The Big Picture

JULY 14, 2023

The yield curve has been suggesting since last year that the economy was headed for a slump. ( My end-of-week morning offsite reads: • Google’s AI Blunders Rival Xerox’s PC Mistakes : The “T” technology behind ChatGPT was devised at Google but languished there. Sound familiar? Bloomberg ) • Wall Street’s Recession Warning Is Flashing.

Portfolio Management 242

Portfolio Management Accounting Food Economy 242

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Abnormal Returns

DECEMBER 15, 2023

slate.com) Economy Derek Thompson talks the impact of GLP-1 drugs with Zach Reitano CEO of the telehealth platform Ro and Dr. Robert Lustig. youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund.

Asset Allocation 146

Asset Allocation Portfolio Management Economy Management 146

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” news.crunchbase.com) Economy The economy isn't in recession, but it is definitely slowing. It probably won’t be. Even if it is, it may not match their expectations."

Startup 130

Startup Financial Advising Portfolio Management Economy 130

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 288

Numbers Insurance Economy Marketing 288

Validea

MARCH 18, 2025

From the end of the “Great Moderation” era to practical insights about market timing and portfolio management, Liz Ann’s wisdom offers valuable perspective for investors of all levels.

Portfolio Management 52

Portfolio Management Valuation Portfolio Economy 52

Abnormal Returns

MARCH 21, 2023

(wsj.com) Vanguard is exiting the Chinese fund management market. etftrends.com) Portfolio management still has a gender problem. etf.com) Economy Every index/measure of financial conditions has problems. msn.com) Talk about timing.the Roundhill BIG Bank ETF ($BIGB) has launched.

Startup 130

Startup Financial Advising Banking Portfolio Management 130

The Big Picture

JANUARY 13, 2024

dollar, it would reshape the global economy and geopolitical landscape. Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Perhaps we’ve all just become economic snowflakes? Morningstar ) • Do we really live in an “age of inequality”?

Portfolio Management 162

Portfolio Management Economy Economics Portfolio 162

The Big Picture

NOVEMBER 2, 2023

My morning train reads: • The Economy Is Great. Wall Street Journal ) • The Bond Market, a Sleeping Giant, Awakes : Soaring interest rates have the power to alter the direction of the economy and command the attention of Washington, our columnist says. ( Why Are Americans in Such a Rotten Mood?

Advertising 130

Advertising Portfolio Management Economy Food 130

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. company.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. Wed, 09/20/2017 - 16:43. The S&P 500® Index represents the large-cap segment of the U.S. company.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. And you know, we would not be at all surprised to see the economy contract.

Management 305

Management Assets Risk Management Marketing 305

Brown Advisory

AUGUST 24, 2023

In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Bertie Thomson reflect on the past year. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Berite Thomson reflect on the past year. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Advisor Perspectives

SEPTEMBER 20, 2024

Portfolio managers and traders must keep their ears out for clues on the state of the broad economy, specific industries, and individual companies. Conference season brings about its own set of volatility catalysts.

Portfolio Management 52

Portfolio Management Economy Portfolio Management 52

Advisor Perspectives

SEPTEMBER 19, 2024

Portfolio managers and traders must keep their ears out for clues on the state of the broad economy, specific industries, and individual companies. Conference season brings about its own set of volatility catalysts.

Portfolio Management 52

Portfolio Management Economy Portfolio Management 52

Advisor Perspectives

MAY 5, 2023

Japan’s business and government leaders have undertaken efforts to revitalize the country’s economy. Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, discusses some of these positive developments.

Portfolio Management 52

Portfolio Management Government Economy Portfolio 52

Advisor Perspectives

OCTOBER 2, 2023

Emerging market debt portfolio manager Ward Brown joins Rob for this podcast to dig into the uniqueness of local emerging markets debt investing, the trajectory of EM economies and business cycles, and potential opportunities going forward.

Portfolio Management 52

Portfolio Management Economy Portfolio Management 52

Advisor Perspectives

SEPTEMBER 30, 2024

Portfolio Manager Andrew Mattock, CFA, assesses the key components of the growth measures announced by the central bank and financial regulators in terms of their potential impact on the economy and the Chinese equity market.

