Brown Advisory

MARCH 13, 2018

Further, 2017 overall was extraordinary for its lack of market volatility; the S&P 500 Index rose steadily throughout the year without so much as a 3% pullback—a first in the Index’s long history. For most of 2017, the VIX was exceptionally depressed, signaling that investors expected very little volatility in prices.

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James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

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Marketing Marketing Economy Communication 52

Brown Advisory

AUGUST 1, 2018

Incremental Equity Risks Several evolving dynamics in the stock market, when taken together, suggest that risk levels have increased a bit over the last year or so: Valuations: To state the obvious, stock prices gained considerable ground during 2017 and are slightly higher so far in 2018. Concentration: Much of the U.S.

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Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Several evolving dynamics in the stock market, when taken together, suggest that risk levels have increased a bit over the last year or so: Valuations: To state the obvious, stock prices gained considerable ground during 2017 and are slightly higher so far in 2018. Concentration: Much of the U.S. Using the 10-year U.S.

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Management Investing Investments Valuation 52

Dear Mr. Market

JANUARY 25, 2022

There never was a more docile and boring year than 2017. Two years from now there will be less of a supply chain glut/disaster and an economy that doesn’t have one hand tied behind its back. Our article that we linked to above followed the least volatile year in the history of the stock market.

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Marketing Marketing Investing Investments 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

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Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

FEBRUARY 15, 2019

As of December 2017 it had more than 400 constituents and covered approximately 85% of the free float-adjusted market capitalization across European developed-market equity. With more than 900 constituents as of December 2017, the MSCI EAFE Index covered approximately 85% of the free float-adjusted market capitalization in each country.

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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. In short, every situation is different. company.

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Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Wed, 06/21/2017 - 12:35. Stock-specific fundamental research from our equity research teams, along with input on asset allocation from our Investment Solutions Group, can be supplemented by customized portfolio analytics to achieve client-defined outcomes. Investment Perspectives - The Great Debate. company.

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Investing Investments Portfolio Management 52

The Big Picture

AUGUST 20, 2024

In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? There’s a continual, the economy continues to grow. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value.

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Dear Mr. Market

MARCH 17, 2024

after a brutal 2022, the following year simply never materialized with China and how we thought coming out of the pandemic the second largest economy in the world join the party. The real winners are the ones who are able to pick enough stocks in the right areas and maintain the proper asset allocation relative to their investment goals.

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Investing Investments Portfolio Assets 93

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.

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

Tue, 11/14/2017 - 16:18. While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Investment Perspectives | “Undoing” the Fed’s Balance Sheet. Uncertainty in Unwinding.

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Investing Investments Assets Numbers 52

The Big Picture

JUNE 13, 2023

But I would add, we had just gone public at the time, 2017. So that was in 2017, we went public on Euronext Paris. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. So I think we’ve now entered a period where we have to swallow this whole mispriced, over-levered assets out there.

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The Better Letter

JANUARY 26, 2024

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. 2017 : “[T]he most broadly overvalued moment in market history.” ” The S&P only returned 1.38 percent that year, but HSGFX lost 8.40 percent in losses.

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Assets Valuation Management Marketing 105

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time. Fri, 02/03/2017 - 14:19. With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

MARCH 26, 2024

And it’s funny ’cause that was a pandemic purchase, a very inexpensive 2017 Panama four s, which everybody walked away. He wasn’t tactical asset allocator. It’s about long-term planning and strategic asset allocation and, and just understanding how markets work and how behavior comes into the mix.

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Marketing Marketing Investing Investments 147

The Big Picture

MAY 21, 2024

I think it’s not just new economy chip purveyors, but it’s also the companies that buy the chips and become better. And then you had certain pockets of the economy become oversubscribed and other parts of the economy become undersubscribed. Think about what, how we were, we were geared in 2017, 2018, 1920.

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Numbers Management Banking Marketing 147

The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. DUTTA: Well, I think you just have to go back to the initial reopening of the economy, right?

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