Trade Brains

MARCH 8, 2024

With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. The company’s impressive reach is evident with over 39 million app downloads, reflecting a strong user base of 13.8 million clients.

Planning 59

Planning Financial Services Retail Distribution 59

Brown Advisory

NOVEMBER 15, 2023

As active managers in a highly competitive market, we believe we have two sources of alpha in our approach to investing: our long-term investment horizon and our disciplined focus on capital allocation. Portfolio managers’ digital decision-making diaries are combined with trading data and review sessions for analysis.

Investing 52

Investing Investments Clients Portfolio 52

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. Please download The Advisory to read other articles in this issue including: Shadow Consumption. Dream or Opportunity?

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

DECEMBER 2, 2015

Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 1, 2015

Economic recoveries usually feature a surge in consumption as employment and wages rebound. Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Food 52

Food Portfolio Management Sales Strategic Planning 52

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. They’ve grown tremendously.

Valuation 130

Valuation Investing Investments Assets 130

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. Ensuring Legacies Last.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Trade Brains

JUNE 2, 2023

Their studies of economic and corporate parameters are so well-researched that the firm is considered as a synonym to the best service practices in the stock-broking industry serving investors interest to the fullest. They also provide High Net Worth Individuals with best Portfolio Management Services.

Accounting 52

Accounting Clients Retail Certification 52

The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So I leave the Bureau of Labor Statistics and I move into economic consulting.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

SEPTEMBER 3, 2015

million in 2006, inhibiting demand and economic growth, according to the Krueger report. 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. million from about 3.8 Current U.S.

Transportation 52

Transportation Government Economy Asset Allocation 52

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

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 Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Ad Online Financial Advisors are ready to provide you with quality economic planning and investment management. Consider yourself warned.

Investments 110

Investments Investing Marketing Marketing 110

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. You, you graduate western Kentucky in 2019, triple major financial management, economics and business data analytics. Kyla Scanlan is the person who created the phrase vibe session in 2022.

Economy 157

Economy Education Insurance Economics 157

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We are an all-sector, all-country investment strategy. We hope it makes for interesting reading.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. There are about 13 different portfolio managers each focused on a different sub-sector. You have 13 portfolio managers plus including you and Carl. No, no overlap.

Healthcare 157

Healthcare Portfolio Management Investing 157

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. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

Assets 167

Assets Management Marketing Marketing 167

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. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. RITHOLTZ: Right.

Management 217

Management Investing Investments Assets 217

Brown Advisory

JUNE 1, 2023

Large-Cap Sustainable Value Strategy bgregorio Thu, 06/01/2023 - 09:27 Download the Report Built on our long history of expertise in large-cap, value and sustainable investing, the U.S. market, political or economic risks). Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.

Portfolio 52

Portfolio Valuation Clients Investing 52

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

Management 157

Management Investing Investments Portfolio 157

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 Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. 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. So let’s talk about some adult decision-making around a durable portfolio. RITHOLTZ: Right.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 28, 2022

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Then you get something that’s got tremendous capacity to manage a larger and larger organization which Vanguard had to become in order to get the economic power that it has today.

Management 184

Management Investing Investments Clients 184

The Big Picture

JANUARY 16, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I worked in sort of a quasi portfolio management role for like a single client account type business. I did, I worked my way toward that. I had two stops before then.

Assets 261

Assets Investing Investments Management 261

The Big Picture

JULY 24, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. What is that?

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. You know, we do the typical stuff, market economic outlooks and research there, product research. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Financial Advisor 280

Financial Advisor Clients Taxes Investing 280

The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. And L I B O R has gone from 25 basis points to now converted to S O F R at over 5%.

Banking 130

Banking Investing Investments Clients 130

Brown Advisory

DECEMBER 2, 2015

We believe this group of alternative assets to be less vulnerable than stocks to the risk of flagging economic growth, and less vulnerable than bonds to rising interest rates. Please download The Advisory to read other articles in this issue including: Diamonds In The Rough. By Mark Kodenski, Private Client Portfolio Manager.

Economy 52

Economy Taxes Clients Assets 52

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. I’m gonna hold it in my portfolio. Thank you for the cash.

Assets 167

Assets Management Portfolio Taxes 167

The Big Picture

JULY 18, 2023

 The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was like talking through with him how the fund economics worked and what the upside was.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. And the data implies that from the 1980s forward, that kind of stopped.

Assets 280

Assets Investing Investments Management 280

The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. How does this impact global trade and other economic factors? TROPIN: It’s a big factor.

Management 299

Management Assets Risk Management Valuation 299

The Big Picture

OCTOBER 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You don’t go for a doctorate in economics. When you’re an analyst, they’re training you to do the portfolio manager’s job.

Healthcare 144

Healthcare Medicine Portfolio Investing 144

The Big Picture

JULY 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify , YouTube , and Bloomberg. Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. At the time, I ran a Mexican peso denominated portfolio, believe it or not.

Portfolio 144

Portfolio Banking Management Portfolio Management 144

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. And I was a portfolio manager, so I was doing bottom up research and picking stocks. Well, not in college, no.

Marketing 144

Marketing Marketing Investing Investments 144