Abnormal Returns

OCTOBER 1, 2022

morningstar.com) Economy The August PCE price index increased 6.2% realpage.com) Companies are still hiring even though there are signs of economic weakness. wsj.com) Earlier on Abnormal Returns Podcast links: boosting downloads. (linkedin.com) ESG's growth bias has hurt returns in 2022. year-over-year.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

The Big Picture

SEPTEMBER 18, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. The World After Capital: Economic Freedom, Information Freedom and Psychological Freedom by Albert Wenger. Why Bubbles Are Great For The Economy by Daniel Gross. Books Barry Mentioned.

Economy 196

Economy Economics Sales Management 196

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

JANUARY 25, 2023

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here. and global economies. Higher-than-expected inflation was the theme of 2022, surging to the highest level since 1981.

Investing 98

Investing Investments Economy Manufacturing 98

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy.

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

James Hendries

DECEMBER 7, 2022

Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

Economy 52

Economy Financial Advice Economics Marketing 52

James Hendries

JULY 13, 2022

A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

The Irrelevant Investor

JUNE 4, 2021

Remember when it took an hour to download a song? trillion economic stimulus bill. Everybody knew that the economy could not survive an economic shutdown. But what if it's just an economic slowdown. What if in the next bear market, stocks get hit way harder than the economy and there is no need for intervention?

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. Fortunately, we’ve been on the other side of the strategist consensus, as we’ve firmly believed stocks would surprise higher and the economy would remain resilient. Aggregate Index in 2024.

Marketing 97

Marketing Marketing Economy Portfolio 97

Brown Advisory

FEBRUARY 5, 2021

For both companies and governments, this provides incredible economic and infrastructure opportunities, but also exposes massive risks to security and privacy. For both companies and governments, this provides incredible economic and infrastructure opportunities, but also exposes massive risks to security and privacy.

Investing 52

Investing Investments Clients Valuation 52

Brown Advisory

FEBRUARY 5, 2021

If you missed the live event please see below for a recording of the discussion ( download transcript ). For both companies and governments, this provides incredible economic and infrastructure opportunities, but also exposes massive risks to security and privacy. MORE ON THIS TOPIC. Podcast - Citizens of Cyberspace: Who is in charge?

Investing 52

Investing Investments Clients Valuation 52

Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Index of Leading Economic Indicators. Wednesday: Producer Price Index (PPI).

Marketing 59

Marketing Marketing Economics Taxes 59

Brown Advisory

JANUARY 12, 2022

Download it here >. After one offsite a couple of years ago we reduced the number of potential moats from six broad categories including economies of scale, intangibles, network effects etc. Ultimately, the most important thing is that the moats protect the key economic drivers of our investment thesis. Wed, 01/12/2022 - 04:28.

Investing 52

Investing Investments Clients Economics 52

Good Financial Cents

AUGUST 4, 2022

Recessions are an economy in decline, resulting in lower revenues and profits for most companies. While there certainly are no stocks that are guaranteed to continue rising during a recession, there are some that have a history of at least holding their own even in the worst economies. Download Now Offer valid for U.S.

Healthcare 69

Healthcare Marketing Marketing Portfolio 69

Brown Advisory

JANUARY 12, 2022

Download it here > What Drives Intrinsic Motivation In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward. We seek competitively advantaged companies as long-term protection of our businesses’ economics given our desire for longevity of return on capital.

Investing 40

Investing Investments Clients Economics 40

The Big Picture

OCTOBER 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She wrote the book In This Economy How Money and Markets really work. You, you graduate western Kentucky in 2019, triple major financial management, economics and business data analytics.

Economy 157

Economy Education Insurance Economics 157

Trade Brains

MARCH 8, 2024

The company’s impressive reach is evident with over 39 million app downloads, reflecting a strong user base of 13.8 Industry Overview India continues to remain a bright spot in the global economic landscape. According to the economic survey, real GDP growth is forecasted to reach 6.5% million clients.

Planning 59

Planning Financial Services Retail Distribution 59

James Hendries

JULY 26, 2022

However, the nagging persistence of some consumer prices or the rising risk of a contracting economy might change the plans for the Fed. Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. All index data from FactSet.

Marketing 52

Marketing Marketing Manufacturing Insurance 52

Trade Brains

JULY 9, 2023

5 Stars (360k Reviews) Downloads: +10 Million Available on: Android, iOS, Windows This is our personal favorite mobile app for stock market news and updates. Engage and participate in conversations relating to your portfolio or interest You can download the MoneyControl App here! You can download the StockEdge App here!

Marketing 98

Marketing Marketing Valuation Portfolio 98

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades. To download a copy of the checklist, please click here. . . . . .

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. equity market: With the economy stable, the investor mood remains sanguine.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

DECEMBER 2, 2015

Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3% yield of the 10-year Treasury bond.

Clients 52

Clients Asset Allocation Economics Estate Planning 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. Europe’s economy has picked up steam even with Ukraine battling Russian-backed insurgents and Greece narrowly dodging an exit from the eurozone.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

SEPTEMBER 3, 2015

China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Behind the change in investor sentiment lies deteriorating economics in China. But recent turbulence in the world’s second-largest economy indicates that Xi’s dream may be a bit deferred. Current U.S.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. Moreover, emigration has reduced the population to about 3.5 Current U.S.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 6, 2022

Download it here > The Capital Cycle Supply chain shenanigans across the world and subsequent shortages alongside soaring inflation have set us thinking about the capital cycles we see across numerous global industries, in particular energy, commodities and semiconductors. The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

AUGUST 6, 2022

?. This week, we speak with Anat Admati, a professor of finance and economics at the Stanford Graduate School of Business. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. She specializes in corporate governance and regulations.

Banking 209

Banking Startup Government Economics 209

The Big Picture

MAY 30, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society.

Banking 144

Banking Economics Business Planning Economy 144

Brown Advisory

SEPTEMBER 1, 2015

Economic recoveries usually feature a surge in consumption as employment and wages rebound. economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. Current U.S.

Food 52

Food Portfolio Management Sales Strategic Planning 52

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The, the five things that are within your purview, US equity markets and trends, economic indicators, how political events, impact markets, corporate earnings, and then federal reserve policies.

Valuation 157

Valuation Clients Investing Investments 157

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

SEPTEMBER 23, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Bachelor of Commerce with honors from Delhi University, a Master’s in Economic from Vanderbilt, and then an MBA from the University of Chicago. Or was it just generally across the economy?

Banking 144

Banking Assets Investing Investments 144

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. There are many disturbing parallels in today’s global economy. It is a “scale economies shared” business model where customers, the company and shareholders can all win. For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Clients 52

Brown Advisory

DECEMBER 2, 2015

Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. By Taylor Graff, CFA, Asset Allocation Analyst.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

DECEMBER 2, 2015

Trusts often make sense, as they provide economic benefit to heirs while protecting assets from certain creditor claims and taxes. Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst. Anchoring Expectations.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52