Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The media is focusing a lot of attention on tariffs proposed by the U.S., Tariffs: Bark or Bite? but what really matters is how other countries respond going forward.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The media is focusing a lot of attention on tariffs proposed by the U.S., Tariffs: Bark or Bite? Thu, 05/10/2018 - 11:18. A variety of scenarios are possible.

Economy 52

Economy Portfolio Clients Sales 52

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. Reasons for this tendency are varied. In short, every situation is different.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

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. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Harvard Business School Working Paper 15 (73). Available from target="_blank">[link].

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Broader Application and Paths for Future Research. Available from target="_blank">[link].

Portfolio 52

Portfolio Investing Investments Management 52

The Big Picture

JANUARY 21, 2025

Jonathan kind of famously announced that he was diagnosed with terminal cancer on his website as well as social media. I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed. I just dunno when.

Investments 147

Investments Investing Management Retirement 147

The Big Picture

AUGUST 29, 2023

It’s client related, it’s media like we’re doing today. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. DAVIS: Well, it’s a lot.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Better Letter

JANUARY 26, 2024

2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. 2021 : “Nothing so animates a speculative herd as a parabolic price advance in an asset detached from any standard of value. .’” percent in losses.

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

MAY 21, 2024

You know, unfortunately, sometimes people in media or elsewhere, they talk about catching the bottom and rather than being the bottom tick, you could look at that big sweeping parabola and say, I don’t need to be at the bottom. And one of the worst performing factors has been valuation. I don’t been an issue.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. And now being very active on social media too. It’s about long-term planning and strategic asset allocation and, and just understanding how markets work and how behavior comes into the mix. He is just, he’s just bearish all the time. It wasn’t the case.

Marketing 147

Marketing Marketing Investments Investing 147

The Big Picture

MARCH 14, 2023

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. Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. BERNSTEIN: Correct.

Economy 162

Economy Investments Investing Portfolio 162

The Big Picture

NOVEMBER 25, 2024

We started publishing our research, getting out there more, and slowly used that to transition to be, you know, we were more active on social media. They did poorly while the money rolled into the big cap growth and, and technology media and telecom exploded. Had a couple employees. We were not the problem. So what do I mean by that?

Portfolio 147

Portfolio Management Marketing Marketing 147