Brown Advisory

OCTOBER 28, 2016

Fri, 10/28/2016 - 11:25. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. 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.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 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. economy alone creating 14 million jobs.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Mon, 09/12/2016 - 02:00. Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Market jitters increased in mid-2015 amid signs that growth was slowing in large economies—most significantly, China. economy alone creating 14 million jobs.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

AUGUST 25, 2017

Our performance was particularly impacted in the second half of 2016, having a zero weighting in three of these four sectors and an overall dividend yield below our benchmark Russell Global Large Cap index. FCF yield is a measure of financial performance calculated as operating cash flow minus capital expenditures.

Management 52

Management Valuation Financial Services Investments 52

Brown Advisory

AUGUST 25, 2017

Our performance was particularly impacted in the second half of 2016, having a zero weighting in three of these four sectors and an overall dividend yield below our benchmark Russell Global Large Cap index. FCF yield is a measure of financial performance calculated as operating cash flow minus capital expenditures.

Management 52

Management Valuation Financial Services Investments 52

Brown Advisory

SEPTEMBER 12, 2016

Diving Deep: Achieving Outperformance By Using Environmental Research achen Mon, 09/12/2016 - 10:22 ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. The limited diversification from such an approach may pose risks. company.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 10:22. On July 18, 2016, Softbank announced plans to buy the company at a 43% premium to the prior day’s closing price. They focus largely on industries that have low environmental footprints, including technology and financial services companies. where environmental practices help win business.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

JUNE 19, 2018

Investors are very clearly rewarding this body of big technology companies that have built powerful economies of scale and positive network effects in recent years. According to Morningstar, 43% of active managers outpaced their passive counterparts in 2017, a notable improvement from 2016 when only 26% outperformed. Other common U.S.

Management 52

Management Retail Clients Investments 52

Brown Advisory

JUNE 19, 2018

Investors are very clearly rewarding this body of big technology companies that have built powerful economies of scale and positive network effects in recent years. According to Morningstar, 43% of active managers outpaced their passive counterparts in 2017, a notable improvement from 2016 when only 26% outperformed. Other common U.S.

Management 52

Management Retail Clients Investments 52

Brown Advisory

AUGUST 8, 2018

For example, Danaher spun out Fortive in 2016. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. The S&P 500® Index represents the large-cap segment of the U.S. An index constituent must also be considered a U.S.

Assets 52

Assets Clients Valuation Education 52

Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

Investing 52

Investing Investments Assets Economics 52

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. If the assumptions are too optimistic, the result can be financial pain. stock market returns?” Let’s look at some of the variables.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Fri, 07/01/2016 - 06:00. If the assumptions are too optimistic, the result can be financial pain. A May 2016 report ominously entitled Diminishing Returns: Why Investors May Need to Lower Their Expectations , by the McKinsey Global Institute, addresses this issue. Investment Perspectives | Real Returns. stock market returns?”

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

AUGUST 24, 2017

For one, real estate tends to move more in concert with the direction of the economy, while stock prices, for example, tend to move in advance of a change in economic fundamentals. We can’t control the economy or predict its near-term direction. Low correlation means that real estate helps to diversify balanced portfolios.

Portfolio 52

Portfolio Assets Clients Investments 52

Brown Advisory

JUNE 21, 2017

equity funds in 2016 alone. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. 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

Brown Advisory

JUNE 21, 2017

equity funds in 2016 alone. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. 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

Brown Advisory

MARCH 30, 2020

10/7/2016 British Pounds Sterling -6.2 At the moment, the predominant concern for nearly all investors is the volatility and uncertainty surrounding the COVID-19 outbreak and its potential impact on the economy and markets. Reference Market/Index % Change No. of Standard Deviations 5/6/2010 S&P 500 Index -6.9 10/15/2014 10-Yr U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

At the moment, the predominant concern for nearly all investors is the volatility and uncertainty surrounding the COVID-19 outbreak and its potential impact on the economy and markets. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 24, 2021

Survey period 2016. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. The S&P 500® Index is a registered trademark of Standard & Poor’s Financial Services LLC. Data published in November 2019.

Assets 52

Assets Economics Investments Investing 52

Brown Advisory

MARCH 24, 2021

Survey period 2016. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. The S&P 500® Index is a registered trademark of Standard & Poor’s Financial Services LLC. Projected Infrastructure needs from 2017-2035 by region or country.

Assets 52

Assets Economics Investments Investing 52

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? And it began outside of financial services. I found this conversation to be absolutely fascinating.

