Brown Advisory

SEPTEMBER 1, 2015

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. Please download The Advisory to read other articles in this issue including: Europe's Slow Climb.

Food 52

Food Portfolio Management Sales Strategic Planning 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. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 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

SEPTEMBER 3, 2015

Europe’s economy has picked up steam even with Ukraine battling Russian-backed insurgents and Greece narrowly dodging an exit from the eurozone. Greater consumption has sped growth in the eurozone’s four largest economies—Germany, France, Italy and Spain. Eurozone growth will probably speed up to 1.5% this year from 0.8%

Economy 40

Economy Economics Asset Allocation Clients 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. 00:01:48 [Speaker Changed] But in college, those three things scream markets and the economy. You did not.

Economy 157

Economy Education Insurance Economics 157

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. ? ?. Transcript: Marta Norton. I found this conversation to be absolutely fascinating.

Portfolio 130

Portfolio Management Assets Investing 130

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 Mark Kodenski, Private Client Portfolio Manager.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 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. 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

Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be. Robinhood 5.

Accounting 69

Accounting eCommerce Investing Investments 69

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. Energy is the foundation of our economy and widely known to be responsible for emissions that contribute to climate change.

Portfolio 52

Portfolio Valuation Clients Investing 52

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. We’re literally looking for structural shifts in the economy, think of robotics and artificial intelligence, cybersecurity, cloud computing. BERRUGA: Yeah. BERRUGA: Yeah.

Clients 157

Clients Investing Investments Management 157

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

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 the place where I was looking for this risk factors was in the real economy.

Assets 167

Assets Management Marketing Marketing 167

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. ’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. We meet with management twice a year.

Investing 130

Investing Investments Clients Numbers 130

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

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Yes, the economy can clearly keep roaring along, which we’ve seen.   The transcript from this week’s, MiB: Greg Davis, CIO Vanguard , is below. One, it becomes a factor.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. But they can be essential to protecting a legacy. .

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

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. RITHOLTZ: You do end up achieving a certain size where there are economies of scale, and you pay yourself a very nice salary. RITHOLTZ: Wow. There’s really smart people.

Management 184

Management Investing Investments Clients 184

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. There’s a continual, the economy continues to grow. I’m gonna hold it in my portfolio.

Assets 167

Assets Management Portfolio Taxes 167

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. The world economy is on pace to grow 3.1% 2 economy, grew 7.3% this year, 0.3 global growth for 2015.

Economy 52

Economy Taxes Clients Assets 52

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. That will impact the economy. You’re you’re talking something broader.

Banking 130

Banking Investing Investments Clients 130

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. The worst the economy is. RITHOLTZ: That’s your glory days, right?

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. LAYTON: Yeah.

Clients 144

Clients Investing Investments Assets 144

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. TROPIN: Yeah, I think when we got that — RITHOLTZ: But the economy really seems to be slowing.

Management 299

Management Assets Risk Management Valuation 299

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. economy was actually starting to slow and slow pretty dramatically. Not that we saw the pandemic coming, but we saw the economy slowing, and so we ended up doing very well.

Economy 157

Economy Investments Investing Portfolio 157

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. That’s where the economy was at that point. So it was a really great bootcamp.

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. And I was a portfolio manager, so I was doing bottom up research and picking stocks. He says even God would get fired as a portfolio manager.

Marketing 144

Marketing Marketing Investing Investments 144

The Big Picture

APRIL 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Hustle was managing institutional right assets. Your real business is having the best perspective of what is happening this moment in the economy. Your side hustle. Not, not useful.

Economy 144

Economy Clients Banking Economics 144

The Big Picture

JULY 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Bloomberg , Google , and YouTube. And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. You began as a central bank portfolio manager in Finland. ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And what might that mean for their economy and their debt issues?

Banking 157

Banking Assets Government Marketing 157

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 think it’s not just new economy chip purveyors, but it’s also the companies that buy the chips and become better. Maybe less so for equities or fixed income.

Numbers 144

Numbers Management Banking Marketing 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. At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. Yeah, yeah.

Math 144

Math Engineering Marketing Marketing 144

The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. I think of buybacks as flexible dividends.

Valuation 292

Valuation Education Numbers Government 292

The Big Picture

FEBRUARY 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m the portfolio manager and I’m actually the only portfolio manager. Like employment is really pretty full right now and the economy is kind of humming along.

Management 289

Management Investing Investments Economy 289

The Big Picture

JULY 22, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So he, he focuses largely on the insurance company, Japan, you know, multi-sector is, you know, part of my remit ’cause I’m on the fund, so I’m a portfolio manager on those funds.

Portfolio 144

Portfolio Economy Investing Investments 144