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. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. A cool change indeed.

Investments 52

Investments Investing 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

FEBRUARY 12, 2024

And at that point, I decided what I really wanted to do was be a PhD in economics. I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job.

Management 294

Management Investing Investments Economy 294

Brown Advisory

APRIL 1, 2016

In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. At the risk of oversimplification, it seemed like most of the economic debate during the post-crisis period centered on two main concerns: the strength and durability of the U.S. Multiple Risks.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

JULY 19, 2022

You began as a central bank portfolio manager in Finland. And when I was studying in university economics, I did not really get the passion. So, that relationship actually already started when I was a portfolio manager, right? Let’s start just by talking about your career. ILMANEN: Yes. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 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. So I leave the Bureau of Labor Statistics and I move into economic consulting. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. It’s not quite as bad as my recollection of 2010, ’11, ’12, but coming out of the financial crisis, people stayed bearish despite the 56% collapse in the S&P. Lots of people are bearish.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

AUGUST 20, 2024

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 173

Assets Management Portfolio Marketing 173

The Big Picture

JULY 11, 2023

So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… 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. RITHOLTZ: Right. We’re recording this.

Management 222

Management Investing Investments Assets 222

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. Well, not in college, no.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. That’s just unprecedented. And then you get an MBA from MIT. Four years.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And this was the amount of monetary growth, and this is what we call M two inside of, in, in the wonky economics world. Signs him, right?] Yeah, yeah.

Math 147

Math Marketing Marketing Engineering 147

The Better Letter

JANUARY 2, 2025

Morgan Stanley’s Chief Economic Strategist blew her call , too. The most bullish call in Sam Ro’s compilation was 5,500, up nearly 20 percent, by Capital Economics. The consensus on Wall Street was that interest rates had peaked for the economic cycle. That’s not bad, still well short of actual returns.

Management 102

Management Marketing Marketing Economics 102