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Investment Perspectives | Bubbles II

Brown Advisory

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations.

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Tariffs: Bark or Bite?

Brown Advisory

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Tariffs: Bark or Bite?

Economy 52
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Tariffs: Bark or Bite?

Brown Advisory

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Tariffs: Bark or Bite?

Economy 52
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Transcript: Edward Chancellor

The Big Picture

Our job was basically to give sort of strategic advice to Lazard clients, which would generate capital-raising mergers and debt financing. I remember once, one of my colleagues says that a friend, one of the French Lazard Frerers partners was asked by a sort of junior, “How much should we tell our client to bid?” CHANCELLOR: Yes.

Banking 141
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Transcript: Savita Subramanian

The Big Picture

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. But no, but I think that where I get my best ideas is from talking to super smart people like you, like our financial advisors, like our hedge fund clients, our, our long only investor clients pensions.

Numbers 141