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. On that question, the economy is sending somewhat mixed signals. Technical factors also contributed to the swift decline in stocks.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” of Standard Deviations 5/6/2010 S&P 500 Index -6.9 Essentially, liquidity refers to how quickly an investment can be turned into cash. Treasuries -15.0

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. S&P 500 Index.

Management 52

Management Marketing Marketing Clients 52

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … obviously, the United States, the global economy. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

Clients 299

Clients Wealth Management Banking Investments 299

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

The Big Picture

AUGUST 20, 2024

There’s a continual, the economy continues to grow. 00:26:24 [Speaker Changed] Given that, what are the risks to the US economy and to the markets from too much passive investments flowing into equities. We saw a decrease in industrial production and we saw a broad deterioration in terms of the economy. It goes so far.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. JOHNSON: But now the domestic economy is growing so well that there’s a lot of excitement.

Management 222

Management Investments Investing Assets 222

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. Additionally, the Australian economy has not experienced a recession since 1991.

Investing 52

Investing Investments Clients Portfolio Management 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. Additionally, the Australian economy has not experienced a recession since 1991.

Investing 52

Investing Investments Clients Portfolio Management 52

The Big Picture

SEPTEMBER 19, 2023

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. 00:26:07 [Speaker Changed] No.

Assets 147

Assets Management Investments Investing 147

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.

Assets 103

Assets Valuation Management Marketing 103

The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. It’s about long-term planning and strategic asset allocation and, and just understanding how markets work and how behavior comes into the mix. He is just, he’s just bearish all the time. It wasn’t the case. Versus more of the day traders, the wing it kind.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. middle market is the third largest economy in the world. PE, at that point, was really just developing in the middle market.

Banking 147

Banking Management Investments Investing 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

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. DUTTA: Well, I think you just have to go back to the initial reopening of the economy, right?

Economics 147

Economics Economy Marketing Marketing 147