Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. has not seen 10+ year economic expansions, other developed markets certainly have. Additionally, while it is true that the U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% at the end of last year.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. has not seen 10+ year economic expansions, other developed markets certainly have. Additionally, while it is true that the U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

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. It’s remarkable how far the markets have come in the five years since then. Then and Now.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Investments Investing 147

ClearMoney

FEBRUARY 22, 2022

Motivated by the substantial payoff associated with successful timing, researchers over the years have examined a wide range of strategies based on analysis of earnings, dividends, interest rates, economic growth, investor sentiment, stock price patterns, and so on. Tactical Asset Allocation: Periodic shifts in allocation to stocks.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

The Big Picture

NOVEMBER 8, 2022

And he did — when I met him, let’s say in 2010, he acknowledged that they’ve got things wrong. Now, not too long ago, just before the pre-pandemic period, like late 2010s, they kind of came out when Dow first crossed 36,000. Jeremy called and said, “Would you like to join the asset allocation team?”

Banking 147

Banking Valuation Economy Investments 147

The Big Picture

APRIL 4, 2023

Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011. You raised another $11 billion in capital, despite the economic environment. KENCEL: So I was actually speaking at a conference, the Greenwich Economic Forum last week, where your folks interviewed me, actually. KENCEL: Yeah.

Banking 147

Banking Management Investments Investing 147

The Big Picture

AUGUST 20, 2024

And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. Things like leading economic indicators, et cetera, are all consistent with historical recessions. You didn’t even have Uber in 2010. Otherwise, why not just buy passive?

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… 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. That’s not a terrible thing. 14, 15% a year?

Management 222

Management Investing Investments Assets 222

The Big Picture

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. He wasn’t tactical asset allocator. And it had to do with the discipline of the models that he used and how he segmented economic liquidity, investor liquidity, and then technicals and and breath conditions and understood how they melded together.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

JUNE 3, 2024

And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And the thing I remember is that the day we launched that total return fund at Double On, it was actually April 6th of, of 2010, Flash crash was May 10th, I think. And so it’s not just me.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 147

Economics Economy Marketing Marketing 147