Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. However, Eli Lillys strong market position and the expanding global healthcare demand position it well for sustained growth, especially in the pharmaceutical sector.

Investments 62

Investments Investing Valuation Advertising 62

Dear Mr. Market

MARCH 11, 2023

IBM loses to QCOM based on valuation. Sticking back to the balancing theme of quality businesses, great valuations, meshed with the reward of a dividend, you get Ford yielding 4.62% and Conoco only at 2.16% but trading for a bargain P/E of 7. ARVN ) and #2 Rocket Pharmaceuticals, Inc. RCKT )… (previous pun intended!),

Investments 101

Investments Investing Portfolio Assets 101

James Hendries

JULY 3, 2023

This year, cross border activity has focused on the pharmaceutical sector as well as metals and mining. While this latest rally may have outpaced fundamentals in the short term, from a technical analysis perspective, and valuations look full, at the same time, the resilience of the U.S. Globally, approximately $1.22

Marketing 52

Marketing Marketing Banking Valuation 52

Brown Advisory

NOVEMBER 12, 2019

Equity returns are less predictable, but we believe they are more likely than not to be lower going forward compared to the post-crisis period, given the outlook for modest GDP growth around the world alongside today’s elevated valuations. A core allocation to high-grade bonds can play a similar role.

Investments 52

Investments Investing Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Equity returns are less predictable, but we believe they are more likely than not to be lower going forward compared to the post-crisis period, given the outlook for modest GDP growth around the world alongside today’s elevated valuations. A core allocation to high-grade bonds can play a similar role.

Investments 52

Investments Investing Assets Economics 52

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. 00:20:56 [Speaker Changed] So, so let’s talk a little bit about what goes into managing a hundred plus billion dollars in assets.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 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