The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: Well, he sort of — yeah, he thought about it.

Banking 147

Banking Valuation Economy Investments 147

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Tariffs: Bark or Bite?

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Tariffs: Bark or Bite?

Economy 52

Economy Portfolio Clients Sales 52

The Big Picture

MAY 21, 2024

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. But it’s, it’s sort of strange.

Numbers 147

Numbers Management Banking Marketing 147