Posts filed under “Investing”

World’s Total AuM = Record $68.7 Trillion

Boston Consulting Group has a new report out concluding that, “The asset management industry has achieved its strongest year of growth since the onset of the financial crisis.”

As always, the consulting firm’s annual report on global asset management is a dry, number-laden and utterly fascinating look at the business of overseeing money. Ignore the boring title, “Global Asset Management 2014: Steering the Course to Growth” and instead focus on the cold, hard dollars.

They are enormous, beyond big.

In 2013, managed assets rose to a record $68.7 trillion. This year is on pace to see a further increase. Before the financial crisis in 2007, total assets were $54.7 trillion. Considering all that has occurred in the intervening years, the asset management business looks quite healthy.

Check the following chart: Net revenue rose 11 percent, edging past the 2007 total. Profit rose as well, to $93 billion, a 17 percent gain from 2012, though still lower than 2007.

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Category: Asset Allocation, Investing

Tony Robbins is a self-help genius. He has sold millions of books that many people believe helped them realize their full potential. He understands the human psyche. As a motivational speaker, he knows what a person must do to overcome everyday struggles to “self-actualize,” and awaken the giant within. People love his seminars (although I…Read More

Category: Apprenticed Investor, Asset Allocation, Investing, Really, really bad calls

Stocks Headed Higher

Stocks Headed Higher David R. Kotok November 17, 2014     We open this commentary with a link to the October 31 policy statement of the Government Pension Investment Fund of Japan. Any serious investor who has not read it is invited to go to this link right now. Simply put, one of the G4…Read More

Category: Investing, Markets, Think Tank

MiB Suggested Guests for 2015: A List

On Saturday, I asked for your suggestions for potential guests for Masters in Business here, and on Twitter as well. Here is what you suggested: Blog reader suggestions: Sam Zell, Scott Simon, Jean Marie Evaillard Tim Cook of Apple Co seems an obvious call and, although I hear he’s not particularly publicity hungry Craig Jelinek…Read More

Category: Investing, Podcast

Significance of secular market should not be underestimated Barry Ritholtz November 9 2015     People who work in specialized fields seem to have their own language. Practitioners develop a shorthand to communicate among themselves. The jargon can almost sound like a foreign language. Finance is filled with colorful phrases such as “Spoos,” “Vol,” “Monte…Read More

Category: Apprenticed Investor, Cycles, Investing

The Beta In Your Life

Source: Artivest

Category: Investing, Psychology

The Richest Family Offices

Category: Investing, Think Tank

RWM: Open House in NYC, December 8-12

A few weeks back I asked readers “What city next?” for our regular visits with clients. A surprising number of you suggested New York City. I thought that was a fantastic idea. We have scheduled the week of December 8th for our open house. If you are interested in learning more about what we do,…Read More

Category: Asset Allocation, Investing

Despite Abysmal Track Records, Forecasters Keep Forecasting

On this day in 1993, the Wall Street Journal published a survey of 10 market pundits. They had been asked when the bull market that started in 1982 would end. Most of the forecasters predicted a 10 percent market decline — hardly a bold position because 10 percent declines occur fairly often, about once a…Read More

Category: Apprenticed Investor, Investing, Really, really bad calls

Investors Always Seem to Miss Stock Market Rallies

Source: Business Insider     UPDATE: We’ve shown the opposite over the years as well — here is what happens if you manage to miss the worst days. • Missing Best & Worst Days in Markets – April 28th, 2011 • Missing Best & Worst Days of S&P500 – September 14th, 2010 The fascinating wrinkle about…Read More

Category: Cycles, Investing, Markets