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CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

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. Brown Advisory does not render legal or tax advice. The war in Ukraine is causing even more uncertainty.

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CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Fri, 03/18/2022 - 06:42. Watch the Video.

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Investment Perspectives | Managing Risk

Brown Advisory

continues apace and has even accelerated somewhat, thanks in part to the corporate tax reductions enacted late last year. Even as the “E” (earnings) component of the P/E ratio has increased in 2018 thanks to the strong economy and tax cuts, the “P” (price) component has moved up more, and valuations have risen perceptibly.

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Investment Perspectives | Managing Risk

Brown Advisory

continues apace and has even accelerated somewhat, thanks in part to the corporate tax reductions enacted late last year. Even as the “E” (earnings) component of the P/E ratio has increased in 2018 thanks to the strong economy and tax cuts, the “P” (price) component has moved up more, and valuations have risen perceptibly.

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Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. I could do my own taxes. RITHOLTZ: Right.

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Investment Perspectives - The Great Debate

Brown Advisory

Looking back on Brown Advisory’s results in 1999 and early 2000, just before the technology bubble popped, our equity portfolios lagged the market, reflecting our discomfort with many of the high-flying “dot-com” stocks of the day. Over longer periods, we think active management can add alpha, even in more efficient asset classes.

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Investment Perspectives - The Great Debate

Brown Advisory

Looking back on Brown Advisory’s results in 1999 and early 2000, just before the technology bubble popped, our equity portfolios lagged the market, reflecting our discomfort with many of the high-flying “dot-com” stocks of the day. Over longer periods, we think active management can add alpha, even in more efficient asset classes.