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The Big Picture
JANUARY 25, 2023
He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two. But they also asked questions about how these managers invested their own monies.
306 
Wealth Management
MARCH 22, 2024
Should wealth management storytelling tap into the feelings of the audiences it's targeting?
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Wealth Management
DECEMBER 20, 2024
From inflation to the fixed income tug of war to whether the market will continue to rely on the 'Magnificent 7' for performance.
276 
Wealth Management
MAY 11, 2023
Contrary to the current media narrative, certain real property segments—namely multifamily—have and continue to demonstrate solid performance.
287 
Midstream Marketing
OCTOBER 31, 2024
Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.
52 
Wealth Management
AUGUST 12, 2024
Rose Advisors' Patrick Fruzzetti details what advisors should consider when building investment portfolios for the current market environment.
225 
Wealth Management
APRIL 4, 2023
It was quite the decade for financial markets and one that will go down in the history books.
245 
Abnormal Returns
MARCH 7, 2025
AI Shane Parrish talks AI with Josh Wolfe, co-founder and managing partner of Lux Capital. youtube.com) Joe Weisenthal and Tracy Alloway talk efficient markets with Eugene Fama and David Booth. epsilontheory.com) Joe Fahmy talks with Jay Woods, Chief Global Strategist at Freedom Capital Markets, about his career in financial markets.
147 
Wealth Management
JULY 25, 2024
Merrill will move some of its 641 sports and entertainment wealth advisers to IMG Academy’s campus to host parent and student teach-ins and simulations that show students what it is like to invest in a real financial market.
Wealth Management
MAY 23, 2024
Monday, June 17, 2024 | 2:00 PM Eastern Daylight Time
240 
The Big Picture
SEPTEMBER 9, 2023
Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw. McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets. You can find all of our earlier podcasts on your favorite platforms here.
325 
The Big Picture
AUGUST 20, 2024
The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. Absolutely true.
173 
Your Richest Life
FEBRUARY 24, 2025
Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. The post 2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets appeared first on Your Richest Life.
Abnormal Returns
OCTOBER 25, 2023
Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees.
277 
Truemind Capital
APRIL 19, 2024
Debt Market Insights: Someone rightly said that the Fed has the most difficult job in the world. Discipline, temperament and risk management win over speculations in the long term. CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – Apr’24 appeared first on Investment Blog.
The Big Picture
SEPTEMBER 15, 2023
Tune in for a deep dive into the financial markets with Barry, who reveals how his background in behavioral finance and his fearless approach when launching his blog, the “Big Picture,” earned him the reputation as “one of the most dangerous people in financial media.”
Wealth Management
OCTOBER 17, 2024
The performance of financial markets, particularly equities, doesn’t hinge on who is sitting in the Oval Office.
278 
Wealth Management
MARCH 31, 2025
There are very few certainties in investing and one of the certainties is uncertainty financial markets do not like uncertainty. Unfortunately, uncertainty is running rampant and has been driving financial market performance this year.
213 
Wealth Management
AUGUST 14, 2024
The Securities Industry and Financial Markets Association filed a lawsuit against the regulation that took effect last year, saying there was “no precedent for it in the securities laws.”
276 
The Big Picture
APRIL 22, 2023
Hamburger also hosts the MarketCounsel Summit , which has been called “ the Davos of wealth management.” When he launched the firm in 2000, no one in the legal field was offering a comprehensive set of regulatory and compliance services that he wanted to offer.
299 
The Big Picture
AUGUST 19, 2022
With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. But recent developments offer some hope that the prevailing pessimism may no longer be as warranted as it was a few months ago. Project Syndicate ). Vanity Fair ).
299 
Pragmatic Capitalism
SEPTEMBER 19, 2022
I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]
177 
The Big Picture
SEPTEMBER 21, 2022
‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).
288 
Abnormal Returns
OCTOBER 16, 2023
wsj.com) Goldman Sachs ($GS) wants you to pay more attention to its money management business. wealthmanagement.com) Global The UK's financial markets are dying on the vine. (theatlantic.com) Goldman Sachs Goldman Sachs ($GS) really wants out of the consumer lending business.
Abnormal Returns
JANUARY 30, 2023
(nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. calculatedrisk.substack.com) Earlier on Abnormal Returns Adviser links: managing behavior. morningstar.com) Why sustainable funds can charge a premium. klementoninvesting.substack.com) Economy Signs that the U.S.
