Brown Advisory
JUNE 3, 2015
Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. Impact on U.S. Impact on U.S.
Brown Advisory
SEPTEMBER 3, 2015
million in 2006, inhibiting demand and economic growth, according to the Krueger report. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. By Taylor Graff, CFA, Asset Allocation Analyst. Moreover, emigration has reduced the population to about 3.5
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Brown Advisory
SEPTEMBER 22, 2017
In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006). Michael Porter has published an extension of his seminal work on competitive advantages by looking at social influences of company competitiveness (Porter, 2006). Podkaminer, E.
Brown Advisory
SEPTEMBER 22, 2017
In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006). Michael Porter has published an extension of his seminal work on competitive advantages by looking at social influences of company competitiveness (Porter, 2006). Podkaminer, E.
James Hendries
JANUARY 13, 2023
economy to avoid recession, and support above-average valuations. The relationship between inflation and stock valuations is a strong one, as shown in Figure 2 , which meant the market could no longer support price-to-earnings (P/E) ratios over 20 (the same goes for the relationship between interest rates and stock valuations).
The Better Letter
JANUARY 26, 2024
In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. 2020 : “[E]xtreme valuations. He missed this one, too. ” The S&P earned 15.89
The Big Picture
MAY 9, 2023
And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. There wasn’t a lot to do.
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