Discipline Funds
NOVEMBER 17, 2023
Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. In other words, if you’re 65 in 2007 and 100% invested in stocks and then 2008 happens then you end up going back to work until you’re at least 70.
Investing Caffeine
MAY 2, 2022
Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.
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Brown Advisory
DECEMBER 2, 2015
Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. The market for high-yield bonds has become increasingly polarized as falling energy prices and slowing emerging market economies have broadly crimped company revenues.
Brown Advisory
NOVEMBER 12, 2019
Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.
Brown Advisory
NOVEMBER 12, 2019
Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.
James Hendries
JUNE 20, 2023
As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.
The Big Picture
FEBRUARY 6, 2024
And actually Ben Inker is the head of our asset allocation group. 00:21:26 [Speaker Changed] In isolation quality on average gives you downside protection, certainly did in 2007, eight for example. We, we call asset allocation at GMO. How, how important are these other aspects to the way you manage assets?
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