The 2024 Asset Allocation Draft

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ... Show More

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income ... Show More

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion ... Show More

2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, Co-Chief Investment Officer of the Multi- ... Show More

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More

Barron's senior managing editor Lauren R. Rublin, senior writer Nicholas Jasinski and Barry Bannister, managing director and chief equity strategist at Stifel discuss the outlook for the 2024 market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab ... Show More

2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.   (00:46) Bill Mann and Matt Argersinger discuss: - Why 2024 was such a good year for investors, and the concerns they have about valuations and market concent ... Show More

<p>It’s time for the FT’s annual stockpicking contest, where the money is fake but the glory is real. The FT’s Alan Livsey joins Rob Armstrong and Aiden Reiter to discuss what bets they think will pay off in a potentially volatile year. Now more than ever, this is not investing a ... Show More

<p>Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.</p><br><p>Also, the world's biggest hedge funds have revea ... Show More

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and the economy in the year ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u ... Show More

We’re picking CEOs for investors to watch. (1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference. (7:50) Then, they draft their favorite CEOs in the following categories– capita ... Show More

Peloton revs up on earnings. Chewy wavers. RH Holdings hits a new all-time high. Lululemon tumbles. Citigroup makes history with a new CEO. And investors refuse to cut Slack any slack. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on the latest ... Show More