2002 Assets Economy Valuation 
The Big Picture
APRIL 18, 2023
When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.
The Big Picture
NOVEMBER 8, 2022
No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. So — CHANCELLOR: Well, yes. CHANCELLOR: Yes and no.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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?
Brown Advisory
JUNE 16, 2022
The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. DCFs are very dangerous if not used thoughtfully.
Brown Advisory
APRIL 1, 2015
Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. economy following the financial crisis. Not only have U.S. Possible Signs.
Brown Advisory
MAY 10, 2018
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.,
Brown Advisory
MAY 10, 2018
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.,
Expert insights. Personalized for you.
154 
Let's personalize your content