Brown Advisory

JANUARY 4, 2016

What is behind this sudden surge in the unicorn population, and are some of these valuations “spiraling” out of control? Bull market for public equities: Certainly, the run-up in public market valuations over the past few years has spurred gains in private market values over the same period. Lee coined the term.

Investing 52

Investing Investments Numbers Valuation 52

The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 157

Clients Investing Investments Management 157

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. Source: BLOOMBERG Source: Federal Reserve Bank of New York.

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. Source: BLOOMBERG. . ILLIQUIDITY IMPACTS.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

DECEMBER 2, 2015

In 2015, though, three trends began to weigh on stock prices: equity valuations rose above their historical average, record central-bank stimulus failed to fuel faster growth, and corporations, having already wrung out significant inefficiencies, made fewer gains in streamlining and improving profit margins, especially in the U.S.

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

JULY 19, 2022

ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. But in conclusions, I did put there that it just seems that stars are aligning for some fast pain and it wasn’t just high valuations but there was a catalyst. Explain that. Bonds are the most expensive. Stocks are pricey.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JUNE 3, 2024

So you mentioned financial repression, you and the rest of the quants in your core group, including gun lock, decide to stand up your own firm in 2009. It’s pretty much in the midst of the worst of the market Jeffrey Sherman : I think was somewhat behind us, but still people were shellshocked. It can’t go higher.

Math 144

Math Marketing Marketing Engineering 144

The Big Picture

FEBRUARY 20, 2024

00:09:48 [Speaker Changed] And, and then in January, 2009, we we’re deep into the financial crisis. What was taking up your attention right in the midst of, of the CRI financial crisis? You know, a lot, lot of things we were focused on at the time was trying to provide support to financial markets.

Banking 144

Banking Economy Marketing Marketing 144

James Hendries

JULY 21, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. Labor markets are still tight.

Management 52

Management Marketing Marketing Valuation 52

Darrow Wealth Management

MAY 29, 2024

For example, the September 11th terrorist attacks and the 2008 Great Financial Crisis occurred under President G.W. President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history.

Marketing 99

Marketing Marketing Asset Allocation Investing 99

Darrow Wealth Management

MAY 29, 2024

For example, the September 11th terrorist attacks and the 2008 Great Financial Crisis occurred under President G.W. President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history.

Marketing 52

Marketing Marketing Asset Allocation Investing 52