52

Portfolio Investing Investments Valuation 52

The Irrelevant Investor

APRIL 12, 2020

Articles If private equity suffers, the blow will reverberate throughout the entire economy By Bethany McLean No one runs a business on the assumption that that business won’t be there tomorrow By Tim Duy The government made more than $13 billion from its bailout of Citigroup, $5 billion on its stake in AIG, $4.5

Valuation 52

Valuation Government Assets Banking 52

Trade Brains

FEBRUARY 26, 2024

The model is adopted by the government to invite private infrastructure developers to construct roads & highways. Under this model, the government bears a part of the construction costs and the remaining is undertaken by the developer. In the Union Budget for FY25, the Government allocated Rs. 1509 Cr, Rs. 1585 Cr, and Rs.

Government 59

Government Assets Transportation Compliance 59

The Big Picture

JULY 19, 2022

The passion came when I went to invest the country’s foreign exchange reserves there and it was very much global government bond markets. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. So, thinking about macro picture. Explain that. RITHOLTZ: Right.

Investments 130

Investments Investing Valuation Portfolio 130

Validea

DECEMBER 1, 2022

One singular truth to come out of the meme-stock frenzy of 2021 is that the price of stocks and other assets are determined by supply and demand, with demand being the factor that usually matters most. The argument could explain why valuations have been trending upwards for the past 4 decades, as the income gap has widened.

Marketing 52

Marketing Marketing Valuation Portfolio 52

Validea

JANUARY 13, 2023

Valuations have come way down, and many companies are still reporting earnings higher than the market average, with roughly 8% expected for 2023 in the S&P 500. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks. What makes a high-quality company?

Valuation 59

Valuation Healthcare Wealth Management Portfolio 59

Trade Brains

APRIL 23, 2023

It was started by a consortium of government entities back then, including UTI, LIC of India, General Insurance Corporation, National Insurance Company, and others. Presently, the government of India holds a minority 8.2% and a return on assets of 1.8%. .) ₹261,500 EPS ₹67.00 Stock P/E 12.8 Promoter Holding 8.2% 620,000 EPS ₹45.80

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Truemind Capital

NOVEMBER 29, 2020

Thus, by debasement of the currency, they were able to make more coins which led to higher spending by the Government. Fast forward to the present times, the gold standard is not used by any government now. This has resulted in skyrocketing valuations of the stock markets. Britain abolished the gold standard in 1931.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 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.

Valuation 52

Valuation Clients Portfolio Investing 52

Discipline Funds

MARCH 7, 2023

Meanwhile, consumers have been binging on 10+ years of organic growth which was thrown into an upside disequilibrium by tens of trillions of dollars in government spending to fend off the pandemic. All of this puts us in a highly tenuous situation where assets prices have become increasingly unstable and credit consumption has surged.

Economics 75

Economics Government Economy Assets 75