Advisor Perspectives

JUNE 20, 2024

In May, housing starts dropped to their lowest level since June 2020. In the latest report by the Census Bureau, housing starts fell to a seasonally adjusted annual rate of 1.277 million, falling short of the forecasted rate of 1.370 million. This marks a 5.5% decrease from April and a 19.3% decline compared to one year ago.

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Calculated Risk

MAY 30, 2024

compared with last year, and it was the highest since July 2020 in the early days of the COVID-19 Pandemic. For the 29th straight week, there were more homes listed for sale versus the prior year, giving homebuyers more options. This past week, the inventory of homes for sale grew by 36.5% year-over-year increase in inventory in April. •

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Sales Marketing Marketing 117

Calculated Risk

MAY 16, 2024

In fact, last week saw the highest number of homes for sale since August 2020 , a significant milestone. For the 27th straight week, there were more homes listed for sale versus the prior year, giving homebuyers more options.

Sales 112

Sales Numbers Marketing Marketing 112

Validea

SEPTEMBER 8, 2022

Out of the almost 190 companies that stopped paying dividends to their shareholders in 2020, at the height of the pandemic, 72 have yet to start paying them again, including big names such as Disney and Boeing, reports an article in The Wall Street Journal. from 2020 but down 15.1% down from 2020. from 2019, the article details.

Media 59

Media 59

Advisor Perspectives

JANUARY 2, 2024

The US Treasury market posted its first annual gain since 2020 as slowing growth and inflation bolstered views that the Federal Reserve’s campaign of interest-rate increases is likely over.

Marketing 52

Marketing Marketing 52

MarketWatch

MARCH 31, 2023

stocks rallied on Friday to end a rocky month higher, while the Nasdaq Composite also posted its best quarterly gain since 2020. quarterly gain, the best quarter since the 2020, according to Dow Jones Market Data. The Dow Jones Industrial Average DJIA jumped about 414 points, or 1.3%, ending near 33,273 on Friday and up 1.9%

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Banking Sales Assets Marketing 75

Calculated Risk

MAY 23, 2024

compared with last year, and it was the highest since July 2020 in the early days of the COVID-19 Pandemic. Here is their weekly report: Weekly Housing Trends View—Data for Week Ending May 18, 2024 • Active inventory increased, with for-sale homes 35.5% This past week, the inventory of homes for sale grew by 35.5% from one year ago.

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Sales Marketing Marketing 67

Advisor Perspectives

SEPTEMBER 26, 2023

As the cross-asset sell-off engulfed Wall Street last week, hedge funds ramped up their bets against stocks while one measure of their market positioning plunged the most since the March 2020 crash.

Assets 52

Assets Marketing Marketing 52

Advisor Perspectives

JUNE 20, 2024

New home construction in the US slumped in May to the slowest pace in four years, as higher-for-longer interest rates sap the housing industry’s momentum from earlier this year.

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Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020.

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Portfolio Management Portfolio Risk Management Investing 52

Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report. We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. Despite all the disruption throughout 2020, it was pleasing to witness increasing adoption of environmental, social and governance (ESG) considerations by investors around the world.

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Portfolio Management Portfolio Risk Management Investing 52

Advisor Perspectives

DECEMBER 1, 2022

from the final October figure and in contraction territory for the first time since June of 2020. The November S&P Global US Manufacturing PMI™ came in at 47.7, S&P Global US Manufacturing PMI™ is a diffusion index: A reading above 50 indicates expansion in the sector; below 50 indicates contraction.

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Manufacturing 72

Calculated Risk

NOVEMBER 4, 2022

Today, in the Calculated Risk Real Estate Newsletter: Realtor.com Weekly Inventory Up 40% Year-over-year; Now Above Same Week in 2020 A brief excerpt: Here is a graph comparing the year-over-year change in the Realtor.com active monthly data to the inventory data from the National Association of Realtors (NAR).

Sales 98

Sales Accounting Marketing Marketing 98

Brown Advisory

JANUARY 28, 2021

2020 Summary Report on Engagement. We are pleased to present our 2020 Summary Report on Engagement, which contains an overview of our ESG-related engagement activity throughout the past year, and offers a view into the issues where we have focused our engagement efforts. Thu, 01/28/2021 - 13:19. .

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Clients Investing Investments Management 52

Wealth Management

MAY 1, 2023

trillion worth of shares in April, the lowest monthly total since August 2020 and roughly half of March’s trading. US ETFs traded $2.1

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Advisor Perspectives

JULY 13, 2023

in June, its lowest level since August 2020 (n.s.a.). This morning's release of the June Producer Price Index (PPI) for final demand was up 0.1% month-over-month after May's 0.4% decrease in prices (s.a.). Headline PPI for final demand year-over-year cooled down from 0.9% in May to 0.1%

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Calculated Risk

MAY 31, 2023

Today, in the Calculated Risk Real Estate Newsletter: Lawler: Census Finally Releases 2020 Census Demographic Profile and Demographic and Housing Characteristics File Excerpt: From housing economist Tom Lawler: After an unusually long delay related to the challenges associated with conducting a Census during a nationwide pandemic, last week Census (..)

