Brown Advisory

SEPTEMBER 3, 2015

But recent turbulence in the world’s second-largest economy indicates that Xi’s dream may be a bit deferred. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. 1, 2008, until Dec. 1, 1979, until Dec. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 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

MarketWatch

MARCH 14, 2023

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 The fund manager couldn’t immediately be reached for further comment.“It All three major U.S.

Government 76

Government Banking Assets Management 76

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

Investing Investments Valuation Assets 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Big Balance Sheet By way of background, the Fed’s balance sheet has roughly quintupled since the financial crisis of 2008.

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By way of background, the Fed’s balance sheet has roughly quintupled since the financial crisis of 2008. Big Balance Sheet.

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. By Taylor Graff, CFA, Asset Allocation Analyst. Dream or Opportunity?

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

APRIL 1, 2016

Following the turmoil of the Great Recession, many market participants were lulled into complacency by seemingly steady gains in asset prices and the extended period of low interest rates. To help illustrate these trade-offs and manage risk, we adhere to what we call our “three-bucket” approach to portfolio construction.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question.

Clients 150

Clients Investing Investments Management 150

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. And he had a sizable amount of money under management and hard-closed his vehicle and in his first 14 months, if I remember correctly, his gross return was 120%.

Investing 130

Investing Investments Assets Insurance 130

Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be. Robinhood 5.

Accounting 69

Accounting eCommerce Investing Investments 69

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. That had mismatched assets. It’s not an asset that other creditors can go after.

Banking 130

Banking Investing Investments Clients 130

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. It’s physics’ three-body problem applied to the global economy’s trillions of inputs. Like it or not, the unimaginable outcomes are the ones that make the biggest spread between expected asset returns and the actual result.”

Economy 95

Economy Economics Math Banking 95

The Big Picture

AUGUST 16, 2022

The basic concept is when one of these asset classes starts a long move, they tend to go much further and much longer than people typically expect, and you want to capture as much of that move as possible. So different time horizons, different assets. What assets are they in? I don’t know if all our listeners are.

Management 289

Management Assets Risk Management Valuation 289

The Big Picture

APRIL 8, 2024

It’s not as, as strong as your business in the asset management business. Hustle was managing institutional right assets. Your real business is having the best perspective of what is happening this moment in the economy. He helps portfolio managers make sense of the world. Your side hustle.

Economy 140

Economy Clients Economics Banking 140

The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. Go back right after 2008, every bank made markets. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone. And having these bonds that nobody really understood, come out of it. Every bank had balance sheet.

Banking 150

Banking Assets Government Investing 150

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 11, 2023

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. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. I think of buybacks as flexible dividends. RITHOLTZ: Right. RITHOLTZ: Right.

Valuation 282

Valuation Education Government Numbers 282