Brown Advisory

SEPTEMBER 3, 2015

War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . Exceeding Expectations.

Economy 40

Economy Economics Asset Allocation Investing 40

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. has not seen 10+ year economic expansions, other developed markets certainly have. Additionally, while it is true that the U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. has not seen 10+ year economic expansions, other developed markets certainly have. Additionally, while it is true that the U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Investment Perspectives | Bubbles II. Wed, 04/01/2015 - 16:48.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha.

Portfolio 52

Portfolio Investing Investments Management 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. In our view, it’s not a question of whether , but under what circumstances.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Less Efficient Asset Classes.

Investing 52

Investing Investments Portfolio Management 52

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. We found there were two times during the tech bubble that stocks gained 20% and again moved to new lows, and it also happened during the global financial crisis of 2007-2009. It was developed a decade ago and is a key input into our asset allocation decisions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Brown Advisory

NOVEMBER 29, 2016

1 Also, from fiscal year 2009 until fiscal year 2016, federal agencies cut annual grants to private and public organizations by 3.4% Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions. How can this be?

Marketing 52

Marketing Marketing Economy Valuation 52

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

JUNE 6, 2023

I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. And I think that has been true since 2009 until now. You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. You get a BA in Economics from Hamilton College. RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone. And if you look on your Bloomberg screen today, on that day, the asset went from 6 cents to 12 cents — RITHOLTZ: Wow. KOENIGSBERGER: Yeah.

Banking 152

Banking Assets Government Investing 152

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

Banking 141

Banking Management Investing Investments 141

The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation.

Math 141

Math Engineering Marketing Marketing 141

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 141

Economics Economy Marketing Marketing 141

Darrow Wealth Management

MAY 29, 2024

President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history. For example, the September 11th terrorist attacks and the 2008 Great Financial Crisis occurred under President G.W. Probably not.

Marketing 99

Marketing Marketing Asset Allocation Investing 99