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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. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

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. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

Economy 52
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Investment Perspectives | Bubbles II

Brown Advisory

stocks more than doubled, but other asset classes (with the notable exception of commodities) have provided excellent returns as well. economy following the financial crisis. The small valuation gain may be considered reasonable in light of growing investor confidence as the economy has recovered from the depths of 2008-2009.

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Transcript: Edward Chancellor

The Big Picture

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. CHANCELLOR: Well, I said no initially. CHANCELLOR: Yes.

Banking 144
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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. I think it’s not just new economy chip purveyors, but it’s also the companies that buy the chips and become better. But it’s, it’s sort of strange.

Numbers 144