Portfolio Management 40

Portfolio Management Banking Economy Portfolio 40

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.

Investments 96

Investments Investing Marketing Marketing 96

The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Like employment is really pretty full right now and the economy is kind of humming along.

Management 294

Management Investments Investing Economy 294

MarketWatch

MARCH 14, 2023

Under a best-case scenario, investors’ fears would be calmed as California’s Silicon Valley Bank and Signature Bank in New York are reorganized “in an orderly fashion,” according to Chris Crawford, the Boston-based portfolio manager of the firm’s Strategic Long Short Fund. The flip-side scenario is that the U.S. All three major U.S.

Government 76

Government Banking Assets Management 76

Advisor Perspectives

JUNE 30, 2023

Activities that help companies avoid emissions are an attractive investment opportunity, according to Templeton Global Equity Group Portfolio Manager Craig Cameron. By actively seeking opportunities to reduce emissions, he says investors can align themselves with sustainability goals that contribute to a low-carbon economy.

Investing 40

Investing Investments Portfolio Management Economy 40

Validea

AUGUST 26, 2022

Meanwhile, John Lobb, portfolio manager at Insync, told the outlet that many investors are focused on the negative news cycle instead of looking at where the opportunities are.

Investments 59

Investments Investing Valuation Portfolio Management 59

The Big Picture

DECEMBER 6, 2022

Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 162

Clients Investments Investing Management 162

David Nelson

FEBRUARY 27, 2023

economy like it’s a super tanker. Come July portfolio managers will shift their focus to 2024 and the 12 month look ahead for earnings which should look a lot better than 2023. Bloomberg Data The danger in that thinking is the time lag between Fed policy and when those actions actually show up in the data.

Medicine 59

Medicine Portfolio Management Engineering Economy 59

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. economy, despite the skeptics. But the Fed was determined in its fight against inflation as the economy continued to defy expectations. Top Charts of the Year What a year it has been!

Marketing 89

Marketing Marketing Economy Manufacturing 89

Discipline Funds

MARCH 7, 2023

But in reality the economy doesn’t look so much like a “cycle” It looks more like a line from the bottom left to the top right with occasional shocks that create the illusion of a regular cycle. As our “All Duration” strategy alludes , we are inherently obsessed with time in our portfolio management processes.

Economics 75

Economics Government Economy Assets 75

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. And the place where I was looking for this risk factors was in the real economy. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital.

Assets 173

Assets Management Marketing Marketing 173

Validea

FEBRUARY 10, 2023

and at Japan, where the yen’s low valuation and the reopening of the economy could prove a winning investment. Investors should increase their European equities allocations, advises Russ Koesterich, a portfolio manager at BlackRock Global Allocation Fund. Treasuries at 4% is appealing.

Investing 59

Investing Investments Valuation Wealth Advisor 59

David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. But these aren’t normal times, and the backstory overshadows the merits of the legislation.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. Is this still a persistent drag on, on their economy and what does that mean to their real estate?

Assets 264

Assets Investments Investing Management 264

Brown Advisory

NOVEMBER 24, 2021

How Public-Market ESG Investors Generate Impact without Compromising Performance jharrison Wed, 11/24/2021 - 13:26 Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com.

Marketing 52

Marketing Marketing Portfolio Management Clients 52

Brown Advisory

NOVEMBER 24, 2021

Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com. Finally, Karina shares her thoughts on COP26 and her vision for a sustainable economy. .

Marketing 52

Marketing Marketing Portfolio Management Clients 52

Carson Wealth

AUGUST 21, 2023

The economy has surprised to the upside and stocks had one of their best starts to a year. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Four positive stories on the manufacturing front are tailwinds for the economy.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

SEPTEMBER 3, 2015

But recent turbulence in the world’s second-largest economy indicates that Xi’s dream may be a bit deferred. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Insurance 52

Insurance Portfolio Management Clients Government 52