Brown Advisory

JUNE 19, 2019

To prepare for a potential equity market dislocation, investors generally seek assets with low or negative correlation with equities—this partly insulates them during a drop in the stock market, and afterward can give them a logical source of capital to take advantage of depressed equity valuations. 12/31/2000-12/31/2018).

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Reflecting this pattern, Brown Advisory’s U.S.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations. The Role of Passive.

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The Big Picture

OCTOBER 24, 2022

NORTON: These are portfolios that we’re creating, whether they’re individual stocks, or whether they’re multi-asset portfolios that we offer to financial advisors who in turn offer them to their clients. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

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Brown Advisory

JULY 19, 2017

We strongly believe that clients should hold an appropriate reserve of cash for operating needs and emotional security. We are long-term investors, focused on plans that help our clients pursue their long-term goals. Valuations of the U.S. But we can’t deny the existence of fear. In the 1960s, the S&P 500 ® Index averaged a 7.8%

Investing 52

Investing Investments Portfolio Clients 52

Brown Advisory

JULY 19, 2017

We strongly believe that clients should hold an appropriate reserve of cash for operating needs and emotional security. We are long-term investors, focused on plans that help our clients pursue their long-term goals. Valuations of the U.S. But we can’t deny the existence of fear. In the 1960s, the S&P 500 ® Index averaged a 7.8%

Investing 52

Investing Investments Portfolio Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak.

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Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak.

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Management Marketing Marketing Clients 52

The Better Letter

JANUARY 26, 2024

” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.”

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The Big Picture

OCTOBER 31, 2023

I had an amazing 99 in early 2000, and I had left a hedge fund, so I was probably one of the few people to leave a hedge fund and go to a larger institution in the middle of the tech bubble. The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. It was April of 99.

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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. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. The relationship team will customize portfolios to meet the guidelines, requirements and risk tolerance of our clients. Source: BLOOMBERG. It is not representative of an actual portfolio.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. The relationship team will customize portfolios to meet the guidelines, requirements and risk tolerance of our clients. Muted Expectations. Source: BLOOMBERG. Mixing it Up.

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Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

SEPTEMBER 11, 2016

High-yield bonds are especially attractive compared with developed-market stocks, which currently sell at valuations above the historical average and face headwinds to profitability from slowing global growth and rising labor costs. Patent and Trademark Office nearly doubled from 2000 until 2015 to 630,000. equity universe.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

High-yield bonds are especially attractive compared with developed-market stocks, which currently sell at valuations above the historical average and face headwinds to profitability from slowing global growth and rising labor costs. Patent and Trademark Office nearly doubled from 2000 until 2015 to 630,000. equity universe.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. This projection, however, assumes that participation, currently 63.0%, will continue its decline from its peak of 67.3%, reached in early 2000—a view that strikes many economists as overly conservative.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. This projection, however, assumes that participation, currently 63.0%, will continue its decline from its peak of 67.3%, reached in early 2000—a view that strikes many economists as overly conservative.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. So before we get to the pandemic, which obviously had an enormous outsized effect on real estate, let’s talk a little bit about the financial crisis in the mid-2000s, a lot of real estate companies crashed and burned then. RITHOLTZ: Wow, that’s amazing.

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The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. You saw it in the financial services sector. BARATTA: Yeah. In the long run.

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Assets Investing Investments Valuation 150

Brown Advisory

FEBRUARY 3, 2017

We cannot remember a time when it was more important to reinforce patience, balance and discipline in the face of uncertainty, and to assure clients that we are investing their capital in a manner that minimizes exposure to any specific near-term risk. The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

We cannot remember a time when it was more important to reinforce patience, balance and discipline in the face of uncertainty, and to assure clients that we are investing their capital in a manner that minimizes exposure to any specific near-term risk. The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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Valuation Education Government Numbers 282

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. In 2000, I mean, sorry, in 1980, I was 15 years old, I’m sneaking into comedy clubs watching, you know, Jim Carrey and Dave Thomas and, you know, like everybody could show up on a night. Is it about the valuation?

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