2007, Economics and Portfolio Management - Financial Advisor Source

Market Extra: Government bonds held at banks may be so-called ‘toxic asset’ of next financial crisis, fund manager says

MarketWatch

MARCH 14, 2023

Under a best-case scenario, investors’ fears would be calmed as California’s Silicon Valley Bank and Signature Bank in New York are reorganized “in an orderly fashion,” according to Chris Crawford, the Boston-based portfolio manager of the firm’s Strategic Long Short Fund. The flip-side scenario is that the U.S. All three major U.S.

Government

Government Banking Assets Management

Don’t Ask An Economist Where the GDP Is Headed

Validea

FEBRUARY 17, 2023

Wall Streeters give a lot of credence to economic forecasts at the start of every year, as corporations project demand and craft their budgets and money managers plan out their strategies for the next year. While the pandemic obviously caused a massive impact, the following year was just as wrong, when economists were off by 1.9

Portfolio Management

Portfolio Management Budgeting Economics Portfolio

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

MARCH 25, 2025

And you had the great insight and business acumen to tap out of Bear Stearns in 2007 with all of those options that you had and exercise the options, sell them and launch your shortness, the asset management. So, the reason I am an economics, I have a degree in economics. This is key. I’ve done that a few times.

Management

Management Numbers Investing Investments

Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. Was that the plan?

Investments

Investments Investing Management Valuation

Diamonds In The Rough

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%

Clients

Clients Asset Allocation Economics Estate Planning

Investment Perspectives | Cool Change

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.

Investments

Investments Investing Clients Portfolio Management

Investment Perspectives | Cool Change

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.

Investments

Investments Investing Clients Portfolio Management

Transcript: Tom Hancock, GMO

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

Valuation

Valuation Investments Investing Assets

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. The Journal of Portfolio Management 40(2): 18-29. Resource and Energy Economics 41:103-121. Clark, G.,

Portfolio

Portfolio Investments Investing Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. The Journal of Portfolio Management 40(2): 18-29. Resource and Energy Economics 41:103-121. References.

Portfolio

Portfolio Investments Investing Management

Transcript: Michael Carmen, Wellington

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management

Management Investments Investing Portfolio

Investment Perspectives | Bubbles II

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. trillion last year, roughly the same as during the 2007 peak. Then and Now.

Investments

Investments Investing Valuation Assets

Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

JULY 11, 2023

So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. India seems to be like a perennial next economic powerhouse after China and it just always seems to be not catching that next bid. RITHOLTZ: Right. We’re recording this.

Management

Management Investments Investing Assets

Transcript: Graeme Forster, Orbis Investments

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.

Investments

Investments Investing Clients Numbers

Bell Webinar: 2022 Market Review & 2023 Outlook

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. Thanks for joining me. My name is Ryan Kelley. Short-term rates are quite high.

Marketing

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Transcript: Armen Panossian

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Banking

Banking Investments Investing Clients

Transcript: Vincent Aita of Cutter Capital

The Big Picture

OCTOBER 8, 2024

You don’t go for a doctorate in economics. And so that’s what had me pivot back in 2007 to the first market neutral hedge fund that I worked at. When you’re an analyst, they’re training you to do the portfolio manager’s job. So I went straight to the buy side at that point.

Healthcare

Healthcare Medicine Portfolio Investing

Transcript: Corey Hoffstein on Return Stacking

The Big Picture

NOVEMBER 25, 2024

And there was one conversation very early in my career, this was actually 2007, where I was interviewing with an asset manager and I pre-meeting, asked them what they thought of the market. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality.

Portfolio

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Transcript: Aswath Damodaran

The Big Picture

APRIL 11, 2023

And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. I mean, strong words for Buffett.

Valuation

Valuation Education Numbers Government

2024 Forecasting Follies

The Better Letter

JANUARY 2, 2025

Morgan Stanley’s Chief Economic Strategist blew her call , too. The most bullish call in Sam Ro’s compilation was 5,500, up nearly 20 percent, by Capital Economics. The consensus on Wall Street was that interest rates had peaked for the economic cycle. That’s not bad, still well short of actual returns.

Management

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Financial Advisor Source

Market Extra: Government bonds held at banks may be so-called ‘toxic asset’ of next financial crisis, fund manager says