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September 2016 Insights on Markets and Investments

Brown Advisory

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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September 2016 Insights on Markets and Investments

Brown Advisory

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. Strategic Advisory.

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Disciplined Outlook – Where Are We Now?

Discipline Funds

But one of the great lessons I’ve learned over the course of my career studying financial markets and economics is that these things almost always take longer than we expect. We tend to focus on economic and market growth across days, months or years. During the booms firms will soak up excess labor.

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The Advisory | June 2015

Brown Advisory

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. Concern about future economic growth undermines valuations.

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Anchoring Expectations

Brown Advisory

During periods of market volatility, investors overly focused on shortterm gyrations in stock prices may fall prey to emotional swings that can ultimately prove more detrimental to their financial wellbeing than a bear market. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52
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Transcript: Mike Green, Simplify Asset Management

The Big Picture

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness.

Assets 173
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Transcript: Luis Berruga, Global X ETFs

The Big Picture

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 162