Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

APRIL 22, 2020

Overall, we try to focus on the big picture: We want to own bonds that are, on balance, helping with the transition to a “post-carbon” economy. MidAmerican owns more wind-powered generation assets than any other U.S. regulated utility, but it still operates coal and natural gas facilities.

Portfolio 52

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Brown Advisory

APRIL 22, 2020

Overall, we try to focus on the big picture: We want to own bonds that are, on balance, helping with the transition to a “post-carbon” economy. MidAmerican owns more wind-powered generation assets than any other U.S. Divestment, Assessment and Impact: Three Complementary ESG Tools.

Portfolio 52

Portfolio Clients Investing Investments 52

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? RITHOLTZ: You said, I know, I want to run assets.

Portfolio 130

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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. Then and Now.

Investing 52

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The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. BRYANT: Yes sir.

Banking 141

Banking Economics Economy Business Planning 141

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. We do have multi-asset strategy called balanced, which we launched in 2014 15.

Investing 130

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James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

The Big Picture

AUGUST 29, 2022

That’s how good the economy was. And so, I was doing that in 2000, 2002, 2003, 2004. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. One is at Bear Stearns ….

Assets 161

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The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. Well guess what?

Banking 141

Banking Assets Investing Investments 141

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.

Assets 152

Assets Investing Investments Valuation 152

The Better Letter

DECEMBER 7, 2023

Therefore, the crucial lesson of Moneyball was that Beane was able to find value via underappreciated player assets (some assets are cheap for good reason) by way of an objective, disciplined, data driven (Jamesian) process. He started out in Boston as an unconventional general manager, a neophyte swimming against the current.

Consulting 92

Consulting Management Investing Investments 92

The Big Picture

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

APRIL 11, 2023

Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. One is inflation, the other is what’s going to happen to the economy. They match up.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. He said, I overpaid for the asset. It’s gonna take a while to integrate, integrate those folks back into other parts of the economy. You know, all of these things.

Investing 246

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The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. So the VCs were like, we got to go after the assets under management.

Media 278

Media Investing Investments Valuation 278

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: So 5% funds rate, what does that do to the economy? We have been speaking with Professor Jeremy Siegel of the Wharton School of Business, and Jeremy Schwartz of WisdomTree Asset Management. SIEGEL: — or 2006, ’07, ‘08.

Numbers 141

Numbers Investing Investments Marketing 141

The Big Picture

AUGUST 23, 2022

So, it’s 150 million voucher times $20 gives you a $3 billion of vouchers in circulation and this $3 billion of vouchers in circulation were exchangeable for 30 percent of the share capital of all Russian companies, which meant that the market cap of the entire country of Russia, every asset in the country, was $10 billion.

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Government Banking Numbers Investing 312