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Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

James Hendries

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. A Lot Can Change in a Few Quarters So, why bring up a Fed statement from 2007? A lot changed over the course of 2007 and 2008 as the economy fell into the Great Financial Crisis.

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Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

James Hendries

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Since then, value has outperformed growth for the longest sustained period since 2003–2007. Conclusion.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007). based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Cavium, a U.S.-based Podkaminer, E.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007). based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Cavium, a U.S.-based Podkaminer, E.

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Transcript: Gretchen Morgenson

The Big Picture

In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. Or should this be kept out of private asset allocators’ hands? I think in 2007, we had 24 square feet per capita versus Europe, which was like 14, and Japan, which was like 9.

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