Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

OCTOBER 8, 2019

For this reason, the Global Leaders strategy has never invested in tobacco companies, despite the fact that the addictive nature of nicotine has fostered powerful economic engines in many cases. Through this important role, the company has been rewarded with approximately a 22% return on equity over the past five calendar years (2014-2018).

Clients 52

Clients Government Banking Investments 52

Brown Advisory

OCTOBER 8, 2019

For this reason, the Global Leaders strategy has never invested in tobacco companies, despite the fact that the addictive nature of nicotine has fostered powerful economic engines in many cases. Through this important role, the company has been rewarded with approximately a 22% return on equity over the past five calendar years (2014-2018).

Clients 52

Clients Government Banking Investments 52

The Big Picture

OCTOBER 31, 2023

We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. And so we had our first close in 2000 November of 2014, and ultimately we raised a billion dollars for our first fund in the private space. When did you join Wellington?

Management 162

Management Investing Investments Portfolio 162

Brown Advisory

JULY 1, 2016

Instead, we’re looking 10, 20 or 30 years ahead—a long enough horizon to smooth out short-term fluctuations resulting from variables such as economic cycles, changes in interest rates and geopolitical events. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% over the more recent 30-year period.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Instead, we’re looking 10, 20 or 30 years ahead—a long enough horizon to smooth out short-term fluctuations resulting from variables such as economic cycles, changes in interest rates and geopolitical events. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% over the more recent 30-year period.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. S&P 500 is a registered trademark of Standard & Poor’s Financial Services LLC (S&P), a subsidiary of S&P Global Inc.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. S&P 500 is a registered trademark of Standard & Poor’s Financial Services LLC (S&P), a subsidiary of S&P Global Inc.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Irrelevant Investor

JULY 19, 2016

On the economic side there is no denying that the more financial predictions you make the more business you do and the more commissions you get. I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. Fred Schwed Jr., But it just wasn't the case.

Investing 52

Investing Investments Asset Allocation Assets 52

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.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

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. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

APRIL 14, 2023

When I first launched “Masters in Business” in 2014, I spent a lot of time begging ( begging !) So when Brendan reached out and asked to come on to discuss behavioral finance and financial planning, I felt like paying it forward was the right way to go. guests to come on. What do you mean?

Clients 298

Clients Wealth Management Financial Services Planning 298

Carson Wealth

NOVEMBER 18, 2024

Lastly, no year has ended with 51 new highs, but we had 53 in both 1961 and 2014, suggesting more new highs are likely this year with about six weeks still left to go. There’s been a question about whether the Fed should be cutting when economic growth and the stock market are running strong. We couldn’t agree more.

Marketing 95

Marketing Marketing Economy Banking 95

The Big Picture

SEPTEMBER 5, 2023

And so the idea is that, what I’ve heard is like, hey, we’re going into a recession or a weak economic period so therefore everybody’s going to go into work four and a half days a week because they want face time with their boss. And you definitely have some industries or some companies that want five days a week right now.

Sales 130

Sales Numbers Marketing Marketing 130

Indigo Marketing Agency

JANUARY 25, 2025

Tina Powell Reason to Follow: Digital transformation advocate for financial services Tina Powell, Chief of Community at Intention.ly , is a digital strategy expert and advocate for diversity in finance. His coaching programs and content offer advisors actionable advice to enhance their practices and achieve their goals.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

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