The Big Picture
OCTOBER 29, 2022
Professor Jeremy Siegel at the University of Pennsylvania, where he is frequently voted Best professor at Wharton, and is the author of Stocks for the Long Run , Jeremy Schwartz is CIO at Wisdom Tree Asset Management , where he has worked since May 2005. The latest SFTLR by Jeremy Siegel with Jeremy Schwartz.
298 
Abnormal Returns
NOVEMBER 2, 2022
danieldrezner.substack.com) Fund management The shift from mutual funds to ETFs has accelerated in 2022. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Twitter Twitter needed a reboot.
245 
The Big Picture
MARCH 20, 2023
This is the government financially rescuing people despite—or perhaps because of— their own enormous recklessness and incompetence.” This is why rescuing them is so infuriating: “This inequity is especially galling to those of us who work in the financial markets. Wall Street has long been a brutal meritocracy.
325 
Wealth Management
JANUARY 11, 2023
Investors with a net worth of $30 million or greater saw real estate as an attractive investment opportunity in 2022 amid volatility in financial markets, reports Barron’s. Urban Land Institute looks at the five sustainability issues likely to face the commercial real estate industry this year.
278 
The Big Picture
MARCH 7, 2023
Barron’s ) • Loose Monetary Policy and Financial Instability. Fed working paper finds that long periods of easy money leads to financial instability. This may not be surprising to financial market participants, but this is the first time I have seen a Fed working paper coming to this conclusion. Capital Advisors.
277 
BlueMind
OCTOBER 25, 2022
However, amid these fears, it has become difficult for financial advisors to explain to clients that taking appropriate risks is deemed necessary in order to ensure your portfolio has the growth potential to reach your financial goals. How do they define the word in terms of their current financial situation?
The Big Picture
FEBRUARY 24, 2023
Sonali Basak interviews AQR Capital Management’s Cliff Asness. They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.”
147 
Don Connelly & Associates
NOVEMBER 18, 2024
We know that AI is rapidly transforming industries, and the financial services sector is no exception. Financial advisors are often overwhelmed by managing multiple tasks at once, especially when much of their time is consumed by administrative and back-office duties.
The Big Picture
FEBRUARY 16, 2024
This week, we speak with Bill Dudley , former president and chief executive officer of the Federal Reserve Bank of New York , where he also served as vice chairman and a permanent member of the Federal Open Market Committee. Dudley explains how he became President of the NY Fed in January 2009 — right in the heart of the GFC.
162 
Abnormal Returns
AUGUST 30, 2022
advisorperspectives.com) How financial markets respond to climate risks. ft.com) Stock markets in autocratic countries experience lower returns and more risk. blog.validea.com) Thematic managers may have an information advantage. papers.ssrn.com) Managed futures managers have diluted their strategies over time.
130 
Pragmatic Capitalism
SEPTEMBER 7, 2022
I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ].
131 
Truemind Capital
NOVEMBER 8, 2024
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.
The Big Picture
DECEMBER 23, 2023
Stephen Suttmeier Favorite Books Evidence-Based Technical Analysis: Applying the Scientific Method and Statistical Inference to Trading Signals by David Aronson Stock Market Logic: A Sophisticated Approach to Profits on Wall Street by Norman Fosback Technical Analysis Explained by Martin J.
200 
Wealth Management
DECEMBER 6, 2023
The latest data shows the number of millionaire households in New York City has swelled, thanks in large part to 2021’s blockbuster year for financial markets.
182 
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!
Truemind Capital
JULY 19, 2024
TRUEMIND’S MODEL PORTFOLIO – CURRENT ASSET ALLOCATION Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform. CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – July’24 appeared first on Investment Blog.
The Big Picture
NOVEMBER 20, 2023
19, 2023 Who Cares Wins : The Global Compact Connecting Financial Markets to a Changing World Swiss Federal Department of Foreign Affairs, United Nations, 2004 _ 1: WSJ: “Conventional funds also lost money, but the pain was more acute for climate and other thematic products hit by high-interest rates and other factors.”
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Indigo Marketing Agency
MARCH 20, 2025
Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Right now, your clients dont just need portfolio management; they need perspective.
MarketWatch
MARCH 14, 2023
banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 The fund manager couldn’t immediately be reached for further comment.“It All three major U.S.
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