Brown Advisory

AUGUST 1, 2018

While the role of bonds since the financial crisis of 2008-09 has been more about reducing portfolio risk and less about producing incremental profit (although returns have generally been positive), that role may be changing in favor of relative returns. (Let’s hope we’re wrong, but we prefer to be surprised on the upside.).

Management 52

Management Investments Investing Valuation 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. As we now know, this celebration was premature.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. RECENT TRENDS AFFECTING LIQUIDITY.

Management 52

Management Marketing Marketing Clients 52

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. Because London remains a critical business center for financial services.

Banking 147

Banking Assets Investments Investing 147

Brown Advisory

FEBRUARY 15, 2019

2018 marked the 10-year anniversary of the depths of the 2008–09 financial crisis, an event that tested the strength of the global financial system, the will of the global body politic, and the mettle of everyday citizens throughout the world. This is also a fitting moment to review the intersection of risk and valuation.

Valuation 52

Valuation Clients Portfolio Government 52

The Better Letter

JANUARY 26, 2024

In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. .” who became a professor at the University of Michigan before setting up his own asset management firm. He missed this one, too.

Assets 103

Assets Valuation Management Marketing 103

The Big Picture

JANUARY 31, 2023

So Bernanke made that point back in 2008. DUTTA: So — RITHOLTZ: I recall deep into 2008, there was still an argument as to whether or not when we were in recession, when it started six, eight months earlier. DUTTA: Well, I can remember one analyst famously thinking that the Fed was going to be hiking in the back half of 2008.

Economics 147

Economics Economy Marketing Marketing 147