Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. economy is doing well, why do so many Americans say it’s terrible? 2007-09 Great Financial Crisis 7.

Insurance 130

Insurance Math Economics Economy 130

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. The global economy was in shambles, and people were losing their jobs all around.

Marketing 97

Marketing Marketing Economy Compliance 97

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

SEPTEMBER 25, 2023

The Fed made a big shift in its projections and is now much more bullish on the economy. Expectations for a stronger economy also mean the Fed is projecting fewer rate cuts next year. Two: Fed members are buying that the economy is strong. That is a huge shift and an acknowledgement that the economy is strong.

Marketing 96

Marketing Marketing Economy Government 96

Nationwide Financial

OCTOBER 12, 2022

The previous bear market occurred in 2007-09, during the Global Financial Crisis. For example, consumers purchase necessities such as food and personal care items no matter what’s going on in the economy. This can help temper some fluctuations in overall portfolios. The average bear market lasts 9.6 What causes a bear market?

Investing 105

Investing Investments Risk Tolerance Marketing 105

The Irrelevant Investor

MARCH 5, 2022

By Dror Poleg) A stock price reflects a balance between buyers and sellers, and in Sberbank’s case there are no buyers (By Marc Rubinstein) The confusion of seeing my portfolio go up with increasing COVID cases and rising uncertainty is something that I will never forget. (By

Economy 52

Economy Numbers Portfolio Marketing 52

Validea

FEBRUARY 24, 2023

Even if the economy avoids a recession, the Fed is unlikely to pivot back to cutting rates, which could hurt stocks. equities are now the priciest they’ve been since 2007, entering a level the strategists called a “death zone.” Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks U.S.

Economy 52

Economy Economics Banking Portfolio 52

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. But this was not because the productive capacity of the economy expanded.

Marketing 96

Marketing Marketing Economy Startup 96

Validea

FEBRUARY 17, 2023

As the Fed tries to absorb cash from the economy, it’s paying out 4.55% to money-market funds—more than the yields on AAA-rated bonds from high-quality companies, which still carry much more risk than cash or T-bills. more, that’s the lowest bonus since 2007. In fact, cash is yielding more than AA bonds for the first time since 1988.

Investing 59

Investing Investments Economy Portfolio 59

Validea

FEBRUARY 17, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Using yearly Bloomberg surveys from 2000-2021, Barron’s found that the median forecast among the economists, money managers, independent research firms, and other organizations surveyed was 0.99% off in either direction from the actual year-over-year GDP.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Carson Wealth

MARCH 27, 2023

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. This is the ninth straight rate increase and brings rates to their highest level since 2007. A diversified portfolio does not assure a profit or protect against loss in a declining market. Why is this a good thing?

Marketing 52

Marketing Marketing Banking Economics 52

Trade Brains

SEPTEMBER 18, 2023

Sai Silks Kalamandir IPO Review – Industry Overview Currently, India ranks fifth in the world in terms of nominal gross domestic product (“GDP”) and is the third-largest economy in the world in terms of purchasing power parity (“PPP”). India is estimated to be among the top three global economies in nominal GDP by Fiscal 2050.

Retail 59

Retail Wealth Management Economy Sales 59

Validea

NOVEMBER 16, 2022

Of course, getting that timing right is a challenge, but Arnott points to the Shiller price-to-earning ratios, which shows that equities are still expensive and the S&P 500, while trading below its recent peaks, is still well above the low it hit during the 2007-09 financial crisis.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

Carson Wealth

MARCH 20, 2023

Lastly, the Financial Select Sector SPDR ETF remains above the 2007 peak. S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Banking 52

Banking Marketing Marketing Compliance 52

The Irrelevant Investor

APRIL 20, 2020

The chart below shows that the money supply has doubled since 2007, and while prices might be rising in certain areas of the economy like health care and education, nobody would argue that this has been an inflationary environment. The chart below the enormous differences in growth for a *60/40 portfolio, before and after inflation.

Economics 52

Economics Portfolio Education Economy 52

Validea

NOVEMBER 18, 2022

Of course, getting that timing right is a challenge, but Arnott points to the Shiller price-to-earning ratios, which shows that equities are still expensive and the S&P 500, while trading below its recent peaks, is still well above the low it hit during the 2007-09 financial crisis.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. He’s a big picture guy.

Valuation 130

Valuation Investing Investments Assets 130

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.

Investing 52

Investing Investments Assets Economics 52

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.

Investing 52

Investing Investments Assets Economics 52

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures.

Marketing 332

Marketing Marketing Economics Portfolio 332

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Source: BLOOMBERG. .

Management 52

Management Marketing Marketing Clients 52

Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon. the current blowup) -20% so far What’s your guess?

Marketing 57

Marketing Marketing Retirement Investing 57

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.

Marketing 52

Marketing Marketing Economy Communication 52

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.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. That is a huge loss on a bond portfolio. economy actually grew three and a half times.

Marketing 52

Marketing Marketing Investing Investments 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Portfolio Management Clients 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Portfolio Management Clients 52

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. These are some of the important questions we grapple with in an effort to understand if our investments will continue to deliver the high returns on invested capital we seek.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. So she wants her portfolio managed that way. RITHOLTZ: Right. The vest is the new uniform.

Management 213

Management Investing Investments Assets 213

Brown Advisory

APRIL 1, 2015

economy following the financial crisis. trillion last year, roughly the same as during the 2007 peak. The small valuation gain may be considered reasonable in light of growing investor confidence as the economy has recovered from the depths of 2008-2009. According to Bloomberg, total announced deals were close to $3.6

Investing 52

Investing Investments Valuation Assets 52

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. The bottom line is many bears have been proven wrong, as the economy continued to surprise to the upside, inflation came back to earth, and overall earnings estimates increased. economy. This has run contrary to most economists’ predictions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

The Big Picture

SEPTEMBER 12, 2022

At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. And when you think about market timing was 2007 the best time to — to make a move, but it ended up being a perfect time actually long-term for — for my career. BITTERLY MICHELL: Always risk.

Clients 286

Clients Wealth Management Investing Investments 286

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. The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012.

Assets 59

Assets Investing Investments Marketing 59

MarketWatch

MARCH 14, 2023

Under a best-case scenario, investors’ fears would be calmed as California’s Silicon Valley Bank and Signature Bank in New York are reorganized “in an orderly fashion,” according to Chris Crawford, the Boston-based portfolio manager of the firm’s Strategic Long Short Fund. The flip-side scenario is that the U.S. All three major U.S.

Government 76

Government Banking Assets Management 76

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy.

Investing 52

Investing Investments Ethics Taxes 52