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.)

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Clients Portfolio Management 52

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

Transportation 52

Transportation Government Economy Asset Allocation 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. Let’s talk about that 80 to 2000 bull market.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So I leave the Bureau of Labor Statistics and I move into economic consulting. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investing 130

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.

Investing 52

Investing Investments Portfolio Management 52

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. Manager Characteristics. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. Wed, 06/21/2017 - 12:35.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

JULY 11, 2023

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. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right.

Management 222

Management Investing Investments Assets 222

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. So a variety of risk meetings, a variety of economic meetings. RITHOLTZ: Right.

Portfolio 130

Portfolio Investing Investments Numbers 130

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. economy, the first quarter of this year was positive with positive economic growth. On the negative side, there have been some negative economic indicators (in this case) for a few months now. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

AUGUST 20, 2024

The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

DECEMBER 12, 2023

Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. He’s crushed the Russell 2000, whatever benchmark you want to talk about. a year since 1989.

Management 264

Management Investing Investments Retail 264

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. France and Germany. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. Innovation and dynamism are alive and well despite several years of low economic growth. Mon, 09/12/2016 - 02:00. versus 1.9

Economics 52

Economics Economy Communication Banking 52

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. RITHOLTZ: Endurance and resilience. It wasn’t the case before.

Assets 285

Assets Investing Investments Management 285

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. I was like talking through with him how the fund economics worked and what the upside was. RITHOLTZ: Was that at Credit Suisse First Boston?

Investing 130

Investing Investments Assets Insurance 130

Brown Advisory

SEPTEMBER 25, 2023

The history of small-cap investing is blurry, but a significant moment came in the post-World War II era with the rise of mutual funds and the advent of portfolio diversification theories, such as Harry Markowitz’s Modern Portfolio Theory in the 1950s. In other words, the expansion opportunity is greater. equity universe.

Portfolio 52

Portfolio Clients Management Investments 52

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. How does this impact global trade and other economic factors?

Management 305

Management Assets Risk Management Valuation 305

The Big Picture

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So obvious question, it’s 1990, technology is about to explode, how do you help a value manager short of saying, psst, go buy growth? So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time.

Economy 162

Economy Investing Investments Portfolio 162

The Big Picture

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. Well, not in college, no.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. The entire market, if you like, a Shiller CAPE or something was much worse in ’99, 2000. Program didn’t feel right. ASNESS: Same way.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. That’s just unprecedented. And then you get an MBA from MIT. Four years.

Economy 147

Economy Clients Banking Economics 147

The Better Letter

JANUARY 11, 2024

As outlined in his Expert Political Judgment , Wharton’s Philip Tetlock looked at 82,361 economic and political forecasts by 284 experts between 1987 and 2003. These experts made a living “analyzing” and pontificating on political and economic developments. economist for Bloomberg Economics. Not even 99.

Economy 96

Economy Economics Math Banking 96

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. And when we’re done, we would go back to our research and also dabbled in a little portfolio management.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

APRIL 11, 2023

And from the ‘90s, anecdotally, and I know the plural of anecdote is not data, but anecdotally, we always used to see the worst time stock buybacks heading into 2000. Management tends to be terrible timers. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. RITHOLTZ: Right.

Valuation 298

Valuation Education Government Numbers 298

The Big Picture

FEBRUARY 12, 2024

He has put together an amazing track record at Greenlight in the middle 2000 and tens. And at that point, I decided what I really wanted to do was be a PhD in economics. Then we stayed open until about 2000. And then in 2000, I don’t know, we were maybe around six or 700 million at that point. Why aren’t you?

Management 294

Management Investing Investments Economy 294

The Big Picture

NOVEMBER 25, 2024

And I think that helped fuel the smart beta boom of the 2000 tens. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. And by the way, here’s the 30 year back test.

Portfolio 147

Portfolio Management Assets Marketing 147

The Big Picture

JULY 22, 2024

So it’s not a great story, you know, as you on the show… 00:02:05 [Barry Ritholtz] I hear people saying, well, you know, economics business was my backup. So I moved in 2000, almost if you mark the all time high of Morgan Stanley stock, you know, pre adjusted, it was trading like an internet. 00:05:33 [Speaker Changed] No.

Portfolio 147

Portfolio Economy Investing Investments 147