Brown Advisory

JUNE 3, 2015

The economic expansion is weak and inflation is still below the central bank’s 2% target. equity market: A comparatively quick interest rate increase counteracts the benefit from stronger economic growth, impairing profitability and valuations. Concern about future economic growth undermines valuations. Impact on U.S.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

SEPTEMBER 3, 2015

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. Faster economic growth helped increase to 65% the proportion of Stoxx® Europe 600 Index companies that beat estimates for secondquarter earnings per share.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

DECEMBER 2, 2015

Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst. A family will then approach its portfolio—and any foul weather in financial markets—with confidence, increasing the likelihood of achieving its long-term goals. .

Taxes 52

Taxes Clients Estate Planning Portfolio 52

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. And so I’ll give you an example of a three asset portfolio.

Banking 144

Banking Portfolio Assets Investments 144

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. So I actually went and worked in economics, I was an econometrician.

Assets 144

Assets Management Portfolio Investments 144

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Asset Allocation Investments 52

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. We’re recording this.

Management 217

Management Investments Investing Assets 217

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions. Conclusion.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. times the Committee’s 2023 S&P 500 earnings per share forecast of $230.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

The Big Picture

NOVEMBER 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and YouTube. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. CHANCELLOR: Yes and no.

Banking 144

Banking Valuation Economy Investments 144

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. At the same time, we are going through tectonic changes in the world economic order.

Assets 167

Assets Management Marketing Marketing 167

Good Financial Cents

SEPTEMBER 2, 2022

Download Now Offer valid for U.S. From there, your investment will be fully managed, including periodic rebalancing to maintain the asset allocation, as well as reinvestment of dividends. Ad Online Financial Advisors are ready to provide you with quality economic planning and investment management. Know Your Investments.

Investments 91

Investments Investing Accounting Portfolio 91

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. Economic recoveries usually feature a surge in consumption as employment and wages rebound. By Taylor Graff, CFA, Asset Allocation Analyst. But they can be essential to protecting a legacy. . Current U.S.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So a variety of risk meetings, a variety of economic meetings.   The transcript from this week’s, MiB: Greg Davis, CIO Vanguard , is below. RITHOLTZ: Right. We believe in this.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. It was at Bank One, at the time.

Clients 293

Clients Wealth Management Banking Investments 293

The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. And part of that involves designing your rich life.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. So I’m actually very optimistic that all asset owners, asset allocators, the one can be nimble.

Banking 144

Banking Assets Investments Investing 144

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Things like leading economic indicators, et cetera, are all consistent with historical recessions.

Assets 167

Assets Management Portfolio Taxes 167

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You get a BA in economics and poli sci from the University of Delaware. He wasn’t tactical asset allocator. 00:05:52 [Speaker Changed] Alright, let’s get serious.

Marketing 144

Marketing Marketing Investing Investments 144

The Big Picture

MARCH 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. You get an MBA from NYU.

Economy 157

Economy Investing Investments Portfolio 157

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

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Investors today face a high degree of uncertainty, from geopolitical transformation to economic transition to fragile market fundamentals.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They’re asset allocation model driven folks. It’s highly data driven, but we need to know the price history for assets, the correlation to the, to what drives price.

Banking 144

Banking Investing Investments Marketing 144

The Big Picture

DECEMBER 20, 2022

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. RITHOLTZ: Sure.

Banking 157

Banking Assets Government Marketing 157

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. You raised another $11 billion in capital, despite the economic environment. KENCEL: Yeah.

Banking 144

Banking Management Investments Investing 144

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I know you like to discuss there are different phases of the, of the, both the market and the economic cycle. I mean, we had a global pandemic, a complete shutdown of global economic activity.

Numbers 144

Numbers Management Banking Marketing 144

The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Or should this be kept out of private asset allocators’ hands? MORGENSON: And it was, so Steve was a candidate that had economic ideas, okay? RITHOLTZ: I can imagine.

Insurance 144

Insurance Healthcare Retail Medicine 144

The Big Picture

JUNE 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. He, he’s really telling you trickle down economics, right?

Math 144

Math Engineering Marketing Marketing 144

James Hendries

JULY 6, 2022

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. For instance copper, often referred to as Dr. Copper for its ability to forecast economic conditions, just hit its lowest level since February 2021. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

JANUARY 31, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. You graduated cum laude from NYU with a BA in Economics and PolSci.

Economics 144

Economics Economy Marketing Marketing 144

James Hendries

NOVEMBER 8, 2022

Policy itself can be difficult to forecast, and economic factors often overwhelm the impact on markets. But as seen in the energy example above, larger economic forces tend to be more meaningful. Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Click here to download a PDF of this report.

Marketing 52

Marketing Marketing Government Banking 52