Brown Advisory

AUGUST 1, 2018

From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. Just to be clear, this is not a sudden or abrupt shift in our thinking. Incremental Equity Risks. In the U.S.,

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Brown Advisory

DECEMBER 2, 2015

Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%

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The Big Picture

FEBRUARY 6, 2024

There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. In 2000, right. And actually Ben Inker is the head of our asset allocation group. Yeah, yeah.

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Dear Mr. Market

MARCH 11, 2023

Thus far the Russell 2000 Index has been pulling away a bit and outperforming the S&P 500 for not only 2023 but the better part of the last 12 months. The real winners are the ones who are able to pick enough stocks in the right areas and maintain the proper asset allocation relative to their investment goals.

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Dear Mr. Market

JANUARY 25, 2022

How about three like in the early 2000’s when it happened for the only time in history? If you do… you’ll be fine. Can you imagine if we finally had a down year? Could you handle finishing a year down, say -10%? What if we had two years down? Most people say yes but do not actually DO it.

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The Big Picture

NOVEMBER 8, 2022

RITHOLTZ: 2000, right? Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. I don’t know.

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Brown Advisory

SEPTEMBER 3, 2015

million in 2006, inhibiting demand and economic growth, according to the Krueger report. Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. Economic recoveries usually feature a surge in consumption as employment and wages rebound. million from about 3.8

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Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. If stocks with no earnings were included, the P/E ratio in 2000 would have been much higher than shown.)

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Reflecting this pattern, Brown Advisory’s U.S. equity universe.

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Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. Investment Perspectives - The Great Debate. equity universe.

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Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Optimists point out that every recession in the last 45 years was preceded by either a large financial bubble (technology stocks in 2000, U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Optimists point out that every recession in the last 45 years was preceded by either a large financial bubble (technology stocks in 2000, U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. The prospect of legislative agreement to significantly increase federal spending on defense and infrastructure only added fuel to the fire.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. The prospect of legislative agreement to significantly increase federal spending on defense and infrastructure only added fuel to the fire.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

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The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. 2000 average company went public after three years, that was probably an anomaly in the dot com. You have half the number of public companies that you had in 2000. RITHOLTZ: Right.

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The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. It’s also being part of the senior team that runs Vanguard, the business of Vanguard, right? RITHOLTZ: Right. RITHOLTZ: Right.

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The Big Picture

AUGUST 20, 2024

The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. Things like leading economic indicators, et cetera, are all consistent with historical recessions.

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The Big Picture

JUNE 6, 2023

SETHI: Well, everybody thought they were a genius including me in 1999, 2000. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? How do you lose half of your money that quickly?

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The Big Picture

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. He wasn’t tactical asset allocator. And it had to do with the discipline of the models that he used and how he segmented economic liquidity, investor liquidity, and then technicals and and breath conditions and understood how they melded together.

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Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

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Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Investors today face a high degree of uncertainty, from geopolitical transformation to economic transition to fragile market fundamentals.

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The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. You get a BA in Economics from Hamilton College. So the key forces that were drivers of deflation in the ‘80s, ‘90s, 2000, in the post Volker era, was we had globalization.

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The Big Picture

MARCH 12, 2024

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Anything else?

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The Big Picture

OCTOBER 6, 2024

Behavioral economics provides insight into both surveys and modern polling errors). Highly dependent on precise phrasing of questions That’s just about basic market, economic, and asset allocation questions. Landlines: In 2000, 95% of American households still have a landline phone. Backwards looking 2.

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The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

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