Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% stock market returns?”

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Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns. Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% Fri, 07/01/2016 - 06:00. stock market returns?”

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Random Roger's Retirement Planning

DECEMBER 21, 2023

The Global X S&P 500 Covered Call ETF (XYLD) has been around since 2014 and while it has lagged the plain vanilla S&P 500 badly, its annualized total return is still 5.78%. They build out a few different types with various allocation percentages for each type. Most of the gain would have been overnight.

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The Irrelevant Investor

JUNE 15, 2019

In 2018, 52% of all participants at Vanguard were invested in a single target-date fund. They anticipate that by 2023 80% of all assets at Vanguard will be in an automatic investment program. There has been a pretty steep drop-off in participation for people under 25 years old, from 57% in 2014 to 38% in 2017.

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Truemind Capital

MARCH 20, 2020

In my multiple conversations with investors during the bull-run since 2014, there was no one who said that I will not take advantage of investing in equity when the market will crash. Instead, the majority tend to invest when markets are going higher and higher, getting expensive and creates a potential for significant downside risk.

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Investing Caffeine

MAY 2, 2022

Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”. Slome, CFA, CFP®.

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Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet achen Tue, 11/14/2017 - 16:18 These days, it seems like all eyes are on the Federal Reserve. As short-term interest rates on low-risk assets approached zero during the crisis, conventional monetary policy became ineffective at encouraging investment and stimulating the economy.

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Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet. Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet. Tue, 11/14/2017 - 16:18. the broad markets are largely efficient.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. equity funds in 2016 alone.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate. Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Wed, 06/21/2017 - 12:35. Assuring "Average".

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Brown Advisory

APRIL 1, 2015

Investment Perspectives | Bubbles II. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Wed, 04/01/2015 - 16:48.

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Brown Advisory

DECEMBER 2, 2015

Within the $450 billion high-yield market, less than 60% of high-yield bonds sell for more than face value compared with more than 90% in June 2014. We consider Synovus, based in Columbus, Georgia, an attractive target for acquisition or an upgrade to an investment-grade rating. By Taylor Graff, CFA, Asset Allocation Analyst.

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Dear Mr. Market

FEBRUARY 24, 2022

Click here if you need to catch up on a conflict that’s been in flux since February of 2014. The point of our “letter to Mr. Market” today, however, is on what to do with your investments. – Jack Bogle.

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Brown Advisory

MAY 31, 2017

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. stocks growing more expensive.

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Brown Advisory

MAY 31, 2017

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. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

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The Irrelevant Investor

SEPTEMBER 19, 2015

Like many quants, they understand the limitations of the human brain, which has led them on their search for evidence-based investing. Alpha Architect on story-based investing Pigeons aren't the only animals suffering from story bias. What really struck me when I first met these guys is how knowledgable, yet humble they are.

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Brown Advisory

SEPTEMBER 3, 2015

in 2014, according to the International Monetary Fund (IMF). The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. Firms that generate big returns on invested capital are especially attractive. this year from 0.8%

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Brown Advisory

SEPTEMBER 3, 2015

The commonwealth’s default last month on a portion of $72 billion in troubled debt spotlights not just an ill-advised investment, but a pitfall in the municipal bond market. Many hedge funds and municipal bond mutual funds persisted with purchases even as credit-rating firms downgraded the bonds far below investment grade. Current U.S.

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Transportation Government Economy Asset Allocation 52

Brown Advisory

MARCH 30, 2020

Rodrigo, members of Brown Advisory's Investment Solutions Group. Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. Essentially, liquidity refers to how quickly an investment can be turned into cash.

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Brown Advisory

MARCH 30, 2020

Rodrigo, members of Brown Advisory's Investment Solutions Group. Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. Essentially, liquidity refers to how quickly an investment can be turned into cash. Mon, 03/30/2020 - 16:04.

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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. The Search for an ESG Investment Edge.

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Truemind Capital

OCTOBER 17, 2023

Some of the institutions dropped coverage or discouraged investing in Mid & Small Cap stocks owing to very expensive valuations boosted primarily by retail participation lured by past returns. We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets.

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The Better Letter

JANUARY 26, 2024

2012 : “The present menu of investment opportunities continues to be among the worst in history.” 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” percent in 2014; HSGFX declined 8.50 percent in 2014; HSGFX declined 8.50

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The Better Letter

APRIL 20, 2023

Investment Beliefs Here, in no particular order, is my ongoing working list of beliefs, ideas, maxims, and generalizations that inform my financial and investment process. Send me any you’d add ( to rpseawright [at] gmail [dot] com) Your purposes should drive your goals and your goals should drive your investment process.

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The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.

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The Irrelevant Investor

OCTOBER 20, 2015

I'm sure I left a few out, but if you're looking for some books on investing, this is a pretty good place to start. Ray Bradbury Below is the list of all the books seen in the chart, as well as a few more that I just couldn't fit.

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The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. There are few people who understand both fixed income and equity investment and quantitative strategies to each better than Jeffrey Sherman. And so I worked a lot on the asset allocation side. So he just flew in late yesterday.

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The Big Picture

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. So one of the things, I think, that Rosie did really well is just kind of take the economics calls and make them useful for an equity market investing. DUTTA: And the thing is that it never got as low as it did in 2014 despite 7 percent mortgage rates, right?

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