Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:50. In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Anchoring Expectations. We cannot control the first two forces. Ensuring Legacies Last.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 13:46. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. We believe this group of alternative assets to be less vulnerable than stocks to the risk of flagging economic growth, and less vulnerable than bonds to rising interest rates.

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. France and Germany. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. Innovation and dynamism are alive and well despite several years of low economic growth. Mon, 09/12/2016 - 02:00. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. The island’s economy has shrunk for nearly a decade and will probably contract by more than 1% during fiscal year 2015, according to a June report commissioned by Puerto Rico and co-written by Anne Krueger, a former first deputy managing director of the International Monetary Fund. Rude Awakening.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. During the second quarter of 2015, Spain’s gross domestic product expanded 1% on a quarterly basis. Europe's Slow Climb.

Economy 40

Economy Economics Asset Allocation Banking 40

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. stocks as of the end of 2015 on an EV/EBITDA basis; that gap widened to 20% by the end of April 2017.

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. stocks as of the end of 2015 on an EV/EBITDA basis; that gap widened to 20% by the end of April 2017.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

APRIL 1, 2015

Wed, 04/01/2015 - 16:48. 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. Investment Perspectives | Bubbles II. Then and Now.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

OCTOBER 1, 2015

Thu, 10/01/2015 - 09:32. The government reported a 7% expansion in gross domestic product for the first half of the year, and wages are rising at about 10%—not exactly a picture of economic disaster. Additionally, even allowing for the recent pull-back, the market is up 30% to 40% in the last year—far outstripping economic growth.

Investments 52

Investments Investing Economy Government 52

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015.

Investing 52

Investing Investments Clients Portfolio 52

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015.

Investing 52

Investing Investments Clients Portfolio 52

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 162

Management Investing Investments Portfolio 162

Brown Advisory

NOVEMBER 15, 2023

We focus on delivering attractive long-term performance by investing in a concentrated portfolio of companies that uniquely solve problems for their customers and generate attractive economics for shareholders. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.

Investments 52

Investments Investing Clients Portfolio 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

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. Slower growth in China, fear of an eventual hard landing and concern that China’s leaders are divided over economic policy. Multiple Risks.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

AUGUST 14, 2023

Our technology investments range from semiconductor design and manufacturing to vertical market software and we believe these have very different long-term economic drivers and ways of capturing value which is precisely what we seek. Active Share indicates how different the portfolio is from its benchmark.

Investments 52

Investments Investing Portfolio Accounting 52

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

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. Economic recoveries usually feature a surge in consumption as employment and wages rebound. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Before Tying the Knot.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 10:29. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. Trusts often make sense, as they provide economic benefit to heirs while protecting assets from certain creditor claims and taxes.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

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. 10 years ago you had the top economics, economists, investors in America writing a letter to the Fed in 2010 saying, “Hey, stop QE. He sold half his Apple stock in 2015. ” RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

SEPTEMBER 26, 2023

I had him on the show in 2015 and the thing that was so astonishing, 17.8% So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. Ritholtz ] 00:03:30 Yeah, Sandberg is a fascinating guy.

Banking 130

Banking Investing Investments Clients 130

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier.

Investments 130

Investments Investing Clients Management 130

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. In early 2015, Scott sold his ownership interest in the firm.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Carson Wealth

DECEMBER 23, 2024

It upped its view of economic growth and said things looked pretty good on the economic front. Lastly, the full year was negative in 1994 and 2015 after no Santa. This move up in estimates of long-run policy rates, by markets and the Fed, is a function of higher estimates of future economic growth (including productivity).

Marketing 67

Marketing Marketing Economy Economics 67

The Big Picture

MARCH 26, 2024

It was 2015. 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. I was awful.

Marketing 147

Marketing Marketing Investing Investments 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