The Big Picture

FEBRUARY 14, 2025

This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Favorite Books The post MiB: Christine Phillpotts, Ariel Investments appeared first on The Big Picture. She also covers all sectors in Africa.

Investing 173

Investing Investments Portfolio Management Consulting 173

The Big Picture

MARCH 20, 2025

Whats fun is that while Ritholtz is preaching a very conservative investing style, his own style of writing and communicating ideas is anything but. Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

Investing 147

Investing Investments Communication Retirement 147

The Big Picture

MARCH 13, 2025

market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. They unpack why diversification is both boring and sexy, whether the U.S.

Investments 147

Investments Investing Wealth Management Numbers 147

The Big Picture

JANUARY 18, 2025

We have been designing a dedicated website for the How Not to Invest book, and working with the team at Off Menu has been much more fun than I expected. The post Audio Recording of “How Not to Invest” appeared first on The Big Picture. The past few weeks have been pretty busy and full of surprises.

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Investing Investments Media 189

A Wealth of Common Sense

NOVEMBER 5, 2024

” Here are some things about investing that I don’t believe: I don’t believe there is a sole way to invest. As Charlie Munger liked to say, “Invert, always invert.” Everyone has a different emotional make-up and lesser version of themself. There are a lot of strategies that can work.

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Investments Investing 134

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 147

Investing Investments Assets Retail 147

Wealth Management

MARCH 18, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar profiled the 15 funds that have lost the most value for shareholders over the past decade. Recent market volatility has perked new interest among investors and advisors in buffer ETFs.

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Wealth Advisor Investments Investing Marketing 289

Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. These are among the investment must reads we found this week for wealth advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc.

Investments 290

Investments Investing Wealth Advisor Startup 290

Wealth Management

OCTOBER 22, 2024

Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investments 290

Investments Investing Wealth Advisor Assets 290

Wealth Management

JANUARY 13, 2025

Sandalwood Securities' Marty Gross discusses the importance of setting realistic expectations for the different types of alternative investments.

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Investments Investing 276

Wealth Management

NOVEMBER 25, 2024

Brendan Krebs will lead PNC Investments' Wealth Advisor team, reporting to President and CEO Richard Guerrini and helping build out the firm’s increasing focus on mass affluent clients.

Recruitment 287

Recruitment Wealth Advisor Investments Investing 287

Wealth Management

FEBRUARY 24, 2025

Hightower's Robert Picard unravels the shifting dynamics of private markets and their role in contemporary investment portfolios.

Wealth Management 272

Wealth Management Investments Investing Management 272

Abnormal Returns

OCTOBER 24, 2024

awealthofcommonsense.com) Cash was never meant to be a long-term investment. (freedomdaysolutions.com) Strategy How often do outlier 10-year forecasts turn out? ritholtz.com) Why optimism makes sense over the long run. fisherinvestments.com) Private credit Where are we in the private credit boom?

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Investing Investments Startup Financial Advising 288

Wealth Management

NOVEMBER 19, 2024

Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. These are among the investment must reads we found this week for wealth advisors. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing.

Investments 279

Investments Investing Wealth Advisor Management 279

A Wealth of Common Sense

DECEMBER 12, 2024

The post Investing in Stoc. Further Reading: All-Time Highs in the Stock Market are Usually Followed by All-Time Highs 1The most over any 10 year time frame was 344. The least was just 9 (hello lost decade).

Investing 113

Investing Investments Financial Advice Portfolio 113

Wealth Management

MARCH 21, 2025

The SEC accused Cambridge Investment Research's RIA business of breaching its fiduciary duty in recommending certain mutual funds and money market sweep funds.

Fiduciary Duty 264

Fiduciary Duty Investments Investing Marketing 264

Wealth Management

OCTOBER 29, 2024

These are among the investment must reads we found this week for wealth advisors. Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds.

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Wealth Advisor Investments Investing Assets 290

Wealth Management

MARCH 17, 2025

Apollo's Stephanie Drescher details the innovations making private investments more accessible to advisors and their clients.

