In our latest Equity iQ, Bryan Andress, CFA and Landon Peterson examine the relationship between interest rates and equity valuation. By dissecting changes in the stock market P/E multiple, their analysis identifies the impact of interest rates while also shedding light on how other factors have influenced equity valuations in recent years. Read our latest Equity iQ: https://lnkd.in/ecraCuDD
Johnson Asset Management
Financial Services
Cincinnati, Ohio 272 followers
Johnson Asset Management, a division of Johnson Investment Counsel.
About us
Johnson Asset Management is an independent investment management firm focused on both investment grade fixed income and domestic equity securities. Our dedicated team of professionals has extensive experience and understanding of the unique investment needs and requirements of our clients. We don’t sell products—we build investment partnerships. The firm’s primary objective is to deliver clients a high quality portfolio designed to outperform the market with comparable volatility while providing stability - especially during periods of economic or market stress.
- Website
-
http://www.johnsonasset.com
External link for Johnson Asset Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cincinnati, Ohio
- Type
- Privately Held
- Founded
- 1976
- Specialties
- asset management, fixed income, and equity
Locations
-
Primary
3777 West Fork Rd
Cincinnati, Ohio 45223, US
-
Chicago, Illinois, US
Employees at Johnson Asset Management
-
Emily Fox, CAIA
Senior Director of Institutional Business Development at Johnson Asset Management
-
Fred Brink, CFA, CFP®
President | Portfolio Manager | Johnson Asset Management
-
Greg Johnson
Enterpriser & Risk Taker
-
Bryan Andress
Senior Research Analyst, Principal at Johnson Asset Management
Updates
-
Over the last six months, there has been a notable divergence between the “Establishment” and “Household” employment surveys – two important measures of labor market health. In our latest Bond iQ, Kristen Rettig, CFA summarizes these differences and explains that recent data suggests revisions may play a key role in the future alignment of these two labor market estimates. Read our latest Bond iQ here: https://lnkd.in/eY6KhkeC
-
Chief Investment Officer Charles Rinehart, CFA, CAIA had the opportunity to talk to Aaron Tilley at the Wall Street Journal about Apple’s Worldwide Developers Conference, where the company is expected to announce new artificial intelligence features. Charles noted that given the strict competition, it is important for Apple to start showing progress in the AI space. View the full Wall Street Journal article here: https://lnkd.in/earvVBVh #WSJ #WallStreetJournal #Apple #AppleWorldwideDevelopersConference #AppleDevelopersConference #DevelopersConference #AppleWorldwideDevelopersConference2024 #Economy #JohnsonAssetManagement Disclaimer: Johnson Asset Management cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
-
We are thrilled to welcome Michael Murphy, CFP® to the team as our new Director of Intermediaries & Client Services. We are excited about the expertise and fresh perspective he brings to our team, and we look forward to accomplishing great success together.
-
-
Congratulations Landon Peterson on your recent promotion to Portfolio Analyst. Your knowledge and dedication are a true value add to our team.
-
-
Fred Brink, CFA, CFP®, Emily Fox, CAIA and Landon Peterson recently attended the 6th Annual FEG Hockey Classic. This great event raises funds benefitting the Cincinnati IceBreakers. This local non-profit and adaptive sled hockey program gives individuals with physical disabilities the chance to compete in organized hockey games. The event raised over $50,000 this year! Thank you FEG Investment Advisors for hosting such a fun event for such a great cause! Learn more about the IceBreakers organization here: https://lnkd.in/gyss6kkR
-
-
While cash has been a beneficial allocation for lower-risk assets in recent years, with the Fed now openly communicating about the timing for potential rate cuts, this dynamic may soon change. In our most recent Bond iQ, Brandon Zureick, CFA and Landon Peterson suggest that investors holding excess cash in portfolios should consider moving into short duration fixed income and demonstrate the value it can add over time. Read our latest Bond iQ: https://lnkd.in/evmRTEJt
-
In a recent Asset TV U.S. Masterclass, Brandon Zureick, CFA offered perspective on risks and opportunities in Fixed Income markets. Along with Brian Kennedy of Loomis, Sayles & Company, the conversation covered treasury issuance trends, the current environment in credit markets, the growth of Private Credit, as well as themes that could impact inflation and interest rates going forward. https://lnkd.in/eH853Ztn #JohnsonAssetManagement #InterestRates #FixedIncome #AssetTV Disclaimer: Johnson Asset Management cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
MASTERCLASS: Fixed Income - February 2024
assettv.com
-
We’re hiring! Johnson Asset Management is seeking a Director of Intermediaries & Client Service. This position will be responsible for building the firm’s intermediary relationships and assets under management with a primary wholesaling focus on RIAs. In this role, you will determine the needs of each unique partner within the intermediary marketspace and develop marketing materials and campaigns for investment professionals. Learn more and apply here: https://bit.ly/3uOp7yk #hiring #JohnsonAssetManagement
-
-
Emily Fox, CAIA, enjoyed a great night with her fellow AIMSE members at the AIMSE Chicago Night at the Rink at the Blackhawks vs. Vancouver Canucks game.
A great time was had by the 80 AIMSE members, consultants and allocators who gathered at the United Center on Tuesday for 𝗔𝗜𝗠𝗦𝗘 𝗖𝗵𝗶𝗰𝗮𝗴𝗼 𝗡𝗶𝗴𝗵𝘁 𝗮𝘁 𝘁𝗵𝗲 𝗥𝗶𝗻𝗸 - our first regional event of the year!🌟 The old Madhouse on Madison was rocking, but unfortunately the Blackhawks fell to the Vancouver Canucks, 4 - 2. Sean Clark, CFA, host of the event, would like to express his gratitude to the fellow members who assisted with the outreach efforts, including Tony Buscemi, Matthew Chilewich, Mariya Krol, Timothy Scanlan, CFA and Charlotte Walsh, CFA. Please keep an eye on your inbox and AIMSE.org for notice of our next regional event. Many thanks for your support! *Pictured in jerseys (L to R) are Daniel Hidder, Brookfield Asset Management; Jeff Kuhl, CFA, Segal Marco Advisors; Sean Clark, CFA, Westwood Management; Christopher (Chris) Kuhl, IC Research Institute; Emily Fox, CAIA, Johnson Asset Management; Jeff Blackwell, Chicago Teachers Pension Fund; and Sonja Shirkevich, WTW. #AIMSE #regional #event #chicago
-