Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. These trademarks have been licensed to S&P Dow Jones Indices LLC.

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James Hendries

OCTOBER 4, 2022

financial services companies, automobile manufacturers, and leading national brands worked towards negotiating agreements to partner with Chinese companies. Click here to download a PDF of this report. It is also a major component used to calculate the price-to-earnings valuation ratio. At the same time, U.S. and Europe.

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Brown Advisory

MARCH 18, 2022

Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. Download transcript. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC, a part of McGraw Hill Financial. Fri, 03/18/2022 - 06:42.

Asset Allocation 52

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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. They have been chosen for their capital discipline and durable fundamental cash flow, together with an attractive valuation.

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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. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. You do see some big valuations there.

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Brown Advisory

MARCH 24, 2021

Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation jharrison Wed, 03/24/2021 - 05:32 Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF > Welcome to our latest edition of Hearing, Seeing and Thinking (HST). Catherine D.

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Brown Advisory

MARCH 24, 2021

Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF >. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. The S&P 500® Index is a registered trademark of Standard & Poor’s Financial Services LLC. Wed, 03/24/2021 - 05:32.

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Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) Both types of error are due to a combination of either mis-assessing the business quality or its valuation (or both).

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The Big Picture

OCTOBER 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. Post money valuations until the market has changed dramatically.

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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. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

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The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. What’s the valuation? Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. RITHOLTZ: Right.

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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. I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. Do you want to be in this business?

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The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I saw many companies then taxed and financial services. What happened over the last year and a half or so is rates went up and valuations went down.

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The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And how do we think about them from a valuation perspective? And it began outside of financial services. ? ?. Transcript: Marta Norton. And so you can think of that.

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The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And again, I ended up in the financial services audit practice at KPMG.  The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below.

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Indigo Marketing Agency

OCTOBER 25, 2019

What are the factors that go into valuing a financial advisory firm? Listen here now, or download and subscribe on iTunes to listen on your commute! Claire Akin (CA): Thanks so much for joining me for The Marketing Podcast for Financial Advisors. What kind of valuations are you seeing? Transcription. CA: Absolutely.

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The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services.

Banking 148

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The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And we’d sort of turn that into a valuation business. MILLER: Yeah, the challenge is that when we’re looking at valuation of a property, we’re looking more than price.

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The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. You’re known as the dean of valuation. RITHOLTZ: Right. And I said, why?

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The Big Picture

JANUARY 27, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It is a financial services hub. It’s certainly not New York City, but it’s, it’s definitely the top two or three in terms of large financial services.

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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. And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. Eventually it, 00:30:12 [Speaker Changed] It matters.

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Brown Advisory

FEBRUARY 3, 2017

We hope to reinforce through this discussion our belief that a balanced and cautious approach is warranted in an environment characterized by low growth, low interest rates and above-average valuations. We want to be clear that the output of our asset allocation research is not a “model portfolio” used by all of our clients. equity universe.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

We hope to reinforce through this discussion our belief that a balanced and cautious approach is warranted in an environment characterized by low growth, low interest rates and above-average valuations. We want to be clear that the output of our asset allocation research is not a “model portfolio” used by all of our clients. equity universe.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

JANUARY 7, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. There was not that many new entrepreneurs starting financial services companies. 00:24:49 [Speaker Changed] So let’s talk a little bit about valuation in the public markets.

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The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation.

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The Big Picture

FEBRUARY 4, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. How do you think about valuations for both equities and fixed income here in the beginning of 2025? That’s the starting point for where we sit today.

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