Wealth Management 261

Wealth Management Investments Investing Management 261

Wealth Management

JANUARY 14, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com.

Wealth Advisor 277

Wealth Advisor Investments Investing Portfolio 277

Wealth Management

NOVEMBER 12, 2024

These are among the investment must reads we found this week for wealth advisors. It’s been a busy year for active ETFs in general, but the fluctuating interest rate environment has been a particular boon for active fixed-income ETFs.

Wealth Advisor 278

Wealth Advisor Investments Investing 278

Wealth Management

DECEMBER 17, 2024

Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investments 259

Investments Investing Wealth Advisor Accounting 259

Wealth Management

JANUARY 13, 2025

Listen in as Shannon Rosic, Director of WealthStack, Content & Solutions at Informa Connect, sits down with Andrew Choi, Portfolio Manager and Senior Analyst at Parnassus Investments, to explore the transformative role of artificial intelligence in investment strategies.

Investments 244

Investments Investing Portfolio Management Portfolio 244

Wealth Management

JANUARY 28, 2025

These are among the investment must reads we found this week for wealth advisors. Ray Dalio warned that the runup in values of AI-tied firms is a reminder of dotcom bubble excesses, reports the Financial Times. Single-stock ETFs magnified some of the losses in markets amid the DeepSeek fallout, according to etf.com.

Wealth Advisor 267

Wealth Advisor Investments Investing Marketing 267

Calculated Risk

DECEMBER 26, 2024

Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? 8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024. How about housing starts and new home sales in 2025? New home sales were up 2.1%

Sales 147

Sales Investments Investing Commission 147

Wealth Management

MARCH 4, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar analyzed the mechanics of State Street and Apollos new private credit ETF. BlackRock has added its Bitcoin ETF to some of its model portfolios.

Wealth Advisor 230

Wealth Advisor Investments Investing Portfolio 230

Wealth Management

MARCH 11, 2025

In this Adjusted for Risk podcast episode, Mount Lucas Management's Jerry Prior discusses investing in managed futures.

Management 247

Management Investments Investing Portfolio 247

Wealth Management

JANUARY 6, 2025

Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

Investments 264

Investments Investing Portfolio Assets 264

Wealth Management

MARCH 11, 2025

Mount Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior drops a ton of insight about investing in managed futures. During this very informative and fun conversation.,

Portfolio 238

Portfolio Management Portfolio Management Investments 238

The Big Picture

JANUARY 2, 2025

In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. . ” It’s a blunt observation about our inability to forsee the future.

Banking 345

Banking Planning Economics Investing 345

Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2025. for the month as the share of firms reporting a decline in firm billings increased.

Clients 270

Clients Investing Investments Numbers 270

Wealth Management

MARCH 17, 2025

Shana Sissel shares her insights into the groundbreaking private equity deals in NFL teams and what it all means for the private equity space and investors.

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Investing Investments 296

Calculated Risk

DECEMBER 22, 2024

8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024. Note: RI is mostly investment in new single-family structures, multifamily structures, home improvement and commissions on existing home sales. Through November, starts were down 4.3% New home sales were up 2.1%

Economics 290

Economics Economy Sales Commission 290

Wealth Management

MARCH 7, 2025

Fundrise's Saira Rahman details how advisors can harness the power of alternatives to enhance client outcomes.

Investing 291

Investing Investments Clients 291

Calculated Risk

FEBRUARY 23, 2025

Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. I prefer single family starts to total starts).

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Sales Investing Investments Taxes 309

Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. To minimize regulatory concerns regarding the reasonableness of advisory fees, firms can establish internal standards for service-related recordkeeping.

Financial Planning 246

Financial Planning Planning Compliance Advertising 246

Calculated Risk

DECEMBER 4, 2024

Sales of farm equipment were a notable headwind to overall investment activity, and several contacts expressed concerns about the future prices of equipment given ongoing weakness in the farm economy. Still, contacts generally reported financing remained available.

Economics 278

Economics Economy Sales Investing 278

The Big Picture

MARCH 10, 2025

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. But let’s set aside markets and investing strategies entirely.

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Investing Investments Food Ethics 195