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asset-allocation: Archive
OWL Stock Slump Explained as Liquidity Fears Meet Fee Visibility
by Swayta Shah
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
asset-allocation finance
ZRS Chart of the Month
by John Blank
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
asset-allocation
Zacks March View on Equity Markets
by John Blank
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
asset-allocation
International: Update on Global Regions
by John Blank
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
asset-allocation
March Sell-Side and Buy-Side: Consensus at a Glance
by John Blank
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
asset-allocation
March Asset Allocation Guidelines
by John Blank
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
asset-allocation
International: Update on Global Regions
by John Blank
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
asset-allocation
February Sell-Side and Buy-Side Consensus at a Glance
by John Blank
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
asset-allocation
February Asset Allocation Guidelines
by John Blank
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
asset-allocation
ZRS Chart of the Month
by John Blank
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
asset-allocation