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Distribution Numbers 52

Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020 ajackson Sat, 10/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q3 2020 In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. Download the Letter Past performance is not a guarantee of future (..)

Investing 52

Investing Investments Portfolio Management Clients 52

Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020. Sat, 10/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q3 2020. In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Download the Letter. . .

Investing 52

Investing Investments Portfolio Management Clients 52

The Irrelevant Investor

JANUARY 1, 2021

On today's show we discussed our top-read posts of 2020, our favorite movies, TV shows, books, and podcasts from 2020. Subscribe here: iTunes Android Google Play Stitcher Spotify The post Animal Spirits: The Best of 2020 appeared first on The Irrelevant Investor. Thanks for hanging out with us this year!

Retirement 52

Retirement Marketing Marketing Investing 52

MarketWatch

FEBRUARY 15, 2023

million, or about 18%, between 2020 and 2022, according to a report Tuesday from the U.S. The number of Americans with medical debt on their credit reports fell by 8.2 Consumer Financial Protection Bureau, the Associated Press reported. million people with some form of health insurance.

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Medical Insurance Government Numbers 98

Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. We are pleased to share the PRI’s 2020 assessment of Brown Advisory’s sustainable investing practices; our scorecard is provided below.

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Assets Clients Government Investing 52

Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report. Tue, 08/04/2020 - 08:00. We are pleased to share the PRI’s 2020 assessment of Brown Advisory’s sustainable investing practices; our scorecard is provided below. Brown Advisory 2020 Score. Industry Median 2020 Score. Module Name. Strategy & Governance. Listed Equity.

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Assets Clients Government Investing 52

Advisor Perspectives

SEPTEMBER 29, 2023

The Federal Reserve’s preferred measure of underlying inflation rose at the slowest monthly pace since late 2020, helping to lay the groundwork for policymakers to forgo an interest-rate hike at their next meeting.

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Brown Advisory

JUNE 30, 2020

Global Leaders Investment Letter - Q2 2020. Tue, 06/30/2020 - 09:50. Global Leaders Strategy Investment Letter - Q2 2020. In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. They also comment on the team’s recent annual offsite. . . Download the Letter. . .

Investing 52

Investing Investments Portfolio Management Clients 52

Brown Advisory

JUNE 18, 2020

Brown Advisory 2020 Sustainability Report ajackson Thu, 06/18/2020 - 13:03 We are pleased to share Brown Advisory’s first corporate Sustainability Report. Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large.

Fiduciary Duty 52

Fiduciary Duty Ethics Clients Education 52

Brown Advisory

JUNE 18, 2020

Brown Advisory 2020 Sustainability Report. Thu, 06/18/2020 - 13:03. We are pleased to share Brown Advisory’s first corporate Sustainability Report. Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large.

Fiduciary Duty 52

Fiduciary Duty Ethics Clients Education 52

Advisor Perspectives

JULY 3, 2024

The Institute of Supply Management (ISM) has released its Juneservices purchasing managers' index (PMI). The headline composite index is at 48.8, coming in below the 52.8 The latest reading is the lowest level for the index since April 2022 and moves the index back into contraction territory for the second time in the past three months.

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Management 64

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy ajackson Thu, 01/28/2021 - 12:56 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy. Thu, 01/28/2021 - 12:56. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Indigo Marketing Agency

DECEMBER 10, 2019

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Marketing 52

Marketing Marketing Engineering Financial Advisor 52

MarketWatch

JUNE 15, 2023

DAL said Thursday it’s resuming the payment of a quarterly dividend some three years after it suspended the program in March of 2020 during the pandemic. Delta Air Lines Inc. The carrier said it will pay a dividend of 10 cents a share on Aug. 7 to shareholders of record as of July 17.

Marketing 52

Marketing Marketing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. 31, 2020. 31, 2020. Enclosed is our 2020 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy. Thu, 01/28/2021 - 15:15. . A Letter of Introduction From The Portfolio Managers.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Advisor Perspectives

FEBRUARY 27, 2023

US pending home sales rose by the most since June 2020, potentially a temporary reprieve as lower mortgage rates in the month helped prop up demand.

Sales 40

Sales 40

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. Download it here > What is Time? What is Space? In particular, what is the right time-frame?

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Investing Investments Valuation Engineering 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020. One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period.

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Investing Investments Valuation Engineering 52