Portfolio 130

Portfolio Management Assets Investments 130

Brown Advisory

JULY 23, 2019

Sloan stepped up to become CEO at Wells Fargo after the problems surfaced in 2016 but failed to satisfy politicians and regulators with Wells Fargo’s pace of progress on regulatory issues. Buffett has been outspoken about financial institutions that have to be bailed out by the government. equity universe.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

Sloan stepped up to become CEO at Wells Fargo after the problems surfaced in 2016 but failed to satisfy politicians and regulators with Wells Fargo’s pace of progress on regulatory issues. Buffett has been outspoken about financial institutions that have to be bailed out by the government. equity universe.

Insurance 52

Insurance Investments Investing Management 52

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. Because London remains a critical business center for financial services. We were lucky enough to have Temasek backing us as early as 2016.

Banking 147

Banking Assets Investments Investing 147

The Big Picture

SEPTEMBER 5, 2023

I don’t care whether the economy is strong or weak, it’s not going to be the same. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there.

Sales 130

Sales Numbers Marketing Marketing 130

The Better Letter

JANUARY 26, 2024

In December of 2016, Dent went on CNBC to insist the Dow would “end up between 3,000 and 5,000 a couple years from now.” In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. It closed today (1.25.24) at 38,049.

Assets 105

Assets Valuation Management Marketing 105

Trade Brains

MAY 25, 2023

He was named one of the “Top 10 Businessmen to Watch Out for in 2016 in India” by The Economic Times for pioneering and scaling discount broking in India. Zerodha is a zero-debt financial services company. Moreover, Zerodha is partnered with Central Depository Services Limited. There is no borrowing of any kind.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

FEBRUARY 28, 2023

And then in 2016, we were thinking a little bit more strategically about our business in the Americas, and I championed this project to open up a headquarters for the firm in Colorado and — RITHOLTZ: Away from Wall Street. How much is the prospective market size, as well as how robust local economy is? LAYTON: Yeah.

Clients 147

Clients Investments Investing Assets 147

Calculated Risk

NOVEMBER 6, 2024

CR Note: I'll be assessing the impact of Trump's election on the economy, but we have to remember he doesn't do most of what he says. For example, in 2016 he promised to deport 10 million residents, but that never happened. He said he'd repeal and replace the Affordable Care Act; didn't happen. He promised an infrastructure bill.

Financial Services 264

Financial Services Economy Taxes 264

Carson Wealth

AUGUST 26, 2024

The big rally two weeks ago was sparked by further confirmation the US economy isn’t headed straight into a recession, but more likely is just seeing a standard midcycle slowdown. Think back to 2016 and 2020 for example. was judged more than the economy could handle and rates were cut a total of 0.75

Marketing 95

Marketing Marketing Economy Communication 95

Brown Advisory

FEBRUARY 3, 2017

This was most recently seen in the extreme reaction to the election of President Trump, when investors moved aggressively at the end of 2016 into companies that might benefit from policies that the new administration might establish and that might produce the outcomes envisioned at the time. An index constituent must also be considered a U.S.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

This was most recently seen in the extreme reaction to the election of President Trump, when investors moved aggressively at the end of 2016 into companies that might benefit from policies that the new administration might establish and that might produce the outcomes envisioned at the time. An index constituent must also be considered a U.S.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

MAY 16, 2023

” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. So I was very heavy in financial services stock, which was a great lead gen engine. That was pretty much… LINDZON: So I went to Fred and I said, “Fred, this is Bloomberg.”

Media 290

Media Investments Investing Valuation 290

Carson Wealth

JANUARY 21, 2025

Markets Give Solid Early Marks to Trump, but Not as Strong as 2016 The S&P 500 rallied 2.9% We also can compare market performance to 2016, which saw prospects of a similar policy shift to what we have currently. Those high rates arent good for some important areas of the economy, but they do have their upside for savers.

Marketing 73

Marketing Marketing Insurance Economy 73

The Big Picture

OCTOBER 3, 2023

I felt that we had a tax policy in the United States that was hindering growth and deterring US corporations from investing in the United States and penalizing them to do things that they actually wanted to do that were positive for the US economy and positive for US jobs. And you think it had a positive impact on the economy?

Taxes 280

Taxes Banking Clients Management 280

Carson Wealth

APRIL 22, 2024

Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong. While geopolitics is a near-term risk, three major themes for 2024 are worth watching: Data continues to support an overall positive outlook for the economy. and hides underlying strength.

Marketing 96

Marketing Marketing Economy Government 96