Back to top

asset-allocation: Archive

Swayta Shah

OWL Stock Slump Explained as Liquidity Fears Meet Fee Visibility

Blue Owl faces pressure as private credit liquidity fears, fee timing uncertainty, and borrower-quality worries weigh on sentiment.

BXNegative Net Change APONegative Net Change OWLNegative Net Change

John Blank

ZRS Chart of the Month

Three sectors - Health Care (2.29), Utilities (1.95) and Financials (0.78) - are near their median fair value.

BXNegative Net Change APONegative Net Change OWLNegative Net Change

John Blank

Zacks March View on Equity Markets

Gold and Silver played out-sized roles, in delivering outperforming 2025 returns, across the six domestic asset classes.

BXNegative Net Change APONegative Net Change OWLNegative Net Change

John Blank

International: Update on Global Regions

For companies that generate more than 50% of sales outside the U.S., the blended earnings growth rate is 20.8%.

BXNegative Net Change APONegative Net Change OWLNegative Net Change

John Blank

March Sell-Side and Buy-Side: Consensus at a Glance

A valuation boost from the attraction of a broad equity risk premium does appear, using Zacks 2026 S&P500 earnings of $312.10.

BXNegative Net Change APONegative Net Change OWLNegative Net Change

John Blank

March Asset Allocation Guidelines

Five different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

BXNegative Net Change APONegative Net Change OWLNegative Net Change

John Blank

International: Update on Global Regions

Are S&P 500 companies with more international revenue exposure reporting lower (year-over-year) earnings and revenues for Q4 compared to S&P 500 companies with more domestic revenue exposure?

BXNegative Net Change APONegative Net Change OWLNegative Net Change

John Blank

February Sell-Side and Buy-Side Consensus at a Glance

A valuation boost from the attraction of a broad equity risk premium does appear, using Zacks 2026 S&P500 earnings of $303.80.

BXNegative Net Change APONegative Net Change OWLNegative Net Change

John Blank

February Asset Allocation Guidelines

5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

BXNegative Net Change APONegative Net Change OWLNegative Net Change

John Blank

ZRS Chart of the Month

Info Tech remains dominant at Very Attractive. Info Tech EPS growth lifts from AI chip demand & mega-cap earnings.

BXNegative Net Change APONegative Net Change OWLNegative Net Change