James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. A Lot Can Change in a Few Quarters So, why bring up a Fed statement from 2007? A lot changed over the course of 2007 and 2008 as the economy fell into the Great Financial Crisis.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Since then, value has outperformed growth for the longest sustained period since 2003–2007. Conclusion.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

SEPTEMBER 22, 2017

The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007). based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Cavium, a U.S.-based Podkaminer, E.

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007). based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Cavium, a U.S.-based Podkaminer, E.

Portfolio 52

Portfolio Investments Investing Management 52

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. Would you license these models to me? I’m a broke college student who needs some beer money. Oh yeah, for sure. It’s a bit of a mouthful.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 20, 2023

In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. Or should this be kept out of private asset allocators’ hands? I think in 2007, we had 24 square feet per capita versus Europe, which was like 14, and Japan, which was like 9.

Insurance 147

Insurance Healthcare Retail Medicine 147