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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47.

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Investment Perspectives | Cool Change

Brown Advisory

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. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

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Investment Perspectives | Cool Change

Brown Advisory

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. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

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Investment Perspectives | Bubbles II

Brown Advisory

Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices. In 2010, the economic expansion was widely forecast to be weak, and indeed it turned out to be slower than in most postrecession periods.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

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. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

Assets 167
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Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. RITHOLTZ: Right.