Remove 2009 Remove Assets Remove Ethics Remove Financial Market
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Global Leaders Investment Letter: August 2022

Brown Advisory

The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009. It is not just Asset Heavy Industries with Capital Cycles The capital cycle is not restricted to asset intensive industries. Near-term cutbacks risk innovation and long-term growth.

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Transcript: Matt Levine

The Big Picture

And so I had the spreadsheet of every convertible bond deal that we or anyone else in the market did. And it restarted in, I wanna say March of 2009, but like onlya little bit. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And it stopped in like September of 2008.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. What percentage of the assets are in ETFs relative to mutual funds?

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Should you cancel your CFP designation?

Sara Grillo

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright says, if we are going to asset that the CFP Board and marks are bad, we should ask the question, “bad compared to what?”

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Transcript: Antti Ilmanen

The Big Picture

You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. So, starting yields of all major assets were coming down in the last decade and last decade — actually, several decades. RITHOLTZ: Really quite interesting. Explain that. Bonds are the most expensive.

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