Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Further, we see room for the European economy to grow. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

DECEMBER 2, 2015

Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. The market for high-yield bonds has become increasingly polarized as falling energy prices and slowing emerging market economies have broadly crimped company revenues.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Tell us a little bit about your research.

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. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Therefore, it is essential that we structure client portfolios to be tax efficient. We cannot control the first two forces.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

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 130

Valuation Investing Investments Assets 130

Brown Advisory

APRIL 1, 2015

economy following the financial crisis. By keeping short-term interest rates at effectively zero since 2008, the Fed has prompted investors to reach for incremental returns by buying risk assets, including stocks, high-yielding or longer-dated bonds, real estate, private equity, etc. An index constituent must also be considered a U.S.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

NOVEMBER 14, 2017

Big Balance Sheet By way of background, the Fed’s balance sheet has roughly quintupled since the financial crisis of 2008. As short-term interest rates on low-risk assets approached zero during the crisis, conventional monetary policy became ineffective at encouraging investment and stimulating the economy.

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

By way of background, the Fed’s balance sheet has roughly quintupled since the financial crisis of 2008. Interestingly, for many years prior to the crisis, the portfolio changed very little in value or in the composition of its holdings, which include Treasury securities, mortgage backed securities and other types of loans.

Investing 52

Investing Investments Assets Numbers 52

The Big Picture

AUGUST 20, 2024

There’s a continual, the economy continues to grow. 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. I’m gonna hold it in my portfolio. It goes so far. Thank you for the cash.

Assets 173

Assets Management Portfolio Taxes 173

Brown Advisory

APRIL 1, 2016

As shown, the figure peaked at 52—more than 80% of the trading days in a 90-day period—in late 2008, not long before the market bottomed the following March. This is the essence of the operating bucket, and we believe it’s a critical component of sensible portfolio management. An index constituent must also be considered a U.S.

Investing 52

Investing Investments Portfolio Assets 52

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 130

Banking Investing Investments Clients 130

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. The worst the economy is. So I left in early 2008. Then we get to mid-October 2008 and — RITHOLTZ: Oh, you launched right into the financial crisis.

Investing 130

Investing Investments Assets Insurance 130

Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be. Robinhood 5.

Accounting 69

Accounting eCommerce Investments Investing 69

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 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. And they will decide what they’re going to buy and sell.

Management 305

Management Assets Risk Management Valuation 305

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 8, 2024

Hustle was managing institutional right assets. Your real business is having the best perspective of what is happening this moment in the economy. 00:17:41 [Speaker Changed] So you’re getting like a real time snapshot of what’s happening, not just across the economy but within very specific subs sectors.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JULY 31, 2023

And then, you know, at some point, well, I went to grad school because I graduated college in 2008, and was shockingly enough, yeah, having trouble getting a newsroom job. And it was day by day from the seat of, it was the month that the economy shut down. And I’d worked with lots of colleagues around the newsroom.

Retail 130

Retail Government Economy Economics 130

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. It’s physics’ three-body problem applied to the global economy’s trillions of inputs. He called the 2008-09 financial crisis but has kept calling for replays and kept being wrong. ” Nobody does.

Economy 96

Economy Economics Math Banking 96

The Big Picture

DECEMBER 20, 2022

Go back right after 2008, every bank made markets. But it sounds like, man, if there’s ever a country that has immense upside, talk about asymmetrical risks, what would it take to make Venezuela really investable and for them to become a little more integrated into the global economy? Every bank had balance sheet.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. One is inflation, the other is what’s going to happen to the economy.

Valuation 298

Valuation Education Government Numbers 298

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

Engineering 130

Engineering Numbers Investing Investments 130